Heads Up! Management Portal Release Update

We’re thrilled to announce significant updates to the CRM Contact Page Updates. This release focuses on enhancing user experience with a cleaner, more intuitive interface. Whether you're on a desktop or tablet, these improvements are designed to streamline your inspection workflow.

Watch the video below to get the full breakdown, or continue reading for a detailed summary.

CRM Contact Page Updates

The CRM Contact Page has been revamped, combining the Communication and Activity panels into one streamlined view. This update eliminates clutter and ensures critical information is easily accessible.

Additionally, you can now:

• Rearrange icons to better suit your process.
• Hide unused icons for a more focused workspace.
• Expand sections to full-screen mode for better visibility.

These changes give building inspectors more flexibility and control over their workspace.

Multi-Function Shortcut Button

The newly introduced "New" button simplifies your workflow by providing shortcuts to create items like Jobs, Reports, and Leads, without having to leave your current page. This feature enhances efficiency and makes task management easier across modules.

Menu Reordering Feature

With this update, menus can be fully customized to your preferences. You can reorder menu icons or hide the ones you don’t use. The Expand and Condense feature allows you to toggle between full-screen and condensed views, maximizing your workspace based on task requirements.

Responsive Design for All Devices

We've enhanced the responsive design to ensure a consistent experience across any device, whether you're working from a desktop, tablet, or smartphone. The layout automatically adjusts to your screen size, offering seamless usability across platforms.

Smart Tables for Faster Data Access

Several modules, including Leads, Forms, and Inspection Reports, now feature smart tables. These smart tables allow for advanced filtering, searching, and sorting, enabling faster data access and improved organization. The Timeline has also been updated to a smart table, offering enhanced tracking and search capabilities.

View Both Saved and Submitted Forms

The update also introduces the ability to easily view both Saved and Submitted forms, allowing you to track progress and manage forms more effectively.

What’s Next?

The next phase will consolidate multiple system menus into one streamlined interface. You'll also have the option to move the menu to the side of your screen if that suits your workflow better. Stay tuned for more 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.

Try the Pest Management App Today

Ready to explore these new features? The Building Inspection App powered by Formitize provides everything you need to streamline your inspections.