DMS duplicates
When printing returns to DMS, why are new folders set up for some clients?
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Shirley
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06/09/10 10:24am PDT
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sjrcpa
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Intuit Moderator
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06/09/10 10:34am PDT
Perhaps the Lacerte DMS forum would be a better place to post this.
The more I know, the more I don't know.
06/10/10 7:21am PDT
Shirely,
I've moved this question to DMS.
Thanks,
Dave
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bglass
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06/18/10 4:56pm PDT
Latest post
When Lacerte Tax creates the client it will always follow the folder template in that database and create the folders. If you make the client in advance (DMS matches by TIN and will change the name/ID/etc. information to match what is in Tax) then there is the option of whether or not to load the folder template.
