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Level 1
March 13, 2023
Question

In Link, how can we see the emails we have sent to our clients?

  • March 13, 2023
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1 reply

itonewbie
Level 15
March 13, 2023

This is an easy question.  You can't.

This is something that was brought up to Intuit a number of years back and highlighted repeatedly.  There are those of us who would like to retain copies of client correspondence but Intuit doesn't seem to think that's important.

---------------------------------------------------------------------------------Still an AllStar
itonewbie
Level 15
March 13, 2023

Once upon a time, when we were still using Link, we would send those messages via email instead just so that we would have copies of the correspondence.

---------------------------------------------------------------------------------Still an AllStar