Record Title Configuration
Users can now configure the display title for each CRM object by selecting any desired field, enhancing clarity and customization in record views. Read More
How to Update Unit Info
A new “Update Unit Info” action allows franchisors to easily correct company names directly within unit accounts, ensuring data consistency across tenant and unit records. Read More.
Collect All Royalty Payments from FR End
Franchisors can seamlessly collect outstanding royalty payments from all franchise units at once via integrated payment gateways, streamlining financial management. Read More
Customizing Module & Menu Colors
Users gain full control over the CRM’s look and feel by customizing module and menu colors with hex codes, enabling personalized white-label branding. Read More
How to Rename Royalty and My Royalties (Unit)
The desktop menu labels for “Royalty” and “My Royalties” can now be renamed, allowing franchises to align terminology with their business language and preferences. Read More.
Adding a “Campaign Reply To Email” Field in Company Profile
Campaign replies can be directed to a dedicated email address separate from the primary business email, improving campaign response management and workflow. Read More.
Copy Option in Detailed View for Any Fields
A convenient copy icon is now available on all fields in detailed record views, allowing users to quickly copy values for easy sharing or reference. Read More.
Managing Royalty Changes with Exceptions and Formulas from Franchisee
Franchisees can now update royalty reports using calculated fields and exceptions, with changes immediately reflected on the franchisor’s side without extra steps. Read More.
Configuring and Managing Pacific Solution / POS Integration
Soffront CRM integrates smoothly with Pacific Solution POS via multiple workflow triggers, allowing flexible and automated pushing of accounts to POS systems. Read More.
News Section and UI Updates in Soffront CRM
New news creation and publishing features with improved UI give franchisors an easy way to share timely updates that franchisees can view directly within their dashboards. Read More.
Viewing Recipient Lists in Batch Email
When sending batch emails, users can now view the full list of opted-in recipients, providing transparency and control over campaign audiences. Read More.