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.
