How do I view, edit, delete, print or email a Customer's 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
Click the Edit icon
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?
Click the Print icon
To email a customer a copy of their completed form, click the while Email icon
Click the Delete icon