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SET DEFAULT INFORMATION ON FEDERAL INFORMATION WORKSHEET

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Level 1

I cannot find where I can change the default settings on the information worksheet.  I know I have done it before, but now I cannot find where it is.

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Level 15
Level 15

You can Edit the client template, but that only changes the defaults on new clients, not existing ones.  

Is that what you're looking for?  


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Level 15
Level 15

You can Edit the client template, but that only changes the defaults on new clients, not existing ones.  

Is that what you're looking for?  


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

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Level 1
Yes, this is what I must be remembering.  I did want to change all clients, but now I see that it is not possible.  Thanks.
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Level 11
Level 11

are you talking about tools/options etc.......? What are you looking to change?

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Level 15
The printing issue?
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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