How to Create A New Contact Type in FranchiseSoft?
1. Click the Admin tab on the navigation. 2. Select Master Data. 3. Click Contact…
How to Create an Email Drip Campaign in FranchiseSoft?
1. From the Marketing tab on the main navigation, click Campaigns. 2. Select Drip Campaigns…
How to Create a New Static Contact Group in FranchiseSoft?
1. An the Admin Menu, click Marketing and select Static Contact Groups from the menu.…
How to Create a Dynamic Contact Group in FranchiseSoft?
Dynamic groups allow you to create a variable list of users matching a specific criterion…
How to Configure Reports on the Dashboard in FranchiseSoft?
The display of reports that display on the Corporate Dashboard is customizable for each user.…
How to Change the Logo in FranchiseSoft?
This will allow you to change the logo in the top left corner of the…
How to Add Widgets to the Coporate Dashboard in Franchise...
1. Click on the green “Add Widget” button in the upper right-hand corner. 2. This…
How to Add or Edit External Links in FranchiseSoft?
1. Click Admin from the main navigation and select Manage External Links. 2. To add…
How to Add Files or Folders to the Digital Library in Fra...
The Digital Library works very similarly to Google Drive. You can add folders and add…