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Form Groups window

Form Groups window
 
Form grouping can be very handy when printing forms for a deal. On this window you can create as many form groups as you wish.
Once created the groups will appear in the Print Forms Window from the Deal Window.
 
To create a new group follow these steps.
  • Click on the button.
  • Enter a name for the new group. See #4 Group Name.
  • Put a check in the box of each form in the form list on the left that you wish to include in the new group.
  • Click the right arrow button and all of the checked forms on the left will appear on the right.
  • Click the button.
 
To edit a group follow these steps.
  • Move to the group you wish to change by either clicking on the group name in the group list (See #3 Group List) or by clicking the arrow buttons on the toolbar until the group name you wish to edit is
    shown in the Group Name box (See #4 Group Name)
  • Change the name, add forms or remove forms.
  • Click the button.
1

Toolbar

1. Toolbar
 
   Cancels any changes and closes the window.
   Saves any changes and closes the window.
   Moves to the first record in the list.
   Moves to the previous record in the list.
   Shows the number of records there are in the list and what record number you are currently on.
   Moves to the next record in the list.
   Moves to the last record in the list.
   Adds a new record to the list.
   Deletes the current record from the list.
2

Group Name Filter

2. Group Name Filter
Start typing the group name you wish to find and the group list will be filtered by what was entered.
3

Group List

3. Group List
Shows the list of groups that are currently in the system. To move to a specific group for editing simply click on the one you wish to edit and the information will show on the right.
4

Group Name

4. Group Name
Enter or edit the group name here.
5

Forms List

5. Forms List
This is a list of all forms for deals that are in the ComSoft system. To select a form place a check in the checkbox to the left of the form name.
6

Right Arrow Button

6. Right Arrow Button
Click this button to move forms that have checks next to them to the group list on the right.
7

Left Arrow Button

7. Left Arrow Button
Click this button to remove forms from the forms group that have checks next to them on the right.
8

Group Forms

8. Group Forms
This is a list of all forms that are part of the current group. to select a form place a check in the checkbox to the left of the form name.