Has anyone been able to add bulk requests using the 'Request Templates' functionality in Intuit Link? Currently, I can only add 1 request at a time to a client's portal.
Solved! Go to Solution.
I don't use PS, so may be off base, but did you hold down the CTRL button to select multiple clients? If so, are you not able to select the custom template you want to use from the dropdown in the pop-up?
Still an AllStar