Forms
The Forms screen is used to add a new form to the system. See Creating a Marketing Form.
The Forms screen can be accessed from the Forms listing screen by clicking on the Need to create a new form? Click here to add link.
The fields on the Forms screen are:
| Field | Description |
|---|---|
| Name | The name assigned to the new form and cannot be changed after the form is created. |
| Description | Describes what the form represents. |
Use these buttons allow to complete your work on the Forms screen:
| Button | Function |
|---|---|
| Save | Saves changes made on the Forms screen and returns to the Forms listing screen. |
| Close | Closes the Forms screen without saving and returns to the Forms listing screen. |
Security Switch: 701 - Customer Care - Marketing
Revision: 2024.11