Custom Forms allows you to capture a Custom Form against a specific Client for a specific date.
- Browse to the Custom Forms screen under the Clients menu.
Adding and Editing Client Custom Forms
- Use the New menu on the action bar to select the type of Custom Form you want to create, or select an item to edit.
- Set the Client this Custom Form is being created for.
- Fill in the field under the Form Details section.
- Click Save to save your changes.
Deleting Custom Forms
- From the Custom Forms screen open the required item that you would like to delete.
- Click the Delete button on the action bar.
- If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.