How to use Fortix - Getting Started

We’re really excited that you have selected us to help you grow your business. Our aim is to get you up and running fast.

Please remember that the terminology and screen layout may be different in the system configuration that your business is on.

Login

Easy and secure access to the Fortix system. This article - How to Login,  explains how to login into Fortix.

Dashboard

In Fortix the dashboard provides at-a-glance views of different areas in Fortix relevant to a particular objective or business process for the user.

The "dashboard" is usually displayed on the home page which is linked to a database that allows the components to be constantly updated. Click How to set up Dashboards in Fortix for a step by step article.

Whether you are creating a new user or want to change the look of multiple users Dashboard, the Reset selected users function in Fortix makes it easy to have multiple users Dashboards look the same. This article, How to Copy a Dashboard to Users, explains how to copy a Dashboard from one user to another.

The address bar link is /?dashboard_setup

How to Add a New User (Employee)

This article explains How to Add a New User in Fortix. This could be an employee or contractor. Any person you want to register to have access to Fortix.

How to create a New Customer Contact in Fortix

 The end goal is to create a ‘single customer view’ by having one record for each client containing all their relevant data. Having data that is up to date, accurate and relevant will ensure a productive and efficient workforce. If you already have a database of customers or suppliers or contacts, you can use the Importing Data into Fortix function. 

Click How to create a New Customer Contact in Fortix for a step by step article.

How to change Logged-In User Photo

Having a Picture of the user who is logged in establishes the character of your company. Your company's identity is visually expressed through it's this, which, along with the person's name, is one of the main things that makes your business memorable. This article, How to change Logged-In User Photo, explains how the user can update their photo.

How to change your password

Fortix enables users to be self-sufficient by enabling them to take control of their personal data like changing their password.

All changes are tracked by the changelog, so it is totally transparent. This frees up valuable time and prevents miscommunications.

Business Development - How to Enter a New Opportunity

Sales pipelines can be tough to keep track of, so our team has developed a Bus Dev module which helps sales personnel generate leads, create quotes and proposals, convert opportunities into customers and of course, into work.

This article explains How to enter a New Opportunity into Fortix.

How to use Filters in the List view

When working with large data sets, with many rows of data, it can be a challenge to find relevant information. Fortix makes it easy to narrow down the search with a simple yet powerful filter tool. The article explains how to filter data on the opportunity page in different ways, but can be applied to most data sets.

Importing Customer/Supplier Contact Data

Data every business's best friend and should be treated as one of your most powerful tools. Consider the information your organization may be recording on its prospects, customers, and suppliers.  It is easy to understand that the data must be of the highest quality in order for it to be used effectively and lead to measurable success and growth.

However, data entry is often a tedious job; left as a side thought to the other work that needs to get done. Users entering the data are looking for the quickest way to enter their data which generally results in incorrect information that is of limited value to your organization. 

This article explains how to import Customer/Supplier Contact details.

Communications

Designed for automation, this module can hold email and SMS templates, for individual or mass distribution using consistent branding, and tracking into each contact in the CRM. The system is also set up for SMS alerts, email and calendar notifications for all types of users (internal or external).

Work

Using a framework termed Work Requests, this job distribution module enables any user to track and follow any jobs that have been logged in the system.  This module also acts as a timesheeting function, which can be further categorised into the type of work and the work area in the project setup.

Projects

This module provides the entity or contract details that have been approved through the Business Development functions and sets up the work based on the categorisation indicated by the client. Reports of users activities will also be divided into the projects or contracts that they have worked on within the selected time period.

Products

Our stock module provides the necessary framework to build, manufacture or purchase resources into components or products, with flexible pricing for use in the Business Development module.  With details that are also transferred automatically into quotes and invoices, this module is a dream for e-shop and online businesses!

Finance

Set with billing profiles for contacts, invoice creation and payment updates, this Finance module provides administrative assistance to the accounts team. The platform can be also be set to synchronise with Xero accounts, allowing invoices that have been created in the system to be updated without manual intervention. 

Knowledge Base

An information repository that can be shared by all users and also to external users when required.  The articles contained in this section also provides the basis of courses and publications, showcased in student portals when logging into the platform. 

People

The foundation of the system lies in the information contained in this module; i.e. details of users and the organisation setup. This module also contains a revisable policy distribution system which handles tracking of governance for users when and as required. 

Reports

There are over forty (40) standard and customised reports available for our users.

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