Posts

Posts

Click on Posts,  the tab right after Schedules. In the box right under the “Write Post” -Write the post you desire and tag the people you are writing the post to. Tagging the client, means, You are reminding the one receiving the post…

Fanaka ERP Mobile Version

We have update our mobile experience for Fanaka users, giving our clients a more flexible approach in managing their businesses. You can access all your business information and collaborate with your teammates on the go. We are constantly looking…

How to Set Targets (Weekly, Monthly or Annually)

-Click on CRM -On the drop down menu, click on MANAGE TARGETS -Top right, click on NEW TARGET -A pop up appears, on the Target Type, click on the arrow pointing down and select the desired Target Type. -The Date From: Should be the 1st…

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

How to ADD CONTACT in the CLIENTS Details

Click on CRM A drop down menu appears Click CLIENTS DATABASE Identify the specific client on the list Move across it, to Process and OPEN it Click on ADD CONTACT Fill in the fields and save You can add as many…

How to Convert Inquiries into a New Business

 Click on CRM  Click Inquiry Process  You have the client in the system under the New Business (Lead), OPEN the PROCESS  Click on QUOTATION  On the right hand side, click on Convert.  A pop up screen appears, fill…

How to ADD an ITEM on a Quotation

 Click on CRM  Click Inquiry Process  You have the client in the system under the New Business (Lead), OPEN the PROCESS  Click on QUOTATION  On the right hand side, click on the tab, ADD ITEM.  Fill in the description…

How to Create a New Project

Next to the CRM tab is the PROJECTS tab -Point to Projects, a drop down menu appears, click on Projects Management. -Top right, click on New Project -Fill in the required details -SAVE