Formitize Feature Update: Communicate with Contacts from the New Job Page

Formitize Feature Update: Communicate with Contacts from the New Job Page

Published on: 14-09-2018 | by Misty in paperless

Running your business requires constant communication with your clients. To do this, you need a system that allows you to contact your customers in the simplest way possible. Formitize paperless app can do that and more.

Introducing New Formitize Feature

When creating and managing jobs, there is often the need to communicate with the contact. The new feature added to the job page makes this easier than ever.

How to Communicate with Contacts from the New Job Page

Once a Billing Contact has been selected, all related contact details for that client auto-populate on the right hand side of the new job page. Next to each contact method, a communicate link icon now appears as highlighted below.

Simply click on the icon to email, call or sms the selected contact. A page modal will popup with all known details auto-populated and all templates available for use to save even more time.

You will also note a new blue link at the bottom of the contact details panel “View Locations”. This enables the User to view the details of all stored locations for the contact being viewed.

Learn more about communicating with contacts from the new job page. Start your Free 30-day Trial Today!

Formitize – making paperwork paperless.

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