Formitize User Guide

When creating a Report of your contacts, you are able to search for a specific contact, select the contact type, and use other filters to be able to bring u...

To make sure that your contact Custom Variables will be included when you Export your Contacts list via the Contacts Smart Table, you will need to make sure...

There are a few ways to achieve this: 1. Reports > Jobs. You can type in a client's name in the search field to bring up all the jobs done fo...

Yes, you can compile a CSV file listing tasks that have been created and their statuses. In the Web Portal go to Reports > Tasks tab. Under the S...

You can create a list in CSV file format in the Web Portal by going to Reports > Reminders tab. You can select what filters you want to use, if you h...