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M
mlogan
Level 1
July 6, 2023
Question

Where are copied clients saved in Lacerte

  • July 6, 2023
  • 1 reply
  • 6 views
I need to view a copied client
This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
July 6, 2023

You should still see it in the list. The only change would be the client number. 

Answers are easy. Questions are hard!
    abctax55
    abctax55
    Level 15
    July 7, 2023

    Be sure your 'status' feature is showing *all* clients.

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