Opening an Organizer

When you launch Engagement Organizer from CCH^® ProSystem fx^®Engagement, the existing organizer for the selected binder displays. If an organizer does not exist, then a new one is created with the default organizer template.

If you are already in Engagement Organizer and need to open a different organizer, do the following:

1. Click to open the Organizers list, if you are not already there.
2. If needed, search for the organizer in the list.
3. Click the organizer name to open the organizer.

See Navigating an Organizer for information on using the organizer window.