Formitize Help Desk

The Contacts Module is the heart of the CRM. Contacts are customers / clients and suppliers whose details you can store in the Web Portal and the App.

To create a New Contact, Web Portal, CRM > Contacts > +New Contact  To create a new Contact, App, Contacts > + button at the bottom of the scre...

To edit a contact in the Web Portal, CRM > Contacts > select the client you would like to edit and click the Edit Pencil in the top right hand corner ...

To delete a contact, Web Portal go to CRM > Contacts check the box next to the Contact you want to delete then scroll down to the dropdown menu Select Ac...

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 Web Portal an...

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

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

To add a custom field, on the Web Portal, To create Contact Variables Settings cog > Contacts > Contact Custom Fields. These are variable fields r...

In the App, swipe to the right on a Contact that you would like to call, this also applies to sending an SMS or email.  The same function is avail...

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