Using E-Organizer
Can anyone help me using the e-organizer. Do I need to set up in our firm file an email address so the clients can send back their filled in e-organizers? Where do I do this? Any help would be appreciated.
Can anyone help me using the e-organizer. Do I need to set up in our firm file an email address so the clients can send back their filled in e-organizers? Where do I do this? Any help would be appreciated.
Why don't you talk to tech support. They are very good and it's there job.