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Level 2
December 20, 2019
Solved

How do I print a Blank Organizer with custom/modified Questionnaire?

  • December 20, 2019
  • 2 replies
  • 14 views

I modified the default questionnaire and it prints fine when selecting clients, since you can use the drop down.  However, when printing a Blank Organizer, it prints the default organizer questions, even though I overwrote those questions (instead of creating another version of the organizer).

This topic has been closed for replies.
Best answer by abctax55

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

2 replies

abctax55
abctax55Answer
Level 15
December 20, 2019

Hmm.. odd.  I'd have to go back to 2017 to see if that's different.

A possible work around:

Create a "dummy client" with just a *period* as the name, then print an organizer with your custom settings?

HumanKind... Be Both
abcpaAuthor
Level 2
December 20, 2019

That workaround works - thanks for the suggestion!

abctax55
Level 15
December 20, 2019

Please mark it solved then, for future searchers.

HumanKind... Be Both