Formitize Help Desk

Yes, you can use the App to view documents that have been added to a Contact. On the App home screen, select Contacts Icon>Select the Contact with the Do...

Yes, creating a new Lead also creates a New Contact.

To export information from your Contacts, CRM > Reports > Contacts and add your Filters using the +Filters Button. Once you have the Filters that you ...

To add a custom field, on the Management Portal, CRM Variables > Settings cog > Contacts > Contact Custom Fields Location Variables > Settings...

Documents can be added to a contact using the Management Portal, CRM>Contacts>Select the contact that you would like to add the Document to>Scroll ...

You can add a note either using the Management Portal or the App. On the Management Portal, CRM>Contacts>Select Contact>Select Notes in Contacts C...

You can add a Photo to a Customer using the Management Portal, CRM>Contacts>Select the contact you would like to add the Photo to>scroll down to th...

To add Multiple Locations for a Contact in the Management Portal, CRM > Contacts > Select the client you would like to add the Location to, Locations ...

In your contacts you can have your main Billing contact and you can also have other contacts for the same organisation this can be done in the Management Po...

To create a New Contact, Management Portal, CRM>Contacts> +New Contact or +New Lead. To create a new Contact, App, Contacts> + button at the bott...