trish-33540
Level 1

So...I set up a new client in ProSeries and invited.  When link opened, I needed to change my password, which I did.  When it created the new client it had new client's name and email with error message that email had been changed outside the system (this email was not in the system prior to today).  And then I noticed it had activity listed from June!.  THEN I realize it has picked up another client's documents and put them into the new client's account.  THAT'S why it thinks I changed the email address.  What is going on?  It will not let me delete the sensitive documents from the new client so I can send an invitation because they were "completed requests."  So now I can't invite the new client without sending them sensitive data from old client's account.  There was a similar question from January on the community but had to do with "changed emails" error message NOT clients being combined.  Anyone know how to fix this?

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