Organizer Types

There are two types of organizers, the Comprehensive Organizer and the Standard Organizer. By default, the Comprehensive Organizer is added to returns.

To change to the Standard Organizer:

  1. From Return Manager, click the Preferences toolbar button.

The Preferences dialog box appears.

  1. Click the Select Forms tab.
  2. Clear the Use Comprehensive Organizer check box.
  3. Click OK to apply your changes and close the Preferences dialog box.

 

See Also:

Organizers

Adding Organizer Sheets

Creating a Blank Organizer for a New Return