Ability to select Client Instructions in Gather

From what I understand, the Client Instructions have to be set to Default. We have different messages setup according to which request we are sending. We have 1040, Business and New Client Setup. I would like to see the ability to select which Client Instructions you want to send, just like you can select which Message from the Preparer you want to send.

Thank you

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  • I completely agree. Having to ensure Client Instructions are set to “Default” before sending each gather request is cumbersome. We also use different instruction sets for various request types (1040, Business, New Client Setup). It would be extremely helpful to have the ability to select which email Instructions to send at the time of creating the request, similar to how we can choose which saved Message to include. This would save time and reduce errors. 
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