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HiThanks for the reply. Thanks for validating what I thought was the solution. Much appreciated.
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HiAny SmartVault users out there? I am trying to import the Client Checklist from Proseries into the client's 2022 template in SmartVault. Has anyone been able ...
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Now your talking! I like the way you think. Wine is a must for sure.
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Thanks! Just sent an email.Thanks to all for the help and info. I appreciate it.
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Thanks for the reply.I was hoping it would be something simple like a new user ID but each time I tried to log on it never gave me the option to pick a new one....
