Opener: Expanded Lifecycle Project Management
Opener now supports franchise lifecycle events beyond new store openings, enabling teams to manage transfers, remodels, and other milestone-driven processes with greater visibility and coordination.
What’s New
- Lifecycle workflow support: Manage openings, transfers, remodels, and other multi-step processes in one place
- Standardized execution: Use templates to ensure consistent workflows across teams and locations
- Cross-team coordination: Assign tasks and align stakeholders across departments
- End-to-end visibility: Track milestones, ownership, and progress across every stage
- Improved execution: Reduce delays and keep projects on track with better visibility
Get Started
Navigate to Opener to create and manage lifecycle projects
Information Manager: Unified Document Visibility
Documents uploaded across Information Manager are now centralized in the Documents tab, providing a single view to review and manage all location and entity-level documents. Improved visibility supports stronger audit readiness and compliance oversight.
What’s New
- Central Documents view: All uploaded documents appear automatically in the Documents tab
- Document field support: Document Only and Document Field Type fields are fully supported
- Custom section coverage: Documents from regular, tabular, and multi-input custom sections are included
- Enhanced document layouts: Improved Store Summary and entity-level views for clearer visibility
- Permission enforcement: Existing permission rules remain fully enforced
Get Started
Navigate to Information Manager > Locations > Documents
Information Manager: Default Custom View for Store Summary
Store Summary now opens in your preferred view, so you can start working immediately without switching from Lifecycle View. This is especially useful for teams using Custom Views for quick edits and bulk updates.
What’s New
- Start where you work: Open Store Summary directly in a Custom View
- Org-wide defaults: Admins can set a default view for all users
- Personalized experience: Users can save their own default view (if enabled)
- Faster updates: Access inline editing and bulk actions without extra clicks
Get Started
Go to Admin > Configuration > Configure Store Summary Landing Page to set your default view
Other Updates
Operations: Expanded Access Controls for Self-Assessment, Incidents, Overview, and Reports
Access controls are now more consistent across Self-Assessment, Incidents, Overview, and Reports. Admins can manage permissions through Role Management, users only see the areas they can access, and permission rules now align more closely with the structured privilege model already used in Visits.
Sales and Information Manager: Document Upload API Support
New REST API support for document uploads in Sales and Information Manager makes it easier to manage documents programmatically, access document metadata, and support more efficient integrations across external systems and workflows.
Platform: Accessibility-Enhanced Theme
A new theme improves accessibility across key interface areas, including navigation, side panel, and footer. It provides a more consistent, usable experience for all users with the option to revert to the standard view.