Maitlen
Level 1

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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