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Add/Edit Check List

WebatarCRM ModuleConfiguration > Check list Groups

 

andNew:This will save the contents of the window and clear the window for new input

CodeEnter the check list group code
DescriptionEnter the check list group description
Active

Tick Editthe Checkactive Sheettickbox Groupif Helpthe check list group is active

Code:Do Checknot Sheet Group Code

Description: Description of the Check Sheet Code

Active: Ticktick the tick box to flag Check Sheet Code as Active if tick box is un-ticked the Checkcheck Sheetlist Group codegroup is inactive

Save

Save and Close: This will save the contents of the window and close the window

Save: This will save the contents of the window

Close: This will close the window and any changes made will not be saved

 For the Print and export Function see the import manual on the help files.