Formitize User Guide

To create a New Contact via Web Portal, go to CRM > New Contact  It will open up a drawer on the right hand side of the screen, where you can ad...

To edit a contact in the Web Portal, you can edit them in the CRM Contact card, or with the slider drawer while remaining in the Contacts list. To acces...

To delete a contact in the Web Portal go to CRM > All Contacts. Check the box next to the Contact you want to delete and then select Delete from the pop ...

You're able to have more than one Contact for a Billing name, and can easily add other Contacts for the same company/group if required. This can be done...

Adding Multiple Locations for a Contact in the Web Portal can be done from the Contacts List view, the Locations List view, or from the full Contact page vi...

You can add a note either using the Web Portal or the App. On the Web Portal you can add them via the Contact sliding modal if you don't wish to leave ...

In order to add a custom field to a client / contact, via the Contacts list, Web Portal > CRM > Contacts > Edit pencil > Select Contact edit pen...

To be able to send an SMS to a client this feature must be activated on your account first. How do I set up the SMS Feature? In the Web Portal go to ...

To export information from your Web Portal, go to Reports > Contacts and add your Filters using the +Filters Button. (Note: If you don't see Reports ...

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