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Go to Edit | Form options, Presenter Information tab.
The screen gives the following options:
The accountants address, using the clients manager as contact - this inserts the manager's name and the accountants address.
The accountants address, using the responsible partner as contact - this inserts the partner's name and the accountants address.
The accountants address, using a named staff member - this inserts the selected staff member's name and the accountants address.
The accountants address with no named contact - this inserts the accountants business name and address.
The clients address using a named contact - this inserts the named client and their address.
The client address, using main contact- this inserts the client's main contact for the name and address.
The clients address with no named contact - this inserts the Client's business name and the business address.
No presenter details - this inserts no name and address.
Select the desired option and click OK.
This contact will be used for all forms for that selected client.
Settings for all clients
Specify the contact for all clients by going to Setup | Form Options | Presenter Information. This setting can be overwritten at client level if necessary.