TimO
Level 1
03-26-2024
09:47 AM
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Level 15
03-26-2024
09:54 AM
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I only transfer clients when they schedule. Been doing that for years because of all the problems that came up when I used to do a bulk transfer. Have had no issues doing it that way
Level 15
03-26-2024
10:26 AM
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that was a reported problem in February, but it should have been fixed...did you transfer those client files into 2023 back in Jan or Feb?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪