Hello everyone,

We're thrilled to announce a significant update to the Formitize platform – a redesign of the CRM Client User interface (UI). This major enhancement to our CRM module introduces a new, user-friendly interface to the Formitize Web Portal and marks the beginning of several updates we've planned for the upcoming year.

What’s New in the CRM Module?

Our latest update brings a series of improvements, focusing on streamlining the management of Clients and related entities like Contacts, Locations, and Zones. 

Here's what to expect:

• Revamped UI Elements: Redesigned CRM Client page, Billing Details, and Shipping Location for improved usability.

• Enhanced Contact and Location Management: New card layouts for easier access and efficient management.

• Introducing Drawers: A streamlined experience for quick data editing.

• Improved Client Details Sections: Clearer display and organization of contact details and statuses.

• Enhanced Data Validation: To ensure data accuracy and integrity.

• New Custom Fields UI: For intuitive interaction and data entry.

• One-Click Additions: Simplify adding new Locations or People to a Client.

• Real-Time Searching: Quicker access with enhanced search capabilities in People and Locations lists.

• New Call UI: A streamlined interface for call notes.

• New Send UI: An intuitive interface for emails, messages, and letters.

Sneak Peek: A Visual Preview

Check out these sneak peek images for a first look at the new CRM Client UI. These previews highlight the sleek design and user-friendly features you can soon enjoy.

Current Status and What's Next

The CRM Client UI Redesign is currently in the testing phase. We're working hard to ensure a smooth and efficient rollout. Expect this update to go live early in Q1 2024, bringing a modern and efficient experience to all our users.

Stay tuned for more updates as we continue to evolve and enhance our platform. We can't wait for you to experience these new changes and are excited to bring you more innovative features in the future.

Best regards,

The Formitize Team