Organizer delivery method used field is not updating from Client Communications dialog

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

The Organizer delivery method used field on Screen Contact indicates the delivery method that you used the last time you printed or assembled the client's organizer. That method may differ from the method currently selected on the Client Communications dialog.

For example, if you print the organizer on paper, but later select "Web" in the Organizer Delivery field in the Client Communications dialog, the input screen field displays 1 (Paper) until you assemble the web client organizer.

Similarly, if you choose File > Print Organizers and print the organizer using a method that differs from the setting specified in the Organizer Delivery field in the Client Communications dialog, the input screen field displays the method you selected in the Print Organizers dialog the last time the organizer was printed.

If None is chosen on the Client Communications dialog, the Organizer delivery method used field on Screen Contact is updated, because there is no additional action taken to generate None. However, it's not changed again until an organizer is assembled or printed (on paper, email PDF, PDF to file, or web).

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