FormaPortal

Glossary

What is a contact history?

A contact history is everything one person has done, kept on their own record: what they applied for, what they accepted, what they were sent, what they paid. It answers the question you get on the phone without anybody searching four systems for the answer.

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See the terms as features

The glossary explains the vocabulary. The features page shows what each of these looks like in a portal you run yourself, and the pricing page shows what it costs.

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