FAQ's
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
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
To delete a location for a contact in you Web Portal > CRM > Contacts > Select the contact. In the contact details > Locations > three dots t...
Wed, 10 Jan, 2024 at 12:58 PM
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
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
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. ...
Wed, 1 May, 2024 at 11:51 AM
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
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 > Conta...
Thu, 11 Jan, 2024 at 11:27 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 ...
Wed, 1 May, 2024 at 12:15 PM
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 ...
Wed, 10 Jan, 2024 at 12:59 PM