Welcome to the February Release Notes for SiteZeus! In this edition, we will be highlighting the latest updates and enhancements made to our platform to improve user experience and increase productivity. From new features to bug fixes, this release is packed with exciting changes that will help you get the most out of SiteZeus. So, let's dive in and discover what's new in our February update!
New Hive Features
Track Signatures on Assessments - We've added a new question type on Assessments to collect a Signature.
Tracking franchisee signatures on assessments attesting to receipt or validity of information can be an essential tool for ensuring compliance and reducing legal liability for franchisors.
This new question type will not only record the signature of the individual taking the assessment, but will also capture the IP address.
Widgets by Fiscal Year - The following widgets can now be calculated by customized Fiscal Year instead of Calendar Year. Contact SiteZeus Support to set up your custom Fiscal Year calendar:
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Goals vs Estimated Openings
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Units by Phase
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Project Openings by Month
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Estimated Openings
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Next Projects to Open
Widget Updates - The following widgets have been re-ordered by Phase for easier viewing.
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Units by Phase
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New Opening Summary
Filter by One or More Concepts on the Companies Page - Now that we've made it possible to assign Concepts to Companies, we've also added a helpful filter above the grid for easy sorting and identification.
'Last Updated' Field Updates when New Memo Added to Leads - Now, when a new memo is added to a lead, the 'Last Updated' field on the lead will update, both in the Lead Card and on the Lead Grid, for easy identification of which leads were most recently updated.
Sales Timeline Notifications - Users can now set up email notifications for the sales timeline, in the same way they were previously available for our Development Module/Development Timelines. Users with Client Administrator Permissions can set up these notifications for other Users.
Task Assignment on Sales Timeline - At the master timeline level, you can now optionally assign tasks in the Sales Timeline to either a specific contact, or the assigned Sales Owner for that specific lead.
Hive Fixes
Remove Leads from Campaigns When Leads are Deleted - Now, when a lead is deleted, they are automatically removed from any assigned campaigns and will no longer receive emails.
Login.SiteZeus.com - Ability to log in to SiteZeus via this URL has been restored.
Missing Australian Locations on Unit Map - All units with a latitude and/or longitude number below zero will now show on the unit map as expected.