abcpa
Level 1
12-20-2019
10:26 AM
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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).
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abctax55
Level 15
12-20-2019
02:54 PM
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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?
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abcpa
Level 1
12-20-2019
03:04 PM
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That workaround works - thanks for the suggestion!
abctax55
Level 15
12-20-2019
03:27 PM
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Please mark it solved then, for future searchers.
HumanKind... Be Both