30 Minute Virtual Walk Through Video
VIDEO: A new 30-minute virtual walk through video has been released on our youtube channel The Formitize Business Platform can be as simple or as comprehensive as you need.
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News & Updates
Latest news, updates and features
Color Coding your Pipeline Stages
Make nurturing your sales leads even easier with the ability to color code your Lead Stages.
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Managing your Resource Sub-Folders
You can now easily Manage your Resource Sub -Folders through the Resource menu in the Management Portal.
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Bulk Re-assigning (and Un-assigning) of Tasks
You can quickly and easily re-assign tasks in bulk from one user to another.
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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.
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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…
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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.…
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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.
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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”.
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