Form Builder - Contact Information Block
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to add a Contact Information Block using
the Form Builder.
These instructions apply to the Contact Information Block in Form Builder for the Invoicing Module.
Video
Instructions
1. Create a new form or select edit to edit an existing form.
2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.
3. Select Tune and then Contact Information from the dropdown menu.
4. Select Contact Type from the dropdown list:
5. Select details to print:
6. Select Tune for additional options:
- Convert to: Text, List, Quote, or Checklist (#1)
- Font for Block (#2)
- Move up and down or delete (select the X 2 times) (#3)
7. Example print page with the Contact Information Block:
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