Zorzees Version 2.23

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
Find + Sell 
  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.
Build + Open:
  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.
Operate + Inspect
  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.
Grow + Earn
  1. Features
    1. Improved performance on area commissions grid.
  2. Bugs
    1. Fixed issue where automated royalties were not being captured.