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• 5.19 • 5.2 • 5.3 • 5.8

Form Builder Reference Guide

Introduction

  • Purpose
  • Audience
  • How to Launch Form Builder
  • Form Builder Overview

Dynamic Layout Editor

  • Dynamic UI Overview
  • Working with Controls
  • Previewing and Saving Forms

Static Layout Editor

  • Static UI Overview
  • Using Form Controls
  • Saving Forms

Form-Building Exercises

  • How to Configure Activity Forms
  • How to Configure Activity History Forms
  • Customizing Activity History Forms to Show Notes
  • How to Display Call List Columns in Activity Forms

All Form Controls

  • Address1 Postal Addresses
  • All Email Addresses
  • All Phone Numbers
  • All Postal Addresses
  • Button
  • Call Number
  • Checkbox
  • Company Text
  • Complete System
  • Contact Source
  • Date Time
  • Disposition Button
  • Disposition System
  • Email
  • Email Address
  • Employees Text
  • Field
  • Fields Group
  • First Text
  • Goto Page
  • Hyperlink
  • Label
  • Last Text
  • List
  • Manual Augmentation System
  • MediaPlayer URL
  • Messenger
  • Messengers
  • Notes
  • Notes System
  • Number
  • Phone-home Multi phone
  • Phone Number
  • Picture Static
  • Primarymail Multi email addresses
  • Revenue Text
  • Search Panel
  • Segment Key Value List
  • Spacer
  • Summary Text
  • Text
  • Title Text
  • US State
  • Voice Signature
  • Voice Signature System
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  • Form Builder Reference Guide