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Level 2
April 2, 2025
Question

Letter coding issue

  • April 2, 2025
  • 1 reply
  • 0 views

Since the latest update, the joint and individual letter is not automatically populating.  For the joint letter, the 2nd spouse information is not showing...but all the coding is there not completed.  There was a similar problem with the individual letter.  Help!

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1 reply

Level 5
April 3, 2025

i have the same issue.....

Level 2
April 3, 2025

Hope we will get a reply for assistance soon!!

Level 4
April 3, 2025

I went into templates and chose the individual client letter and ticked the use default box. This fixed the coding problem. Then I went in and edited the template back to what I needed (including the chronic grammar error). Definitely not a user friendly process, but eventually effective.