George4Tacks
Level 15

Be sure you have most current DMS Press Help > About DMS and you should see 20.1.0 If you don't go to "My Account" and download the most recent.  Be sure backup your database before updating.

https://proconnect.intuit.com/community/help-articles/help/create-new-folders-for-all-clients-in-dms...

 


Here's wishing you many Happy Returns
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