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Coding Organizer

Level 1

For my Organizer/Questionnaire:

I am trying to add a checkbox in front of verbiage (as a multiple choice) instead of the yes or no boxes. Does anyone know the coding for this action? 

I tried [BOX] which does show up BUT my text disappears. 

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3 Replies 3

I paste a lower-case q formatted in Word into the Wingdings font. The Lacerte questionnaire requires a good deal of fiddling to produce the desired result.

Level 8

2019 Lacerte > Tools > Organizer > Edit Documents > Questionnaire


Help Article Editing the organizer client or engagement letter

Beware: Organizer & Questionnaire will fight you at every attempt to add to or edit it. 

Hey, I'm not knocking it. I'm just wondering when some of that gravy's gonna spill over on my taters.
Level 15

The organizer uses Times Roman, so you could try to insert □ which I found using windows Charmap. 

You could try copying this symbol   □    into the text, but best not to try to mess with the Organizer too much. 

□ yaba □ daba  □ do