| Add Default iForm Definitions
|
-
Click the Clear Data (
) icon.
-
Complete the fields as necessary and click the Add a new Record (
) icon.
|
| Edit Default iForm Definitions
|
-
Select a listed entry.
-
Make any necessary changes and click the Modify Record (
) icon.
Note: Once a Contact Note code is created, the Code cannot be modified.
|
| Delete Default iForm Definitions
|
- Select a listed entry and click the Delete Record (
) icon.
- When prompted, click Yes to confirm the deletion.
|
| Reorder iForms in list
|
- Select a listed entry.
- Click the Up and Down buttons to move the selected entry within the list.
|