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Create Custom Forms

Create custom forms to use in your business. Used in conjunction with Info-Retriever's mail merge features, each form can be automatically populated with information from the current client or job. Several forms are included which you can customize as needed.

 

Examples

  • Letter
  • Fax
  • Transmittal
  • Memo
  • Daily time sheet
  • Mileage report
  • Expense report

 

All of these predefined forms are available by going to the Contact or Property view and clicking the Forms menu.

Custom forms in Info-Retriever