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
News & Updates
Latest news, updates and features
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
Updated Task Page
The Tasks page has been updated. We updated the Tasks page with tracing of Tasks to their source Contacts, Jobs and Forms.
Read more
New Tasks Tab
Access your Tasks easily with the new Tasks Tab. We’ve removed the floating “My Task” tab as some clients found that it kept getting in the way.
Read more
Extensions of API elements
Additional elements have been added to the API enabling further integration capabilities.
Read more