As we stride forward into April, SiteZeus proudly unveils the latest in our ongoing series of updates, geared towards enhancing your SiteZeus experience. Continuing our commitment to delivering tools that streamline operations and amplify productivity, we're thrilled to introduce the April Release. Immerse yourself in these innovations designed to refine processes, foster collaboration, and adapt to your evolving requirements. From refined functionalities to intuitive tools, the April Release is poised to elevate your journey to new heights.
Franchise Agreement Notification Permissions: Empowering Client Administrators with precision control, we introduce the ability to assign access for users to configure notifications related to Franchise Agreement expiration. Define notification permissions via the Security Matrix and access notification settings conveniently under Personal Settings. Keep your team informed and stay ahead of critical Franchise Agreement milestones with ease.
Contact Created When Lead is Won: Simplify your lead conversion process with automatic contact creation. When all sales timeline tasks are marked as 'Done' and a lead is won, a contact is now created automatically. Eliminate redundant steps and ensure seamless data flow, optimizing your sales process for maximum efficiency.
Configure View Memo Permissions: Tailor memo visibility with precision by configuring who can view memos in specific areas where they are available. Client Administrators now have the ability to define access to memos, ensuring confidentiality and control over memo visibility within your organization. Fine-tune your memo management processes to suit your unique requirements.
Filter by Team Member Roles on My Task Page: Enhance task management with the ability to filter tasks based on team member roles on the 'My Tasks' tab. Easily track tasks assigned to you as both a contact and a team member, complete with new filters for streamlined task prioritization and organization. Stay on top of your responsibilities with greater clarity and efficiency.
Link Subfolder Location: Simplify document management with the ability to copy hyperlinks to direct folder or subfolder locations in Global Documents or specific unit document repositories. Effortlessly share access to specific document locations, facilitating seamless collaboration and information sharing across your organization.
For more information on these exciting additions or assistance in implementing them, our dedicated team of SiteZeus Support Specialists is available to help. Reach out via the in-app chat for expert guidance and support.
Thank you for choosing SiteZeus as your partner in success. We're excited to witness the transformative impact these enhancements will have on your operations, and we remain committed to supporting your journey every step of the way. Stay tuned for more updates and innovations in the months ahead!