Imagine your typical day at the office. Your office staff is busy with paperwork. Your field agents are coming in and going out of the office to fulfill their duties. Everyone is doing their best to meet deadlines and quota. … Read More
Author Archives: News Team
Powerful Document Expiry Notifications a Great Help
Great new feature for documents that have an expiry date. Many documents, particularly safety related documents like Material Safety Data Sheets have an expiry date. It can be difficult to remember when these documents expire and Formitize has added a … Read More
Automated PDF and Email Subject Naming
Name your PDF Reports and Email Subjects Using Free Text, Form Field Details and More. Another powerful customization tool has been added to the Form Actions enabling integrated naming. Custom Name PDF Reports Clients now have the ability … Read More
Beautiful Customization of Your App and Management Portal
You can now fully customize the look and feel of your App and Management Portal with a simple drag and drop. How it Works In just one simple drag and drop, both your App and Management Portal can … Read More
Tags: Management Portal
Announcing Formitize CRM – Manage your Customer Contacts, Tasks, Schedules, Jobs, Documents and more – All in One Simple Solution
Due to huge customer demand, a fully integrated Customer Relationship Management (CRM) module is being added to the Formitize solution to automate customer communications, invoicing and a whole lot more and it goes live 31st January 2017! Matt Burge, CEO … Read More