• Newly Designed Unit Details Now Live! - Starts at 14:26

  Establish a definitive System of Record for your Unit information for brand growth

  • Centralized Information: Consolidate vital data such as Unit Details and Owner Information, ensuring a single source of truth for your unit data.
  • Unified Interface: Seamlessly tracks the Unit as it progresses through various lifecycle stages, providing a consistent and intuitive user experience.
  • Enhanced Accessibility: Extended field-level security allows you to restrict users' access specific attributes. With the help of Audit logs, monitor the change history for the unit attributes effectively.
  
• Categorize Units across separate Lifecycle stages [Beta] - Starts at 20:15

  Streamline Unit data management and operational process efficiencies across Unit's lifecycle

  • Lifecycle Stage Tracking: Monitor units across various stages such as “SBNO” - Sold but Not Opened”, “Hold” to perfectly align with your unique business processes.
  • Role-Based Access Control: Regulate stage accessibility using user roles, ensuring the right balance between data visibility and confidentiality.
  • New “Lifecycle Stages” Reporting Filters: Efficiently narrow down and view only the data most pertinent to your specific needs, ensuring faster decision-making.
  
• Access complete Unit information on the Mobile - Starts at 27:06
  • Seamless Mobile Access: Get all essential unit data across unit lifecycle directly on your mobile device.
  • Unit Data At Your Fingertips: View the form generator's custom fields tailored to your franchise operations anytime, anywhere.
  • Enhanced Unit Summary: Navigate effortlessly and find the Unit Information you require while on the move.
  
• Effortlessly track and log Email Activity - Starts at 28:36

  Centralize franchise communication from Office 365

  • Upload multiple emails from your Office 365 email account to FranConnect, without needing to download any plugin or software!
  • Connect your Office 365 account, configure folders you want to upload the emails from, and click on the Email Upload link to get started!
  
  Note: FranConnect Sky for Gmail chrome extension and Outlook addins are no longer supported and will be retired starting January 2024. Please migrate to the new Email Uploader to continue to upload emails to FranConnect from your Gmail or Office 365 email account.
• New Playbook Progress Dashboard - Starts at 36:33

  Promote Clear Decision-Making, Immediate Actions, and a Boost in Operational Efficiency

  • Centralized Tracking: View the progress of your operations playbooks all in one consolidated dashboard.
  • Enhanced Visibility: Gain insights on task completion percentages, tasks finished on time, and the number of tasks completed daily.
  • Easy Access: Dive deeper with just a click to view specific task details on the "Activities" page.
  
• Filter Locations Not Visited by Field Business Consultants - Starts at 42:34

  Optimize Franchise Support with Enhanced Filtering​

  • Insightful Location Tracking: Identify Franchisee locations that haven't received visits or audits from consultants in specific time frames.
  • Field Business Consultant Filter: The recent addition to the "Location Not Visited" report, ensuring targeted franchise support and streamlined field operations.
  • Improved Field Operations:: The new filter empowers consultants to prioritize visits, ensuring consistent franchisee support and operational efficiency.
  
• Enhanced Unit Data Governance & User Management - Starts at 44:20
  • New Report Permissions: Use the new permissions for Custom Reports in Information Manager. Set who can view, create, change, or delete reports. This helps keep your data safe and reports organized.
  • Better User Management: It's now easier to see and manage brand users. With the new "Brand" filter and added "Brand Name" and "User Role" columns, you can quickly find and manage users for each brand.
  
• SAML 2.0 SSO Security Upgrade - Starts at 47:19

  Provide seamless user access to your franchisees across all your systems for streamlined operations.

  • Advanced Authentication: Leverage the power of SSO for a centralized and secure authentication process, safeguarding sensitive data.
  • Effortless User Experience: Reduce password fatigue and simplify access, all while upholding stringent security standards.
  • Security Enhancement: For optimum data protection, transition from SHA1 to the more robust SHA256.
  
• Tailored Decimal Configuration for Accurate Financial Representation - Starts at 51:45

  Input financial details, like taxes, with precision up to 3 decimal places ensuring enhanced accuracy and confidence in financial data.

  
• New Hub Library Now Live! - Starts at 8:05
  • Streamlined Communications: Enhance franchise engagement by effectively sharing company updates, operational manuals, and marketing assets through an improved, visually appealing interface.
  • Advanced Document Management: Seamlessly preview documents and regulate access with customizable permissions, ensuring critical assets like operational manuals are safeguarded.
  • Optimized Search: Locate information with new filter options, including folder and upload dates, simplifying navigation and expediting searches.
  
  Note: The download access control and previews currently works with the new library, command center, and global search, and is compatible with document formats that support previews.

Webinar Video

• Keep you Franchise Data consistent across your systems - Starts at 26:14

  Streamlined Franchise data management with API Integration & Real-time Webhook Alerts

  • Leverage the updated Unit APIs for improved data synchronization for store and territory data across your systems.
  • Updated webhooks also notify you about changes in owner or employee details within a unit record.
  
  For the API changes checkout https://docs.franconnect.net/#tag/INFO-MANAGER-WEBHOOK
• Categorize units across separate lifecycle stages - Starts at 16:18
  • Lifecycle Stage Tracking: Monitor units across various stages like “SBNO” - Sold but Not Opened”, “Hold” to align with your unique business processes.
  • Role-Based Access Control: Regulate stage accessibility using user roles, ensuring precise data visibility and confidentiality.
  • New “Franchise Type” and “Lifecycle Stages” reporting filters: Quickly narrow down and view only the most relevant data tailored to your specific needs.
  
• New cash basis option for QuickBooks Online integration - Starts at 30:44
  • In addition to the accrual basis option, we've introduced a cash basis option for importing Sales reports for Royalty Calculations.
  • Catering to diverse business accounting needs, this enhancement ensures more flexible and streamlined reporting and royalty collections.
  
• View Royalty Invoices Tailored to Franchise Agreement - Starts at 36:27
  • Provide transparency on the financial aspects of the franchise agreement and financial information.
  • Select applicable agreement items at the Agreement Versions' level. This ensures only relevant items appear on the invoice.
  • Setup of unique sets of Additional Invoice Items, with variable values, and maps them to different Agreement Versions, thereby providing location-based configuration.
  
• Sneak Peak into the New Unit Details Interface - Starts at 21:36
  • Simplified Access: Intuitive left navigation for direct tab access, reducing time and effort.
  • Centralized Information: New 'Info' view consolidates crucial data: Address, Center Info, Contact Details, and Owner Information.
  • Refined Interface: Prioritize essential details for a clutter-free and focused user experience.
  
• Effortlessly track and log Email Activity - Starts at 10:33

  Centralize franchise communication from Gmail

  • Upload multiple emails from your Gmail email account to FranConnect, without needing to download any plugin or software!
  • Connect your Gmail account, configure folders you want to upload the emails from, and click on the Email Upload link to get started!
  
  Note: FranConnect Sky for Gmail chrome extension is no longer supported and will be retired starting January 2024. Please migrate to the new Email Uploader to continue to upload emails to FranConnect from your Gmail email account.
• Activate Your New Library Today! - Starts at 4:58

  Improve your franchise communications, engagement, and collaboration by effectively sharing company updates, operational manuals, marketing assets, and more.

  • Improved Interface: Enjoy a visually appealing and user-friendly experience.
  • Seamless Document Previews: Preview documents for an enhanced user experience.
  • Customizable Controls & Permissions: Foster improved collaboration with tailored access. You can now control download access for certain types of documents, such as your operational manuals.
  Important : Activate the new Hub library interface before November 2023 to maintain an uninterrupted user experience​.
  
  Note: The download access control and previews currently works with the new library, command center, and global search, and is compatible with document formats that support previews.

Webinar Video

• Introducing an updated Knowledge Base - Starts at 11:46

  We're excited to unveil our updated Knowledge Base, tailored to support, and maximize your use of the “new enhancements” released within the FranConnect platform

  
• Optimized navigation to dive into unit details easily and quickly - Starts at 15:06
  • Effortless Browsing: Navigate swiftly with "Previous" & "Next" icons, streamlining your unit record view.
  • Optimized Interface: A layout tailored for clear viewing of unit details, designed to save you time.
  • Quick Return to Curated Lists: With the "Back to Search Results" feature, your filtered unit listings are just one click away.
  
• Sneak peak into the new unit details interface - Starts at 19:33
  • Simplified Access: Intuitive left navigation for direct tab access, reducing time and effort.
  • Centralized Information: New 'Info' view consolidates crucial data: Address, Center Info, Contact Details, and Owner Information.
  • Refined Interface: Prioritize essential details for a clutter-free and focused user experience.
  
• Access complete unit information on mobile - Starts at 27:06
  • Seamless Mobile Access: Get all essential unit data directly on your mobile, eliminating the need for a desktop interface.
  • Unit Data At Your Fingertips: View the form generator's custom fields tailored to your franchise operations anytime, anywhere.
  • Enhanced Unit Summary: Navigate effortlessly and find the Unit Information you require while on the move.
  
• Categorize units across seperate lifecycle stages [BETA] - Starts at 29:10
  • Lifecycle Stage Tracking: Monitor units across various stages like “SBNO” – Sold but Not Opened”, “Hold” to align with your unique business processes.
  • Role-Based Access Control: Regulate stage accessibility using user roles, ensuring precise data visibility and confidentiality.
  • Franchisee API Enhancements: Experience greater flexibility in adding and fetching units. Use custom tags such as “Franchisee Type” and “Lifecycle Stage” for tailored management.
  
  For the API changes checkout https://docs.franconnectuat.net/#/paths/~1create?module=fim&subModule=franchisee/post
• Keep you franchise data consistent across your systems - Starts at 40:54
  • Seamless Data Sync: Elevate business workflows with improved Entity Details APIs, ensuring synchronized entity data across platforms.
  • Efficient Create, Retrieve, Update, Delete(CRUD) Operations: Directly add, manage, and modify Franchise Entities via API for a streamlined management process.
  • Stay Updated with Real-Time Webhooks: Instant notifications for: Entity changes (additions, edits, deletions). Employee-entity associations. Entity assignments to franchisee owners.
  
  For the API changes checkout https://docs.franconnectuat.net/#/paths/~1create?module=fim&subModule=franchisee/post
• Global royalty managemnt with local currency support - Starts at 44:25
  • Localized Sales Reporting: Create sales reports in master franchise's local currency.
  • Dynamic Exchange Rate Input: Leverage APIs to enter on-the-fly exchange rate values during sales report creation, allowing real-time conversion.
  • Invoice Data Retrieval: Retrieve invoice data in the franchise's local currency, ensuring data relevance for every region.
  
  For the API changes checkout https://docs.franconnectuat.net/#/paths/~1create?module=fim&subModule=franchisee/post
• Ensure accurate royalty payments collection - Starts at 46:48

  More reliable and optimized experience for your financial operations. You can now process one large NACHA file at a time, eliminating the risk of incorrect invoice statuses from concurrent processing.

  
• Activate Your New Hub Library Today! - Starts at 5:16

  Improve your franchise communications, engagement, and collaboration by effectively sharing company updates, operational manuals, marketing assets, and more.

  • Improved Interface: Enjoy a visually appealing and user-friendly experience.​
  • Seamless Document Previews: Preview documents for an enhanced user experience
  • Customizable Controls & Permissions: Foster improved collaboration with tailored access. You can now control download access for certain types of documents, such as your operational manuals.
  Important : Activate the new Hub library interface before November 2023 to maintain an uninterrupted user experience​.
  
  Note: The download access control and previews currently work with the new library, command center, and global search, and are compatible with document formats that support previews.

Webinar Video

• Activate Your New Hub Library Today

  Improve your franchise's communications, engagement, and collaboration by effectively sharing company updates, operational manuals, marketing assets, and more.

  The latest updates include:

  • Improved Interface: Enjoy a visually appealing and user-friendly experience.​
  • Seamless Document Previews: Preview documents for an enhanced user experience
  • Customizable Controls & Permissions: Foster improved collaboration with tailored access. You can now control download access for certain types of documents, such as your operational manuals
  Note: The download access control and previews currently works with the new library, command center, and global search, and are compatible with document formats that support previews​
  Important: Activate the new Hub library interface before November 2023 to maintain an uninterrupted user experience​
• Improved Global Search for Information Manager

  Instantly locate franchise agreements, leases, insurance, and more from your franchise records.

  • Seamless document search across diverse franchise records: Units, Entities, Multi-Unit, and Regions.​​
  • Find information directly based on document titles, content, across all document fields* including documents sent/signed via FranConnect’s DocuSign integration.​
  • Ensuring your data's privacy, users can only search documents they've been granted access to.
  Note: The document search currently excludes searching on Opening checklist documents, document field type for fields created using Form generator, and custom storage​

Webinar Video

• Enable the newly designed Hub Library

  Increase franchise engagement and collaboration with a new visually appealing library, designed to manage and share your operations manuals, marketing assets, and more! Advanced features include version control, document previews, and tailored controls and permissions for content collaboration.

  Note: Aug 23 release onwards, only the new interface of the library will be supported.

Other updates

• Royalty Invoice Transparency within invoice notifications: Enhance franchisee understanding of their royalty invoices with detailed agreement item breakdowns and total amounts included directly in the invoice emails using newly added keywords
• Access Control Updates in Royalty Manager: Secure and personalize access to the Dashboard, Sales Reporting, and Exchange Rates management using our new roles and permissions.
• Enhanced Expense Adjustments in Royalty Reporting: Enhance franchisee understanding of their royalty invoices with detailed agreement item breakdowns and total amounts included directly in the invoice emails using newly added keywords.
• Improved Tax Handling for Royalty Invoices: Ensure royalty collection accuracy by tracking tax deductions before final invoice calculation and by managing taxes on individual additional invoice items.
• Direct Lead Info Access in Custom Reports: Save time by accessing Lead information directly from Custom Reports, simply by clicking on the lead's first or last name.
• Advanced Task Dependency in Playbooks: Gain greater control over your key initiatives with our enhanced dependency features. You can now base tasks on specific dates of other tasks, ensure tasks follow a precise sequence with "True Dependencies," and even set dependencies on multiple tasks.
• Mandatory Franchise ID on Support Tickets: Enhance your franchise support services with the mandatory selection of a Franchise ID when creating tickets, eliminating the possibility of unassigned support tickets.
• Centralize franchise communication from Office 365 or Gmail: The new FranConnect Email Uploader lets you upload multiple emails from your Gmail or Office 365 email account to FranConnect, without needing to download any plugin or software!

Webinar Video

• Enable the newly designed Hub Library [Now Live]

• Sort brand compliance tasks according to corrective actions, infractions, and breaches.

Other updates

• Implement task dependencies in your Playbooks based on completion and due dates.
• View Royalty and Invoice items tailored to applicable Franchise Agreements.
• Bulk upload emails from Gmail and Outlook Office 365.
• Access complete Unit information on the Mobile App.
• Categorize 'Sold but Not Opened' Units as a separate Lifecycle stage [Now in Beta]
• New and improved Franchise Sales Lead Import tool [Now in Beta].

Webinar Video

• Newly Designed Hub Library [Now Live]

  Enable the newly designed interface for managing and sharing operational materials.

• Franchise Development Engagement Insights

  Monitor your team's engagement efforts during the franchise development process.

• Gmail integration for easy email uploading

  Effortlessly upload emails from Gmail to various FranConnect records without plugins or software.

Other updates

• Enhanced Tax Management for Royalty Invoices Improved international tax compliance with support for holding taxes on Additional Invoice Items.
• Country Compliant Royalty Invoices Meet international invoice requirements for Master Franchisees with compliant royalty invoices.
• Manage Royalty Adjustments Ensure accurate financial reporting and audits by managing royalty adjustments on Additional Invoice Items
• Improved Visit Summary PDFs Enhanced user experience with clear headings, simplified language, and easy to read Visit Summary.
• Brand Compliance Scores Visibility Provide franchisees with visibility into aggregate brand compliance scores for consistency and brand integrity.
• Enhanced Global Search in Information Manager Quickly find franchise agreements and documents uploaded in your franchise records
• Maintain Unit Hierarchy Associations Preserve the accuracy of your franchise hierarchy distribution during ownership transfers.

Webinar Video

• Newly Designed Hub Library [Beta Testing]

  You can now enable the Beta version for specific user roles to explore the newly designed user interface.

Other updates

• Easily track relationships between regional distributions of franchise entities for better management of your franchise information system of record.
• Provide visibility into the brand compliance scores to franchisees to maintain consistency, enhance customer experience, and protect brand integrity.
• Keep your franchise hierarchy data updated across all your systems in near real-time using the new Segments Webhooks API.
• Royalty Manager now supports assigning multiple agreement versions that include your royalty calculation rules to ensure the timely collection of royalty payments.

Webinar Video

• Newly Designed Hub Library [Beta Testing]

  A modern and visually appealing library for managing and sharing operations manuals, marketing assets, and more while maintaining document version control with your franchisees. You can now enable the Beta version for specific user roles to explore the newly designed user interface.

Other updates

• Track all status change reasons within your franchise development pipeline to improve lead conversion rates.
• Newly added permissions to manage the Contact History and Activities such as tracking calls, tasks, remarks, and emails of your franchise entities in Information Manager.
• Performance and usability improvements in Royalty Manager, default views filtered for the last 12 months on the Payments and Credit/Debit listings.

Webinar Video

• Direct access to FranBuzz from the main navigation of the FranConnect Mobile App for easy collaboration with your franchise network.

Other updates

• The ability to find visits for a specific unit using the newly added Franchise ID parameter in the Visits view on the FranConnect Field Ops Mobile App
• Maintaining a unique reference ID for your Entity records in Information Manager to improve data consistency and accuracy.
• The enhanced Segments API to retrieve unit details within a segment, maintaining consistent unit hierarchy information across all systems.
• Custom reports in Information Manager to filter and export unit hierarchy distribution details for analysis or sharing within your organization.
• Simplified unit termination and disassociation during entity deactivation in Information Manager.
• The prevention of adjustments on late fees in sales reports in Royalty Manager to ensure the accuracy of your financial audits and reports.
• Newly added permissions for Brand/Divisional Users to secure access to sensitive information in Units, Tasks, and Dashboard views in Information Manager.
• This release also includes platform performance and security improvements.

Webinar Video

• Access your Projects checklist tasks from the task notifications
  

  By simply clicking on the task name in the notifications, you will now be able to quickly process the task from the newly designed task view and make progress for your Projects.

• Deactivate Franchise Entity records
  

  You can now update the status to Terminated for the Franchise Entities that are no longer associated with your brand while preserving all historical activities and information. The update also removes the terminated entity record from the FranConnect interface other than the Terminated view on the Entity listing, where you can later Activate any previously deactivated entities.

• Updates to the Newly Designed Hub Library [Currently in Beta Testing]
  

  The newly designed Hub library now supports previewing the documents before downloading. Additionally, you now have additional controls and permissions to enable collaboration through Comments for your content in the library.

Other updates

• Sales leads audit history now available, You can now view a lead's field history to gain actionable insights on how it performed over time as well as manage it more efficiently. Within the lead record, the newly added Audit History tab provides a detailed view of what, who, and when changes were made to the field values to help you enhance your lead tracking data accuracy in your system of record.
• Efficiently update the email templates associated with your Workflow. You can now ensure consistent updates to the email template configured in the Workflows actions for automated notifications such as renewal, compliance notices, and franchise lead updates.
• Automate email import for your FranConnect records, such as franchise leads and units, using FranConnect Email Capture. With this release, we have made security updates to the authentication workflow for Microsoft-hosted email clients.
• Ensure all Units get assigned to a Segment and their Hierarchy levels right from the Unit profile.
• Retrieve Entity attributes for your Company type hierarchy levels through the Segments API to keep the hierarchy information consistent across all of your systems. When retrieving Company type segments, the API response sends an additional endpoint that you can use to extract primary information of your company. To learn more, check out API docs at https://docs.franconnect.net/#tag/Segments.
• Make sales report adjustments to rebalance sales and royalties for financial audits. When adding audit-related adjustments, you would now be able to manage royalty calculations as a percentage of specific sales categories to ensure accurate royalty reporting. Along with being able to take print outs of Audit Reports, they can be retrieved via API as well. Check out API docs at https://docs.franconnect.net/#tag/Audits
• View the remaining maximum yearly limits (cap) applicable for the Royalty, Marketing, and other fee types on the Royalty invoice. The remaining yearly limits are now extractable via API when fetching details of an invoice. Check out docs at https://docs.franconnect.net/#operation/Retrieve_Royalty_Invoices.
• Easily link debit memo(s) with your royalty invoices using the newly added “Link Debit Memos With Invoice" API endpoint and keep track of credit/debit memos for royalty invoices using the existing “Retrieve Memos” endpoint by using invoiceIDs as filter. To learn more, check out API docs at https://docs.franconnect.net/#tag/Memos.
• Performance and usability improvements with default views filtered for the last 12 months in the following areas:-
  • Sales Summary page (Filter applied on Sales Submission Date)
  • Royalties Summary page (Filter applied on Invoiced Date)
  • EFT Transactions page (Filter applied on EFT Transaction Date)
  • Documents page (Filter applied on Report Period Date)

Webinar Video

• Analyze and Optimize your Franchise Broker Performance and Relationships
  

  Franchise Brokers are one of the significant lead sources for your potential franchise candidates. You and your team need to manage and nurture Franchise Brokers' relationships to maximize ROI on your Franchise Development efforts.

  You can now leverage two brand-new dashboards for insights into Franchise Broker Performance and Engagement and get a complete picture of how engagement impacts performance for optimal franchise conversion.

• Introducing a new way to use Gmail to upload emails to your FranConnect system!
  

  The FranConnect Email Uploader for Gmail allows you to upload multiple emails from your Gmail account to your Leads, Brokers, Units, Entities, Multi-Unit, Regional, and Customer records in FranConnect without needing to download any plugin or software.

  Click here to get a sneak peek at the workflow setup steps and how the FranConnect Email Uploader for Gmail would work.

Other updates

• A visual timeline of your Projects using the new Gantt view. You can now view Actual Completion Date for the Completed Tasks in addition to the project tasks schedule, related task dependencies, and overall timelines across Units in a Gantt view.
• Access the Unit's Segment, and Hierarchy attributes from the Unit profile using the new preview option on the Segments card.
• Configure your personalized Unit and Entity Summary views to include Entity and Owner information across your Franchise Entity hierarchy.
• Maintain the SCORM content progress to enable the participants to resume the lesson from where they left off. Additionally, ensure training participants are only able to Mark the Lesson as Complete once they have completed the course.
• Preview a particular Unit's Command Center view leveraging the newly added Unit view layout template. This update also maintains any updates you make to your views on the Command Center as you switch across various pre-built templates.
• Performance and usability improvements for the Field Ops Mobile App.

Webinar Video

• Newly Designed Hub Library[Beta Testing]
  

  The library in the Hub enables you to centrally manage and share operations manuals, marketing assets, and more while maintaining version control with your franchisees.

  The refreshed user interface with updated layout, typography, and iconography provides a modern look and feel, is more visual appealing, and easy to navigate.

• Sales Leads Audit History Now Available [Beta Testing]
  

  You can now view a lead's field history to gain actionable insights on how it performed over time as well as manage it more efficiently.

  Within the lead record, the newly added Audit History tab provides a detailed view of what, who, and when changes were made to the field values to help you enhance your lead tracking data accuracy in your system of record.

Other updates

• Modernized User Interface for the FranConnect Sky and Field Ops Mobile Apps. In addition to the UI enhancements, you'll experience improved stability and performance when using mobile apps. The update has no impact on the mobile app functionality.
• You can now include Franchise ID, Center Name, and Owner Name details to your Projects task notifications and assist various stakeholders in quickly identifying the unit in which tasks need to be processed.
• Royalty Manager now supports assigning multiple agreement versions that include your royalty calculation rules to ensure the timely collection of royalty payments.
• Track and share your Supplier Contacts across various departments with your franchisees in the Hub Directory.
• Use the unique identifier for your hierarchy levels in the Segments API to keep the hierarchy information consistent across all your systems.

We are introducing a new way to use Gmail to upload emails to your FranConnect system.

• The FranConnect Email Uploader for Gmail, available on Dec 8th, 2022, allows you to upload multiple emails from your Gmail account to your Leads, Brokers, Units, Entities, Multi-Unit, Regional, and Customer records in FranConnect, without needing to download any plugin or software.
• Click here to get a sneak peek at the workflow setup steps and how the FranConnect Email Uploader for Gmail would work.

Webinar Video

• A visual timeline of your Projects using the new Gantt view
  

  Gain visibility of all project tasks schedule, related task dependencies, and overall timelines across Units in a Gantt view.

  Additionally, you can view the tasks breakdown by days and weeks within the timeline.

Other updates

• Restrict users to be able to Associate/Dissociate Checklists & Start/Stop Checklist Notifications for the Units using newly added permissions.
• Upload the collection of pictures stored in PDF format for your unit onboarding and the opening picture checklist to centralize all key documents in your system of record.
• Find units within a particular Segment by leveraging filter options on the Unit Summary listings.
• Manage your franchise entity distribution across regional territories from the updated multiple region association capability.
• Set up advanced workflow automation for visit notifications to franchise contacts. The additional keywords in the template editor enable you to tailor the content for the relevant communications.
• Make sales report adjustments with an option to create credit memos for the royalty fee payments, even if the original invoice has been posted as paid.
• Easily track credit/debit memos for the royalty invoices using the newly added invoice ID link on the credit/demo memo listings.
• Multiple bug fixes, including the ability to send an agreement using the DocuSign integration for Units with multiple owners and employees.

Webinar Video

• Increase transparency in your royalty calculation, invoicing, & collections
  

  With our September release, you will now see only the Sales reporting categories that apply to a particular Unit on their Sales reports and Royalty invoices.

  Additionally, you can now get visibility into the Royalty calculation rules and breakdown, such as the applicable Royalty Rates and Adjustments made to the Sales reporting categories to get to the final Royalty amount.

  Lastly, you can now view the total balance, open balance, taxes, and yearly caps on your Royalty Invoice for the Royalty Payments.

• A visual timeline of your Projects using the new Gantt view
  

  You can now view your specific Unit's project schedule, related task dependencies, and overall timelines in a Gantt view.

  Stay tuned for more updates to this new view through Fall and Winter!

Other updates

• Manage Franchisee User associations as they transfer across Units without having to recreate a user record.
• Restrict franchisee-level system administrators to be able to modify, delete, and deactivate other franchisee users assigned to their units using newly added permissions.
• Create custom attributes to store your business-specific information on Segments and Hierarchy levels.
• Easily navigate and view key Segment and Hierarchy details from an improved segment information page layout.
• Upload multiple pictures at once for your brand consistency evaluation checklists to save time when capturing observations during field visits.
• Use the Visit Number included in the field visit notifications to quickly look up the Field Visit information for your brand consistency evaluation checklists.
• Update the project tasks assigned to the new Unit Owners as the Unit is transferred from the previous Owners.
• Create translations for the field labels created using the Form generator to ensure your international users can operate FranConnect efficiently.

Webinar Video

• Enable your franchisees to view and manage their Unit Information
  

  With our August release, you can now enable franchisee access to the new unified Unit views in Info Manager and allow all stakeholders to manage the Unit Information from one unified record through the unit lifecycle.

  The extended field-level security allows you to restrict users' access to view and edit specific unit attributes. Using the Audit logs, you can monitor the change history for the unit attributes.

  You can enable this option in your Information Manager using "Can Access Info Manager" and "Can Manage Units" permissions to your franchise user roles.

Other updates

• Update "Add Location" forms through the form generator to control if Center Name, City, State, Country, and Phone fields should be required when creating a new Location record to capture the most updated and accurate location information.
• Manage Entity-Individual associations as part of the Unit Ownership structure to ensure accurate and consistent tracking of your franchise ownership details.
• Upload site architecture technical designs and blueprints for your units to centralize all key documents in your system of record.
• Control cross-brand visibility of franchise contact information for your franchisees in the Directory, Address Book, and Calendar in the Hub.
• Include help descriptions in the Visit form PDF downloaded on your mobile device for your brand consistency evaluation checklists to use the content as a reference when capturing observations during the field visits.
• Analyze franchise A/R aging, Royalty and Sales Report submission status, and trends across your brands and franchise owners to optimize your royalty management.
• Bulk export customer information to view a magnitude of customer intelligence for additional analysis or sharing within your organization.
• Quickly get started and configure your Command Center using pre-built templates based on common functions and roles within your organization.

Defects Resolved

• This release also includes performance and usability improvements for the following capabilities
  • Sales Category management in Royalty Manager.
  • New Lead access through email notifications to Franchise Development Manager when logging in to FranConnect through Single Sign On.
  • Workflow enrollment and triggers for new Contacts added in the Market CRM through FTP enabled data feed from your POS.
• Additionally, we have updated the Android version support for FranConnect Mobile Apps. For optimal experience in using the apps, please ensure your Android device is on version 9(Pie) and above. Click here to learn about the system requirements.

Webinar Video

• Ensure timely completion of your training programs
  

  With our July release, instructors can now:

  • Configure completion due dates for training courses.
  • Complete courses on time with leaner reminders that can be sent day(s) in advance of the November course completion date.
  • Receive notifications once a course is complete.
  • Gain visibility into a participants' course submission date.

• Keep your Regional hierarchy data updated across all your systems
  

  Using the newly added Regional API, you can manage your Regional hierarchy data within FranConnect. All currently supported operations such as Create, Update, Retrieve and Delete are available for the Regional API.

  To learn more, check out the API docs at docs.franconnect.net/#tag/Regional.

Other updates

• Manage Royalty discount categories and limit the discounts applied on the gross sales when calculating royalties owed by a franchisee.
• Control cross-brand visibility of Supplier information from your franchisees in the Directory.
• Create support tickets for and on behalf of the franchisees to ensure they receive timely updates and notifications to the support requests.
• Assign Units with Segments and their Hierarchy levels they are part of right from the Unit profile.
• Retrieve franchise user type of "owner" or "employee" using a newly added FranUserType attribute in the Users API.
• Define project checklist assignment rules for the franchise and regional users from the User profile.
• Include help descriptions in the Visit form PDF for your brand consistency evaluation checklists to use the content as a reference when capturing observations during the field visits.
• Effectively upload your field visits from the FranConnect Field Ops mobile app using updated sync options that allow FBCs to manually select when the information captured on the mobile app should sync to the web app.

Webinar Video

• Unit Growth Insights on your Command Center
  

  Using the brand-new Unit Insights dashboard, you will be able to analyze Unit Growth trends for your Franchise and Corporate Units, along with the Unit ownership details and regional distribution of your franchise owners.

  The dashboard includes filters and export options to help you further refine your views and easily share these insights.

• Leverage Flexible Unit Ownership Management
  

  With our June release, you will be able to pre-create Unit records while your Franchise Development team finalizes the agreement details with the franchise owners. Plus have additional flexibility to configure an ownership structure for a Unit that is a combination of Entity and Individuals, both existing and new.

Other updates

• Setup personalized views of your Franchise and Corporate Units across their lifecycle using the updated filters on the Unit Summary.
• Control cross-brand visibility of franchise contact and department information for your franchisees in the Directory and when submitting Support tickets.
• Analyze Site Visit trends and field support coverage by your Business Consultants using the newly added date range and trends selections on the Site Visit Dashboard.
• Bulk export franchise lead information allows you to view a magnitude of lead intelligence for additional analysis or sharing within your organization.
• Access Unit Segments details and Hierarchy views from the Unit profile using the newly added Segments card.
• ‘People’ listing in a single view enables you to manage franchise owner and employee records from one unified view.

Webinar Video

• A new way to track and log Email Activity from Office 365 in FranConnect
  

  The new FranConnect Email Uploader for Office 365 lets you upload multiple emails from your Office 365 email account to your Leads, Brokers, Units, Entities, Multi-Unit, Regional, and Customer records in FranConnect, without needing to download any plugin or software!

  Connect your Office 365 account with FranConnect, configure folders you want to upload the emails from, navigate to the record you want to upload the emails for, and click on the Email Upload link to get started. Setup Guide

• One unified view of your units - Now Available in Information Manager
  

  With our May release, you can now access unit details, such as unit opening checklists, agreement details, contact history, and much more for all units from one unified view in Information Manager.

  The extended field-level security allows you to restrict users' access to view and edit specific unit attributes. Additionally, you can quickly track unit information and activities from anywhere within the unit profile with enhanced usability updates.

Other updates

• Leverage the Contact Report Dashboard to monitor time-to-lead across various timeframes (ranging from 30 minutes or less to 240 minutes and above) and ensure a timely response from your Franchise Development team to the initial inquiry to maximize conversion rates.
• Easily associate and manage the Franchise Owner relationships with their Entities and Units right from the entity record to ensure accurate tracking of your franchise ownership details.
• Efficiently schedule field visits in bulk for your Field Business Consultants using Unit and Segment filters and the newly added Create Visit action on Unit Summary views.
• Track your operations playbook progress using newly added playbook statuses to prioritize your efforts as part of your brand initiatives and action plans.

Webinar Video

• Leverage new Top Stories layouts to drive attention and engagement to the most important brand updates
  

  The new layouts available on your Command Center use existing Stories configured in the Hub to enable you to share the right content with the right people at the right time.

• Efficiently Perform Bulk Actions on your Unit records
  

  With this release, we have introduced new bulk actions such as Add Remarks, Change Lifecycle Stage, Start/Stop checklist notifications, in addition to the same bulk actions you can perform on your unit records in Information Manager on the unified unit summary views.

  We have also made it easy to quickly log activity for your units right from the Unit profile.

Other updates

• Notify stakeholders involved in Unit opening about the Unit assignment to ensure timely execution of the opening tasks they are responsible for completing.
• View picture-based brand standard observations captured by your FBCs during the field visits directly in the Visit Summary PDF.
• Embed links to your visit forms and evaluation checklists description to direct FBCs or franchisees to access additional resources during the field visit or self-assessments.
• Setup dynamic Teams [Beta] for targeting engagement across your network using Alerts, Messages, and FranBuzz.
• Analyze lead source effectiveness trends across your brands to optimize marketing efforts for your Unit growth.
• Easily bulk export franchise lead information you want to share with someone else in the organization or view lead information for additional analysis outside of FranConnect.
• Enable Two Factor Authentication(2FA) to add an extra layer of security for your operations team when logging into FranConnect's Field Ops Mobile App.
• Provide a seamless login experience for your users on the FranConnect web application by configuring SAML-based Single Sign-On (SSO).
• Manage accurate access controls for your franchise users as you scale your user management for FranConnect.
• Enable a new date format to include Month names. For example, 03/01/2022 as Mar 1, 2022.
• This release also includes an updated FranConnect logo along with multiple performance and usability improvements for the mobile apps.

Webinar Video

• Add FBC-specific help content to your visit forms and evaluation checklists to equip them with critical information for capturing complete observations during field visits.

• Use newly added playbook activity status filters to prioritize your efforts to complete critical tasks as part of your brand initiatives and action plans.

• Setup royalty rates based on sales tiers to better support your royalty revenue growth and bottom-line profits.

• Include entity attributes as filters and columns on the franchise entity listings to quickly find and view key franchise entity information.

• Dynamically customize your FDD receipts with detailed franchise seller information to ensure compliance with your receipt signing and tracking.

Other updates

• Leverage FranConnect Sky mobile app to easily capture and upload attachments to your opening checklist to make progress while saving time for your unit openings.
• Control (through roles and permissions) who can make changes to the unit's lifecycle stage to ensure your unit opening process alignment.
• Use “Make Visible/Hide from Franchisee” option for a Unit record to control Franchisee Access to the Unit information.
• Using Stop Checklist Notifications, you can now disable opening task notifications such as Schedule Start Reminder, Schedule Start, Schedule Completion Reminder, Schedule Completion and Overdue alerts for a specific Unit.
• This release also includes multiple bug fixes, security, performance improvements.

Webinar Video

One unified view of your units across their lifecycle. You can now access details, such as unit opening checklists, agreement details, contact history, and much more for all units from one unified view. With extended field-level security and enhanced usability, you can also restrict user’s access to view and edit specific unit attributes.

Other updates

• Enable your franchise development team to send your franchise disclosure documents globally. With the improved flexibility in creating receipt labels and instructions, you can customize FDD's and receipts to configure for each country.
• Manage FDD compliance by tracking signed receipts for each lead and their respective individual co-applicants. Additionally, you can now configure the receipt signing to ensure the lead reviews the FDD in its entirety before signing the FDD Receipt.
• Efficiently create workflow automation for scenarios that need only minor adjustments to the workflow conditions or actions by leveraging newly added Copy and Customize Workflows capability.
• Setup advanced royalty rules that include non-financial categories such as customer count, number of transactions, agent count as a factor to process automated and timely Royalties.
• Access your operations playbooks from within one unified Unit’s profile for easy tracking of execution of your brand initiatives and action plans to improve unit-level performance.
• Ensure your field business consultants collect complete field observations through photos during field visits by enabling attachment only response type options and making attachments required based on your field visit checklist.
• Provide a seamless login experience for your operations team on the FranConnect Field Ops mobile app by configuring Active Directory based SAML Single Sign-On (SSO).
• Manage accurate access to FranConnect for your users as they leave or join your organization. You can now leverage the enhanced user management API to synchronize user status between FranConnect and your human resource management system. To learn more, check out API docs at docs.franconnect.net.
• Decrease no-shows for your lead appointments by sending calendar invites with your appointment notifications.
• This release also includes multiple security, performance improvements, and minor changes to the training notifications content.

Webinar Video

• Introducing Training Playbooks
  

  Manage the development of franchisee's learning and knowledge to achieve business goals by assigning advanced training playbooks in Operations.

  You can now automate your franchisee training plans and course assignments based on months in operations, compliance status, score, or other unit attributes.

• Unified View of Your In-Development Units
  

  Access all details, such as their opening checklists, agreement details, contact history, etc., for your In-Development Units in Opener.

  With extended field-level security and enhanced usability, you can now enable your franchisees to easily update their In-Development Unit information all from within Opener.

Other updates

• Restrict access to your franchise application, qualification questionnaires, and other data collection web forms by password using enabled web form security options in Franchise Sales, Information Manager, and Market CRM.
• Ensure accurate country information collection from franchise candidates, franchisees, and customers by configuring default country in the “country dropdown” for your forms in Franchise Sales, Information Manager, and Market CRM.
• Easily find signed Item-23 or FDD receipt information leveraging filter options on the FDD listings in Information Manager.
• Dynamically update and preview lead or franchise information from FranConnect in your agreements, contracts, and other documents in DocuSign before sending to candidates, co-applicants, and franchisees in Franchise Sales and Information Manager.
• Share aggregated compliance scores with your franchisees using expanded tabs, section, and question score visibility in the visit summary PDF in Operations.
• Automate corrective actions and task assignments to your Field Business Consultants or Coaches leveraging enhanced workflows in Information Manager.
• Quickly troubleshoot import errors for franchise candidate, unit, and customer information uploads with a simplified upload history view in Franchise Sales, Information Manager, and Market CRM.
• Retrieve associated Region and Multi-Unit ID for your location. To learn more checkout API docs at docs.franconnect.net.

Defects Resolved

• Visibility of the Image description for FranBuzz posts on FranConnect Sky Mobile App.

Webinar Video

• Enable the advanced and automated franchise lead email notifications workflow for your franchise development team in Franchise Sales.
• Setup workflow enrollment triggers to allow existing franchise leads, units, and customers to be enrolled in your workflows.
• Ensure accurate and updated opening checklist association with your In-Development units as the unit information updates in Opener.
• Personalize email communication to your franchisees using Entity keywords in Information Manager.
• Easily associate and keep track of the relationships between key franchise records such as related parent-child entities, owners, and units owned under a franchise entity in Information Manager.
• Safeguard Royalty Reporting Start Date updates and control when franchises begin paying royalties and fees in Information Manager.
• Save time and download print-ready royalty invoices using bulk export PDF capability in Royalty Manager.
• Share resources and content stored in the Hub library directly from the newly released global search.
• Get started with dynamic teams [Beta] for targeted communication across your network, using alerts and messages in The Hub.

Webinar Video

• All New Parent-Child Relationships for your Franchise Ownership Entities
  

  As your business grows, so do your multi unit franchise ownership structures. Whether defined as a parent or operating entity, subsidiaries, or anything else - you can now relate, manage, and navigate your related entities quickly and easily.

• Keep your location data updated across all your systems in near real-time
  

  With this update, we've added new events for locations like add, modify, transfer, terminate, and deactivate to the Information Manager Webhooks API.

Other updates

• Enable Two Factor Authentication(2FA) to add an extra layer of security for your franchise candidates when logging into FranConnect's Candidate and FDD Item-23 signature portals.
• Ensure training compliance and monitoring for your franchise learning programs by limiting the number of quiz attempts to pass a lesson within a course.
• Setup dynamic teams [Beta] for targeted communication across your network, using alerts and messages in The Hub.
• Manage and track a paper trail of your submitted franchise applications by storing the details in a print ready PDF under the lead profile in Franchise Sales.
• Get visibility into additional royalty payments and Credit/Debit Memos comments right within the invoice details and the PDF copy.
• Multiple security, compliance, and performance improvements.

Webinar Video

• Find information faster with improved Search
  

  With this latest update, we’ve made the global Search within FranConnect more intuitive to help you refine your search results to specific applications. With an improved layout, navigation, and search attribute information, you can now get the information you are looking for instantly from anywhere within FranConnect.

• Improved management of dynamic Training curriculum
  

  As your business grows, so do the training needs of your franchisees and their employees. When new brand initiatives are rolled out or previously shared information is no longer relevant, you need ways to evolves your training curriculum.

  With this latest update, you can now completely update your training plans to add or remove courses and courses to add or remove lessons. Additionally, you can trigger notifications to keep the participants updated on the changes.

Other updates

• Leverage Two Factor Authentication(2FA) to add an extra level of security when logging into FranConnect.
• Manage companies you interact with as an Entity record without needing to have an associated unit within Information Manager.
• Electronically re-disclose FDD to any contact within the franchise ownership group such as owner's spouse, guarantors, investors, etc., in addition to the unit owners right from the ownership Entity information.
• Extended DocuSign integration now enables the process of obtaining e-signatures on your agreements, contracts, and documents from any contact tracked under the unit profile.
• Form generator in Sales, Information, and CRM now supports the creation of non-editable fields for tracking information added through APIs or Third-Party systems/portals.
• Improved Owner contact picture preview from under the unit profile in Information manager.
• View and filter Sales reported and Royalties calculated by franchise entities in Royalty Manager.
• Multiple security, compliance, and performance improvements.

Webinar Video

• New Franchise Development Engagement insights [Beta]
  

  As a Franchise Development leader, the ability to focus your team's efforts on the engagement channels that work best with your franchise candidates is critical.

  At the same time, you need a better view of your team's productivity to identify process improvement opportunities to achieve your unit growth goals.

  You can now leverage new dashboards to analyze engagement trends by Franchise Development Managers and the Channels they leverage to engage with the franchise candidates to gain insights into how your team's efforts lead to the desired engagement outcome.

• Improved management of dynamic Training curriculum
  

  You use FranConnect Training to onboard and train franchisees and their employees, communicate and roll out new initiatives while reducing training overhead.

  Using Training Plans, you can build learning paths and track and award certifications that follow your brand standards.

  You can now update your Training Plans and Certificates as they evolve by adding new courses or removing courses that are no longer relevant for your franchisees. Additionally, you can trigger notifications to keep the participants updated on the changes.

Other updates

• Enhanced Information Manager Form Generator now supports tracking of additional Unit and People(Owner/Employee) relationship specific data and information.
• Electronically re-disclose FDD to any unit contact such as owner's spouse, guarantors, investors, etc. in addition to the unit owners right from the ownership Entity record.
• System label changes to clearly define different Smart Groups options, days gap between emails in a drip campaign and indicate Lead or Contact owner as Campaign Sender and Reply to.
• Multiple security, compliance, and performance improvements.

Defects Resolved

• Blank Numeric fields for Leads in Sales and Unit records in Information Manager are now saved as blank values instead of 0.
• On archiving a Unit the associated users are now automatically deactivated.
• “Revert to Opener” option now available for Transferred Units to enable execution of Opening checklists for onboarding.

Webinar Video

• Analyze and Optimize your Franchise Broker Performance and Relationships*(Beta)
  

  Franchise Brokers are one of the significant lead sources for your potential franchise candidates. You and your team need to manage and nurture Franchise Brokers relationships to maximize ROI on your Franchise Development efforts.

  You can now leverage two brand new dashboards for insights into Franchise Broker Performance and Engagement and get a complete picture of how engagement impacts performance for optimal franchise conversion.

• Keep your location data updated across all your systems in near real-time
  

  You use FranConnect Information Manager as a system of record for your franchise location data and information.

  You can now keep this data and information updated across all your systems in near real-time using the new Information Manager Webhooks API.

  To learn more, email helpdesk@franconnect.com or checkout the API docs at docs.franconnect.net

FranConnect & Xpressdocs: Your Brand, On Demand

• As part of your growth, you want to help your franchisees in their local marketing campaigns. An important part of this is giving them easy access to branded materials. For over 20 years, Xpressdocs has been the leader in brand management, high-quality print, mail, and direct marketing solutions to franchises like yours.
• Now FranConnect makes it easier than ever to work with Xpressdocs via our partnership. Just click on the Xpressdocs card in your FranConnect system. The Xpressdocs platform is available 24/7 to help franchisees execute brand-approved local marketing campaigns on their time, creating the perfect balance between brand compliance and user experience.
• To learn more now, visit the Xpressdocs FranConnect partnership page.

Other updates

• Get a unified view and management of your Tasks associated with your Units from Info Manager and Hub.
• Multiple security, compliance, and performance improvements.

Defects Resolved

• Copy Existing Lead's contact details to the new Owner profile during the Unit Transfer
• Retain Training Plan progress of an incomplete plan once it is reset past its completion timeframe.

Webinar Video

• Customize Your Unit Opening List View
  You can filter and view your unit records based on any center info attributes, including reference dates and custom profiles in Opener.

• Ensure Global Email Compliance
  You can create a country or brand-specific email footer profile for embedding physical address, privacy policy, and email disclaimer in your email campaigns.

• Manage and Delegate User Account Provisioning
  ​You can manage limits for the supported number of accounts when you delegate user provisioning for FranConnect across your business hierarchy.

Other updates

• Stay updated on the franchise candidate's engagement with your FDDs by leveraging email notification controls for FDD Item 23 acknowledgment, signature, and download
• Optimize your Accounting/GL system integration by leveraging delta updates retrieval from Sales, Royalties, and Payments API - https://docs.franconnect.net/
• Perform quick analysis on your franchisee's training performance using non-formatted excel exports for Training reports

Webinar Video

• Get specific person's attention on the opening tasks using @Mentions
  You can use @ symbol followed by a person's name in the opening task comments

• Mentioned people will receive an email notification for the mention and comments for the opening task

• Preview documents(PDFs) and pictures uploaded for your opening tasks before downloading them

• Setup branded themes across all your brands by configuring unique brand logos, themes, and domains when using FranConnect

• Personalize Enhanced Sales and Royalty listings view now supports configuring all Sales, Royalty report, and Units Center Info attributes as display columns.

• Update and report on franchise owner's or employee's job title information from the unit profile

• Expand the number of opening units displayed in the view using page per view options

• Share access to any additional resources and meeting or event location links by embedding clickable links for your calendar or training events

Other updates

• Separate Add and Modify Location permissions for advanced data updates control
• Removed dependency for Approved Date, Closing Date on Units Opening Date
• Area Representative/Owner field to be shown in store summary display in Opener
• Defects resolved
  • Display Address 2 information on Center Info in Opener and Info Mgr
  • Single Sign On link support for FC Sky iOS mobile app
  • Candidate Portal lead visibility and access control based on user roles and permissions
  • Retain user’s historical data such as training, email history, tasks, calendar events, alerts, messages, Fran Buzz, related links etc. for transferred units
  • Hiding Recipients when Printing Alerts & Ability To hide all recipients in the message history

Webinar Video

• Streamline the process of obtaining e-signatures on your agreements, contracts, and documents from franchise candidates and owners with extended DocuSign integration

• Analyze your Unit Growth Trends leveraging advanced Unit Insights dashboards*

• Ensure data accuracy and consistency during your Unit Transfer process for completed transfers

Other updates

• Get specific person’s attention on the opening tasks using @Mention. You can use @ symbol followed by a person’s name in the opening task comments. Mentioned people will receive an email notification for the mention and comments.
• Embed clickable links for your calendar or training events to direct participants to access any additional resources, meeting, or event location.
• Multiple security, compliance, and performance improvements

Webinar Video

Effectively Manage Franchise Broker Engagement

• Automate email communications to your franchise brokers as the franchise candidates sourced by them move through your franchise awarding pipeline
• Segment broker contacts for targeted email communications and campaigns

Other updates

• Enhanced form generator now supports role based field-level security for managing location data in Opener
• Enable seamless login experience for your users leveraging Active Directory based SAML Single Sign-On(SSO)
• Multiple security, compliance, and performance improvements

Webinar Video

Improved Unit Opening Tasks Management

• Create a personalized listings view of your units undergoing opening and onboarding
• Upload multiple documents and pictures required to process your unit opening and onboarding tasks

Other updates

• Advanced Accessibility options for the Command Center embedded Cards to enable you to share content and information across your organization effectively
• Track refunds and discounts for your additional sales reporting invoice items for accurate sales reporting and royalty calculation
• Multiple security, compliance, and performance improvements

Also released this Quarter

• Ensure faster Item-23 signatures for your FDD Re-disclosures
• Focus and prioritize your efforts during Unit Opening
• Analyze Franchise Development effectiveness for your marketing lead sources
• Leverage advanced Royalty calculation rules based on the number of opening months(Store-Age) of the Unit and Sales reported

Webinar Video

Improved Unit Opening Task Management

• Focus on the tasks you are responsible for completing from the "Mine" view
• Auto save the Expand/Collapse and Mine/All selection on the Tasks listings
• Prioritize your efforts on where it's needed the most by quickly filtering opening tasks by their status to avoid delays and resolve issues

Along with several other usability improvements, you can continue to  improve team coordination during the unit onboarding and opening process and speed your days to the first dollar.

Other updates

• Analyze franchise lead source effectiveness through your franchise awarding process
• Multiple bug fixes, security, compliance, and performance improvements

Webinar Video

Improved Unit Opening Task Management

• Focus on the tasks you are responsible for completing from the "Mine" view
• Prioritize your efforts on where it's needed the most by quickly filtering opening tasks by their status to avoid delays and resolve issues.

Along with several other usability improvements, you can continue to improve team coordination during the unit onboarding and opening process and speed your days to the first dollar.

Other updates

• Electronically re-disclose FDD to any contact such as owner's spouse, guarantors, investors, etc. in addition to the unit owners*
• Advanced royalty calculation rules now support Store-Age (duration for store opening) and Sales generated based minimum and maximum royalties owed.
• Multiple security, compliance, and performance improvements

*This capability is in Beta

Webinar Video

Improved Opener Store Info Page Layout

Navigate and view key store information easily

• New Store info page layout that provides contextual details about the store opening
• Only view the checklists and custom profiles that are applicable to that store

Stay tuned for other usability and reporting improvements to Opener through fall and winter!

Configurable Personalized Site Listings

Better, Faster way to find and view key Site information

• Configure Site listing columns to view information more relevant to you right on the listings screen
• Advanced filtering options include adding any Site fields, including custom fields to find the Site information quickly
• Save View to make the configured view default for every time you access the listings

Webinar Video

Smart Scheduler with Lumin.ai

Conversational AI Solution to Dramatically Improve Franchise Sales Results

• Leverage Artificial Intelligence to close more franchise sales
• Improve the buyer experience for your prospective franchisees
• Measure the impact of AI on your sales pipeline

DocuSign Integration

Streamline the process of obtaining e-signatures on your agreements, contracts, and documents

• Securely send franchise agreements, other contracts, and documents in DocuSign for e-signature from within FranConnect
• Dynamically update lead or location information from FranConnect in DocuSign documents before sending to candidates, co-applicants, and franchisees
• Track documents with their latest status under the candidate, co-applicant, or location profile

Other Updates

• Personalize your Command Center with the flexible layout options
• Multiple security, compliance, and performance improvements.

Webinar Video