Fortix +ONE
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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 Configure Customer Contact System Behaviour
- How to create a New Customer 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 create an Estimate from Opportunity lists
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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 Tag for Multiple Opportunities
- Bulk Action Change Owner for Multiple Opportunities
- Bulk Action Close for Multiple Opportunities
- How to Setup Opportunity Options
- Opportunities Reporting
- How to View the Opportunities Changelog
- How to create an Estimate
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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 Finance Service Types Picklist
- Create Payments Terms Picklist
- Create Service Types Picklist
- Cashflow Forecast Report
- Create Payments Terms Picklist
- Estimates and Approval Archiving
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Reports and Logs
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Notes
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Reminders
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Tags
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Shortcuts
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System Admin
- How to set First Day of the Week System wide
- How to Set-up Email Sent From Accounts
- CRON Job for Auto Update Marketing List
- Login Form Setup
- How to set Background Image at Login Page
- Enable Action Icons on Data Sets and Reports
- How to Unblock a User
- How to view a user's Login Log
- How to Setup Google API
- How to Set-up Private Email Sent From Accounts
- How to Login as another User
- Menu Management in Fortix
- How to set Fortix System Default Options
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Data Management
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E-mail Messages
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Business Accelerator
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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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Security