Add client IDs to
Organizer
pages

Follow these steps to add the client ID to the printed
client organizer
and organizer questionnaire.
  1. Go to
    Setup
    Office Configuration
    Print Options
    .
  2. To include the client ID on the pages of the printed
    client organizer
    , select the
    Client ID
    checkbox in the
    Other than client documents
    row.
  3. To include the client ID on the pages of the printed organizer questionnaire, select the
    Client ID
    checkbox in the
    Client documents
    row.
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