Posts

Why Fanaka ?

Normal operations of businesses are very tiring and time consuming. From making inquiries, following up and converting the inquiries into business can be very time consuming. A lot of business juggles these processes manually, through opening…

Online Accounting

Our Solution will help your team to work on your business financials, Collaborate with your accountants, bookkeeper and requisite cash and to plan for billing schedules. Our solutions will help your business Accomplish the following goals…

How to Add Contact of the Suppliers

After SAVING the Supplier’s (could be company) info, -Point on that specific Supplier, and move across to OPEN, and click on it. -Top left; there is Add Contact tab, click on it -Enter info and Save by clicking on, Add Contact Person. You…

How to create a Project from an existing Quotation

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-On CRM, Click on Inquiry Processing -Identify the specific Quotation and under Process Open it -Next to the Inquiry Details, is Quotation, click on it -On the right side, Add Item, Header/Footer, PDF then click on CREATE PROJECT. -Wait…

How to ADD a CLIENT

Click on CRM A drop down menu appears Click CLIENTS DATABASE On the top right side, click on NEW CLIENT Enter the known client’s details and SAVE