Formitize Help Desk

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

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

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

You can add a Photo to a Customer using the Web Portal, CRM > Contacts > select the Contact you would like to add the Photo to scroll down to the Acti...

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 also creates a New Contact.

Customers are individuals or businesses that purchase the goods or services produced by a business. Suppliers are persons or organizations that provide some...

To upload existing contact databases, Web Portal, Contacts > + Import where you will find two examples of how the csv file format needs to be structured....

You can search using client's details such as email address or location to search for a contact. If you cannot find a previous customer's name, they...

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