Forms Layout

Forms, when selected to be opened from the Forms Panel, will generally contain the following elements:

 

 

The Category, or Module, of the form will display on the top row. Forms that are opened will be grouped by module. In the image above, there are forms opened within the Demographics, Financials, Students, and Search categories. To view the opened forms under another category, click on the tab.

 

The form name will display on the second row. In the image above, the Addresses and Association forms are opened under the Demographic module. To view opened form, click on the tab.

 

The Account Header will display.

 

The data of the form for the current account will display. The data is many times displayed in a grid.

 

See Also