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Level 3
February 5, 2020
Question

Intuit Link: Option to Add Request Templates Missing

  • February 5, 2020
  • 1 reply
  • 14 views

Is anyone else unable to add items to the client checklist using Request Templates? I am only able to add one request at a time from the checklist screen. There used to be an option next to Add Request to add using a request template. If I select Add request a dialog box comes up where it looks like you should have the option to add request templates, but the drop-down bar is disabled. 

 

 

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1 reply

Level 2
March 21, 2020

I have the very same issue. It started about 2 days ago and Support has been unable to provide a solution.