How do I view, edit, delete, print or email a Customers Forms?
To view a Customer's completed Forms, open the Customer file by choosing Customers > List
Click on the Customer's name
Scroll down to the Forms section to view the Customer's Forms
To Edit
Click the Editicon
Complete the changes, and click Save
*Please note, to be able to edit a completed Form, the Form Permissions must be set to **Open,*see How do I create a new Form?
To Print
Click the Printicon
To Email
To email a customer a copy of their completed form, click the while Email icon
To Delete
Click the Deleteicon
Click OK