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Use the User Forms tab to open forms that have been created at your organisation.

To launch the program linked to the user form listed, either:

  • select the user form in the grid area and click Image Removed Image Added
  • double click on the user form record in the grid area.

 

Expand
titleOpening the User Forms tab

To open the User Forms tab:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Select the donor or prospect. See Searching for donors and prospects

...

  1. .
    The Personal tab of the Development Maintenance window is displayed.
  2. Click the User Forms tab.
    The User Forms tab of the Development Maintenance window is displayed.

...

  1. Image Added


Development Maintenance - User Forms tab key fields and buttons
Grid area fields

Field

Description

Description

Description of the user form.

Code

User form code.

#

Number of records displayed.

Buttons

Button

Description

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Image Added

Launch the highlighted user-defined form.