FMX Support
Center

 

support

Follow

Branding Your FMX Site

The following branding changes will help ensure that the user's experience feels integrated with the rest of your organization. 

Update your Organization Name, Time Zone & Currency Symbol

Your FMX account name appears on your FMX organization page and in email notifications. Your organization time zone should be set to accommodate the majority of your users. Admins and users can also change their time zone on an individual account level. To change your organization's settings:

  1. Click Organization in the left sidebar.                                                          
  2. Under the General tab find the Organization section and update the Name field.
  3. Choose your organization's Time zone from the drop down list. 
  4. Enter your Currency symbol
  5. Scroll to the bottom and click Save.

Changing the logo on your site

You can customize the logo on your site and log in screen to add your company's logo. To change your logo:  

  1. Click Organization in the left sidebar.
  2. Under the General tab, scroll down to the Interface section and then select the Landing Page Logo (logo that appears on the log in screen) Sidebar logo (logo that appears on the top left hand corner), or Print logo (logo that appears on print outs).         
  3. Click the Select file button next to the logo you wish to add.
  4. Scroll to the bottom and click Save.

Add ID Numbers to Requests 

FMX can generate unique ID numbers automatically for every request that is made in the system. To turn on request ID numbers: 

  1. Click Organization in the left sidebar.
  2. Under the General tab, each module setting you have enabled (Schedule Request, Maintenance Request, Technology Request, Custom Work Request, Planned Maintenance, Transportation Request) has a Show Request ID. 
  3.  Check all request types you would like to turn on ID numbers for.
  4. Scroll to the bottom and click Save.

 

Customizing your email templates
 
You can change your email footers to be consistent with the rest of your organization. This email footer will appear on all email notifications generated by FMX. To add a custom email footer: 
  1. Click Organization in the left sidebar.
  2. Under the General tab, scroll down to the Email Footer                                                                                 
  3. Add a custom email footer. 
  4. Scroll to the bottom and click Save

Schedule Request email templates
 
For schedule requests, you can add email footers for your estimates and invoices. This email footer will appear on all email notifications generated from FMX when responding to an estimate or invoice. 
 
  1. Click Organization in the left sidebar. 
  2. Under the General tab, scroll down to the Schedule Request Settings and find Estimate Email Footer and Invoice Email Footer. 
  3. Add a custom email footer. 
  4. Scroll to the bottom and click Save
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Contact Us

If you can’t find the answer you are looking for, contact support@gofmx.com.


Questions about FMX? We’re here to help!

We are a dedicated team of individuals who are passionate about helping people have better lives.
We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

dedicated team of individuals