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- Client Checklist - make edits to email
Client Checklist - make edits to email
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ptax255
Level 7
01-13-2026
09:55 AM
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Hi, I made updates to the email to send to clients and clicked "Save for all clients". It saved the changes, however I'm trying to make additional edits to the email and now i don't see the email anymore. When I click on Tools - Client Checklist - now it only shows the checklist itself with options to Print - Save as PDF, Email or Close. I restarted and reupdated Proseries. Same issue. Anyone else?
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Kathi_at_Intuit
Moderator
01-17-2026
09:55 AM
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Hi @ptax255 Nice to see you in the Community and thanks for posting and sharing these details here. We recommend reaching out to ProSeries Support if you have not already for assistance with this.
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