Creating a Customisation

You can't modify the forms that come with Greentree. Instead, you create a copy of a form and then modify that copy.

To create a copy of a form:

Select System > Customisation > Designer. The Windows Designer Administration form displays.
You can also open a form in Windows Designer Administration by right clicking on the form's toolbar and selecting Designer.
In the left pane, select the form that you want to customise from the list.
You can also enter all or part of the name of the form in the Form field to search for it.
In the right pane:
- Enter a descriptive name for the copy of the form in the Customisation name field. This identifies the customisation in Greentree Desktop. It does not change the name that appears on the form's title bar.
- Author defaults to the name of the user, but you can change that by typing in this field. You can also enter the name of the author in the Form field to search for all of the forms that person has customised.
- Optionally, enter the name of the Company to which the customisation applies. You can enter the name of the company in the Form field to search for all of the company's forms.
- Optionally, enter a detailed Description of the customisation.
Click the Save icon on the toolbar.