Fortix Platform

Fortix +ONE

Disclaimer
- Disclaimer
Getting Started
- Platform Overview
- How to create a Profile
- Create Google Logon Details
- Definition of Terms
- How to log a support call and record your screen using Loom
- How to setup Dashboards in Fortix
- How to setup Logged In User specific Dashboards in Fortix
- Clearing Cache
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
- How to create a New User in Fortix
- How to Manage User Login and Password
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
- How to view All Notes
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 Setup Opportunity Options
- Opportunities Reporting
- How to View the Opportunities Changelog
- How to create an Estimate
- Bulk Action Tag (Add or Remove) for Multiple Opportunities
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
- How to Create Work Request Statuses Picklist
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
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
Notes
- How to Setup Note Types
- How to Add a Note to a Contact
- How to Add a Note to an Opportunity
- How to Add a Note to an Invoice
- How to Setup Note in Reminder (Opportunity)
Reminders
- How to set a Reminder from Calendar
- How to set a Reminder
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
- Bulk Action Tag (Add or Remove) for Multiple Opportunities
- 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
- Quick Search and Filters on Contacts
- Quick Menus Increase productivity
- S-Search for Contacts
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
- How to Add a New Action Icon
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
Business Accelerator
- How to complete the GALLUP Strength Assessment
User Self-Help
- How to Access EDIT USER form (Employment, Role)
- How to set First Day of the Week Per User
- How to change your password
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
- How to Add Custom Icons to Edit Form
Avatar, Logo and Photo
- How to Set the Business Logo in Fortix
- Manage Avatars, Logos and Contact Photos
Security
- Security and Access Management in Fortix
- List of Permissions

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