Add / Edit Quick Form

Add a New Quick Form

After creating the initial quick form definition, you need to specify which fields in the customer and account information will be pre-populated, and which are to be filled in later by a data entry person. To do this:

1. Click   Choose Controls on the toolbar.
2. Enter the details that customers (being created by this quick form) have in common.
3. Click  Save on the toolbar to save the details.
4. Click  Accounts on the toolbar to enter the details that accounts (being created by this quick form) have in common.
5. Click  Save on the toolbar.
6. If you want to use this quick form to create several accounts, click Next on the toolbar to access the information page for the following account, then click  Save.
7. Repeat step 6 until all the information for all accounts has been entered.
8. Finally, click Close on the toolbar to return to the Quick Form management page.

The check box next to the field defines its status with regard to data entry. If the check box is selected, this means that the data entry person will be prompted to enter a value for this field (you can still specify a default value for this field). If the check box is not select, you must provide a value for this field when defining the quick form, which will then be inserted into the database.

NOTE: Values for some fields must be entered by the data entry person, since they must be unique (e.g. Customer Name).