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Client Checklist

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Level 2

I was wondering if there was a way to edit the letter that is sent with the emailed copy of the Client Checklist? I did a search and found that I may be able to edit here Tools, Client Checklist, Preview/Customize Client however I do not have that option when I go to Tools, Client Checklist the only 2 options I see are Batch Print Checklist and Batch Email Checklist no option to edit.  Any help would be appreciated.  Thank you!

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Level 2

Not sure how to delete this post, I found the answer by going into a client file.  

View solution in original post

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Level 2

Not sure how to delete this post, I found the answer by going into a client file.  

View solution in original post

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Level 1

I have the same problem - under Client Checklist there is no option to Preview/Customize. The solution does not seem to be available where it says "Go to Solution". What is the solution?!

Thank you

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Level 1

Ok, you do have to open a Client File to access Preview/Customize.

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