Forms: Listing
Use the Forms listing screen to see available forms and to create a new form or to copy or modify an existing form.
The Forms screen can be accessed by navigating to Customer Care > Marketing > Forms.
The search field on the Forms listing screen:
| Field | Description |
|---|---|
| Select User |
Search for marketing forms by entering a user ID. This field defaults to your user ID, however you can enter a User ID to search for forms associated with a different user or leave the field blank to search for all forms on the system. |
The fields on the Forms screen:
| Field | Description |
|---|---|
| Name | The marketing form name. |
| Description | A brief description of the marketing form. |
| Create by | The user who created the marketing form. |
| Date Created | The date the marketing form was created. |
Click on the Need to create a new form? Click here to add link to create a marketing form.
Move the cursor over a Name and select Copy from the pop-up menu to copy a marketing form.
Move the cursor over a Name and select Edit from the pop-up menu to edit a marketing form.