JMossMLW
Level 1
01-26-2021
04:02 PM
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When I click to invite a new client to use Intuit Link, it defaults to an email invite message I customized last year. I would like to change the "default" message so that I don't have to override it every time I invite a new client (i.e. it references last year, etc.). I know it can (or at least could) be customized because it is not a generic default email. Does anyone know where to change this default template?
I know how to add new templates to use in other requests, but I can't see where to change the default invite email. Any help is greatly appreciated!
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