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Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the options "Yes" or "No", you can create a  "Form View" that only shows the submissions that... Read More

There are 2 ways to resubmit a trigger.   Submissions List On the 'View Submissions' screen click the information icon on the right hand side of the entry: This will bring up the triggers page for that submission.  Clicking the '... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Quickbooks' option. Clicking the 'Connect to Quickbooks' button will show a login prompt allowing you to enter... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Products/Services and Tax Codes' .  Items held in Quickbooks will then... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your... Read More

How to resize an image logo used on an Online form Images used as logo in a Theme for an Online form can be manipulated within the system without the need for 3rd party image editing software. To do this follow these steps :- Log in to your Work... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Tax Rates' .  Tax rates held in Xero will then be imported.   Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Account Codes' .  Nominal/Account codes held in Xero will then be imported. Â... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your contacts... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option. Clicking the 'Xero Login' button will show a login prompt allowing you to enter your XERO... Read More