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new clients and extension

MICHAELMARS
Level 5

All my new clients are opening with the efile extensions marked off.  Not a big deal but I have to go and deselect them.  

Is there an option somewhere that I inadvertently selected?

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1 Solution

Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
MICHAELMARS
Level 5

Thank you, I must have checked it in the template without meaning too.