To delete a question, use Advanced Options.

1.   Go to the Questions tab.



2.   Click Edit next to the question you would like to delete.



3.   Click on the Advanced Options tab.



4.   Click DELETE QUESTION.



5.   To confirm deletion, click OK.



6.   To really confirm the deletion, click OK at the second prompt. Be sure to remove any record associated with this question from the Documents tab.



Delete Sales Doc (Form)

1.   From the main menu, click on Sales Docs.



2.   Click the delete icon for the sales doc you would like to remove. This option does not work if there are questions associated with the form.



3.         At the prompt, click OK.



4.   At the second prompt, click OK.



Active Sales Doc Forms


Hide Forms

By default, only active forms are visible. Follow the instructions below to hide forms.

1.   From the main menu, click on Sales Docs.



2.   Click the icon under the Display column.



3.   The page will refresh, and the form will not appear in the list.




Show Forms

By default, only active forms are displayed. Follow the instructions below to show hidden forms.

1.   From the main menu, click on Sales Docs.



2.   Click the Show Hidden Forms checkbox and wait for the page to refresh.



3.   Click the show icon to display the form.



4.   The page will refresh, and the form will show in the list.

Copy Template


To make a copy of an existing template, follow the steps below.

1.   From the main menu, click on Sales Docs.



2.   Click Copy.



3.         Wait for the page to refresh to see the copied form.