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Client letters

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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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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. 


ex-AllStar

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Highlighted
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. 


ex-AllStar

View solution in original post

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