Formitize Help Desk

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...

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...

To delete a location for a contact in you Web Portal > CRM > Contacts > Select the contact. In the contact details > Locations > three dots t...

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...

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...

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.  ...

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...

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...

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 ...

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 ...