JMossMLW
Level 1
01-27-2021
10:35 AM
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Thanks for the reply! I've done all that, but none of the templates I have will show up in the invite if the invite is created through Lacerte (either 2019 or 2020). There doesn't seem to be a way to change that default template Lacerte uses. Although it is not the default one used last year because it is currently bringing up one I created from last year. It seems like there should be a default option you can select.