How to enter Proactive Contact in FMS4
- Joel K
When entering proactive contact into FMS
Step-by-step guide
record the details of your calls in Microsoft Word;
select the text and use the copy function ([Ctrl] [C] or right mouse click and select Copy) to add to the clipboard;
enter FMS4;
select the Regional Franchisor menu and click on Find a Regional Franchisor;
in the drop down list box which appears, select your Regional Franchisor’s name;
click on the FSO details button;
click on the Proactive Contact button. A list of your Franchisees will appear;
select the Franchisee to which you want to add the call details;
click on the Add Proactive Contact button to add proactive contact to your Franchisee;
the “days ago” column indicates the number of days since you entered proactive contact against this Franchisee;
use [Ctrl] [V] (right click paste will not work in FMS4) to paste the text in your clipboard into the note; and manually type any specific comments that you or the Franchisee made during the conversation.