alternate client letters
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Is there a way to save alternate versions of client letters?
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Helpful Answer
Lisa beat me to the right answer. ProSeries seems to have a love affair with Word 2003; later versions blow up. RTF files will work too, but Word 03 is better.
Back to UpTheCreek's original question, I have not found a way to have more than two versions of a letter readily accessible: the standard and the alternate. But by going to the folder where the letter templates are stored, (I think it's Common), you can save any number of letters in Word 03 format, and call them up by renaming the files. Or, you can cut and paste, as Atomic Man suggested. Both of these are slow, klunky processes, but I haven't found anything faster.
It would really be nice if we could choose from among multiple letters straight from the Menu -- say standard 1040 letter and alternates 1 through 9 (which we could create ourselves).
Inside of a dog, it's too dark to read.
~Groucho Marx
Answer
I do know that you can edit the standard client letter and insert changes and save it as I do this every year, by going to Tools, Select Letters then select edit client letter and you can make changes
Answer
I save alternate paragraphs in Word and copy and paste into the PS cover letters. I have been doing this for years. The 2008 PS and 2007 Word have been giving me problems, though. Archie said that another document software, I forget which, does not have the same compatibility issues.
I hope Word works for 2009.
Apparently I still get a read aborted error. I need Archie!
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Accountant Man, in Microsoft Word 2007, try saving your paragraphs as a Word 97-2003 Document (Save as > Word 97-2003 Document)
Word 2007 defaults to saving in an XML format, which is very different from previous formats. :)
Solved!
Lisa beat me to the right answer. ProSeries seems to have a love affair with Word 2003; later versions blow up. RTF files will work too, but Word 03 is better.
Back to UpTheCreek's original question, I have not found a way to have more than two versions of a letter readily accessible: the standard and the alternate. But by going to the folder where the letter templates are stored, (I think it's Common), you can save any number of letters in Word 03 format, and call them up by renaming the files. Or, you can cut and paste, as Atomic Man suggested. Both of these are slow, klunky processes, but I haven't found anything faster.
It would really be nice if we could choose from among multiple letters straight from the Menu -- say standard 1040 letter and alternates 1 through 9 (which we could create ourselves).
Inside of a dog, it's too dark to read.
~Groucho Marx
Comment
This is my day for sounding like a broken record...
Archie, I think your suggestion for multiple letters is a good one. Could you go to http://intuit.uservoice.com/pa... and enter it?
This is the best way to communicate your ideas for new features and functions. And your peers can express their support for the idea.
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Lisa, I am using Word 2007, and although I save the files, several times under several names as 97-2003, I am still viewing it as 2007. When I copy the paragraph, it still aborts in PS. I cannot view it as 2003 since I am using 2007.
I save it, close it, and then open it in 2007. It still aborts. I have also saved it as RTF and open doc, but it does not work when I view it as Word 2007.
But as Archie told me long ago(thanks, AL!) if it is saved as RTF and opened in Wordpad, it works.
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So, Lisa, now that we have your attention, has PS updated the Philadelphia city letters yet? They are still using 1993 formatting. See the copy below. See that line below that looks like --- hyphens? Wasn't formatting upgraded sometime in the 1990's so you can format better than this? This is why I have my own WordPad documents for alternate paragraphs. PS is too lazy to fix these.
And the positioning is unusable. Almost everything about these city letters is unprofessional and therefore unusable.
Tax Summary and Instructions for Filing
<@PAIThisYr> <@BPTCity>
<@BPTForm>
--------------------------------------------------
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I know how to edit and save the standard client letter. What I want to do is tailor different standard letters to different targeted client segments or situations. So essentially I want to have more than one version of the standard client to call upon. I may want to say exactly the same thing to 5 different clients that may be subject the hobby loss rules. As it is now, I have to retype the same thing into 5 different custom client letters. I want to save the specific language and be able to apply it to other clients.