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

Up

Communication from Hosting Services Team

Product Release Notes

  • 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

  • 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