Color Coding your Pipeline Stages
Make nurturing your sales leads even easier with the ability to color code your Lead Stages.
Read more
News & Updates
Latest news, updates and features
Managing your Resource Sub-Folders
You can now easily Manage your Resource Sub -Folders through the Resource menu in the Management Portal.
Read more
Bulk Re-assigning (and Un-assigning) of Tasks
You can quickly and easily re-assign tasks in bulk from one user to another.
Read more
Bulk Re-assigning (and Un-assigning) of Active Jobs
You can easily re-assign jobs in bulk from one user to another with just a few clicks.
Read more
Quickly filter CRM Forms & Jobs by Location
A new Location filter has been added to both the Jobs and Forms section of the CRM Client Activity When you are in the CRM Client Card and viewing the Activity…
Read more
Form Bank Uploaded Template Indicators
Easily see what Templates have been uploaded The Form Bank is providing so many of our clients with a whole range of business templates that are pre-built and ready to go.…
Read more
Active Task Tags
Link from Task Tag to source with one click Tasks are becoming a more and more important feature within Formitize and will play a bigger role in the future.
Read more
Additional Asset Reporting
New feature allows customisable data export reports from the Asset Management Module Asset Management Reporting OptionsA new module has been added to the CRM Reporting section for “Asset Management”.
Read more
Update to the Updates
New Update Alert We wanted to update you with an Update Release about an update to our Updates feature! Phew! !
Read more