Organizer delivery method isn't updating
Organizer
delivery method isn't updatingThe
Organizer delivery method used
field on the Contact
screen indicates the delivery method used the last time you printed or assembled the client's Organizer
. That method may differ from the method currently selected in the Client Communications
window.For example, if you print the
Organizer
on paper, but later select Web
in the Organizer Delivery
field in the Client Communications
window, the input screen field displays 1 (Paper)
until you assemble the Web Client Organizer
.Similarly, if you select
File
, then Print Organizers
and print the Organizer
using a method different from the setting specified in the Organizer Delivery
field in the Client Communications
window, the input screen field displays the method you selected in the Print Organizers
window the last time you printed the Organizer
.If you select
None
in the Client Communications
window, the Organizer delivery method used
field on the Contact
screen updates since no more action is necessary. It doesn't change until you assemble or print an Organizer
(on paper, email PDF, PDF to file, or web).Related Content
-
Organizer delivery options
Format:
Article
