FatStax iPhone FAQ Questions

 

1. Is my login the same as the iPad and web version?

Yes, the same username and password are used for all three versions.

2. How do I reset my password?

Forgot your username and password?

For directions regarding resetting your password using your iPhone, click here.

For directions regarding resetting your password using your iPad, click here here.

If you change your password on one device, remember that your other devices will require you update the password.

3. Do I download the app the same way as the iPad?

The FatStax iPhone app download steps are the same as the iPad.

App Store version - if your company uses the App Store version of FatStax, you go to the App Store and download the FatStax app.

Custom version - if your company uses a custom version of FatStax, you will be provided with download instructions for the FatStax app.

If you are unsure on which version your company uses, please contact your administrator.

For more information regarding downloading the app, click here.

4. Which iPhones are compatible with FatStax?

FatStax is compatible with any iPhone that can run iOS 10 or later.

5. What iOS versions is FatStax compatible with?

FatStax is compatible with iOS 10 or later.

6. How do I sync an updated Catalog?

There are two ways to know a newer version of the Catalog is available.

1. If applicable, once a day a notification will appear informing you a newer version of the Catalog is available. Tap "Install Now" to sync the newer Catalog.

2. Within the Menu section, if a red number is shown next to "My Catalogs", there is a newer version of the Catalog available.

There are a few things to keep in mind when you sync the Catalog: make sure you have a strong WiFi connection and you can leave the app running while it is syncing.

  • Tap on the Menu (3 vertical dots in the upper right corner)
  • Tap on "My Catalogs" - a red number should be located in that row indicating a newer version is available
  • Tap on the name of the Catalog that has "Update Available" located below
  • Tap "Update Catalog Available - Sync Now"
  • Your Catalog will begin syncing

To ensure your iPhone does not go to sleep while syncing an updated Catalog, plug your phone in to charge. While your phone is charging and the FatStax app is running, your phone will stay active until the Catalog has completed syncing.

For more information regarding syncing a new version of a Catalog, click here.

How do I sync an updated Catalog?

7. How do I return Home?

The Home button is located within the Menu (3 vertical dots in the upper right corner)(1). After viewing a Page or Resource tap the Menu button and then tap "Home" (2). You are taken to the top level of Categories.

If you do not see your home page (the home image), that section has been collapsed. The home page image section can be collapsed like any other Category. The upper-most Category is the home page image and will have the name of the Catalog as the title. Tap on the arrow to expand the home page image.

How do I return Home?

8. What are Page and Resource Cards within the iPhone app?

The iPhone introduces Page and Resource Cards for FatStax. A Card is simply neat little container for digestible chunks of digital information, like your product information or collateral (Resources). It’s an easy way for you to shuffle through a lot of information in FatStax with the flick of a thumb and enables us to associate these cards in a number of different ways that match your work process.

Plus, it's easy to see what you can do by interacting with the Action Bar at the bottom of each Card by tapping the icons.

What are Page and Resource Cards within the iPhone app?

9. Are Resources available offline?

To help you manage storage, Resources are not downloaded to your iPhone for offline viewing by default. There are multiple ways to download a Resource and make it available offline.

1. Download from a Resource card - tap the Cloud icon to download a single file (1)

2. Download when viewing a not yet downloaded Resource - select "Tap here to download it now"

3. Download all - tap on the action menu and tap "Download all Resources" (2)

For more detail on how to download Resources, click here.

Are Resources available offline?

10. How do I search for Pages within the Catalog?

Search through Pages by dragging the screen down. The search bar (1) is located at the top. If you are in a Category and perform a search, you will only be searching for Pages within that Category.

You can select the scope selector to determine your search method: Full Text, Name, or SKU. (2)

For more information regarding searching, click here.

How do I search for Pages within the Catalog?

11. How do I search for Resources within the Catalog?

After clicking into the Resources section (click here to read more about locating the Resources section), tap on the magnifying glass in the upper right corner. A search bar will appear at the top of the screen.

For more information regarding searching, click here.

How do I search for Resources within the Catalog?

12. How do I add a Page or a Resource to my Favorites?

Favorites allow you to quickly locate the Pages and/or Resources that you show a majority of the time. New products, promotions, and price lists are a few examples of Page/Resources that could be added to Favorites.

When viewing a Page/Resource Card or a Page, tap on the star to add that Page/Resource to the Favorites. All Favorites are located within the Favorites Category at the top of the Category list.

A star outline indicates the item is not added to the Favorites section. (1) A filled in star indicates the item is added to the Favorites section. (2)

For more information regarding Favorites, click here.

How do I add a Page or a Resource to my Favorites?

13. How do I text a Page/Resource?

You now have the ability to text customers information from FatStax!

When viewing a Page/Resource Card or a product Page, tap the Share icon (Rectangle with an arrow pointing up) to open the Share menu feature.

  • Tap "Share" (1)
  • Tap "Text the Link" (2)
  • Input the customer's information
  • Tap "Next"
  • A text message is created for you to send

Your customer is sent a link for either your website or a FatStax page which displays the item. They can open the link in any web browser depending.

For more information regarding sending a text, click here.

How do I text a Page/Resource?

14. How do I email a Page/Resource from a Page/Resource Card?

You can email any customer the important information that they need from FatStax just as you would from the iPad.

When viewing a Page/Resource card or a product Page, there is an envelope icon representing email.

  • Tap "Share" (1)
  • Tap "Mail the Link" (2)
  • Input the customer's information
  • Tap "Next"
  • An email is created for you to send

The email may have some pre-populated branding, but you can customize the email as needed prior to sending!

For more information regarding sending an email, click here.

How do I email a Page/Resource?

How do I email a Product Page?

After tapping into a Page:

  • Tap the envelope at the bottom of the Page
  • Populate the customer's contact and tap "Next"
  • Make modifications to the email and tap "Send"

15. Are Stacks available on the iPhone?

Stacks are not currently available for the iPhone. Our testers reported that the process of sending items was so much faster on the iPhone, that Stacks were not essential in this version. Of course, we want your feedback after using the iPhone version also.  

You can send your customer all of the information they need with a few texts. They will be able to find all the information they need within your text history.

16. How do I switch Catalogs?

You may have access to multiple Catalogs and need to navigate between the Catalogs.

  • Go to the Menu (3 vertical dots in the upper right corner)
  • Tap on "My Catalogs"
  • Tap on the name of the Catalog you wish to view
  • If you have previously synced the Catalog: tap "Active this Catalog"
  • If you have not previously synced the Catalog: tap "Sync Now"
How do I switch Catalogs?

17. Does FatStax use my cellular data?

As with any Apple app, you can choose to activate Cellular Data for FatStax. This will enable you to download and sync without a WiFi connection (if you have a cellular connection). Data charges may apply so be aware.  

You can activate or deactivate your Cellular Data Settings from "Settings App > Cellular > Use Cellular Data for": where you can switch it on or off.

Click here to read our support article regarding Cellular Data.

18. What are the differences between the iPhone and the iPad?

The major differences are

-Resources Offline - iPad Resources are downloaded automatically. With the iPhone, you choose to manage the storage by downloading which files you need.

-No Stacks, Bundles or Discount Screen - Since the iPhone is intended to be a rapid response information tool, the iPad version is better for these features.

-Text-to-Close - The iPhone version includes a new Text feature for instantly sending information to customers via text message.

19. If I do not download Resource files to my iPhone, can I still share them with customers?

Yes, after your Catalog finishes its initial sync, FatStax has all the information it needs for you to send file links to your customers, either by email or text. You do not have to have the files downloaded to your iPhone in order to share them.

From the Share menu, you can either email or text information to your customers. Your administrator has the option of either providing links to your own website or to the FatStax Web Version when sharing Products and Resources with your customers. Either way, the recipient of your emails or texts will be able to access information right from their mobile devices through their browser, instantly!

21. Is the Filter available within the iPhone?

The Filter application is currently not available within the iPhone. You can search by the attributes and tags to narrow down the product list by using the search bar.

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