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...