Smart Business Hub

Bulk Re-assigning (and Un-assigning) of Tasks

You can quickly and easily re-assign tasks in bulk from one user to another.

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.

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…

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.…

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.

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”.

Update to the Updates

New Update Alert We wanted to update you with an Update Release about an update to our Updates feature! Phew!!Our awesome Development Team are constantly updating and improving Formitize with new…