Forms

Used in conjunction with Info-Retriever's mail merge features, you can create custom forms for use in your business. In fact, Info-Retriever comes with many forms already created for you.

 

For example:

  • Letter
  • Fax
  • Transmittal
  • Memo
  • Daily time sheet
  • Mileage report
  • Expense report

All of these pre-defined forms are available by going to the Contact or Property view and clicking the Form menu. You can also modify these forms as desired, and create your own forms to be shown on the Forms menu.