Once you have successfully Added a New Order Form and made the necessary configuration changes, it is time to assign that order form to a client(s) in the system. A new order form may be created and configured to be a customized form for a specific client.
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To recap, in order to use a custom order form for your company or a specific client, the following must be completed:
- Access the New Order Form Settings.
- Create and Configure a New Order Form.
- Assign the New Order Form to a Client (shown below).
- View the Order Form in the System (shown below).
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The user options you created when Creating a and managing New Order FormForms will appear in the Type of Work option.
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