Add client IDs to Organizer pages

Follow these steps to add the client ID to the printed client organizer and organizer questionnaire.
  1. Go to
    Setup
    >
    Office Configuration
    >
    Print Options
    .
  2. To include the client ID on the pages of the printed client organizer, select the
    Client ID
    checkbox in the
    Other than client documents
    row.
  3. To include the client ID on the pages of the printed organizer questionnaire, select the
    Client ID
    checkbox in the
    Client documents
    row.
    note
    These items don't appear in the print preview or PDF copies but will be added when the organizer is printed.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close