January 2026 Release Updates[Latest Release]

Frannie: Agreements Assist for Faster Agreement Data Entry

Agreements Support is a new AI-powered assistant in Information Manager that helps corporate teams capture franchise and lease agreement data faster and more accurately. By automating data extraction and entry, Agreements Assist reduces manual effort, minimizes errors, and streamlines agreement setup.

What’s New

• Automated Agreement Data Extraction
  Agreements Assist identifies and extracts key fields from uploaded franchise and lease agreements.

• Seamless Data Entry into Info Manager
  After review, extracted data is automatically populated into the relevant Agreement and Real Estate tabs, reducing manual data entry.

• Smart Search and Q&A
  Users can ask questions and quickly retrieve key information directly from uploaded agreements.

Get Started

• Navigate to Frannie > Agreements Support

• Upload a franchise or lease agreement

• Review extracted fields and confirm

• Allow Agreements Assist to populate agreement and real estate details automatically

Information Manager: Greater Control Over Location Lifecycle Stages

Information Manager now gives franchise organizations stronger control over how locations progress through lifecycle stages. Corporate administrators can define which stages are available at creation and enforce a step-by-step lifecycle flow, helping standardize processes and maintain reliable location data across the franchise network.

What’s New

• Control Lifecycle Stages at Location Creation
  Define which lifecycle stages are available when a new location is created, ensuring locations enter the system at the appropriate stage from day one.
• Enforce Step-by-Step Lifecycle Progression
  Require locations to move through lifecycle stages in sequence, reducing inconsistencies caused by skipped or reversed stages.
• Clearer Lifecycle Selection
  Lifecycle dropdowns clearly highlight the current stage and display only valid next-stage options.

Get Started

• Navigate to Admin > Info Manager > Configure Lifecycle
• Select Manage Creation Availability to configure lifecycle stages shown during location creation

Note: Contact helpdesk@franconnect.com to enable this feature.

Information Manager: Lifecycle-Driven Field Visibility and Requirements

Store Details now adapt automatically based on a location’s lifecycle stage. Corporate teams can control which fields appear, can be edited, or are required at each stage—ensuring the right information is collected at the right time while keeping records consistent across the franchise system.

What’s New

• Lifecycle-Based Field Control
  Configure field visibility, edit access, and requirements by lifecycle stage.
• Automatic Store Details Updates
  Store Details update dynamically as locations move through their lifecycle.
• Stage-Specific Required Fields
  Required fields adjust by stage to support accurate, complete records without unnecessary data entry.

Get Started

• Go to Admin > Information Manager > Form Generator
• Edit an existing field or create a new one
• Select the lifecycle stages where the field should be visible, editable, or required
• Save the configuration

Sales: All Lead Documents in One Place

All lead documents are now centralized in a single Documents tab, regardless of where they are uploaded. This enables centralized access to all documents associated with leads in the Sales module.

What’s New

• Centralized Document Access
  Documents uploaded from system tabs, custom tabs, tabular sections, and web forms all appear in one Documents tab.
• Consistent Coverage Across Document Types
  All document field types are included to ensure complete visibility.
• FDD Documents Always Available
  FDD receipts automatically appear for both leads and co-applicants.
• Clearer Organization and Layout
  Documents are grouped by section, show document counts, and use a cleaner, easier-to-scan layout.
• Each document entry clearly displays the following columns:
  • Document Title / Name – Name of the uploaded document
  • Document  – document Link
  • Uploaded By – User who uploaded the document
  • Uploaded On – Date and time of upload
  • Actions – Modify and Delete (Only document tab)

Get Started

• Navigate to Sales > Lead Management > Leads > Documents
• Use the Documents tab to view all related files in one place

Sales: Faster, Clearer Lead Management

Lead management has been enhanced to help sales teams work more efficiently across franchise markets. These updates improve visibility, reduce friction when navigating lead lists, and make lead status easier to understand at a glance.

What’s New

• Sorting Across All Lead Summary Columns
  Sort leads using both system and custom columns to prioritize follow-up and analysis.
• Chronological Activity History
  Activity History now follows a clear, intuitive timeline.
• Pagination Retained After Actions
  Return to the same spot in the lead list after taking action.
• Preferred Location Filtering
  Filter leads by Preferred Location and add it as a configurable Lead Summary column.
• Clear Lead Status Highlighting
  Lead status is prominently displayed on the Lead Details page and Primary Info tab.

Get Started

• Navigate to Sales > Leads Management to sort, filter, and manage leads
• Open any lead record to view updated status indicators and activity history

Campaigns: Deeper Visibility Into Audience, Data Quality, and Performance

The Local Marketing Campaign Details page now includes expanded KPIs that provide a complete view of campaign reach, audience health, and performance. Marketing teams can more easily understand who campaigns reach, identify data quality issues, and evaluate results.

What’s New

• Full View of Campaign Audience
  New KPIs surface total contacts, opt-outs, and duplicate email IDs.
• Clear Insight Into Data Quality
  Opt-Out and Duplicate Email ID metrics help identify factors that may impact delivery and engagement.
• Associated Contacts Highlighted
  Associated Contacts is now a primary KPI, clearly showing how many contacts were eligible for the campaign.
• Improved KPI Flow
  KPIs are ordered to move from audience size and quality to delivery and engagement outcomes.

KPI Display Order

• Total Contacts (Associated + Opt-Out)
• Opt-Out
• Duplicate Email ID
• Associated (Sent + Invalid & Subscription Opt-Out)
• Sent
• Invalid & Subscription Opt-Out
• Delivered
• Opened
• Clicked
• Bounced
• Campaign Opt-Out

What You’ll See for Existing Campaigns

• Opt-Out and Duplicate Email ID appear without historical values
• Total Contacts reflects Associated Contacts only
• Associated values remain accurate and unchanged

Get Started

• Navigate to Campaigns > Local Marketing > Campaign Details
• Review the updated KPI section for audience, data quality, and performance insights

RizePoint: Simplified Audit Scheduling With Calendar Integration

Audit Scheduling streamlines how audits are coordinated between corporate auditors and franchise locations. Auditors can share availability, schedule visits through Outlook, and automatically send calendar invites and reminders. Remote audits are supported through Microsoft Teams and Zoom.

What’s New

• Shared Availability Through Outlook
  Locations select audit times based on auditor availability.
• Automatic Calendar Invites and Reminders
  Audits sync to calendars and Mobile Auditor, with reminders sent ahead of visits.
• Centralized Scheduling Dashboard
  Track requested and scheduled audits in one place.
• Support for Remote Audits
  Include Microsoft Teams or Zoom links when scheduling virtual audits.

Get Started

• Contact your Customer Success representative to enable Audit Scheduling
• Once enabled, navigate to RizePoint > Audits to schedule and manage audits

Analytics: Manage Dashboard Subscriptions in One Place

The Analytics Catalog now includes a My Subscriptions view, giving users a single place to manage all dashboard subscriptions. Instead of navigating across individual dashboards, users can quickly review, update, or remove subscriptions-keeping scheduled deliveries aligned with current priorities.

What’s New

• Centralized Subscription Management
  A new My Subscriptions tab in the Analytics Catalog displays all dashboards you’re currently subscribed to.

• Edit Subscription Settings
  Update delivery details, such as schedule or recipients, directly from the subscriptions list.

• Remove Unneeded Subscriptions
  Delete subscriptions you no longer need with a single action to reduce inbox noise.

• Clear Subscription Visibility
  Easily see which dashboards you’re receiving and managing at any time.

Get Started

• Navigate to Analytics > Catalog

• Open the My Subscriptions tab

• Review your active dashboard subscriptions

• Use Edit to update delivery settings or Delete to remove a subscription

Analytics: Playbook Tracker for Network-Wide Execution Visibility

The Playbook Tracker provides corporate and operations teams with a centralized analytics view of playbook execution across the franchise network. Teams can monitor task progress, identify overdue work, and assess execution trends across playbooks, units, and owners from a single location.

What’s New

• Centralized Playbook Execution Overview
  View execution metrics across all active playbook templates and instances, including total tasks, active units, and overall completion status.

• Task Status and Distribution Insights
  Visual breakdowns show the distribution of tasks by status (Not Started, In Progress, Completed) and by task type, making it easier to understand execution health at a glance.

• Flexible Network-Wide Filtering
  Filter playbook data by playbook template, playbook instance, task subject, unit, and unit owner to focus analysis on specific initiatives, locations, or responsibilities.

• Unit-Level Execution Snapshot
  Review task counts and completion status by unit, including not started, in progress, overdue, and completed tasks, supporting targeted follow-ups.

• Detailed Task Visibility
  Access task-level details such as status, priority, start date, due date, and completion date to identify execution gaps and operational risk.

Get Started

• Navigate to Analytics > Operations > Playbook Tracker

• Use filters to analyze execution by playbook, unit, or owner

• Review task status and overdue items to identify areas requiring attention

Analytics: Franchise Engagement Visibility

The new Franchise Engagement analytics view gives corporate and operations teams a consolidated view of how teams are interacting with franchise locations. By bringing together engagement activity, trends, and detailed records in one place, teams can better understand touchpoints, monitor outreach patterns, and review engagement history at scale.

What’s New

• Centralized Engagement Snapshot
  View engagement activity across the franchise network in a single dashboard, including appointments, calls, documents, confirmations, remarks, and other touchpoints.

• Engagement Trends Over Time
  Track engagement volume by type across year, month, or week to understand changes in outreach patterns and activity levels.

• Engagement by User Visibility
  See engagement activity broken down by user to understand who is interacting with locations and how frequently.

• Detailed Engagement Records
  Access a detailed, filterable table showing unit, owner, region, activity date, engagement type, notes or remarks, and user for full context.

• Flexible Filtering Across the Network
  Filter engagement data by Division, Unit, User, Engagement Type, and time period to focus analysis on specific regions, locations, or teams.

Why It Matters

• Gain visibility into how and when franchise locations are being engaged

• Identify engagement gaps or uneven outreach across units or regions

• Support more informed follow-ups with historical context

• Improve oversight of corporate and field team interactions

Get Started

• Navigate to Analytics > Foundation > Franchise Engagement

• Use filters to narrow engagement data by unit, user, or engagement type

• Review trends and detailed records to understand engagement patterns

Analytics: Unit Remarks Visibility in Location Insights

Location Insights now surfaces unit-level remarks in a dedicated analytics view, giving corporate and operations teams a clearer way to review notes, follow-ups, and context tied to individual locations across the franchise network.

What’s New

• Centralized View of Unit Remarks
  Unit remarks are now displayed alongside key unit attributes such as location, franchise type, store type, and expected opening date, making it easier to understand the context behind each note.

• Filter and Analyze Remarks at Scale
  Remarks can be filtered by unit, user, and remark date, allowing teams to quickly focus on recent updates, specific locations, or remarks added by particular users.

• Improved Operational Context
  By combining remarks with lifecycle and location data, teams gain better visibility into issues, follow-ups, and operational updates without navigating into individual unit records.

Get Started

• Navigate to Analytics > Foundation > Location Insights

• Select View By > Unit Remarks

• Use filters to review remarks by unit, user, or date

Royalty Manager: Enhanced Master Invoice Summary

The Master Invoice Summary now includes configurable columns and sorting, bringing it closer to parity with the Sales Summary and reducing reliance on exports for day-to-day analysis. These enhancements enable finance and operations teams to customize their view and analyze master-level invoice data more efficiently directly within FranConnect.

What’s new

• Configure Columns
  Users can now configure columns in the Master Invoice Summary, selecting and arranging both standard and custom fields such as Report ID, Tax on Invoice Amount, Total Sales, and other relevant master invoice attributes.
• Column Sorting
  Sorting is now supported on configurable columns, allowing users to quickly compare and analyze master invoices based on their operational and financial needs.

Get Started

• Navigate to Financials > Master Invoice Summary.
• Select Configure Columns to choose and arrange the fields you want to display.
• Click on any column header to sort the data as needed.

Hub: Document Preview Across Hub Experiences

Document preview in Hub has been enhanced to deliver a more reliable, secure, and scalable experience. The preview service has been upgraded to eliminate format failures and ensure consistent document rendering wherever Hub Library documents are accessed.

What’s New

• Upgraded Preview Service
  Document previews now use GroupDocs Viewer instead of Google Docs Viewer, providing a more stable and reliable preview solution.
• Improved Support for Common File Formats
  Previously failing formats such as .doc, .xls, and .xlsx now preview more consistently, reducing the need to download files.
• Impacted Areas
  • Hub Library
  • Global Search results containing Hub Library documents
  • Global Search responses powered by Info Manager
  • Frannie AI responses that surface Hub Library documents
  • Supported Preview Formats
  • Doc
  • Docx
  • Xls
  • Xlsx
  • Csv
  • Txt
  • Ppt
  • Pptx
  • Pps

Get Started

• Navigate to Hub > Library and open any supported document to view the updated preview
• Use Global Search or Frannie AI to preview documents directly from results

Training and Development(World Manager) & FranConnect: Single Login Experience for Integrated Customers

Integrated FranConnect–World Manager customers now have a single, consistent login experience. FranConnect becomes the sole login entry point for all integrated tenants, eliminating confusion caused by multiple login URLs and providing a smoother transition between platforms.

What’s New

• Single Login URL for Integrated Customers
  FranConnect is now the only login entry point for integrated World Manager customers. Users no longer need to manage or remember separate login URLs.

• Automatic Redirection from World Manager Login
  Any attempt to access the World Manager login page automatically redirects users to the FranConnect login page, ensuring a consistent entry experience.

• Seamless First-Time Access
  First-time World Manager users are automatically added to FranConnect during login, allowing future access without additional steps.

• Unified Logout Experience
  Logging out of World Manager now redirects users to the FranConnect logout page, maintaining a consistent session flow across platforms.

• No Impact to Standalone Customers or Mobile App
  Standalone World Manager tenants continue using their existing login page. The World Manager mobile app remains unchanged.

Get Started

• Use the FranConnect login URL to access both FranConnect and World Manager

• If accessing World Manager directly via the browser, users will be automatically redirected to FranConnect

• Continue navigating between FranConnect and World Manager modules without re-logging in

Additional Notes

• This update applies only to integrated FranConnect–World Manager tenants

• Standalone World Manager tenants are not affected

Learn More

Training Access Expanded to World and National Manager

We’ve extended training participation in World Manager to include World Managers and National Managers. These users can now be targeted for training and access assigned learning directly through the My Training experience. 

This enhancement ensures senior leadership can complete relevant training at both the World and Division levels, while existing training behavior for other user roles remains unchanged.

To get started, enable the Fusebox permission for My Training at the World Manager and National Manager levels.

Note: Training completions for World and National Managers are not currently included in Stats & Reports or Performance Monitor metrics.

Learn more