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How to add or remove fields from a form

Created on  | Last modified on 

Summary

You can add extra fields or text to any of your forms in Sage BusinessWorks. You can also add a company logo to your forms.

Resolution

Watch the video

Watch this short video on how to customize or edit your forms by adding fields, text, and even a company logo.

Follow the steps to edit an existing form

If you prefer to follow step-by step guidance, use the steps below.

  1. From the top menu, select Utilities, then Maintain Forms.
  2. Select a form with the correct type. The type determines where the form will be available and the data available on the form.
     NOTE: if you print using a dot-matrix printer, select an E FX980 form.
  3. Make your modifications or additions.
     CAUTION: Removing fields will cause the form to print incorrectly. Right-click the field and select Visible instead of deleting.
  4. Select the Preview tab to view your changes.
  5. On the File menu, click Save as, and enter a new form name.
  6. Select OK.
  7. The next time you print, select your new form as the default form.

Helpful tips and answers to frequently asked questions

Want to add boxes to your forms?

Watch the video below for instructions. Although the video is from a prior version, the steps to add boxes to your forms are the same.

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