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Great News! Spent an hour on the phone with support this morning and I can now add request templates again.
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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 ...
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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'...
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Hello,Would you happen to have any information on the ability to add request templates in Intuit Link? You used to be able to add to templates containing multip...