FAQ's
Documents can be added to a contact using the Web Portal, by going to CRM > Contacts > Select the ID number or Arrow for the contact that you would li...
Thu, 19 Sep, 2024 at 9:06 AM
Yes, you can use the App to view documents that have been added to a Contact. On the App home screen, select CRM > then select the Contact with the ...
Thu, 27 Jun, 2024 at 10:27 AM
You can add a Photo to a Customer using the Web Portal. Go to CRM > Contacts > click on the ID or Arrow for the Contact > Photos > select New, o...
Thu, 19 Sep, 2024 at 9:05 AM
A lead represents an individual of interest to your qualification and selling efforts. Contacts are non-volatile, longstanding representations of individual...
Tue, 23 Jul, 2024 at 10:22 AM
Yes, creating a new Lead will also create a New Contact. Related: What is a Lead? What is a Contact?
Tue, 23 Jul, 2024 at 10:28 AM
Customers are individuals or businesses that purchase the goods or services produced by a business. They can be saved as customer contacts in your Formitize...
Tue, 23 Jul, 2024 at 10:49 AM
To upload existing contact databases in Web Portal, CRM > Contacts > + Import where you will find two examples of how the csv file format needs to be ...
Wed, 1 May, 2024 at 11:03 AM
You can search using client's details such as email address or location to search for a contact by going to CRM > Contacts. If you cannot find a prev...
Wed, 1 May, 2024 at 11:11 AM
The CRM can handle one Billing Profile that has multiple people and also multiple locations. Further help with Multiple Locations on a billing contact,...
Wed, 1 May, 2024 at 11:15 AM
Merging of duplicated contacts can be managed in the Web Portal and cannot be undone. This feature is not available in the App. To access the Merge too...
Wed, 1 May, 2024 at 11:22 AM