How do I create and use forms in Daylite?

This article covers how to create and use forms in Daylite.

Creating forms:

1. Select Daylite -> Preferences
2. Click on Forms
3. Choose the + icon to create a new form
4. Name the form and add an optional description
5. Be sure to check the Active checkbox to use the form.
6. Create the form and select which Daylite objects to link it to.
7. Add the form fields as required. To add a new form field, click the + icon at the bottom and enter the details. Specify the type of form field and a default value, if available.

Now you can add forms to Daylite, for example, by choosing File -> New -> New form.
You're now able to collect detailed information about customers or specific projects. 

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