Formitize User Guide

To delete a location for a contact in your Web Portal, go to CRM > All Contacts > Click on the Billing Contact > Locations > three dots > Del...

You can see if an email has been sent to your client by going to the Client Details in the CRM.  In the Web Portal go to CRM > All Contacts > Sear...

At this time we don't currently have a function for deleting a Contact Type permanently from the drop down menu once it has been added but you can remov...

You are able to create a Reminder for a specific contact or an internal reminder that can be sent as an Email, SMS, Letter or to create an internal Task.  ...

When creating a job, there are multiple dropdown lists where you can select different contacts or addresses connected to a Billing Name.  You are able t...

Multiple email addresses can be added to a contact by using a comma and a space after the first email to separate each address. Web Portal > CRM >...

You are able to add multiple email addresses to a Billing Contact by adding it into the same Email field under in Contact Details. The email addresses need ...

Custom contact variables are a great way to add extra details to your customers, and Formitize smart tables can also bring that field into a column so that ...

To search for an inactive Contact in your Web Portal go to CRM > All Contacts > Select the Show Inactive checkbox. It is unselected by default. ...

To access the full Billing and Contact page (or Contact Management Portal) for a client in the Web Portal, go to CRM > All Contacts > click on the ID ...