dbarker
Level 2

Is anyone else unable to add items to the client checklist using Request Templates? I am only able to add one request at a time from the checklist screen. There used to be an option next to Add Request to add using a request template. If I select Add request a dialog box comes up where it looks like you should have the option to add request templates, but the drop-down bar is disabled. Add Request.PNG

 

Intuit Link.png

 

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