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Rohith Natram

Rohith Natram

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Instructions

  1. Click on Apps.

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  2. Click on Modify.

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  3. Click on App Settings.

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  4. Click on Summary Builder

    1. User would be able to configure the fields which they want to see on summary. 

    2. User would also be able to see the Attachments, Action items, Repeaters and Related Data. 

    3. There would be additional options in the summary

      1. Export PDF

      2. Duplicate

      3. Email me a Copy. 

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