We’re excited to announce a small update with a big impact on the Fortix look and feel. Based on our users’ feedback and latest User Experience practices, we’ve decided to hide action icons, that are currently displayed on top of forms in a submenu. What you see now: What you will see after the update: […]
Proposal management made easy
If you’re finding it difficult to manage your business proposals, there’s an easy way to keep track. Using Fortix’s ‘Proposals’ tool allows any business to quickly see the key information regarding the status of work they are trying to win, such as the stage of proposal, the due date, and the type. We're committed to […]
Track your sales opportunities
In order for a business to thrive, effectively tracking your sales funnel is essential to ensure business opportunities are not lost. This is possible by using the Fortix Opportunity Management system. The beauty of this system is that it is clear and reasonably intuitive to use. We're committed to sharing… Over the years we’ve learnt a lot about growing a healthy […]
Change the ‘first weekday’ in calendar
Sometimes it’s the little things that make all the difference. In some countries, the first day of the week begins on a Monday, rather than on a Sunday. Similarly and depending on your business, you may wish to change the beginning of the week to a different day in your calendar. We're committed to sharing… Over the […]
Dashboards Galore
When you are dealing with multiple levels of management and departments, you know that they need different indicators for their areas. Having a dashboard for the board members, a different dashboard for the marketing department, another for operations etc, it can be quite a process to get everything together. One of our team members has […]
Styling Icons
Over the past few months, our team has been working hard behind the scenes in pursuit of a great user experience, giving special attention to visuals, how things look and how we can make them even better! Stay tuned… You can now manage your icons in available queues (business support, sales and jobs). It’s available for both summary and full […]
Automating Sales (Pt 2) with Opportunity Tags
By now you should have your referral programs up and running and you have leads coming in thick and fast. You may identify a higher potential in one lead over the other and you want to highlight them or tag them somehow for future reference. For example: Leads that have signed up during a competition; or Leads that attended a promotional event […]
Automating sales (Pt 3) with job conversions
Here is a little something we have come up with to make your departments talk to each other; Converting Sales to Jobs With every successful conversion, one of our talented team members can set your Fortix Enterprise system to automatically convert this into a project or a job for your operational team. Yes, that means… an […]
Defaulting resources to selected quantities
The way you quote your products and services will differ based on the industry you are in. Our Fortix Enterprise Platform provides users the ability to add more resources onto a quoted product for further flexibility. For example, an order of 200 ice-creams (product) on a stick will also require 200 individual ice-cream wrappers (resource), but […]
Resources one vs two rows
There are two ways that you can view added resources in your quoting form on the Fortix Enterprise Platform: The first, shown below, is to view it in one row; the top grey line represents the setup whereas the second line represents the cost. The second image below represents two lines; the same information as […]