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U
user68683
Level 2
January 8, 2020
Solved

Client Checklist

  • January 8, 2020
  • 2 replies
  • 12 views

I was wondering if there was a way to edit the letter that is sent with the emailed copy of the Client Checklist? I did a search and found that I may be able to edit here Tools, Client Checklist, Preview/Customize Client however I do not have that option when I go to Tools, Client Checklist the only 2 options I see are Batch Print Checklist and Batch Email Checklist no option to edit.  Any help would be appreciated.  Thank you!

This topic has been closed for replies.
Best answer by user68683

Not sure how to delete this post, I found the answer by going into a client file.  

2 replies

U
user68683AuthorAnswer
Level 2
January 8, 2020

Not sure how to delete this post, I found the answer by going into a client file.  

K
kathyrd
Level 2
February 8, 2020

I have the same problem - under Client Checklist there is no option to Preview/Customize. The solution does not seem to be available where it says "Go to Solution". What is the solution?!

Thank you

K
kathyrd
Level 2
February 8, 2020

Ok, you do have to open a Client File to access Preview/Customize.

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