Existing Forms can be customised by clicking the blue edit icon and editing the existing form data to suit.
Select View Forms and the list of forms appears
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delete an e-mail form |
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edit an e-mail form |
Do not delete forms that are associated with an automated e-mail task. For example if you have Tradar set up to send out an e-mail when payment is not received after 7 days, do NOT delete the 'payment not received' e-mail from this menu.