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How can i edit the automated message lacert sends out to people when i send them and organizer etc through email?

abs
Level 1

I want to add a new message that automatically attaches to emails i send out to my cleints, how can I edit/ personalize the message?

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George4Tacks
Level 15

For e-organizer - In the Organizer listing is E-Mail Letter You can edit that to your hearts desire. 

For Link - When you Invite there is a Dear [CLIENTNAME], followed by some text that you can edit to your hearts desire. 

If you send something from the Client Screen, you are presented with an e-mail and attachment. You can edit the text of that e-mail to you hearts desire before you click send. 

I know of no automated message that Lacerte sends out, only messages YOU send out through Lacerte. Please add a comment if I am missing something. 


ex-AllStar

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George4Tacks
Level 15

For e-organizer - In the Organizer listing is E-Mail Letter You can edit that to your hearts desire. 

For Link - When you Invite there is a Dear [CLIENTNAME], followed by some text that you can edit to your hearts desire. 

If you send something from the Client Screen, you are presented with an e-mail and attachment. You can edit the text of that e-mail to you hearts desire before you click send. 

I know of no automated message that Lacerte sends out, only messages YOU send out through Lacerte. Please add a comment if I am missing something. 


ex-AllStar

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Serena
Level 1

E-Mail Letter sent with E-Organizer has HTML formatting in the email message. Eg., {BO} {Times New Roman} etc. It does not appear in the Email Letter, only when emailed to a client. We need to resolve this issue before sending our Organizers to over 500 clients.

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abctax55
Level 15

There are known organizer issues - not sure if it's the same with e-organizers.

But tagging onto a year-old (or more..) thread isn't likely to get any response from the Intuit programmers. You'll need to file a formal report of the error.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches
abctax55
Level 15

FWIW.... I did forget to mention there is *supposedly* an update on 1.7.21 that will solve alllllllllllllllll organizer problems.   We shall see; you are likely to be on hold until then if you call support. 😉

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches