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January 15, 2024
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iOS-friendly Organizer Format

Related products:Lacerte
  • January 15, 2024
  • 0 replies
  • 5 views

While e-organizers would certainly be the most convenient format to send out organizers (and do it all at once), most of our clients have not liked them and are often confused by the format.  Therefore, our firm has had to email most organizers via the "Print paper organizers" option and then selecting the "email (pdf)" box on the print screen in order to auto-generate an email with the organizer attached.  This is obviously time-consuming enough as only one email at a time can be sent.

However, when sent in this manner, clients using Apple devices receive the file in an unusable "WINMAIL.DAT" file format.  With many clients using iOS devices, this is becoming an increasing inconvenience, as we then have to re-send these individually by saving the file to the desktop and then sending again.  

Since clients generally do not like the e-organizer format, I dread going through and sending the organizers each year, one at a time.  But this issue with the iOS file formatting really makes what would be an inconvenience into a real hassle, as clients continue to email requests to resend these in an Apple-compatible format.