Client's organizer is not available to print

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If None is selected for the organizer delivery method in the Client Communications dialog, complete these steps to print the client's organizer.

  1. Choose Setup > Client Communications.
  2. Select Paper from the drop-down list in the Organizer Delivery column.
  3. Click OK.
  4. Choose File > Print Organizers.
  5. In the Print Organizers dialog, click the Print option.
  6. Click the Clients button. The client is now available to print.

Note: The client organizer is not available when a new client is created via the Filing Status Optimization utility.

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