FranConnect offers Info Manager in two editions: Foundation Pro, the full Info Manager, and Foundation Essentials, a streamlined edition built around your location and people records. This article compares the two editions and shows what you see in each.
The edition is set when your account is provisioned. To move from Essentials to Pro, contact FranConnect Support.
Essentials vs. Pro
| Area | Foundation Essentials | Foundation Pro |
|---|---|---|
| Location, People, and User records | Yes | Yes |
| Import | Yes (imports to Center Info) | Yes (with Select Tab) |
| Custom fields | Up to 10 across Center Info, Employees, and Owners | Full custom fields, tabs, and forms |
| Location record tabs | Center Info, Documents, Employees, Owners, Users | Full tab set, including Financial, Insurance, Transfer, Renewal, and more |
| People record tabs | People Info, Users, Units | Full tab set |
| Lifecycle stages | Default stages: In Development, Active, Terminated, Archived | Default and custom lifecycle stages |
| Roles and permissions, user provisioning, SSO, PII, REST API (location and people details) | Yes | Yes |
| Entity, Segments, Groups, FDD, Data Update Requests | Not available | Yes |
| Workflows, Tasks, Calendar, Mail Merge, Campaigns | Not available | Yes |
| Reports, Custom Views, Triggers and Auditing | Not available | Yes |
| DocuSign, Webhooks, Email Upload | Not available | Yes |
Foundation Pro
Info Manager menu
Steps:
- login and move to left navigation.
- Select Info Mgr
On Pro, the menu includes Store Summary, People, Segments, Workflows, Entity, Multi-Unit, FDD, Groups, Tasks, Calendar, Search, Mail Merge, Campaign Center, Data Update Requests, Import, Export, Reports, and Local Listings.
Location record
Steps:
- Go to Info Mgr › Store Summary.
- Select a location name. The record opens with the full tab set, including Contact History, Contract Signing, Customer Complaints, Default and Termination, Documents, Employees, Entity Details, Financial, Guarantors, Insurance, Legal Violation, Lenders, Owners, Pictures, QA History, Renewal, Territory, Training, Transfer, and Users.
People record and Import
- Go to Info Mgr › People and select a person to open the full tab set.
- Go to Info Mgr › Import, choose a tab in Select Tab, select Choose file, and select Continue.
Foundation Essentials
Info Manager menu
Steps:
- login in and move to left navigation
- Select Info Mgr
On Essentials, the menu shows only Store Summary, People, and Import.
Location record
Steps:
- Go to Info Mgr › Store Summary.
- Select a location name. The tabs include Center Info, Documents, Employees, Owners, and Users.
People record and Import
- Go to Info Mgr › People and select a person. The tabs are People Info, Users, and Units.
- Go to Info Mgr › Import, select Choose file, and select Continue. The Select Tab option is not shown, and data is imported to Center Info.
Essentials includes up to 10 custom fields across Center Info, Employees, and Owners.
Upgrade from Essentials to Pro
Contact FranConnect Support to upgrade. After the upgrade, Pro capabilities appear at your next sign-in and every existing record, custom field, user, role, and theme remains in place.
If you have any questions or need more help, please contact our customer support team.