Info Manager

How to Interpret the Item 20 Report

The Item 20 report refers to a specific section within the Franchise Disclosure Document (FDD) that franchisors are required to provide to prospective franchisees. The FDD is a legal document that outlines the terms and conditions of the franchise agreement and provides detailed information about...

How to Manage Roles and Permissions for Different Users in Unit Summary

The Unit Summary page is crucial for managing and accessing varied levels of information across your franchise operations. In this article, we will provide a clear and detailed breakdown of how different roles, such as franchise administrators, managers, and staff, are granted specific permission...

Managing Proximity Disputes in Franchise Sales

Introduction This comprehensive guide details the process for managing potential proximity disputes arising during the planning and development of new franchise locations. It ensures that existing franchisees are informed about new openings within a specific distance, which may vary for urban ver...

Introduction to Segments in FranConnect

This guide will show you how to set up Segments in FranConnect, a tool that helps you organize your franchises just like they are in the real world. Segments let you sort your franchises by things like location, type of service, or market size. By following these steps, you can make managing your...

All About the People Section in Info Manager

The People section in Info Manager helps you manage information about your team members easily. Whether you're new or already familiar with FranConnect, this guide will show you how to use the People section effectively. We'll cover how to add new people, update their details, and manage user per...

Introduction to Info Manager

Welcome to our guide on the Info Manager in FranConnect. This tool helps you organize and manage important business information easily. In this article, we will walk you through the basic functionality of Info Manager. In this article, we will cover the contents of this menu, which can be found ...

How to Create Entities in FranConnect

FranConnect, a leading franchise management solution, offers powerful tools for organizing and controlling business data. One way we do this is the ability to create and modify entities in the FranConnect product, essential for optimizing franchise operations. To learn more about how to create an...

How to Document Ownership for a Unit in FranConnect

FranConnect, the system of record for franchisors, is a vital tool for both franchisees and franchisors. As the backbone of many franchise operations, it's crucial to understand the nuances of its features, particularly when it comes to documenting unit ownership. Whether you're a seasoned user o...

How to Create a Custom Tab in Info Manager

Adding a Custom Tab in Info Manager To add a custom tab in Info Manager, first log into your FranConnect environment. Then click the gear icon at the top of the page to access your Admin menu. On the left-hand sidebar, click Information Manager. From the ensuing menu, click Manage Form Generato...

All About the Info Manager Documents Search

At FranConnect, we are consistently improving our product to make it easier to use for our customers. As a result, we are adding a feature that will allow users to search for documents that are hosted in Info Manager. In this guide, we will walk you through the new search feature. Topics How Sea...

Information Manager – Transferring a Location

You can transfer the ownership of a Franchise to a new/existing owner when any of the existing owners are leaving the business, by following the steps listed below: Select Franchisees from the Info Manager module. The following screen displays a list of different Franchise Locations. Click a Fra...

Terminating locations in Info Manager

There may be times when a Franchisee in your organization is unable to move forward with ownership.  In the event the location is not available for resale and default/termination is the only method going forward, you will use the Default/Termination tab inside the Franchisee record to document an...

Adding a Remark on the Franchisee Record

It is necessary for you to keep notes for each of your Franchisees. You want to be able to review and log all of those notes in an organized fashion. Adding Remarks to the Franchisee Record is a great way of accomplishing this. Click on Info Manager then Franchisees  From the Contact History sec...

Using the Import Wizard

The import page works the same way from both the Sales and Info Manager. In the Sales import page, you can import Lead or Broker records, while in the Info Mgr, you can import one of a series of files. In order to see the permitted fields for a given import format, choose that format from the dro...

Work Flow-Based Emails using Default Website Keywords in CRM templates from Info Mgr

Workflows are the most popular feature and function in FranConnect as it replaced Campaign Triggers since the genesis of FranConnect Sky. You can create various combinations of Triggers, conditions and set actions in Workflows. We will discuss a scenario on how to add Location Website Keywords in...

Editing Location Details

As you receive new information from your franchisees, you can update the details of the corresponding location to stay up to date.  From the Information Module click Info Manager then Franchisees. Select the Franchise Location you want to update.  From the Center Info tab click Modify. Once yo...

Editing Email Templates in Info Manager

Click on the Information Manager module. Scroll down to select the Campaign Center page. Select Email Templates. Choose the template you wish to personalize. From the action wheel, click Modify.Make changes as needed to customize the template to your organization. Click Modify.

Effectively Using Triggers and Auditing in Info Manager

FranConnect is capable of notifying users about important expiration dates or other time-sensitive information.  This article will help you leverage the functionality of triggers to get ahead of your workload and never miss an important item. For example, if you require franchisees to have partic...

How to get Customer Feedback Easily in Info Manager

If you have the Information Manager Module in FranConnect then you have the ability to track customer feedback directly in your FranConnect system. This will show in your system as Customer Complaints. First go to the Admin > Info Manager > Manage Web Form Generator to see all the Web Forms crea...

How to view the status of a sent FDD

From the Information Manager module, select the FDD page at the bottom.  The FDD Lead Summary page show the status of any FDD sent to a lead. Data will populate in the various columns as the lead completes the FDD process.   When an FDD is send the Lead Name, FDD Name, Version, State/Province, S...

Add Tabs in Info Mgr- Manage Form Generator

Organizations like to manipulate their own Info Mgr application by adding more Tabs and fields to meet their business needs. This is convenient to add more data and details regarding the franchise location by Corporate. FranConnect system is so easily customizable keeping the users at ease when r...

Using the Export Data Wizard

There are four steps to exporting data from FranConnect – choose the Module (group of data) to select from, choose the search criteria to select a subset of records, select the fields to export for each record, and preview the data to be sure that it is correct before doing the export. To Export...

Updating Location Data with an Import

Updating data in multiple locations can be a hassle, especially if you have to do them one by one. Thankfully, there is the option to update multiple details in multiple locations in Info Manager. In this guide we will cover how you can update this data using an import feature.  To ensure you are...

Adding Additional Desired Owner or Lead Keywords

Keywords are place-holders for specific details that you will include in communications, such as renewal date or insurance expiration date. When the message is sent, the actual information replaces the placeholder, as it would be in a “mail merge” in a word processing system. To insert keywords i...