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- Re: Client Letter - Lacerte
Client Letter - Lacerte
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sms221
Level 1
02-08-2023
04:14 PM
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I would like to create a custom letter to use for all clients with the items that print in the new letter arranged in a different order than is printed on the default client letter.
Is there a way to do that? I only see a way to edit each section and subsection, but not how to customize the order in which they display in the letter. I do not want the current paragraph format.
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2 Comments 2
joshuabarksatlc
Level 10
02-09-2023
02:04 PM
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I don't exactly understand your objective because
* users can set up multiple letters; and
* each letter can be customized.
Personally, the current order works for me.
I just posted a suggestion that may or may not address your issue. Hope you get a chance to read it.
I come here for kudos and IRonMaN's jokes.
joshuabarksatlc
Level 10
02-09-2023
02:12 PM
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The subject of my suggestion post:
Lacerte: Standard paragraphs that can be pulled into the Custom Client Letter (Screen 5.2)
Except that "that" was typo'ed into "than"...
Back to the Salt Mines.
I come here for kudos and IRonMaN's jokes.
