Question
How to create a usable Organizer in PTO
I generally don't send out Organizers to clients. However, I'm in the process of merging in two smaller firms that would collectively send out 50-100 Organizers. From what the clients have stated, they were generally 20-30+ pages (ProSystemsFX). As a test, I went into a client and the output was ONE PAGE, it doesn't incorporate ANY prior your data or numbers and doesn't even ask about virtual currency. Even a program like Drake generates a usable Organizer.
I figured that I'd ask here prior to manually creating them inside of Canopy.
Steve
