Enter
Organizer
appointment dates

Follow these steps to enter
Organizer
appointment dates.
  1. Open the client.
  2. Do 1 of the following:
    • For individuals: Select the
      General
      folder, then the
      Contact
      tab.
    • For businesses: Select the
      Organizer
      folder, then the
      OrgOptns
      tab.
  3. Enter information in the
    Appointment Information
    section.
The application automatically prints appointment information in the cover letter. Next year's appointment information will proforma to the next version of the application.
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