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User Defined Forms (UDF)

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Release notes

View the latest enhancements and bug fixes.

Introduction

An introduction to the Custom Forms modules: Client, Job, Staff, and Contact.

The Home Page

How to search for and open Custom Forms using the module toolbar, Search form, Recent selections, and Favourites.

Custom Forms

An introduction to Custom Forms, their toolbars, and the various custom form tabs.

Data Inputs and Tab Controls

An introduction to common data inputs, tab controls, and linked database fields.

Grid Sorting and Filtering

How to organise the data displayed in grids, and how to export the contents of those grid views to Excel.