MN dhawk Posted January 12, 2017 Report Posted January 12, 2017 I am using the ATX big organizer and the engagement letter that comes with it. But about 10% of the time no engagement letter shows up. I can't find it either in the forms menu. Any suggestions?? Thanks in advance. Quote
MN dhawk Posted January 12, 2017 Author Report Posted January 12, 2017 I figured it out. Choose Forms, Client Letter. Open the engagement letter & attach it. Why I have to do this for some clients is the mystery. 1 Quote
Abby Normal Posted January 12, 2017 Report Posted January 12, 2017 They added a new checkbox on both create and print marked organizers to force the letters to be added, even if you had previously discarded them. You would think setting the preference to add the letter would be enough, but you'd be wrong. 1 Quote
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