Help by area
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.