I love that there is a static W9 link we can send to clients to use with their vendors. However, if we have a request already in Keeper for that Vendor, you are not allowed to connect it to that vendor. The only way is to delete the vendor request and make a new one from the static request.
What I would expect is that if I choose a vendor that has a request already, a popup will warn you that there is already a request with some options of
  • Would you like to attach this new file to the existing request?
  • Would you like to delete the old request?
  • Would you like to cancel this action?