User Manual 2.2
×
Menu
  • 4. Forms, Documents & Evaluations

4. Forms, Documents & Evaluations

The Forms, Documents & Evaluations tab is a dependant tab of Client Tracker. You cannot create a Forms, Documents & Evaluations record without relating it to a Client Tracker record. You should create a new record for each Forms, Documents & Evaluations event.
 
You can create Forms, Documents & Evaluations records from it's tab or the Client Tracker record using related lists. Filling it out from the Client Tracker record will auto-fill the Client Tracker field.