System Status

Editable Grids allows in-line edits to views
Advanced Grouping on views
Multi-Select Options Set Fields
Modern Look & Feel
Updated user interface
Easier Navigation
Enhanced business process flow designer
Updated Mobile App
Register web hooks against any data updates in the database
Updated activity Timeline
Virtual Entities that connect to legacy databases with ease
Project Planner Notes and Attachments now apply to a location from the Checklist Template
Franchisee Gateway Project Planner notes maintain formatting from the Checklist Template
Lead Assignment Rules now have “Available Capital” as a filter
Product Ordering 2.0
Various Bug Fixes

Enhanced the FDD template upload process after creating initial record
Added more relevant columns to the FDD template view
Made lead assignment rule name more visible
Added Franchisee Gateway Usage Report to Product
Ability to add dynamic fields to FDD(s) for sender name, sender date, recipient name, etc.
Lead Assignment Rules field “Territory of Interest List” now pulls from Territory of Interest fields 2 & 3 as well
Note on Lead record upon Lead Assignment will now be created letting you know which Lead Assignment Rule was used
SMS Message after being sent will now move from “Queued” to “Sent”
Fixed issue where a Location Contact would be orphaned when the related Contact was deleted

Resolved bugs and issues with the User Manager Tool
Migrated electronic signatures from RightSignature to SignRequest
Upgraded to the latest Twilio API for sending and receiving SMS messages
Improved load and save speed of the Site Visit App
Added Foundation updates to enable faster release cycles
Enhanced the track temporary closure feature of locations
Added the ability to track franchisee signatories
Added the ability to track franchisee/location guarantors
Ability to auto-number location numbers per brand
Automatic tracking of lead/opportunity status changes, this enables the ability to have more robust pipeline aging reporting
Added a security role for “E-Signature Template Manager” so users can be given permissions to manage FDD’s
Resolved bugs with saving Site Visit forms attachments and comments
Ability to self tag and upload FDD’s or any other documents requiring an electronic signature
Usability enhancements in the Site Visits App
Real-time scoring feedback when completing a Site Visit form
Location information is now displayed when completing a Site Visit form
Add Site Visits tile to the main menu
NEW FEATURE: Added Search Actions feature so users can more easily automate reactive workflows when location(s) meet a certain criteria

Site Visit

Page loader to prevent multiple save events
Show store # and other info in site visit header
Expand comments on saved reports by default
Show comments on submitted site visit report
Dock save/submit toolbar at top of the form
Don’t automatically select default answer on multi-choice questions
Improve speed to load and save site visits
Modify Schedule Site Visit dialog to allow more than 150 locations in drop-down list
Bug fixes

FIM

Sales

Deactivated Locations cannot be scheduled for a Site Visit
Updated Relationships to fix issue with emails showing wrong date in activity feeds when records reassigned
Lead Source can now be set automatically via Email Capture Sources
Misc. updates and fixes for Royalty Management Reports
Changing the dates on checklist items multiple times should no longer produce duplicate emails
Checklist performance has been substantially improved for most operations
Added dialog to test Email Capture without creating leads
Enabled dashboard and additional entities for CRM Mobile app
User Signature is now automatically added to manually created emails
Added Calendar to the Sitemap in web client
Added Bulk Sending of SMS Messages
Greatly reduced whitespace for Site Visit Template editor so more items are visible on the screen
Site Visits can now be saved while in progress
Site Visit Manager attachments now display thumbnails and can be deleted.
Site Visit Manager load progress bar is now much larger and has a progress spinner in the middle of the screen
Fixed script error on lead form when the lead was deactivated and the do not email field was checked
Fixed script errors on user form “Personal Form”
Fixed script error on email form when sending email in Chrome to an unresolved email address.
Added additional metrics for leads to Campaign Cost Metrics report
Fixed calculations with Campaign Cost Metrics report where multiple campaigns with the same name existed