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Client letters

Burton1929
Level 1

Can you email a letter to clients out of lacerte? Or is it just the organizer that can be sent out of Lacerte to clients?

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George4Tacks
Level 15

You can e-mail to clients INDIVIDUALLY. 

If you are looking to do a bulk mailing, you would need export the information and do an e-mail form there. 


Here's wishing you many Happy Returns

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1 Comment 1
George4Tacks
Level 15

You can e-mail to clients INDIVIDUALLY. 

If you are looking to do a bulk mailing, you would need export the information and do an e-mail form there. 


Here's wishing you many Happy Returns
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