Heads Up Alert! Management Portal Update Release

We’re excited to announce the latest feature release for the Pest Management App powered by Formitize. This update brings a range of improvements designed to streamline your workflow and enhance your user experience. From a redesigned CRM Contact Page to new customization options and smart tables, there’s plenty to explore.

To get a full overview of the changes, check out the video below. For those who prefer reading, we’ve summarized the key updates in this post.

CRM Contact Page Redesign

One of the most impactful changes in this release is the updated CRM Contact Page. We’ve simplified the interface by merging the separate Communication and Activity panels into one, creating a cleaner and more organized layout. This change helps streamline your workflow by placing all necessary information in one place, reducing the clutter.

Now, you’ll also have complete control over your menu. You can:

• Re-order icons to match your preferences.
• Hide icons that you don’t use for a more personalized workspace.
• Expand sections to full-screen view to focus on specific details.

This customizable menu allows pest control professionals to arrange the tools they need in a way that suits their workflow.

Multi-Function Shortcut Button

We’ve added a new multi-function "New" button, designed to give you quick access to a range of options. This button allows you to create new items such as Jobs, Invoices, Leads, and more without leaving the page you're on. Referencing the image, you can see it offers shortcuts to many modules, making it easier to navigate and manage your tasks efficiently.

Menu Reordering Feature

You can now reorder icons to match your workflow by dragging and rearranging them, or hide icons you don’t use for a cleaner interface.

Additionally, the Expand and Condense button lets you switch to full-screen view for a broader workspace or condense it for a more compact layout, offering flexibility based on your needs.

Responsive Design for All Devices

This update brings further improvements to responsive design, ensuring a consistent experience across all devices. Whether you're using a desktop, tablet, or mobile device, the layout will automatically adapt to fit your screen, making navigation smooth and intuitive.

The updated menus will look uniform across all platforms, ensuring that the system remains user-friendly, no matter which device you are using.

Smart Tables for Faster Data Access

In addition to design improvements, we’ve upgraded several data tables across the system.

The following sections have been converted to smart tables, providing a more interactive and functional experience:

• Leads
• Forms
• Assets
• Photo Tabs

Smart tables offer advanced features like filtering, searching, and sorting, making it easier to organize and access important data.

The Timeline feature has also been updated to a smart table, allowing you to search and filter event history more efficiently.

View Both Saved and Submitted Forms

A new feature now allows you to easily access both Saved and Submitted forms. This addition improves visibility, making it simple to track and manage forms that are still in progress or those that have been completed.

What’s Next?

Following the CRM Contact Page update, we will streamline the different system menus into one simple, unified interface. You’ll have the option to move this menu to the side of your screen if that suits your workflow better. We’ll keep you informed as this next update rolls out!

FAQs About the Portal Update

Q: What are the main changes in this update?
A: The update includes a redesigned CRM Contact Page, merging Communication and Activity panels, and allowing users to re-order or hide icons for a more personalized experience. We’ve also introduced a multi-function "New" button for quick access to modules and improved the overall responsive design.

Q: How does the new multi-function "New" button work?
A: The new "New" button provides quick shortcuts to create new items, such as Jobs, Invoices, Leads, and more, without leaving the current page.

Q: How do smart tables enhance the user experience?
A: Smart tables enable advanced features like filtering, searching, and sorting, which improve data organization and retrieval across various modules, including Leads, Forms, and Assets.

Try the Pest Management App Today

Want to experience these updates for yourself? Try the Pest Management App powered by Formitize today. Our software is designed to streamline your pest control operations and enhance productivity.