Suppress
Organizers
for a client or batch of clients

Suppress
Organizers
for a single client

  1. Go to
    Setup
    , then
    Client Communications
    .
  2. In the
    Organizer Delivery
    column for the client, select
    None
    .

Suppress
Organizers
for a group of clients

  1. Go to
    Utilities
    , then
    Reassign Clients
    .
  2. In the
    Reassign Clients
    window, ensure the
    Focus client listing
    shows
    All Delivery Methods
    .
  3. Select the clients from the list, using either
    Select
    or
    Select All
    .
  4. In the
    Organizer
    dropdown, select
    None
    .
  5. Select
    Reassign
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close