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 FranConnect system. This can be done by selecting the Export under the Users in Admi...
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...
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 Deleted ...
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...
Creating Dead/Killed Lead Reasons
Tracking leads who are no longer interested or qualified to purchase a Franchise is important to ensure correct tracking and reporting. FranConnect allows you to eliminate your dead/killed from the lead pool so you can focus your efforts on those leads who will move forward to purchase. In the S...