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Use this dialog to create, remove, or modify organizer questionnaires. You can add or edit specific questions in a specific questionnaire or create a variety of different questionnaires for use with different clients. For more information, see Creating and modifying Business Organizer questionnaires.
To open this dialog, choose Setup > [Entity] > Organizer tab, then click the Questionnaire button in the Documents group box and select an existing questionnaire in the Open Organizer Questionnaire dialog.
Note: Depending on your security configuration, you might be prompted to enter the master password before you can open any entity type's tab.
Fields & buttons
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