I cannot find where I can change the default settings on the information worksheet. I know I have done it before, but now I cannot find where it is.
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You can Edit the client template, but that only changes the defaults on new clients, not existing ones.
Is that what you're looking for?
You can Edit the client template, but that only changes the defaults on new clients, not existing ones.
Is that what you're looking for?
are you talking about tools/options etc.......? What are you looking to change?
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