Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesOpportunity Updates with Notes and Reminders

Opportunity Updates with Notes and Reminders

Managing opportunities effectively increase the business probability of signing a deal.

Reminders and Notes in Fortix are used an informal way to remember conversations, to do something or take a note of any thought which cannot be actioned right now.

This article explains how to use Reminders and Notes and how to add a Note and a Reminder to an Opportunity in Fortix.

Also, how to set-up certain functionality for the reminder function in Fortix like to select a start time and a duration of the reminder/appointment when creating a reminder from the opportunity edit screen.

The increments of the duration are set as well as Appointment days and hours. Default text can be set for the reminder as well as start times.

Navigate to the Opportunities page data-set.

The quick address is: /?opportunities

Find the Opportunity where the Note will be added. Edit the Opportunity by clicking on the Opportunity ID. it.

Opportunities - Fortix Base - Google Chrome

The OPPORTUNITIES page opens with Components for CUSTOMER, OPPORTUNITIES, EDIT OPPORTUNITY and NOTE REMINDER UPDATES.

The different ACTIVITIES displayed in the UPDATES Component is Notes, Emails and Reminders.

The updates that what performed from within the OPPORTUNITIES page will be linked to and displayed in the UPDATES component.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

Email messages that have been sent from the OPPORTUNITY page can be viewed or replied to by clicking the down arrow and selecting View Message.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

Reminders that have been set up from the OPPORTUNITY page can be Viewed, Edit or Cancelled to by clicking the down arrow in the Action tab.

The information displayed in the Detail column is managed by the Reminder Setup function in Setup.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

Notes that have been set up from the OPPORTUNITY page can be Viewed, Edit or Delete to by clicking the down arrow in the Action tab.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

Click the More Menu on the EDIT OPPORTUNITY form. Select Add Note to add a Note to this opportunity.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

A new Note or Reminder can also be added by clicking Add New in the UPDATES COMPONENT.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

The Note Form opens with the Note Type defaulting to the Default Note Type which is Phone. Add the description and attached a file if needed.

Click on Reminder to Enable setting a reminder. Complete the fields and click SAVE.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome
Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

The information displayed in the Detail column is managed by the Reminder Setup function in Setup.

Opportunities Great Central Development, Jim Spiro - Fortix Base - Google Chrome

The opportunity can be edited directly from the Reminder page be selecting the Action tab. The Reminder can also be managed from her.

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