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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. 


    Answers are easy. Questions are hard!

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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. 


    Answers are easy. Questions are hard!
    0 Cheers