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Client communication
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rabrahamadvisor
Level 2
08-06-2024
07:06 PM
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Where can you find a history of your client communications sent from the ProConnect portal?
2 Comments 2
Kallana
Employee
08-20-2024
02:57 PM
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If you are referring to the Link communication history, you can go into the return. On the right-hand side, click the icon that looks like a clock. It will show you all of the link activity for that client return.
rabrahamadvisor
Level 2
08-20-2024
11:22 PM
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Thank you!
