Fortix Freedom Business Systems
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Disclaimer
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Getting Started
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Create Organisation Structure
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CRM Customer Relationship Management
- How to create a New Customer Contact in Fortix
- How to Create a Job Title Picklist
- How to create Contact Types
- How to create Customer Contact Source
- How to create Contact Industry
- How to create Contact Rating
- How to create Contact List Type
- Create Relations Types in Fortix
- How to capture Relations between Contacts
- Create Customer Branches
- How to Convert a Prospect to a Contact
- How to Create Customer Services
- How to Create Structured Opportunity Services
- How to Create Partners in Fortix
- How to UPDATE contact PERSON in Customers
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Sales Opportunities
- How to Enter a New Opportunity
- Managing Opportunity Type List
- Managing Opportunity Status options
- Managing Opportunity Rank
- How to Filter Opportunity View
- Bulk Action Change Owner for Multiple Opportunities
- Bulk Action Close for Multiple Opportunities
- How to create an Estimate
- How to create an Estimate from Opportunity lists
- How to Setup Opportunity Options
- Opportunities Reporting
- How to View the Opportunities Changelog
- Bulk Action Tag (Add or Remove) for Multiple Opportunities
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Marketing your Products or Services
- How to Setup Marketing Lists Settings
- How to Change Marketing List Screen Layout
- How to Setup a Marketing List
- How to see a list of Contacts "Do Not SMS"
- How to Create a Marketing Input Form (Campaign)
- Import XLS
- Export XLS Template
- How to Delete a Marketing Campaign
- Add a Reminder to a Marketing Campaign
- View Marketing Campaign Opportunities
- Add a Note to a Marketing Campaign
- How to Copy a Marketing Campaign and Edit
- Export Campaign Data Log
- Export Completed Marketing Forms
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Calendar
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Projects
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Work
- How to Create a Work Request Template
- How to Create a Work Request
- Work Requests - Creating Activities
- Work Requests - Creating Sub-Activities
- How to Activate Activity Recording for Work Requests
- Work Request Activity with Time Recording
- Recording time against Work Request through Collaboration
- How to receive email Notification about Work Requests
- Set Reminder in Work Request through Collaboration
- Add Reminder to a Work Request
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Finance
- How to Split an Invoice
- How to Copy CC details from a Billing Profile
- Create Payments Received Picklist
- Create Payment Types/Options Picklist
- Create Payments Terms Picklist
- Create Service Types Picklist
- Cashflow Forecast Report
- Create Finance Service Types Picklist
- Estimates and Approval Archiving
- How to create an Invoice
- How to Edit and Invoice
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Reports and Logs
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Purchase Orders
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Notes
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Reminder
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Tags
- Creating Tags in Fortix
- Profile Linked Tags
- Industry related Tags
- Automate Tag assignment or removed from Contact Types
- List all Records where a Tag is used
- Managing TagView Permissions in Fortix
- Managing TagUse (View, Assign and Unassign Tags) Permissions in Fortix
- Managing TagManage (View, Use, Edit, Delete, Assign and Create Tags) Permissions in Fortix
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Shortcuts
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System Admin
- How to set Background Image at Login Page
- Login Form Setup
- How to Unblock a User
- How to view a user's Login Log
- How to Setup Google API
- CRON Job for Auto Update Marketing List
- How to Login as another User
- How to Set-up Private Email Sent From Accounts
- How to change your password
- Menu Management in Fortix
- How to set First Day of the Week System wide
- Customer's Primary and Secondary Email
- How to Add Custom Icons to Edit Form
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Data Management
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E-mail Messages
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User Self-Help
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Modify Fortix Screen Layout
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Avatar, Logo and Photo
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Products
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Security
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Notifications
- Event - customer_membership.active.expiring.x.days.in.the.future
- Event - customer_membership.invoice.unpaid.due_date.x.days.in.the.future
- Event - customer_membership.billing_profile_invalid.expiring.x.days.in.the.future
- Event - customer_course.active.expiring.x.days.in.the.future
- Event - customer_course.x.days.from.start.date
- Event - unpaid.invoices.x.days.after.due.date
- Event - unpaid.invoices.x.days.after.due.date.merged
- Event - note.update.date.x.days.in.the.past
- Event - note&request.update.date.x.days.in.the.past
- Event - invoice.statement.send
- Event - billing_profile.hold.date.off.x.days.in.the.future
- Event - credit.card.expired
- Event - opportunity.last.update.x.days.in.the.past
- Event - opportunity.next.step.in.x.days
- Event - request.update.date.x.days.in.the.past
- Event - attendance.records.in.past.x.days
- Event - request.due.date.x.days
- Event - opportunity.tag.assigned.x.days.in.the.past
- Event - billing_profile.upcoming.invoice.x.days.in.the.future
- Event - purchase.order.due.date.x.days
- Event - request.tag.assigned.x.days.in.the.past
- Event - opportunity.created.x.days.in.the.past
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Domains