🎉 Smarter Contact Management Is Here in Forz!

Managing contacts just got faster, cleaner, and more powerful.

We’ve upgraded contact management in Forz to help you reduce duplicates, stay organized, and connect your data more efficiently.

▶️ Watch the Full Walkthrough Playlist

What’s New?

1. Easier Contact Creation
   Create contacts faster with improved fields and a smoother workflow.
   🔶 View Video
   

2. Link Existing Contacts
   Quickly connect contacts to Customers, Vendors, Jobs, and more — without extra steps.
   🔶 View Video
   

3. New Contact Actions
   Merge duplicates, set a primary contact, and manage relationships with greater control.
   🔶 View Video
   

4. Duplicate Contact Warning:

   Get notified when similar contacts already exist to keep your database clean and accurate.

✨ These improvements help you spend less time managing data — and more time getting work done.

📚 Explore the full step-by-step guides in the Help Center:

• Creating New Contacts

• Linking Existing Contacts

• Contact Actions

If you have any questions or feedback, we’d love to hear from you!