This is a auto-generated Article of all your definitions within the glossary.
Glossary
This is a auto-generated Article of all your definitions within the glossary.
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Actions
Indicate the communications sent and/or changes made to a Node, meeting the Trigger conditions, within a Workflow.
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Activity
Indicates any notes, emails, calls, texts, and/or other actions corresponding to a node.
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Actor
In reference to Timelines & Checklist modules, this is the person or node assigned to act on or complete a task.
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Alliance
FCOS module/node pertaining to strategic business alliances and their Leads.
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Alliances
FCOS module/node pertaining to strategic business alliances and their Leads.
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Automations
A module within FCOS to create and manage custom workflows (also see Workflows).
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Checklist
In reference to Timelines & Checklist modules, consist of any number of tasks needed to satisfy a milestone. Checklists may also be built and used without applying them to a Milestone or Timeline.
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COGS
Cost of Goods Sold (Field within Financial Reports)
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Condition
Selections to define the parameters of a Trigger within a Workflow.
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Conditions
Selections to define the parameters of a Trigger within a Workflow.
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CRM
Customer Relationship Management
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Customer
FCOS module/node indicates an individual purchasing services from a Facility.
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Customers
FCOS module/node indicates an individual purchasing services from a Facility.
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EBITDA
Earnings Before Interest, Taxes, Depreciation, & Amortization (Field within Financial Reports)
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Facilities
FCOS module pertaining to the management of franchisee locations and Leads.
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Facility
Indicates a specific franchise location (also see "Facilities").
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FCOS
FranchiCzar Operating System
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Franchisee
FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.
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Franchisees
FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.
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Franchisor
FCOS module/node indicating the company/brand that grants the right to open locations that will sell goods or services, using its brand, expertise, and intellectual property.
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Franchisors
FCOS module/node indicating the company/brand that grants the right to open locations that will sell goods or services, using its brand, expertise, and intellectual property.
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Lead
Record entry into FCOS indicating a potential Customer, Facility, Franchisor, Franchisee, and/or Alliance. Lead information is submitted, retrieved, or entered directly into FCOS, requesting follow-up pertaining to a certain brand, good, or service.
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Leads
Record entry into FCOS indicating a potential Customer, Facility, Franchisor, Franchisee, and/or Alliance. Lead information is submitted, retrieved, or entered directly into FCOS, requesting follow-up pertaining to a certain brand, good, or service.
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Milestone
In reference to the Timelines module, used to indicate a significant stage in the Timeline.
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Modal
This is a kind of pop-up with the functionality to set one or more configurations.
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Node
Record containing information within FCOS (e.g. franchisor, franchisee, alliance, facility, or customer information).
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{{ node.city }}
Indicates the location (city) of referenced FCOS record entry.
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{{ node.company_name }}
Indicates the company name of referenced FCOS record entry.
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{{ node.first_name }}
Indicates the "first name" (only) of referenced FCOS record entry.
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{{ node.full_name }}
Indicates the "full name" of referenced FCOS record entry.
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{{ node.last_name }}
Indicates the "last name" of referenced FCOS record entry.
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{{ node.primary_email }}
Indicates the "primary" email of referenced FCOS record entry.
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{{ node.state }}
Indicates the "state" (or province/county in Canada/UK) of referenced FCOS record entry.
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Parent
Indicates the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).
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{{ parent.company_name }}
Indicates the specific "Name" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).
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{{ parent.primary_email }}
Indicates the "primary email" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).
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{{ parent.primary_phone }}
Indicates the "primary phone" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).
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{{ parent.state }}
Indicates the "state" (or province/county for Canada/UK) of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).
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Point of Sale
FCOS module/node used to create and manage items and services and perform transactions.
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POS
Abbreviation for "Point of Sale", FCOS module/node used to create and manage items and services and perform transactions.
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{{ purchase_order.total | math.divided_by 100 | math.round 2 }}
The formula used to accurately produce a receipt for a customer who purchased a good or service through the FCOS POS module.
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Task
In reference to Timelines & Checklist modules, these are the pieces that make up a Checklist and are assigned to an Actor(s) for completion.
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Ticket
Module with FCOS for users to submit and manage requests to the FranchiCzar team pertaining to the FCOS platform.
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{{ ticket.category.name }}
Indicates the category (generally the platform or Franchisor) of a ticket entered within FCOS.
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{{ ticket.code }}
Indicates the identifying code assigned to a ticket entered within FCOS.
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{{ ticket.date_closed_or_solved }}
Indicates the date that the ticket is "closed" or "solved" by the ticket owner.
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{{ ticket.date_created }}
Indicated the "date" that the ticket is entered into the FCOS ticketing system.
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{{ ticket.date_first_response }}
Indicates the "date" the ticket owner first responds.
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{{ ticket.date_on_hold }}
Indicates the "date" a ticket's status is "on hold" (only applicable if this status is assigned).
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{{ ticket.date_updated }}
Indicates the most recent "date" a ticket is updated.
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{{ ticket_detail.body }}
Indicates the content entered (description) for a ticket within FCOS.
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{{ ticket_detail.date_created }}
Indicates the "date" the content or ticket details are created within FCOS.
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{{ ticket_detail.id }}
Indicates the details contained within a ticket which can be utilized in an automated workflow.
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{{ ticket_detail.is_internal }}
Indicates the details submitted are categorized as internal and only viewable by FranchiCzar staff.
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{{ ticket_detail.type }}
Indicates the type of details submitted on the ticket (i.e. internal or external).
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{{ ticket_detail.user_created_full_name }}
Indicates the full name of the FCOS user who submitted the details found within the ticket.
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{{ ticket.id }}
Indicates the unique ID of a ticket entered into FCOS.
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{{ ticket.is_public }}
Indicates if a ticket is "public" (not private) within FCOS.
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{{ ticket.node_name }}
Set during the creation of the ticket and indicates "to whom you are sending [the] new ticket".
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{{ ticket.regarding_node_name }}
Set during the creation of the ticket and indicates which company or customer the ticket is "regarding".
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{{ ticket.subject }}
Indicates the "subject" entered for the ticket within FCOS.
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{{ ticket.ticket_priority }}
Indicates the "priority" level set for a ticket (e.g. Low, Normal, or High).
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{{ ticket.ticket_status }}
Indicates the ticket's "status" (e.g. New, In Review, Planned, In Progress, Completed, or Closed).
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{{ ticket.user_assigned_full_name }}
Indicates the FCOS user's "full name" assigned to a ticket.
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{{ ticket.user_created_full_name }}
Indicates the FCOS user's "full name" creating a ticket.
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{{ ticket.vote_count }}
Indicates the count of votes received for a ticket promoted to public for other FCOS users to view and vote on.
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{{ ticket.vote_total }}
Indicates the total number of votes received for a ticket promoted to public for other FCOS users to view and vote on.
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Timeline
A module within FranchiCzar OS consisting of Milestones, Checklists, and Tasks.
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Trigger
Events that initiate a Workflow (Action) within FCOS.
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User
Is the account registered (a person logged in) in FCOS.
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{{ user.company.company_name }}
Indicates the registered FCOS user's "company name".
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{{ user.email_address }}
Indicates the registered FCOS user's "email address".
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{{ user.first_name }}
Indicates the registered FCOS user's "first name".
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{{ user.full_name }}
Indicates the registered FCOS user's "full name".
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{{ user.last_name }}
Indicates the registered FCOS user's "last name".
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{{ user.phone1 }}
Indicates the registered FCOS user's "phone" number.
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{{ user.position }}
Indicates the registered FCOS user's title or "position" within their organization.
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Workflow
Custom FCOS Automation to complete a specific task (also see Automations).