Maitlen
Level 1
01-05-2022
03:40 PM
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About 50% of my clients get organizers. The rest get standard letters, not mentioning the organizers, but giving some pertinent information about changes in the tax laws, etc.
I have used ProSeries for over 20 years, and have never had this problem:
How do I edit the general client letter for both of the situations above, and make the letters universal? I pulled up one client, changed the letter, told the program to print the letter, and printed the organizer. However, for the next client I pulled up, no letter printed.
What am I missing here?
Thanks
Steve Maitlen
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