itonewbie
Level 15
01-29-2020
02:29 PM
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If you prefer the conventional organizer to those open questions in Link, you can still use Link to share the organizer as a document (as part of your customized Checklist) with your clients and omit the stock Checklist/Questions.
Link can be used as a regular client portal. Some of the useful features that were eliminated two years back with their "enhancement" were brought back this year. You may like to give that a try if your clients are not averse to technology.
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Still an AllStar
Still an AllStar