Release Notes

We’re excited to announce the latest updates to the Formitize Web Portal, focused on improving the user experience and providing more flexible customization options.

Here’s what’s new:

CRM Contact Page Enhancements

The CRM Contact Page has been streamlined by merging the Communication and Activity panels into a single view, making it easier to access key information without unnecessary clutter.

Now, you can:

• Rearrange icons to suit your workflow.

• Hide unused icons for a cleaner workspace.

• Expand sections to full-screen mode for better focus on specific tasks.

New Multi-Function Button

The introduction of the new "New" button allows quick access to create items such as Jobs, Invoices, or Leads without navigating away from your current page, ensuring smoother task management.

Menu Customization and Layout

Users can now fully personalize the menu layout by rearranging icons to fit their preferences or hiding unused icons. The Expand and Condense feature lets you switch between a full-screen or compact view to optimize your workspace.

Smart Tables for Enhanced Data Management

Several modules, including Leads, Forms, and Assets, have been upgraded with smart tables.

These tables offer advanced features like filtering and searching to help you manage data more efficiently. Additionally, the Timeline has been converted into a smart table, making it easier to track your event history with advanced sorting and filtering.

View Saved and Submitted Forms

We’ve introduced the ability to view both Saved and Submitted forms, providing more visibility and control over forms that are in progress or completed.

Responsive Design for All Devices

The updated responsive design ensures a consistent experience across all devices, whether you’re on a desktop, tablet, or smartphone. The layout automatically adjusts to fit your screen for a seamless user experience.

What’s Next?

The next phase will consolidate system menus into a unified interface. You’ll also have the option to move the menu to the side of your screen, based on your preference. Stay tuned for more exciting updates!

FAQs About the Portal Update

Q: What are the key updates in this release?
A: The CRM Contact Page has been simplified by merging the Communication and Activity panels. You can now customize your menu, and a new multi-function "New" button has been added. Smart tables have also been introduced for better data management.

Q: How does the new "New" button work?
A: The "New" button provides quick access to create Jobs, Reports, Leads, and other items without needing to switch pages.

Q: What are smart tables?
A: Smart tables offer advanced functionality like filtering, searching, and sorting, making data management easier for modules like Leads, Forms, and Inspection Reports.

We're excited to announce the release of a significant update to the Scheduler module, introducing the User Details Quick Drawer feature. This update is designed to enhance your user experience by providing quick access to detailed user information directly from the scheduler.

Key Features and Enhancements

Scheduler Jobs Context Menu:

• "View Assigned To Details" Functionality: Easily access user details by selecting "View Assigned To Details" from the job context menu within the Scheduler Jobs view.
  

  

Scheduler Day View:

"View User Details" Functionality: Click on a user's name or map separation in the Scheduler Day view to open the User Details Drawer.

1. Click on Map View: While on the Scheduler Day View, click the "Map" button to display the map alongside the scheduler.
   

   

2. Open User Details: Click on the resource name, for example, "Keith Azzopardi". This will open the User Details Drawer for that specific user.
   

   

3. Update Map Location: Click on the Map Icon next to the resource name. The map will update to show the correct location for the selected resource.
   

   

Scheduler Week View:

• "View User Details" via Avatar: Click on a user's avatar in the Scheduler Week view to open the User Details Drawer.
  
  

  

Scheduler Tooltip:

• Style Improvements: Experience enhanced tooltip styling for better usability and aesthetics.
  

  

Add New User in Footer:

• User Drawer Access: The "Add New User" button in the footer opens the User Drawer, allowing you to add new users with a confirmation on save.
  

  

User Panel Permissions:

• Private Tab Permissions: Permissions for viewing the Private tab in the User Panel are now enforced. Non-admin users will see the tab grayed out and cannot access its contents, ensuring that sensitive information remains secure.
  

  

Key Benefits:

• Improved Efficiency: Quickly access and edit user details without leaving the Scheduler view, streamlining your workflow.

• Enhanced Usability: The updated tooltips and intuitive drawer interactions make user management easier and more effective.

• Secure Access: Robust permissions ensure that sensitive information remains protected, accessible only to authorized users.

We appreciate your trust in us and are excited to see how these new features enhance your scheduling and user management experience. Your feedback is invaluable—let us know how these updates are working for you!

Together we’re Innovating Smarter Business!

We’re excited to announce a new enhancement in the Scheduler module.

Team members with permissions to book jobs can now see the total job value for each day directly within the Scheduler, helping ensure that technicians meet their daily targets.

This feature provides a clear overview of the allocated job value, improving efficiency in job booking and resource management.

We're excited to announce that beginning August 21, 2024, the QuoteAccept feature will be automatically enabled for all new accounts.

This enhancement streamlines the quoting process, allowing your clients to accept quotes quickly and easily.

With QuoteAccept, you're one step closer to closing deals faster, improving client satisfaction, and increasing your business efficiency.

Enjoy the simplicity of digital quote acceptance from the moment you start with Formitize!

For more information, visit QuoteAccept.

We are excited to announce significant updates to our webform security options, providing you with advanced tools to protect your sensitive information.

New Security Options:

• Anyone with the Link: Allows anyone with the link to access the form.

• Password Protection: Set a unique password for each webform, requiring participants to authenticate before accessing the content, perfect for sensitive information.

• SMS/Email Verification: For ultimate security, enable SMS or Email authentication, requiring recipients to verify their identity through a code sent via SMS or email before accessing the form.

Easy Activation - Webform Enable Toggle:

• Easily activate these security features by enabling the webform option in your settings.

  

How It Works:

• Anyone with Link: Default state, allowing anyone with the link to access the form.
  

  

• Password-Protected Access: Just select this option when setting up your form, decide on a password, and share it along with the form link. Your recipients will need to enter this password to gain access, keeping your data secure.
  
  

  

• SMS or Email Authentication: When you need an extra layer of security, choose to verify form access through SMS or email. This ensures that only designated recipients can view and respond to your form.

  • EMAIL Option:
    
    

    

  • SMS option:
    
    

    

Note:

For the Email or SMS Authentication, you can use contacts from the CRM database (existing contacts) or manually add new contacts during this process.

Why This Matters:

• Improved Security: With customizable security options, your sensitive information remains protected against unauthorized access.

• Flexible Control: You have complete control over the level of security that fits your needs, ensuring your forms are as open or as private as you require.

• Seamless Integration: These features are designed to be user-friendly, integrating directly into your existing setup process without any hassle.

Learn More and Activate Webforms

• Learn more about Webforms: Webforms Information

• Activate Webforms: Activate Webforms

We're committed to continuously enhancing our platform to meet your evolving needs. Protecting your data is our top priority, and these new features reflect our dedication to providing you with tools that not only improve your experience but also fortify the security of your information.

For detailed instructions on how to use these new features and to explore more about your options, please visit our user guide page.

We appreciate your trust in us and are excited to see how these new features enhance the security and efficiency of your operations.

Your feedback is invaluable—let us know how these updates are working for you!

We are excited to announce the Early Access Pass for the highly anticipated Client Portal!

The Client Portal, one of the most requested features on our Features Request Board, is designed to provide your clients with on-demand access to everything they need, eliminating the need to reach out for information.

Register now for the Early Access Pass and transform your customer service experience!

If you love what you see, sign up now and start revolutionizing your customer service!

Claim Early Access Pass here

Our latest update makes it easier to see all of the submitted forms that are related to a Job. The Job ID is now available to become a column that is added through the smart table filter.

Simply search a Job ID number to see all submitted forms that are attached to the respective job in the Submitted Forms tab. This enhancement in data organization and retrieval not only makes searching for a form easier, it also means a more streamlined process day-to-day.

To access the feature, simply:

• Navigate to the Submitted Forms tab.

• Use the smart table filter to add the Job ID column.

• Enter the Job ID number to see all associated forms.

While you’re there, why not customize your Submitted Forms to make them even more functional?

What are Submitted Forms Tabs?

You are able to customize the column headings within each Tab to show specific information from the forms within that tab.

By showing this detail in the column information, you may not need to go into the form itself; everything you need to see and action can be available in the table.

Each User's preferred default Submitted Form Tab is unique to them and what they wish to view most frequently. Preferences can be selected in the Web Portal:

• Go to the user icon in the top right > Preferences > Select the Default tab > Submit.

How do I add a custom tab to the Submitted Forms page?

You can create customized submitted forms tabs in the Web Portal, allowing you to see any information from within the form at a glance.

Creating a custom submitted forms tab also makes it easy to search your forms.

Steps:

1. Navigate to Forms > Submitted Forms > + New / Edit.

2. Name your tab, choose which forms and groups will view it.

3. Set your columns and connect them to form fields.

Processing existing forms might take time, but it ensures all your data is visible in the new tabs.

For more helpful tips and information, visit our Help Desk.

We're excited to introduce a new enhancement to our communication tools within the Formitize Portal. You can now easily include attachments in your emails sent directly from the Portal. This new feature enhances the flexibility and functionality of your communications, allowing you to provide more comprehensive information to your clients and team.

How to Use:

1. Open the Communications Side Drawer:

   • Navigate to the communication section within the portal and open the side drawer.
     

     

2. Compose Your Email:

   • Select the recipient and enter your email content.

   • Attachments are only available for email communications.
     

     

3. Add Attachments:

   • Click on the attachment icon to open the Resources attachments side drawer.

   • Drag and drop the desired files or select from available resources.
     

     

Key Features:

• Seamless Attachment Integration: Easily attach documents, images, and PDF files from your resources to your emails.

• Flexible File Selection: Drag and drop files or select from available resources directly within the portal.

• Enhanced Communication: Provide more detailed and comprehensive information by including necessary attachments in your emails.

Why This Matters:

• Improved Efficiency: Streamline your communication process by integrating attachments directly within the portal, reducing the need for external tools.

• Enhanced Professionalism: Present a more professional and comprehensive communication to your clients by including relevant attachments.

• User-Friendly: The new feature is designed to be intuitive and easy to use, enhancing your overall experience with the Formitize Portal.

We're committed to continuously enhancing our platform to meet your evolving needs. Your feedback is invaluable—let us know how these updates are working for you!