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I'm just saying that's the way the letter reads . . .
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I'm just saying that's the way the letter reads . . .
Wrong interpretation but I'm not going to try to convince you on that, good luck
if I am in the middle of entering a clients info....and the transaction blows up with a box at the top of the screen filled with red jibberish characters, including an OOOPS.....is their system down, or some particular reason for the blow up? its 10:15 EST...and maybe HS has an issue. I tried logging out and starting over.....and got through entering all the clients info including income.....and that's where it blew up both times.
Certainly no support at HS to utilize...and no indication as to why.
if I am in the middle of entering a clients info....and the transaction blows up with a box at the top of the screen filled with red jibberish characters, including an OOOPS.....is their system down, or some particular reason for the blow up? its 10:15 EST...and maybe HS has an issue. I tried logging out and starting over.....and got through entering all the clients info including income.....and that's where it blew up both times.
Certainly no support at HS to utilize...and no indication as to why.
Please, please, please don't send an email in my name that I did not write and did not authorize. This is wreaking havoc. Clients are getting different instructions from me than from you, when they see YOUR email sent as if it was from ME. What a mess.
Please do one of the following, preferably the 3rd one.
1. Turn off the emails sent in an agent's name.
2. Give each agent the ability to switch it on or off
3. Give each agent the ability to switch it on or off, and the ability to customize the wording of each type of drip email. For instance, you have an "app submitted" email, an "approval" email, a "make your payment" email, and a "upload your documents" email. Who knows what other email is being sent in my name. Can we customize the wording of emails sent in our names, please, and decide whether or not to turn it off altogether?
TxOnline and TN_Agent, our system is setup to do the right thing with regards to renewals, and has been doing so all of OEP. Specifically:
1) Look for existing 2016 app - if exists, report a life change
2) Otherwise, look for existing 2015 app - if exists, start pre-filled 2016 app from that
3) Otherwise, start new 2016 app
We will explore a setting that allows you to toggle between the two modes.
Thanks,
Ning