MSpencer
Level 1

Does anyone know how to remove the option of an "e-organizer"?  I transferred a client to myself at another firm.  I had the e-organizer option checked.  The new firm does not use e-organizers and is unable to open the client.  I get this error message:

 

ERROR MESSAGE
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Not able to open E-Organizer data. The firm number attached to this E-organizer data does not match your firm number.

Thank you

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