Organizer Miscellaneous selection not recognizing changes

Forum|Forum|5 years ago
December 11, 2020
2 replies
7 views

Working in 2019 Lacerte and identifying clients organizer preference using Client - 3. Miscellaneous Info/Direct Deposit - Organizer Miscellaneous isn't working. I go into a client, make the change but it's not selecting the client when using F3. This feature once worked, as there are some clients where this is working, just not the additions/changes I'm making now.

Lacerte Tax

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IRonMaN

Level 15

It seems like Larcerte organizer issues are the most popular topics here in the last couple of weeks. They fixed some of the problems but the general thought is to wait for updates before proceeding.

Slava Ukraini!

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Golf007

Level 3

The "solution" for organizer problems says the alignment was fixed. It was not. We are having trouble with the indent function. Everything indented is printing left-justified.

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cin15

Level 5

Agreed. Organizers are not completely fixed.

George4Tacks

Level 15

Many of the F3 and Filter options have been taking a back seat (maybe behind the rumble seat) over the last few years. Even being able to find those with a Schedule C have had problems.

A seldom used and very archaic Custom Filter in Screen 1 seems to still work. If the Organizer type is not working, you could consider using this as a tag for searching. Personally i would just send the same organizer type to each client. They either look at them or they don't

Answers are easy. Questions are hard!

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