How do I merge a 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...
Mon, 30 Oct, 2023 at 9:33 AM
What information can I have showing when in Contacts?
The information you can have showing can be customised using the Smart Tables available in the contacts module. Views can be created to show specific inform...
Fri, 5 May, 2023 at 1:47 PM
How do I delete a location for a contact?
To delete a location for a contact in you Web Portal > CRM > Contacts > Select the contact. In the contact details > Locations > scroll down ...
Wed, 7 Jun, 2023 at 5:05 PM
Where can I view an email history log for a client?
You can see if an email has been sent to your client by going to the Client Details in the CRM.  In the Web Portal > CRM > Contacts > Search Co...
Tue, 13 Jun, 2023 at 3:49 PM
How do I permanently delete a contact type?
At this time we don't currently have a function for deleting a Contact Type permanently from the drop down menu once it has been added but you can remov...
Thu, 6 Jul, 2023 at 11:40 AM
How do I add a reminder for a Contact?
You are able to create a Reminder for a specific contact or an internal reminder that can be sent as an Email, SMS, Letter or to create an internal Task.  ...
Thu, 1 Jun, 2023 at 4:23 PM
Can I select a different location when creating a Job?
When creating a job, you are able to choose the location where the job is being booked for if the client has multiple locations. This can be selected from t...
Fri, 9 Jun, 2023 at 3:06 PM
How do I add multiple email addresses to a contact?
Multiple email addresses can be added to a contact by using a comma and a space after the first email to seperate each address.
Wed, 16 Aug, 2023 at 8:04 AM
Can I have multiple email address for a Billing Contact?
You are able to add multiple email addresses to a Billing Contact by adding it into the same Email field under in Contact Details. The email addresses need ...
Fri, 25 Aug, 2023 at 10:24 AM
Why are my custom variables not showing in any columns when I look up Contacts?
Custom contact variables are a great way to add extra details to your customers, and Formitize smart tables can also bring that field into a column so that ...
Mon, 25 Sep, 2023 at 8:55 AM