Matt C
Employee
Employee

Hi @trish-33540, sorry you're having this issue. We think the issue might be caused by something specific in your workflow. Could you help us narrow down on the issue by providing some more information?

1. Can you describe how you created this new client? Did you literally start a new client file from ProSeries, fill in information, then initiated the Invite? Or did you copy this client file from an existing one by any chance?

2. When filling in information into the new client file, did you fill in the client's real SSN? I ask because someone on the team mentioned there being some users in the past who were filling in "dummy SSN"s which caused some issue..

3. Do you still have the original client file's cache file (before you recreated it)? If you do, could you email the cache file , along with the cache file for the client that the new client "combined" with, to proseries_engineering@intuit.com? If not, that's okay, but please send these files to us if you see the issue again.

In addition, please send us <your data directory>\Link\Clients.acs (ie C:\ProWin21\21Data\Link\Clients.acs).

 

For now, please try the workaround that Jeff suggested - that should let you create an entirely new "client" in Link, which shouldn't be connected to any other client.

 

Thank you,
Matt

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