If you have long-time customers, you likely ask them to fill out the organizer each time they return. With the pre-fill option, you can enhance their experience by allowing the system to pre-populate information that doesn’t change from year to year (e.g., addresses, dates of birth, dependent information, corporation information and more). This will save hours of data entry time.
Covered here:
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Organizers (Basic): Enable Clients to Pre-Populate Answers
If you have long-time customers, you likely ask them to fill out the organizer each time they return. With the pre-fill option, you can enhance their experience by allowing the system to pre-populate information that doesn’t change from year to year (e.g., addresses, dates of birth, dependent information, corporation information and more). This will save hours of data entry time.
Covered here:
