July 2026 Release Notes

Configure Date Formatting
A new setting under Personal Settings allows you to configure how dates are displayed across the platform. Choose between mm/dd/yyyy, dd/mm/yyyy, or yyyy/dd/mm, and your preference will be respected across the Development Report, custom reports, timelines, site/company/contact grids, ZeusHub, and exports — so every date you see matches your preferred format.

Returned Payment Amount in Audit History
The audit history for an invoice now displays the amount of a returned payment directly, so you no longer need to cross-reference other invoice history to see what occurred.

Enable Future-Dated Sales Data Entry
You can now enter sales data for a site with a future date. Submitting a future-dated entry automatically generates an invoice using the same calculations, fields, and format as present- or past-dated sales, and all existing validation rules (minimum period size, duplicate/overlap prevention, required fields) continue to apply.

Agreement Pipeline Report
A new Agreement Pipeline Report is now available in NEXT, giving you a consolidated view of your development and franchise agreements alongside unit openings. Expand a company to see its agreements, signed dates, committed open dates, and current milestone status at a glance — with on track/off track/falling behind indicators linked directly to the associated unit. Configure the report's start year, toggle between outstanding and all commitments, and export a raw-rows version for further analysis.

Sticky Grouping in Leads List
Groupings applied to the leads list now persist when you navigate away and return, so you no longer need to regroup the list every time you come back to the page.

Persist Site Search When Hitting 'Back'
The site search bar now retains your search terms when you use the browser's back button to return from a single site to the site grid, letting you pick up right where you left off.

Term Group Report
A new report displays all locations and their current royalty plan term group in a single view, so your finance team no longer needs to open each royalty plan individually to confirm term group assignments. The report shows concept, client identifier, company, location, royalty/ad fund/tech fee percentages, term group line items, and start/end dates.

Resize Custom Field Form Fields
Custom field names and values on contact, company, site, franchise agreement, and development agreement records now display at a consistent size with clear visual distinction between the field name and its value, making custom field areas easier to read.

Enhanced Custom Field Details in Audit History
The audit history for custom field changes now display both the previous and new value, along with the custom field definition name, giving you clearer visibility into who changed what and when.

Taggable Company Email Addresses
You can now add one or more email addresses directly to a Company record, separate from the emails tied to individual contacts. Add, edit, or remove company email addresses, and optionally tag one with 'Invoice' so it's clearly identified for billing purposes. When sending an invoice, any company email address tagged 'Invoice' now automatically overrides the primary contact's email address as the default recipient — ensuring invoices reach the right inbox without manual adjustment.

💥 Bugs Squashed 💥

Personal Task Notifications Not Triggering
Resolved an issue where in-app notifications for ZeusHub personal tasks were not triggering as expected - personal task notifications now generate properly. 

Prevent Estimated Completion Date Prior to Task Start Date
Resolved an issue where a task's estimated completion date could be set earlier than its start date, which was known to cause timeline errors. Users can no longer enter an estimated completion date prior to the task's start date. 

 Questions or feedback?
Please reach out to our support specialists in the in-app chat — we'd love to hear from you!