User Edit Drawer Enhancements Unveiled

20 March, 2024

We're thrilled to share with you the latest development in our continuous effort to improve Formitize – the introduction of the User Edit Drawer. Designed with simplicity and efficiency in mind, this new feature is set to transform the way you manage users within our system.


Here's What's New:

User Summary Panel: A streamlined, straightforward overview of user details is now available, making it easier than ever to oversee user information.


Add Users from Anywhere: Adding new users has become more accessible, with the capability now available from any page within the web portal via the 'Users -> New User' menu option.


Updated User Page Functionality: The user page has been enhanced with new drawer functionality, making the process of adding users more seamless and integrated.


Enhanced Pricing Clarity: The Edit User Drawer now offers clear, upfront pricing details as it elegantly slides out from the right, ensuring you have all the information you need at your fingertips.


CRM Quick View feature right in the Leads Pipeline: It’s all about making your day-to-day operations smoother by offering a quick glimpse of the user details for each lead, right where you need it.


CRM Quick View: Now, straight from the Leads Pipeline, you can peek at a user's summary. Need to tweak some details, add more info, or dive deeper? Do it all without ever leaving the page.

This enhancement is part of our commitment to not only enrich the platform's functionality but also to streamline your experience, making the process of adding and editing users more efficient.

We eagerly await your feedback as we continue to refine our solutions to better serve your needs.