How to Create and Add a Custom Lifecycle Stage to a New Unit
Lifecycle stages show you the progress your units have made in the opening process. FranConnect allows our users to set up custom lifecycle stages for a unit. With this feature, you will also be able to run task checklists when the unit is in a custom lifecycle stage. In this article, we will sho...
How to Upload Emails to Multiple Records
At FranConnect, we are constantly improving our product and adding new features to support our customers' needs. On June 15, 2023, we will be releasing a feature to enable our customers to upload an email to multiple records on the basis of an email ID match. In this article, we will show you how...
Default CC and BCC System Emails
FranConnect SKY provides the ability to include a CC or BCC email address to system emails. This includes system emails from Sales, The Hub, Info Mgr and Support. Example: A typical case is a Sales manager wishing to be alerted when a new lead is added to the system. By default, the lead owner ...
Configuring Email CC: and BCC: Defaults
Using this tool can help you keep track of emails that are being sent from the FranConnect system. If you oversee certain operations, like the process of completing the FDD, you may set up a process for the FDD emails to be sent to you directly. Pros and Cons of this Solution: Being copied will ...
Add Franchise Location to Finance
One way to add a Franchise Location to Finance is through Admin > Franchise Location > Manage Franchise Locations. However, it will not automatically display in the Finance module unless 2 non-mandatory fields are populated. Agreement Version.Royalty Reporting Start Date. Agreement version have ...
Configuring the FDD
The Franchise Disclosure Agreement is a legal document that is presented to leads that are in the process of purchasing a franchise location. This is generally a contract between both the seller and the prospective franchisee of a sales agreement. This article details how to manage the FDD for y...
Configure Display Columns from Admin
Organizations like to manipulate their FranConnect system with various Display Columns in the summary of any application such Admin, Sales, Opener, Information Manager and so on. They configure various fields by adding and removing Columns from Admin.They need to do this for easy access of data a...
Activating Terminated Franchise Locations in Admin
From Admin > Franchise Location > Manage Franchise Locations. Select Franchise Status as Terminated and click Search. Click the Actions Gear Wheel Tool and select Activate on the desired Franchise ID.
Accessing Library Logs and News Logs in Admin
In every organization, it is critical to ensure the employees and corporate users review and are up to date about various management policies and processes. Corporate house these information under Library documents and News in FranConnect under The Hub application which makes it convenient for it...
Adding a User After Adding a Location
Input the User Details. It is common for franchisors to use the same nomenclature for a user’s corporate email address as their Username. The Password entered here will be updated by the user upon first login. Most users will be Normal under User Type however temporary access can be given to Gues...
Adding a Location for Current Franchise Owner
Adding a location to a current franchise owner occurs when a franchisor wants to expand his/her business. There are two starting points to adding a location in Information Manager - From the In Development page click the Add In Development Location link. - From the Franchise Location section in A...
How Can I Turn on a New State that is Now Approved to Send the FDD
A successful franchise is always looking to develop business all over the country and internationally. It is not uncommon for states that aren’t initially permitted, much later these get approved and registered to do business, contributing to the growth of an organization. The FranConnect system...
Adding a New Owner to a Location
In the FranConnect Admin page, corporate staff can add a new owner to a location. This guide will walk you through the process of adding a new a new owner to any existing location in the FranConnect Sky system. Admin > Franchise Location > Manage Franchise Location. Click on the action wheel then...
How do I create Roles and Change Privileges for Users?
In FranConnect, Roles help you designate privileges to users. This ensures that users only have access to those system functions that are necessary for the completion of their job. The FranConnect system has several predefined roles (e.g. Corporate administrators, default corporate role, defaul...
Renewal Item 23
Select Admin from the action wheel, then select FDD Management. Select Item 23 - RECEIPT Summary. Click Add ITEM 23 – RECEIPT. Input a Title. Copy and paste the text of your Item-23 receipt into the Item-23 – Receipt text box. Input your Business details. Click Preview. Click Save.
How do I Manage Duplicate Leads
On occasion, a lead is submitted by multiple sources or fills out a web form multiple times. To prevent your sales team from duplicating work, setting up the duplicate lead criteria can be critical to organized lead assignment. In FranConnect, when a lead is considered a duplicate, they will be a...
Setting up a MUID and Assigning Multiple Locations to One User
It is not uncommon for a Franchise owner to own multiple locations. FranConnect provides an innovative way to link various user associations through a common factor – the MUID (or Multi Unit ID). Instead of creating various user accounts for owners, creating and associating the users with the MUI...
How to modify an Existing MUID
There are times when a corporate user or the owner of a location would like to modify her/his MUID. Generally speaking, both the corporate user and the Owner has the privilege to modify an existing MUID.In this guide we will cover how Corporate and Franchise users can modify their MUID. Admin > ...
Viewing the Most Downloaded Documents
To get helpful back-end details of the productivity of your users, you can view the number of downloads for all documents in the library. You can also view when the file was last downloaded. In this guide, we will cover how you can access that data: Go to Admin > Access Control > 'Library Logs'....
Exporting Users from FranConnect
Every now and then, you may want to perform bulk updates of user accounts for corporate or Franchisee users. During data cleanup, you may find that exporting users is the best way to manage user accounts from the Franchise system. This can be done by selecting the Export under the Users in Admin....
Un-Terminating Locations
There may be times when a Franchisee in your organization is unable to move forward with ownership and you would terminate the location. There comes a time later when these Franchises are ready to resume and move forward.FranConnect systems give you the flexibility to Activate these locations in ...
Adding Departments in Support
Use the Departments tool to manage different Departments to handle certain tickets. Admin > Support > Manage Department. While on this page, you will click Add Department for the desired Department you would like to add, depending on your business needs: Now that the Department is created, whe...
Multiple Brand Management
Companies can greatly improve their sales process with the FranConnect Brand Management feature. If your franchise concept has multiple brands, a lead owner can configure multiple brand capability and associate their leads with their respected brands they’re interested in. Note: The Brand Managem...
Associating Franchise Employee users with Owners MUID
MUID (Multi Unit ID) functionality enables the user to manage multiple locations owned by them with common credentials. MUID is a reference number given to the owner having multiple stores. The MUID owner can access his various franchise stores using a single unique Credential.There are a lot of ...
Recovering Deleted Leads
If you want to restore any leads that have been deleted by accident, you can restore them from the admin section. Click your name and select Admin from the drop down (if you do not have access you may need to see your corporate administrator). In Admin, select Access Control then click Delete L...
Agreement Version Set Up
The Agreement Version is the configuration set up under Admin > Finance > Agreement Versions so the system knows how to calculate the royalty. At it's very basic level, it defines the percent or fee to calculate the royalties owed by the Franchisee to the Franchisor. Once the agreement version i...
Configuring the Summary Display for The Hub, Sales, Opener, Info Manager and Support
This guide will show you step by step instructions on how to customize the view on your pages for The Hub, Sales, Opener, Info Manager and Support modules. The great thing about this feature, is that if there are columns that are not important or relevant to you, you can remove them and only show...
Modify Country List
FranConnect SKY allows one to configure their Domestic and International countries. The Country list appears inside the FC system as well as web forms if the Country field is added. One may not wish to list every country and in this case, the user can hide those countries by moving them to the le...
Importing Locations
Click the down arrow to the right of your name. Click Admin. Click Franchise Location. Select Import Franchise Locations. Click Download Data Sample. Review the data sample to make sure the data you have can be easily imported. Once you have ensured your data is good for import choose the File ...
How can I Hide or Protect Lead/Franchisee Information
PII Configuration allows you to hide details in fields that contain Personally Identifiable Information like Social Security Numbers. From PII Configuration in Admin you can create a password that will show the PII details contained in a field. To add a password for PII fields. Under Configurat...