Formitize User Guide

Documents can be added to a contact using the Web Portal, by going to CRM > All Contacts > Select the ID number or Arrow for the contact that you woul...

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 ...

You can add a Photo to a Customer using the Web Portal. Go to CRM > All Contacts > click on the ID or Arrow for the Contact > Photos > select Ne...

A lead represents an individual of interest to your qualification and selling efforts. Contacts are non-volatile, longstanding representations of individual...

Yes, creating a new Lead will also create a New Contact. Related: What is a Lead? What is a Contact?

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...

If you are using an Excel spreadsheet for your data that you'd like to import, you need to follow the same structure and prepare the format as required ...

You can search using client's details such as email address or location to search for a contact by going to CRM > All Contacts. If you cannot find a ...

The CRM can handle one Billing Profile that has multiple people and also multiple locations.  Further help with Multiple Locations on a billing contact,...

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...