User Manual 2.2
 
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(c) Endless Realities Inc.

3.12. Embedded Lists

The Forms, Documents & Evaluations tab is broken up by record type and Stage and records are embedded in related lists on the Client Tracker page making them easier to view and edit. The same records can still be found in the Forms, Documents & Evaluations related lists on the bottom of the Client Tracker record.
 
3.12. Embedded Lists
1

View Additional Records

1. View Additional Records
If there are more records than appear on the list, you can use these arrows to display another list of records. The arrows with the vertical lines will take you to the first and last pages. The arrows without the vertical lines will take you to the next or previous page.
2

Current Records in View

2. Current Records in View
Shows the numbers of the records you are viewing out of the total number of records.