How to Create a Dynamic Contact Group in FranchiseSoft?

May 18, 2023 By

groups allow you to create a variable list of users matching a specific criterion for use in Email, SMS, and Drip Campaigns. This can be used for your targeted emails. Once a campaign is created for a Dynamic Group, you create an “If this, then that” scena...

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How to Configure Reports on the Dashboard in FranchiseSoft?

May 17, 2023 By

display of reports that display on the Corporate Dashboard is customizable for each user. 1. From the Corporate Dashboard, click on the drop-down list beside the green "add widget" button in the upper right-hand corner. 2. This will display a list of all o...

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How to Change the Logo in FranchiseSoft?

May 16, 2023 By

will allow you to change the logo in the top left corner of the screen to your corporate logo. 1. From the left-hand menu choose Admin 2. Then choose Manage Profile 3. On the Franchisor details tab you will be able to upload your logo to replace the Franchis...

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How to Add Widgets to the Coporate Dashboard in FranchiseSoft?

May 15, 2023 By

Click on the green "Add Widget" button in the upper right-hand corner. 2. This will display a pop-up window. 3. Fill in all details. Title - this will not display for users Image - add an image to be the background for this widget Sequence - th...

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