Just-Lisa-Now-
Level 15
Level 15

I saw a post over in the Facebook PS group that someone using Basic says she has to name all her new clients, the default 4 letter 4 number auto naming wasnt happening in 2020....is this an option that you have to check to make happen?

@TaxGuyBill  youre familiar with Basic.    Is this an option, or does she have a bad install?


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