March 4th, 2024

Streamlined CRM Pages with Efficient In-Page Editing

We're thrilled to share an exciting update to our CRM pages – Contacts, Locations, and Zones – now retooled for faster navigation and task completion. This update is all about speed and efficiency, ensuring you get things done in fewer clicks and less time.

Key Highlights of the Update:

  1. Smooth Navigation: Experience a smoother workflow with the optimized design of the CRM pages, designed to get you where you need to go, faster.

  2. Enhanced CRM Elements: The smart tables in the Contacts, Locations, and Zones pages now boast new features, such as:

    • Locations Cards: Quickly manage and view location details from the smart table, providing immediate context without extra navigation.

    • In-Page Editing: Make direct edits within the smart table. This new feature streamlines data management, allowing for quick changes and real-time updates.

  3. More Information at a Glance: The addition of the Site Name column in the smart tables for Locations and Zones helps you identify data connections more swiftly.

  4. Quick Access to Communication History: A new quick-link icon, allows users to open a contact's communication history in a new tab, ensuring that the current screen remains open for uninterrupted workflow.

We are committed to continually enhancing the Formitize platform, and this update marks a significant step forward in that journey. Your experience is our priority, and we're confident these changes will make a positive impact on your day-to-day operations.

As always, we welcome your feedback and look forward to bringing you even more improvements in the future.