I saw a post over in the Facebook PS group that someone using Basic says she has to name all her new clients, the default 4 letter 4 number auto naming wasnt happening in 2020....is this an option that you have to check to make happen?
@TaxGuyBill youre familiar with Basic. Is this an option, or does she have a bad install?
Solved! Go to Solution.
the default 4 letter 4 number auto naming
It has always done that before for me without selecting any options. But I don't like that naming method, so I change the name of it.
I haven't done any new clients in 2020 yet, so I don't know if something has changed.
Or is the OP asking if it is possible to CREATE a different default naming method than the standard 4 letter, 4 number that ProSeries does?
She wants the default naming, she doesnt want to have to name them herself.
I wish it didnt do the default names, Id prefer my own naming system...but Im too lazy to go in and rename everyone LOL