• 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