March 6th, 2024

Enhanced Job Management with CRM Contact Panel Integration

We are excited to unveil the latest enhancement to our Job Dispatcher – the integration of the CRM Contact Panel. This new feature enriches the job management experience by bringing CRM functionalities right into the job management interface.

What's New & Benefits:

  • CRM Contact Panel Integration: The CRM Contact Panel now appears directly within the Job Dispatcher, offering a comprehensive view of contact details alongside job information.

  • All-in-One Functionality: Without leaving the Job Dispatcher, you can effortlessly send emails, make calls, and edit contact information, streamlining your interactions and saving valuable time.

These updates aim to optimize your workflow, reduce the need for multiple clicks, and centralize job-related tasks for improved efficiency. Try out the new integrated CRM Contact Panel in the Job Dispatcher and experience a more fluid and interconnected job management process.

As we continue to innovate, we're eager to hear your thoughts on these enhancements. Your input helps us shape a better Formitize experience for everyone.