Formitize User Guide

To access the full Billing and Contact page (or Contact Management Portal) for a client in the Web Portal, go to CRM > All Contacts > click on the ID ...

You're able to easily export CSV files on a specific Contact easily by going to CRM > All Contacts > select the Edit Arrow for the desired Contact...

Contact Types can be used to sort various contacts into specific groups which can be used for other convenient functions. Eg: If there is a specific group o...

CRM Client information that is information that can be pulled from the CRM Contact in order to automatically populate fields in a form.  You can find th...

You can search for an address you have been to before by going to Web Portal > CRM > All Locations. If you still cannot find the location, then th...

Zones are something that you can attach to specific locations / addresses, in order to point out specific areas within that location. This could be somewher...

To edit a Contact within the App, go to Contacts > select the contact you'd like to edit > click the 3 dots at the top right > Edit Billing Det...

In the CRM Contact Management Portal, you can create a new action with the simple click or tap of a button. Go to CRM > All Contacts > select the ...

With the CRM Contact Management Portal Update, the process of creating new jobs, adding documents, notes, invoices, forms and more has been streamlined into...

To expand the CRM Contact Management Portal for a Contact, go to CRM > All Contacts > select the Edit arrow for the Contact > select the Expand Arr...