System Status
System | Status |
---|---|
Single Sign-On | Up |
Dynamics CRM | Up |
Franchisee Gateway | Up |
Candidate Gateway | Up |
Site Visits App | Up |
Email Tracker | Up |
Power BI | Up |
Reports | Up |
Text Messaging | Up |
Electronic Signature | Up |
Email Marketing | Up |
User Management | Degraded |
Communication from Hosting Services Team
Product Release Notes
- 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
- Ability to track location temporary closures
- Item 20 report bug fix for brands with international locations
Sales
- Track duration each lead/opportunity spends in each status and stage
- Multiple notification recipients for checklist tasks
- Addition of event log entity
- Twilio users can now use their own SMS number
- Lead Activity Counts Report
- Additional Pivot Report Options
- 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