Articles tagged: Port
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Export XLS Template
Updated on: Nov 09, 2017 -
How to Set-up Private Email Sent From Accounts
Updated on: Oct 15, 2017 -
How to Set-up E-mail Sent From Accounts
Updated on: Nov 20, 2017
Fortix Platform
Topics
- Disclaimer 1
- Getting Started 3
- Create Organisation Structure 9
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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
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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
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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
- Projects 9
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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
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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
- Purchase Orders 1
- Notes 5
- Reminder 3
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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
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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
- E-mail Messages 7
- User Self-Help 2
- Modify Fortix Screen Layout 6
- Avatar, Logo and Photo 2
- Products 8
- Security 2
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Notifications
21
- 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
- Domains 1