Question
Creating Template for Returning Clients
Greetings,
I need assistance and clarity.
I click on Tools>Edit Client Template and begin setting up the new client template for 2022. I understand that the dialog box displays 'changes to the template file will appear on ALL new clients'. My dilemma is how can I set up or create new template that will affect not only my new clients but my returning clients when I transfer the data from ProSeries 2021 to 2022. Any assistance would be helpful.
Thank you for your assistance with this matter.
Sincerely,
Paul Stramberg
