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Burton1929
Level 1
June 29, 2020
Solved

Client letters

Can you email a letter to clients out of lacerte? Or is it just the organizer that can be sent out of Lacerte to clients?

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George4Tacks
George4TacksAnswer
Level 15
June 29, 2020

You can e-mail to clients INDIVIDUALLY. 

If you are looking to do a bulk mailing, you would need export the information and do an e-mail form there. 

Answers are easy. Questions are hard!
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George4Tacks
George4TacksAnswer
Level 15
June 29, 2020

You can e-mail to clients INDIVIDUALLY. 

If you are looking to do a bulk mailing, you would need export the information and do an e-mail form there. 

Answers are easy. Questions are hard!
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