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...