New Status Page - App Style Menu
We have replaced the old “Status” page with a fresh new “app style” look and function.
Forms, Jobs and Resources are all accessed via the new App style menu.
You will not yet be able to access Clients, Accounts or Diary menu options until the features are released but here is a quick summary of their features:
Clients: A CRM view of your customers - you can view the client details and then Email, SMS or Call them from the Client Page.
Accounts: Track Quotations and Invoices from the Accounts section and make contact with ease.
Diary: View your diary, add a scheduled event through the diary feature. For clients using the Formitize Scheduler, the events will appear in the diary view.
We will inform you with more details as we prepare to release these great new updates.