Join our Product Management Team Tuesday, January 10, at 2 pm ET/11 am PT, as we walk you through FranConnect’s latest capabilities in our January release.
Sneak Peek of the January Highlights
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.
But Wait, There's More...
- 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 Unit gets assigned to a Segment and their Hierarchy levels right from the Unit profile.
- Retrieve Entity attributes for your Company type hierarchy levels in the Segments API to keep the hierarchy information consistent across all your systems. To learn more, check out API docs at https://docs.franconnectuat.net/#tag/Segments.
- Save time and download print-ready Credit/Debit Memo using bulk export PDF capability in Royalty Manager.
- Make sales report adjustments to rebalance sales and royalties for financial audits. When adding audit-related adjustments, you will now be able to manage royalty calculations as a percentage of specific sales categories to ensure accurate royalty reporting. For API updates, check out API docs at https://docs.franconnect.net/#tag/Sales-Reports.
- View the remaining minimum and maximum yearly limits(cap) applicable for the Royalty, Marketing, and other fee types on the Royalty invoice. For API updates, check out API docs at https://docs.franconnect.net/#operation/Retrieve_Royalty_Invoices.
- Get visibility into the breakdown of the royalty owed before and after the applicable minimum, and maximum limits are applied to the royalty reporting sales categories for Royalty invoices. For API updates, check out API docs at https://docs.franconnect.net/#tag/Sales-Reports.
- Easily track credit/debit memos for the royalty invoices using the Memo API and newly added endpoint to link memos to Royalty invoices. To learn more, check out API docs at https://docs.franconnect.net/#tag/Memos.
- Franchisees can now easily find Units owned by them by leveraging the global search on the Unit Summary listings.
- Performance and usability improvements with default views filtered for the last 12 months for sales submission and invoice dates on Sales and Royalty listings in Royalty Manager.
Hope to see you there!
