Deactivate versus delete forms
It would be extremely helpful if we could deactivate forms, instead of "deleting" them, as partners accidentally delete them often.
3
votes
Avalon Dabbs
shared this idea
You can deactivate any form template at the business level by selecting "disable and unpublish" from your Gear icon > forms and charts settings.
To remove a form that has been completed, you can "archive" from either the client profile or appointment details view.