I work for a Tax Accountant. We have set up Request For Information (RFI) Smartsheet forms for each of our clients. We have automated the forms so that they will send an email to the clients showing what information we still need from them in order to complete their tax returns.
There are several steps to the automation. 1st request, send email to Client. 2nd request, send out a second email if no response to the first email. 3rd request, send an email to me, the tax assistant, to contact client.
When I looked at a certain clients RFI it showed that the first and second request are "pending".
Can anyone help me figure out why this is happening? And how to tell if the email was sent? I know I didn't receive the second one that is addressed to Tax Assistant.
Thank you for your help.
Deanna.
