Articles
National Accounts
Overview
Our built-in National Account functionality allows you to create a “national account” organization that serves as a master, parent-level organization for tracking contacts across franchisee organizations.
When this functio...
Donation Parts (REVIEW WITH LEAH)
Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Activ...
Lead Distribution and Marketing
Overview
Your brand may have access to Email Marketing campaigns within service minder . This is considered an add-on feature, so you may not have this brand-wide but individual organizations can purchase this through the MarketPlace within...
Brand Templates Custom Fields
Overview In Control Panel > General there are several "custom fields" already set up for common items like Google Review links, Facebook links, and more. But sometimes a brand needs to have their own top-level custom fields for organizations. The...
Accounting Classes
Overview
Accounting Classes provide a way to include royalties with owned territories for more comprehensive end-of-period reporting. Typically, the ServiceMinder team sets this up for the brand during onboarding.
If you have a new f...