CSM: HTML forms & Job sheets

		Part of the Customer Service Management module allows you to print HTML forms, usually Job sheets or Survey forms, which can be given to workers.
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		You can specify single HTML files or alternatively folders that contain HTML files. If you choose a folder then all documents within that folder will be printed when you print a job. This is useful if you want to print 3 copies of a job; one for the engineer, one for the customer, and one for the service manager. HTML forms require some basic knowledge of HTML syntax, and you will need an HTML editor to design and edit your forms. Use HTML comment tags in your forms to indicate where you want field data to be printed. A list of pre-defined tags can be seen in the HTML tags & options section. You can also use any HTML tags from the main database in your form, so for example if you are printing a job sheet for a company already in the database, you could display fields from that company on the form along with the job information.
		An example of an HTML form (Job sheet)
		Job Sheet Job no. EL00567 Do on: 15th Jan 2002 Do at: 11:30am Location: Curl Up & Dye Hairdressers 298 Highlight Street Wigmore Q4 U2P Tel: 01724 276454 Engineer: Jennifer Cox (mobile: 07780 405060) Equipment: Hairdryer (serial no. X77564) Details: Replace fan motor and perform 6-monthly electircal inspection, check heating element and internal fuse.
		The HTML code for this table might look like this:
		<TABLE> <TR> <TD COLSPAN=3> <B>Job Sheet</B> </TD> </TR> <TR> <TD> Job no.<BR><B><!--JOB_NO--></B> </TD> <TD> Do on:<BR><B><!--DOJOB_DATE--></B> </TD> <TD> Do at:<BR><B><!--DOJOB_TIME--></B> </TD> </TR> <TR> <TD> Location: </TD> <TD COLSPAN=2> <B><!--ADDRESS2--></B> <BR>Tel: <B><!--ADDRESS2_PHONE--></B> </TD> </TR> ... ... </TABLE>
		When you create a new job or edit an existing job, the Job sheet that you print will reflect the job details and the fields will be filled in wherever valid comment tags appear.
		To add a single HTML form
		Click the Add file button
		Browse for the HTML file
		Click the Open button
		To add a folder of HTML forms
		Click the Add folder button
		Browse for a folder containing HTML files
		Click the OK button
		To delete a form or folder
		Select an item from the list
		Click the Delete button
		Note The form / folder is only removed from the list, not deleted from the system.
		Related topics Customer Service Management: An overview