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Guidelines for Customers: Share your ideas, and together, let's co-design the next big thing in Formitize.<ol><li>Review First: Please check existing suggestions before adding a new one; your idea might already be listed.</li><li>Contribute Clearly: If your idea isn't listed, feel free to add it with a clear, concise description.</li><li>Vote: Help prioritise development by upvoting the features most important to you.</li></ol>Quick Access to Ideas by Module:Explore ideas or submit your own by selecting a module: <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9022a45d694dae526276f">Resources</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9023b45d694dae5262b04">Forms</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9021045d694dae5262241">CRM</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9021a45d694dae5262441">Accounts</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9024e45d694dae5263374">Sales Pipeline</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9025345d694dae52636f1">Tasks</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9020a45d694dae5262072,65123f6121058ed04ceb862e">Jobs</a>, and <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64e6ee2189746e7cf75cf943,64e6ee3989746e7cf75d075a,64f9021545d694dae526233f,64f9036a45d694dae526858f,651b452e88d788a78c651f4c">Other</a>.

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Currently SMS sharing an Invoice through the App requires the manual entry of the Customer’s number. It would be beneficial to have the system access the CRM for the Customer being invoiced and offer their phone number.

App: CRM Contact Details when Sharing via SMS

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Formitize

App: CRM Contact Details when Sharing via SMS

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