Version 2.23 of Zorzees is our third major release of the year and includes three large sets of features that have topped our feature list for some time:

1. Searching ACROSS Resources! This has been the largest request from our user base for a long time, and we’ve implemented a blazing fast search engine to provide our users exactly what they need, when they need it.
2. New Resource Home Page. Our new Knowledge Base style resources area makes navigating a set of resources a breeze. Search up top for anything you need, or pick a category and view your items in a list.
3. 2-Way SMS for Franchise Sales Prospects. In addition to scheduled outbound drip SMS messages, our platform now provides the ability to send 2-way SMS messages so lead owners can quickly reply to any prospect immediately with their own custom Zorzees phone number.

Core Product Offering

• Features / Enhancements
  1. Ability to expand collapse rows when managing resources.
  2. Standardized placeholder text color on panels.
  3. New ability to embed any editable Google document type into a Resource for collaboration (Calendar, Sheet, Docs, etc.)
  4. New ability to embed Google Sheets as opening checklists into a unit-specific tab; with frequent changes, Google sheets can be an easy way to make fast changes for all franchisees to see

1. Features
   1. 2-way SMS now live.
   2. Global merge tags for easier management of notification content.
   3. Optimized notification conditionals to ensure ease in managing complex rules for drip campaigns.
   4. New state field for managing FDDs by state instead of only by territory.
   5. Filtering of franserve leads and auto-addition to CRM.
   6. New time-saving feature to edit a shareholder’s profile detail directly from the business entity, instead of going to their profile.
2. Bug Fixes
   1. Fixed issue where FDD pop-up window was not appearing for users in role of employee who want to sign an FDD.
   2. Fixed issue where Z phones were not being created in some cases for SMS users.
   3. Removed double FDD data rows.
   4. Fixed issue where Business Entity was not attached to the application when saved on a prospect.

1. Features
   1. New Resource home page in a Knowledge Base style with icons and description per resource category.
   2. Search across resources — not just filtering an existing resource.
   3. Laid technical foundation for aggregating employee course reporting on the panel for franchisees and managers.
   4. User AI to create a course outline on the fly, and auto-create the associated lessons to save you time.
2. Bug Fixes
   1. Temporarily could not attach banks when enrolling via Plaid.
   2. Fix bug where Expand All was broken on the course list.
   3. Fixed issue where spinner was not appearing when searching for users to add/remove for online courses.

1. Features
   1. Quickly view user profile from emails when certifications are expired.
   2. Standardized the layout of employees and managers on the Staff tab in the panel.
   3. Integrated new community section as a potential landing page and communication platform for clients.
2. Bug Fixes
   1. Fixed bug where searching by name was broken when assigning individual users to courses.

1. Features
   1. Improved performance on area commissions grid.
2. Bugs
   1. Fixed issue where automated royalties were not being captured.

Our second release of the year brings a number of subtle enhancements to our panels to make saving data faster and easier. Additionally, we’ve set the stage for clients managing and configuring their own core notifications and the building blocks for Resources 2.0, a set of features which will provide one of the most requested features from all users — search across resources. This is feature is around the corner! Additionally release 2.22 provides a number of bug fixes.

Core Product Offering

• Features / Enhancements
  1. Saving data in our panels for units and users is now faster.
  2. Implemented a number of small interface enhancements.
• Bug Fixes
  1. Fixed bug when scrolling quickly on resource pages.
  2. Fixed issue where default home page was not saved correctly in some use cases.
  3. Fixed issue where panel was requiring open/close x2.
  4. Fixed issue where 2nd units were billed as first units.
  5. Fixed icon on second row issue.

1. Features
   1. Now provide ability to implement “blank” email templates without client branding, if desired.
   2. Added new “Current / Not Current” flag on FDD’s list to quickly scan approved areas.
   3. Users now directly open the Application panel in the panel when clicking “View Application”
   4. Re-added feature to block all FDDs when an federally amended FDD is released.
2. Bug Fixes
   1. Implemented small interface changes to fix button states.
   2. Fixed issue where counts by Lead Source were coming up as blank.
   3. Fixed issue causing error when FDDs were trashed.
   4. View Application button now working on SMS reply emails

1. Bug Fixes
   1. Online courses can now be set to expire after 365 days of the learner earning their certificate, making it much easier for administrators since they do not have to reassign required courses.

1. Bug Fixes
   1. Fixed issue where users were not being taken directly to the Resource page when clicking the link from the email.

1. Features
   1. Improved performance when loading default ACH transactions from Payments report.
2. Bugs
   1. Fixed minor bug where bank accounts could not be added in some edge cases after Plaid authentication.

Our product development team has been heads down over the past year with major updates behind the scenes to our technology stack. We are very excited to roll these benefits out to ensure an fast, expedited experience for all of our users. Enjoy!

Core Product Enhancements

• Major performance enhancements included in this release to expedite the saving of data.
• Made it easier to manage panel entries by enhancing our messaging around form errors.
• Improved layout for lists in content.

Bug Fixes

• Fix issue where overall History log is not showing up for admins.
• Fixed critical error when saving profile.
• Fixed royalty automation timing that was not working in some use cases.
• Fixed issue where no Area of Interest is selected when lead is parsed if Area of Interest is not set.
• Fixed issue where unit page was not showing in some cases.

1. Features
   1. Made Calendly links hyperlinked instead of just displayed.
2. Bug Fixes
   1. Fixed issue where Commissions were not updating in some use cases.
   2. Fixed issue where ACH statuses were not correct for manually initiated transactions.
   3. Fixed issues where extra meta data was not parsing for all LeadPPC leads
   4. Fixed issue where some SMS messages were not logging in history.

1. Bug Fixes
   1. Fixed issue where “New” indicator was not showing up correctly on resource pages.
   2. Fixed issue where resources were missing the date the link was added (now uses date the page was updated).
   3. Fixed issue where create/select location and add New not listing the locations.

1. Features
   1. Added quiz scores on exportable reports for courses and lessons, to provide further granularity in addition to seeing scores on learners’ profiles.

Core Product Enhancements

• For clients leveraging our Recruiting module, updated jobs page to become more enticing.
• Numerous client-specific enhancements to streamline Operations.
• Enhanced design of panel for Beta customers.
• Improve performance on numerous pages including ACH enrollment and FDD Receipt e-signing.

Bug Fixes

• Fixed HTML characters being displayed in some cases.
• Fixed issue where “New FDD for You” message appeared for some lead owners.
• Hid option to exclude some content from search results — all is excluded by default.
• Changed default configuration for email server and sender email address to prevent any delivery flagging issues.

Core Product Enhancements

• Improved performance by up to 50% when saving applications.

Franchise + Sell

• Optimized prospect flow so that FDD intro, FDD receipt and confirmation page load 50%+ faster — with further optimizations coming to bring this load time under 2 seconds in nearly all cases.
• Added new alert for parsed leads that include an attempt to send an FDD to a prospect in an unapproved area — will now alert the Lead Owner that the FDD did not send to the prospect because they are in an unapproved state.

Bug Fixes

• Fixed edge case for accessing approved FDDs.

Over the coming weeks we expect a number of rapid releases as we fine-tune performance of our backend systems and increase our product speed. There’s no reason to hold back these benefits from all of you!

Core Product Enhancements

• Performance improvements: Backend changes to optimize updating data in the product.
• For clients utilizing the Unit Name field, this field is now accessible as a linked column on our main reporting screens. It will take you directly to that unit’s information: deal, timelines, checklists, deadlines… you name it!

Operate + Inspect

• Removed the limit on adding employees and managers for our training modules. Now, it’s unlimited learners for every unit.

Bug Fixes

• First + last name was missing in some cases on the Contacts tab in reporting.
• Pinning columns in reporting was not failing gracefully — now looks good when client data is not populated.
• Fixed issue where MS Edge was not allowing employees to be added to Staff page.

These are exciting times in the remote offices of Zorzees these days as our team works tirelessly to bring the next iteration of our platform to life. Our new interface is bound to save users plenty of timing managing their franchise information, and we’ve been able to include a few extra features in other modules as well. Version 2.14 released today includes minor enhancements:

Core Product Enhancements

• Enhanced the Billing section to provide additional information about our monthly services to our clients.
• The Request Appointment functionality is enhanced to capture 10 more fields for brands looking to give their franchisees a way to pull in end customer prospects.

Franchise + Sell

• Clients using the beta version of our panels can now send the FDD directly from the panel!

Build + Open

• Recruiting module now includes fields for job summary, responsibilities/duties, and qualifications/skills.
• Recruiting module now includes configurable fields for catching additional candidate information from job candidates.

Grow + Earn

• The performance on initiating one-time ACH transactions is dramatically improved.

Bug Fixes

• Saving new social profiles was temporarily disabled and can now be saved again.
• The performance on the Reporting page when searching for data was slow; issue identified and fixed.
• The Open Deadline field for units was not populating in some reporting screens; issue fixed.

Performance is the name of the game in version 2.13 of our platform. We sped up our Reporting screens with more performance enhancements coming in Q1 2023. Version 2.13 was packed with other small enhancements and bug fixes below. We hope to see you at the IFA conference in Las Vegas in February!

Core Product Enhancements

• Added numerous headings on units and locations to make identifying content easier — this will be very important as we roll more clients on to the beta version of our software.
• Further enhanced beta panels by dedicating notes in the right column.
• Added merge tag to immediately view profile for notifications to profile updates.
• Zees and area developers can now access their units’ employee profiles
• Changed “info” to “summary” for units to more accurately reflect what the tab is.
• Increased default font size on Reporting page.
• Further automated billing to provide details around monthly invoices.
• Added onboarding checklists for internal users.

Franchise + Sell

• Now allowing no default lead owner for areas, meaning the brand’s default lead owner will be used in any case where a lead owner is not specified.

Grow + Earn

• Removed ability for zees to Disconnect their business from ACH — will require franchisor granting.
• For clients using Booker as POS, set up alerts for any disconnected servers.
• Clarified document requirements when enrolling a business in ACH payments — some require JPG, some require PDF.
• Automated failed ACH fee on a per transaction basis.

Bug Fixes

• Fixed issue where download icons were not enabled as links on Operations pages.
• Fixed issue where franchise news was not accessible by both news list links.
• Fixed layout issue of franchising progress bar for “Let’s Talk” step.
• Removed irrelevant “publish” box on Payments page.
• Corrected Dwolla time stamps on ACH enrollments to be client-centric.
• Fixed bug where revenue reports were beginning at calendar year start date instead of first date of actual revenue.
• Fixed issue where royalties could not be recalculated from the unit page in some cases.
• Fixed issue where responsive grids were not laying out correctly.

The theme for this pre-holiday release is streamlining operations. We included a number of internal enhancements to make it easier to manage our clients’ billing, which leaves more time to help with anything else they need. Have a great rest of 2022 everyone, and we will see you in 2023!

Core Product Enhancements

• We now have the capability to provide invoice summaries by invoice category, making it much easier to understand any bills.
• All pages from our reporting screen now launch with the same browser tab to simplify the user experience.
• Unit owner phone numbers and email address are now available as exportable columns in our reporting instead of viewing the phone/email on the profiles or contact screens.
• We released a beta version of our new user panels — this is the future of our software — and we are ecstatic to open up the functionality to a few friendly clients.
• Document uploads to any part of the product can now trigger email alerts to anyone. This was available previously, but we now provide more granular control over which documents can trigger alerts and who can receive them.

Franchise + Sell

• We added franchisee as a referral lead source.

Grow + Earn

• Plaid Integration — we released an integration with banking authentication provider Plaid. It is now even easier for clients to enroll their businesses in ACH payments and directly sync up their bank accounts through our technology. Simply select your bank and provide your credentials on our Plaid interface — Plaid does the rest to bring in all of your account information. You then select which account to use for payment transfers.

Bug Fixes

• Fixed issue where incorrect user data was being pulled in on some history tabs.
• Added line breaks to support ticket requests.
• The merchant ID is now validating for clients using Mind and Body’s Booker POS system.
• Our guided product tours were disabled temporarily due to an integration upgrade that was pending — this is now live and tours are back.
• Exporting reports as CSV’s are now preserving column order and showing owner names instead of IDs.

Increased security and CRM enhancements will be taking center stage in the next few releases for Zorzees. In V2.11 which released today, we unified our login pages to reduce the risk of malicious attacks on our product and began fixing finding from third-party security assessments.

CRM Enhancements

• New instructions provide more clear directions for prospects about to digitally acknowledge they received the FDD or complete the full prospect application.
• Outbound SMS messages and phone calls to/from prospects are now automatically captured in the prospect history.
• Improved the legibility of embedded FDDs as PDFs for anyone who zooms via their browser controls.
• A prospects net worth is now automatically calculated along with total assets, total liabilities and income sources — no more math!

Security Enhancements

• A new, unified login page provides fewer entry points for malicious attackers.
• During ACH enrollment, we’ve now added Plaid as an extra layer of security between the Zorzees platform and our users’ bank accounts. It’s a superior user experience, and our users are becoming more familiar with Plaid each day as they increase their market penetration.

Other Enhancements

• Standardized the way users are created in the platform across all user creation screens so that first name, last name, and email address will be forever consistent.
• Royalty collection tables now include the period (next, current, last) for the royalty or fee in order to assist with reporting.

Bug Fixes

• Fixed issue where resetting a passphrase twice in a row would catch a user in an endless loop.
• Fixed issue where full application sent date was not always captured.
• Fixed issue where updates to applications were not appearing in user/application history.
• Fixed issue where green check mark was showing for bank accounts even though the bank account was not validated yet.