Custom Letters from the Database Reports
I've recently set up 8 different custom client letters in our database report section so that I can e-mail them out to our clients as needed. The goal is to have the letters print from Lacerte to the client's Smart Vault file folder so that we have a copy of the letter and when it was sent out for signature. What is happening you ask? If I need to send the client 3 letters (a notification letter, an engagement letter and a mgmt. rep letter) they are overwriting each other because the "name of the letter" (Client Notify Ltr, P'ship Eng Ltr, Client Care Ltr) is not carrying over to Smart Vault. The name of the letter is a generic name, 2023 Partnership Client Number (Client Name) DatabaseReportsLetters. Because it does not pick up the name of the "custom letter" it overwrites the first letter with the new letter and keeps the generic name. This makes no sense to me, Lacerte & Smart Vault are meant to work together to make our lives a little less hectic! Sure I can go in and rename the letters one by one, which is what I have been doing, but the programs should be able to distinguish each "custom letter" and name it as such. The idea is to process all work from the client's Smart Vault folder.
What are your thoughts on the matter? Has anyone had this issue? Neither Lacerte or Smart Vault has given me a reason as to why the programs are not picking up the "custom name" of the letters. I've gotten, change the name after printing to Smart Vault so they don't overwrite each other. This is not a proper solution!
Lacerte please focus on resolving this issue! My fellow community VOTE in favor of having this issue corrected. At some point, each of our clients will receive 5 of the 8 letters without a doubt.
Thanks, have a great day!
