Release Notes

Feature Release Update: Enhanced Calendar Picker for Smart Table Filters
We’re excited to introduce the upgraded Calendar Picker for date range filtering in our Smart Tables. This enhancement provides users with a more flexible and intuitive way to filter data by specific dates, giving you full control over date selection, together with predefined quick filters.

Key Features:

• Flexible Date Selection:
  

  

  
  With the updated Calendar Picker, you can now choose precise dates by selecting a start and end date or simply mark a single date. This level of control allows for more detailed data filtering.

• Predefined Filters are Still Available:
  

  

  For those who rely on quick filters like "Next 7 Days" or "Past 30 Days", rest assured, these predefined filters are still available for quick and easy access (see image 4).

• Dynamic Filtering Options:
  

  

• The Filter By feature dynamically updates based on the Smart Table you are working in. For example, in the Invoices section, you can choose to filter by options such as Invoice Date, Due Date, Latest Payment Date, Date Created, or Date Modified.

How to Use:

1. Access the Calendar Picker: Simply click on the filter icon next to the "Date Range" option in your Smart Table.

2. Select Your Date Range: Use the Calendar Picker to mark the start and end dates of your range. Alternatively, you can click on a single date to filter for that day alone.

3. Apply additional filters if needed.

This improvement brings a modern, user-friendly, and versatile date filtering experience to your workflow, enabling more accurate data retrieval with less hassle.

We’re excited to announce that 19 new forms have been added to the Formitize Forms Bank, further expanding its utility across various industries. The Forms Bank is a repository of ready-to-use form templates designed to streamline business processes, ensure compliance, and enhance efficiency.

What's New?

The new forms cater to multiple sectors, including health and safety, equipment management, client relations, and more. These templates have been crafted to ensure operational excellence and are flexible enough to be adapted across different industries.

Here are some of the newly added forms:

• Fault Resolutions Forms:

  • Equipment Fault Report: This form allows businesses to track and report faulty equipment, ensuring prompt action and reducing downtime.

  • Customer Complaint Resolution: Capture and document complaints, ensuring timely and effective resolutions.

• Health & Safety Forms:

  • Accident Report: Streamline the process of documenting workplace accidents for proper investigation and corrective actions.

  • PPE Checklist: Ensure the proper use of personal protective equipment and compliance with safety standards.

• Proposals and Agreements:

  • Service Agreement: Document terms and conditions of service agreements between your business and clients.

  • Contract Approval: Obtain and document the necessary approvals for contracts and agreements.

• Parts Orders/Requests:

  • Parts Order Form: Simplify the ordering of parts and supplies, ensuring all necessary details are captured for a seamless procurement process.

How to Access?

These forms are now available under their respective categories in the Form Bank (see image).

This gives you instant access to download, customize, and start using the templates suited to your industry.

For Formitize account holders, you can access the Forms Bank directly via the Form Bank Link within the web portal. Simply log in to your account, navigate to the Forms section, and explore the Form Bank.

For a detailed look at the Forms Module and the capabilities of the forms, visit the Forms Module Page.

Benefits:

• Streamlined Operations: These forms are designed to help manage equipment maintenance, client service, and safety inspections seamlessly.

• Industry-Specific: While created for general use, the forms can easily be tailored to meet specific needs within various sectors.

• Ready-to-Use: With forms for reporting, contract management, safety, and much more, businesses can begin enhancing their workflows instantly.

Stay tuned for more updates as we continue to expand our Forms Bank!

Less Clicks, Better Service, Paid Faster!

Following the positive reception of the Send functionality, which you can explore here, we are excited to announce the next big step: the Payment Options functionality in the side drawer.

With this update, you can now not only send invoices and quotes with ease but also process payments directly from the same streamlined side drawer interface.

Key Enhancements Include:

1. New Payment Options in the Web Portal, Side Drawer:

• Accessible directly from the invoice and quote screens, the Payment Options drawer allows users to take and record payments without leaving the page.

• This includes multiple payment methods:

  • Card

• Cash

• EFT (electronic funds transfer)

• Cheque

2. Fast and Easy Payment Processing:

• If PayNow is activated, you can take instant payments using card details.

• Without PayNow, you can still record payment details and automatically send customers a paid invoice confirmation, saving time and ensuring smooth payment operations.

What’s Next?

This feature will be rolled out soon to the Web Portal, ensuring a faster and more streamlined payment experience. Following this web release, the same functionality will also be introduced on the Formitize App, extending these efficiency improvements to mobile users as well.

Stay tuned for further updates!