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Logs of Messages via Intuit Link

maryann924
Level 1

Good Day Community!

Is there a way to obtain a log of the messages with clients via the Intuit Link?

 

Thank you

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4 Comments 4
ftpbooks
Level 2

If I am understanding your question, when you are viewing the customer's intuit link, there is a small clip board and something that looks like a clock or circle.  if you click on the circle, it is the activity log.  

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maryann924
Level 1

Many thanks for your reply. I can see the activity log of when the client completed their tax organizer and uploaded documents.

Is there a way to message the client via intuit link and they message us back? Is there a log for this feature?

 

Thank you again!

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ftpbooks
Level 2

If you go in and view there information.  You can edit the questions etc and at the bottom click on "notify Client" and the bottom.    

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maryann924
Level 1

Wonderful-- Many Thanks!

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