smankow
Level 2
01-17-2023
12:18 PM
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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
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