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    2023 Client Checklist Email Issue

    N411BC
    Level 3

    Using Office365 with 32 bit Outlook.  No issues emailing Client Checklist for 2020 and 2021 but program is not allowing 2022 Client Checklists to be emailed.  Proseries will allow emailing of the open client points.  Currently waiting for a call back from advanced support

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    3 Comments 3
    clr600
    Level 8
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    N411BC
    Level 3

    After reloading Proseries works now

    Did you ever get this resolved?  I am experiencing the same problem.

     

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