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After I select the items to show on the condensed organizers for a particular client, do the setting carry over to all future years?

janellewong
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George4Tacks
Level 15

If you are asking: I selected a specific set of items for Joe Smith for the condensed organizer and did not use that for everyone else, will this carry over to future years, then the answer is no. 


Answers are easy. Questions are hard!

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George4Tacks
Level 15

If you are asking: I selected a specific set of items for Joe Smith for the condensed organizer and did not use that for everyone else, will this carry over to future years, then the answer is no. 


Answers are easy. Questions are hard!
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