Getting Started |
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Quick Guide To Intrabench //Thank you for selecting Intrabench // integrated business CRM. Here's a quick overview of what you need to do next and pointers to other resources. |
To create a form within Intrabench, first navigate to: Applications > forms > add. |
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If you do not want a field to appear on the form select from the drop-down menu 'not required'. Now select the 'add field' button located in the bottom left-hand side of the window. This will cause a new page to appear displaying options to create a new field. Change the type to the most relevant, name and save your new field.
A guide is located to the right which indicates what each type should be used for. |
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Click the 'view page'to see what your from looks like. The following is an en example of forms you can create using Intrabench // |
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