Thomas M Johnston Esq
Level 1
03-12-2021
11:43 AM
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Have been using e-signature for returns. Has worked well, until yesterday, when all of the clients on the dashboard were gone. How to fix?
Solved! Go to Solution.
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colinsbray
Level 3
03-12-2021
03:40 PM
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This is something I've experienced periodically. Sometimes fixable by exiting & logging back in, or at worst a restart.
Thomas M Johnston Esq
Level 1
03-12-2021
04:09 PM
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SOLVED with help from Lacerte Support. Determined that e-signatures are tied to "client-type," so did not have any clients under the "Individual Module" yet, but found them when switched to "Fiduciary Module".
