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Lacerte E-Organizer
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MSpencer
Level 1
07-06-2021
10:25 AM
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Does anyone know how to remove the option of an "e-organizer"? I transferred a client to myself at another firm. I had the e-organizer option checked. The new firm does not use e-organizers and is unable to open the client. I get this error message:
ERROR MESSAGE
=============
Not able to open E-Organizer data. The firm number attached to this E-organizer data does not match your firm number.
Thank you
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