Tax Dude
Level 2
02-20-2022
02:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client recently updated their email address.
Please see 2 screenshots attached below
Question 1. How do I update the "with (email address)" portion on LINK? This is the original email the client was set up with. Please see screenshot below, as the email's do not match. I have already updated the email address within the Edit Client portion, but that does not update the "with" section on LINK.
Question 2. Why does the red exclamation point error message not disappear when we have already updated the email address within the "Edit Client" section? Does anyone know how to remove that error message?
Please note clients new email address has been updated in ProSeries
Labels
erc
Level 1
03-12-2023
01:22 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hey Tax Dude,
Did you get this figured out?
Thanks.