View in admin portal

Skip to main content

Skip to main content

HOME
SOLUTIONS
BENEFITS
CLIENTS
TRENDING
CONTACT

Fortix Platform

Search term

Fortix Platform Fortix Freedom Business SystemsSystem Admin

Fortix Freedom Business Systems

System Admin

View all chapters

Subscribe to our feed

Topics

Disclaimer 1
- Disclaimer
Getting Started 3
- Platform Overview
- How to create a Profile
- Create Google Logon Details
Create Organisation Structure 9
- 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
- How to Manage User Login and Password
- How to create a New User in Fortix
CRM Customer Relationship Management 15
- 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 13
- 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
Marketing your Products or Services 14
- 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 3
- How to share Calendars
- How to filter Calendar View
- How to Sync Calendar with Google
Projects 9
- 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 10
- 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 11
- 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 7
- 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 1
- How to Re-Open Purchase Orders
Notes 5
- 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 3
- How to set a Reminder
- How to set a Reminder from Calendar
- Add Reminder to a Work Request
Tags 8
- 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
Shortcuts 3
- S-Search for Contacts
- Quick Search and Filters on Contacts
- Quick Menus Increase productivity
System Admin 13
- 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
Data Management 1
- Importing Data into Fortix
E-mail Messages 7
- 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 2
- How to set First Day of the Week Per User
- How to Access EDIT USER form (Employment, Role)
Modify Fortix Screen Layout 6
- 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 2
- How to Set the Business Logo in Fortix
- Manage Avatars, Logos and Contact Photos
Products 8
- 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 2
- Managing Authorisation and Permissions in Fortix
- Security and Access Management in Fortix
Notifications 22
- 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
Domains 1
- Use Fortix Platform on your own domain

Generate Manual PDF

Other Resources

Fortix +ONE
Fortix Freedom Business Systems
Workflows

Recent Updates

Event - opportunity.created.x.days.in.the.past
Event - opportunity.last.update.x.days.in.the.past
Event - customer_membership.active.expiring.x.days.in.the.future
Clearing Cache
How to Create Work Request Statuses Picklist

©2018 Fortix® - All Rights Reserved. Main Fortix Website

Inline referenced article

×