Formitize Help Desk

Yes, you can send emails through Formitize. In your management portal, go to CRM>Contacts then click on the contact to whom you would like to send the em...

Formitize currently does not support integration with Gmail and other email packages. The email log in the Management Portal provides all email history of s...

To adjust the "Email sent from" address, go to Settings cog > Company Profile > Company Details > Email From

To customize your email footer in the management portal, go to Settings cog > Email and SMS > Email Footer.

You can check if the email has been sent by going to the Management Portal, Tools > View Email Log and checking the CRM Related email log. You can also ...

To set up email templates in your management portal, go to Settings cog > Email and SMS > Email Templates and select Email in the Template Type Drop d...

Email Templates are pre-set email templates that you can use for future correspondence with your clients.

The automated emails being sent from Formitize will have a reply address of your company email address stored in your Company Profile, to adjust the "E...

You can view your email templates by go to, Settings cog > Email and SMS > Email Templates and select the  template you would like to view from the te...

You will find the Sent Email Log under Tools>View Email Logs where you will see the Submitted Forms and CRM-related items where you can track and view em...