Franchiczar Glossary

Written By John Beatty (Super Administrator)

Updated at November 6th, 2024

Table of Contents

This is a auto-generated Article of all your definitions within the glossary. Glossary Actions Activity Actor Alliance Alliances Automations Checklist COGS Condition Conditions CRM Customer Customers EBITDA Facilities Facility FCOS Franchisee Franchisees Franchisor Franchisors Lead Leads Milestone Modal Node {{ node.city }} {{ node.company_name }} {{ node.first_name }} {{ node.full_name }} {{ node.last_name }} {{ node.primary_email }} {{ node.state }} Parent {{ parent.company_name }} {{ parent.primary_email }} {{ parent.primary_phone }} {{ parent.state }} Point of Sale POS {{ purchase_order.total | math.divided_by 100 | math.round 2 }} Task Ticket {{ ticket.category.name }} {{ ticket.code }} {{ ticket.date_closed_or_solved }} {{ ticket.date_created }} {{ ticket.date_first_response }} {{ ticket.date_on_hold }} {{ ticket.date_updated }} {{ ticket_detail.body }} {{ ticket_detail.date_created }} {{ ticket_detail.id }} {{ ticket_detail.is_internal }} {{ ticket_detail.type }} {{ ticket_detail.user_created_full_name }} {{ ticket.id }} {{ ticket.is_public }} {{ ticket.node_name }} {{ ticket.regarding_node_name }} {{ ticket.subject }} {{ ticket.ticket_priority }} {{ ticket.ticket_status }} {{ ticket.user_assigned_full_name }} {{ ticket.user_created_full_name }} {{ ticket.vote_count }} {{ ticket.vote_total }} Timeline Trigger User {{ user.company.company_name }} {{ user.email_address }} {{ user.first_name }} {{ user.full_name }} {{ user.last_name }} {{ user.phone1 }} {{ user.position }} Workflow

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.

  • Actions

    Indicate the communications sent and/or changes made to a Node, meeting the Trigger conditions, within a Workflow.

  • Activity

    Indicates any notes, emails, calls, texts, and/or other actions corresponding to a node.

  • Actor

    In reference to Timelines & Checklist modules, this is the person or node assigned to act on or complete a task.

  • Alliance

    FCOS module/node pertaining to strategic business alliances and their Leads.

  • Alliances

    FCOS module/node pertaining to strategic business alliances and their Leads.

  • Automations

    A module within FCOS to create and manage custom workflows (also see Workflows).

  • 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.

  • COGS

    Cost of Goods Sold (Field within Financial Reports)

  • Condition

    Selections to define the parameters of a Trigger within a Workflow.

  • Conditions

    Selections to define the parameters of a Trigger within a Workflow.

  • CRM

    Customer Relationship Management

  • Customer

    FCOS module/node indicates an individual purchasing services from a Facility.

  • Customers

    FCOS module/node indicates an individual purchasing services from a Facility.

  • EBITDA

    Earnings Before Interest, Taxes, Depreciation, & Amortization (Field within Financial Reports)

  • Facilities

    FCOS module pertaining to the management of franchisee locations and Leads.

  • Facility

    Indicates a specific franchise location (also see "Facilities").

  • FCOS

    FranchiCzar Operating System

  • Franchisee

    FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.

  • Franchisees

    FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.

  • 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.

  • 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.

  • 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.

  • 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.

  • Milestone

    In reference to the Timelines module, used to indicate a significant stage in the Timeline.

  • Modal

    This is a kind of pop-up with the functionality to set one or more configurations.

  • Node

    Record containing information within FCOS (e.g. franchisor, franchisee, alliance, facility, or customer information).

  • {{ node.city }}

    Indicates the location (city) of referenced FCOS record entry.

  • {{ node.company_name }}

    Indicates the company name of referenced FCOS record entry.

  • {{ node.first_name }}

    Indicates the "first name" (only) of referenced FCOS record entry.

  • {{ node.full_name }}

    Indicates the "full name" of referenced FCOS record entry.

  • {{ node.last_name }}

    Indicates the "last name" of referenced FCOS record entry.

  • {{ node.primary_email }}

    Indicates the "primary" email of referenced FCOS record entry.

  • {{ node.state }}

    Indicates the "state" (or province/county in Canada/UK) of referenced FCOS record entry.

  • 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).

  • {{ 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).

  • {{ 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).

  • {{ 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).

  • {{ 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).

  • Point of Sale

    FCOS module/node used to create and manage items and services and perform transactions.

  • POS

    Abbreviation for "Point of Sale", FCOS module/node used to create and manage items and services and perform transactions.

  • {{ 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.

  • 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.

  • Ticket

    Module with FCOS for users to submit and manage requests to the FranchiCzar team pertaining to the FCOS platform.

  • {{ ticket.category.name }}

    Indicates the category (generally the platform or Franchisor) of a ticket entered within FCOS.

  • {{ ticket.code }}

    Indicates the identifying code assigned to a ticket entered within FCOS.

  • {{ ticket.date_closed_or_solved }}

    Indicates the date that the ticket is "closed" or "solved" by the ticket owner.

  • {{ ticket.date_created }}

    Indicated the "date" that the ticket is entered into the FCOS ticketing system.

  • {{ ticket.date_first_response }}

    Indicates the "date" the ticket owner first responds.

  • {{ ticket.date_on_hold }}

    Indicates the "date" a ticket's status is "on hold" (only applicable if this status is assigned).

  • {{ ticket.date_updated }}

    Indicates the most recent "date" a ticket is updated.

  • {{ ticket_detail.body }}

    Indicates the content entered (description) for a ticket within FCOS.

  • {{ ticket_detail.date_created }}

    Indicates the "date" the content or ticket details are created within FCOS.

  • {{ ticket_detail.id }}

    Indicates the details contained within a ticket which can be utilized in an automated workflow.

  • {{ ticket_detail.is_internal }}

    Indicates the details submitted are categorized as internal and only viewable by FranchiCzar staff.

  • {{ ticket_detail.type }}

    Indicates the type of details submitted on the ticket (i.e. internal or external).

  • {{ ticket_detail.user_created_full_name }}

    Indicates the full name of the FCOS user who submitted the details found within the ticket.

  • {{ ticket.id }}

    Indicates the unique ID of a ticket entered into FCOS.

  • {{ ticket.is_public }}

    Indicates if a ticket is "public" (not private) within FCOS.

  • {{ ticket.node_name }}

    Set during the creation of the ticket and indicates "to whom you are sending [the] new ticket".

  • {{ ticket.regarding_node_name }}

    Set during the creation of the ticket and indicates which company or customer the ticket is "regarding".

  • {{ ticket.subject }}

    Indicates the "subject" entered for the ticket within FCOS.

  • {{ ticket.ticket_priority }}

    Indicates the "priority" level set for a ticket (e.g. Low, Normal, or High).

  • {{ ticket.ticket_status }}

    Indicates the ticket's "status" (e.g. New, In Review, Planned, In Progress, Completed, or Closed).

  • {{ ticket.user_assigned_full_name }}

    Indicates the FCOS user's "full name" assigned to a ticket.

  • {{ ticket.user_created_full_name }}

    Indicates the FCOS user's "full name" creating a ticket.

  • {{ ticket.vote_count }}

    Indicates the count of votes received for a ticket promoted to public for other FCOS users to view and vote on.

  • {{ 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.

  • Timeline

    A module within FranchiCzar OS consisting of Milestones, Checklists, and Tasks.

  • Trigger

    Events that initiate a Workflow (Action) within FCOS.

  • User

    Is the account registered (a person logged in) in FCOS.

  • {{ user.company.company_name }}

    Indicates the registered FCOS user's "company name".

  • {{ user.email_address }}

    Indicates the registered FCOS user's "email address".

  • {{ user.first_name }}

    Indicates the registered FCOS user's "first name".

  • {{ user.full_name }}

    Indicates the registered FCOS user's "full name".

  • {{ user.last_name }}

    Indicates the registered FCOS user's "last name".

  • {{ user.phone1 }}

    Indicates the registered FCOS user's "phone" number.

  • {{ user.position }}

    Indicates the registered FCOS user's title or "position" within their organization.

  • Workflow

    Custom FCOS Automation to complete a specific task (also see Automations).