jessv1
Level 2
‎01-12-2024 12:37 PM

Hi everyone,

 

I just sent out a batch request with a custom message that I thought would have saved but it didn't and it went back to the generic:

Hello Client name,
 
I'm using Intuit Link to collect your tax info this year. Please sign in here so we can get started.
 
Thank you,
...
 
Does anybody know how I would be able to view the message I had previously sent out. 
 
Thank you all for your help.
0 Cheers
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itonewbie
Level 15
‎01-12-2024 12:44 PM

Unless something has changed (and Intuit hasn't highlighted that for this year), you can't.  Not that Intuit doesn't know people have been asking for this though.

Make a wish on this link.  If you promise to be good, Santa may bring you a present the next Christmas: https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

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Still an AllStar
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jessv1
Level 2
‎01-12-2024 01:07 PM

I'll make my wish and extra be good this year, hoping it comes true. 

Thank you!

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