Intuit Link: Request Templates

Forum|Forum|5 years ago
December 29, 2020
5 replies
32 views

Has anyone been able to add bulk requests using the 'Request Templates' functionality in Intuit Link? Currently, I can only add 1 request at a time to a client's portal.

This topic has been closed for replies.

Best answer by dbarker

Great News! Spent an hour on the phone with support this morning and I can now add request templates again.

itonewbie

Level 15

I don't use PS, so may be off base, but did you hold down the CTRL button to select multiple clients? If so, are you not able to select the custom template you want to use from the dropdown in the pop-up?

https://proconnect.intuit.com/community/banking/help/using-proconnect-intuit-link-in-proseries/00/5362

---------------------------------------------------------------------------------Still an AllStar

D

dbarkerAuthor

Level 3

Unfortunately, the drop-down menu does not actually work. When you try to select the down arrow that would presumably show your saved templates a circle with a diagonal line through it is shown.

D

dbarkerAuthorAnswer

Level 3

Great News! Spent an hour on the phone with support this morning and I can now add request templates again.

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