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Level 1
December 28, 2020
Question

Coding Organizer

  • December 28, 2020
  • 4 replies
  • 12 views

For my Organizer/Questionnaire:

I am trying to add a checkbox in front of verbiage (as a multiple choice) instead of the yes or no boxes. Does anyone know the coding for this action? 

I tried [BOX] which does show up BUT my text disappears. 

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4 replies

PhoebeRoberts
Intuit Community Champion
December 28, 2020

I paste a lower-case q formatted in Word into the Wingdings font. The Lacerte questionnaire requires a good deal of fiddling to produce the desired result.

User_61
Level 7
December 28, 2020

2019 Lacerte > Tools > Organizer > Edit Documents > Questionnaire

Help Article Editing the organizer client or engagement letter

Beware: Organizer & Questionnaire will fight you at every attempt to add to or edit it. 

♫ faint buzzing noise ♪
Level 3
October 28, 2021

Many of my clients end up writing "Does not Apply" next to the yes no boxes.

How about adding a N/A box next to the Y and the N?

George4Tacks
Level 15
December 28, 2020

The organizer uses Times Roman, so you could try to insert □ which I found using windows Charmap. 

You could try copying this symbol   □    into the text, but best not to try to mess with the Organizer too much. 

□ yaba □ daba  □ do 

 

 

 

Answers are easy. Questions are hard!
Level 2
December 11, 2021

How does editing the organizer continue to be so terrible?

joshuabarksatlcs
Level 9
December 11, 2021

Who did the Lacerte programmer cross the road?

Because that was what he did last year.

I come here for kudos and IRonMaN's jokes.
joshuabarksatlcs
Level 9
December 11, 2021

Bad typo....

Why did the Lacerte programmers cross the road?

Because that was what they did last year.

 

I come here for kudos and IRonMaN's jokes.