Fortix Platform

Fortix Freedom Business Systems

Disclaimer
- Disclaimer
Getting Started
- Platform Overview
- How to Add a New User (Employee)
- How to create a Profile
- Create Google Logon Details
Create Organisation Structure
- Create Division Categories Picklist
- How to Create Divisions in Fortix
- How to Create a Department
- How to Add Sections in Fortix
- How to Create Subsections
- How to View the Organisation Tree and Chart
- How to Create Roles
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
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 Tag for Multiple Opportunities
- 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
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
Calendar
- How to share Calendars
- How to filter Calendar View
- How to Sync Calendar with Google
Projects
- Create Project Status Picklist
- Create Due Date Types
- Create Project Activity Categories
- Create Expenses Picklist
- Create Project E-Codes Picklist
- Create Job Types Picklist
- Create Task Categories Picklist
- How to Add a Team to a Project
- How to Add a Team
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
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
Reports and Logs
- Keep track of SMS Sent
- Summary of Accounts Receivable Report
- View Invoice PDF from Accounts Receivable Report
- Add Payment/Refund from Accounts Receivable Report
- Edit Invoice from Accounts Receivable Report
- How to View Days Overdue on Statement Report
- Aging Summary Report
Purchase Orders
- How to Re-Open Purchase Orders
Notes
- How to Add a Note to an Invoice
- How to Setup Note Types
- How to Add a Note to a Contact
- How to Add a Note to an Opportunity
- How to Setup Note in Reminder (Opportunity)
Reminder
- How to set a Reminder
- How to set a Reminder from Calendar
- Add Reminder to a Work Request
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
Shortcuts
- S-Search for Contacts
- Quick Search and Filters on Contacts
- Quick Menus Increase productivity
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
Data Management
- Importing Data into Fortix
E-mail Messages
- How to Set-up E-mail Templates (Framework)
- How to Set-up System E-mails
- How to Send E-mail from Fortix
- How to Set-up E-mail Sent From Accounts
- How to send an E-mail from Contact page
- How to view Outgoing E-mail Queue
- View E-mail Log
User Self-Help
- How to set First Day of the Week Per User
- How to Access EDIT USER form (Employment, Role)
Modify Fortix Screen Layout
- Enable Action Icons on Data Sets and Reports
- Customise Footer Content
- Managing Colour Themes in Fortix
- How to Add a New Configuration For Contact Page
- How to change the Contact Screen page layout
- How to Setup Icons on Edit Form
Avatar, Logo and Photo
- How to Set the Business Logo in Fortix
- Manage Avatars, Logos and Contact Photos
Products
- How to create Cost Allocation Picklist
- How to Create Delivery PickList
- How to Archive Resources
- How to duplicate Resources
- How to add Stock Transaction to Resources
- How to Add an Order to Resources
- How to Unarchive Resources
- How to Add a Supplier to a Resource
Security
- Managing Authorisation and Permissions in Fortix
- Security and Access Management in Fortix
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

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