FAQ's
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...
Tue, 26 Nov, 2024 at 11:03 AM
To delete a location for a contact in your Web Portal, go to CRM > All Contacts > Click on the Billing Contact > Locations > three dots > Del...
Tue, 26 Nov, 2024 at 11:07 AM
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 go to CRM > All Contacts > Sear...
Tue, 26 Nov, 2024 at 11:09 AM
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...
Tue, 23 Jul, 2024 at 11:04 AM
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. ...
Fri, 1 Nov, 2024 at 11:39 AM
When creating a job, there are multiple dropdown lists where you can select different contacts or addresses connected to a Billing Name. You are able t...
Tue, 23 Jul, 2024 at 11:20 AM
Multiple email addresses can be added to a contact by using a comma and a space after the first email to separate each address. Web Portal > CRM >...
Tue, 26 Nov, 2024 at 11:11 AM
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, 1 Nov, 2024 at 11:48 AM
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 ...
Tue, 23 Jul, 2024 at 12:00 PM
To search for an inactive Contact in your Web Portal go to CRM > All Contacts > Select the Show Inactive checkbox. It is unselected by default. ...
Tue, 26 Nov, 2024 at 11:14 AM