How to update the Privacy Policy
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Website vs Webpage
Do our Franchise owners have their own website? Our Franchise owners do not have their own specific website. Instead, they have their location page on the 2ndfamily.com website. All they have to do is search for the location or enter the zip code on ...
How to update the Billing information of the Client
Go to the Client’s profile Hover over to the Billing tab Set the Client Class and determine if they are paying Long term or Privately Click the Billing Cycle and choose Bi-Weekly To determine if they have Long Term Care, refer back to Zoho CRM and ...
How to update who Gets Notified from a Form Submission
Log in to CRM Click Franchise Variables Click Open Variables edit button Scroll down to identify the form which you would like to update. Enter the email address of the new recipient in the corresponding field. To remove previous recipients, simply ...
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How to add Additional verbiage to the Billing instructions section
Log in to Zoho CRM Click Franchise Variables module On the Franchise Variable Entry, click Open Variables Edit button On the Franchise Variables page, scroll down to the Billing instructions block. Enter the desired verbiage you want to include in ...