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:
- 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.
- 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.
- 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
- Ability to expand collapse rows when managing resources.
- Standardized placeholder text color on panels.
- New ability to embed any editable Google document type into a Resource for collaboration (Calendar, Sheet, Docs, etc.)
- 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
Find + Sell
- Features
- 2-way SMS now live.
- Global merge tags for easier management of notification content.
- Optimized notification conditionals to ensure ease in managing complex rules for drip campaigns.
- New state field for managing FDDs by state instead of only by territory.
- Filtering of franserve leads and auto-addition to CRM.
- New time-saving feature to edit a shareholder’s profile detail directly from the business entity, instead of going to their profile.
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Bug Fixes
- Fixed issue where FDD pop-up window was not appearing for users in role of employee who want to sign an FDD.
- Fixed issue where Z phones were not being created in some cases for SMS users.
- Removed double FDD data rows.
- Fixed issue where Business Entity was not attached to the application when saved on a prospect.
Build + Open:
- Features
- New Resource home page in a Knowledge Base style with icons and description per resource category.
- Search across resources — not just filtering an existing resource.
- Laid technical foundation for aggregating employee course reporting on the panel for franchisees and managers.
- User AI to create a course outline on the fly, and auto-create the associated lessons to save you time.
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Bug Fixes
- Temporarily could not attach banks when enrolling via Plaid.
- Fix bug where Expand All was broken on the course list.
- Fixed issue where spinner was not appearing when searching for users to add/remove for online courses.
Operate + Inspect
- Features
- Quickly view user profile from emails when certifications are expired.
- Standardized the layout of employees and managers on the Staff tab in the panel.
- Integrated new community section as a potential landing page and communication platform for clients.
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Bug Fixes
- Fixed bug where searching by name was broken when assigning individual users to courses.
Grow + Earn
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Features
- Improved performance on area commissions grid.
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Bugs
- Fixed issue where automated royalties were not being captured.