Day: October 26, 2021

4 Practical New Features Based on Customer Feedback At Cerca, the platform is constantly evolving thanks to your real-world feedback. Beyond the big announcements, it’s often the small, everyday improvements that really make a difference. 📅 Today, we’re highlighting 4 new features rolled out in October 2021, designed with and for our users. 💬 Notify a user in a conversation Cerca is evolving to make your conversations easier: you can now notify a colleague when creating a conversation (call, appointment, email…). Notified users will automatically receive a summary email. How do you enable this? Click 💬 > create an exchange > add the users to notify. ✅ Enable or disable a workgroup No need to delete a temporarily inactive group: you can now disable it without losing any information. This feature allows the platform to adapt to your network’s peak periods. How to enable it? Administration > Workgroups > click “Edit” > uncheck “Active.” 🚫 Add an elimination question to site visit reports A highly anticipated feature: elimination questions.If a site fails to answer a critical question correctly, the report’s overall score is automatically set to zero. How to enable it? Site Tracking > Site Visit Reports > Form Configuration ➡️ Check “Knockout Question.” ⏰ Enable a reminder for site visit report tasks Cerca is also evolving in terms of field management: you can now add an automatic email reminder before the deadline for a post-audit task. No more missed follow-ups! How to enable it? In a visit report > Add an action plan > set the number of days before the deadline for the alert. 🙌 Thank you to our contributing brands These October 2021 updates were made possible thanks to feedback from Babychou Services and Ninkasi. Thank you for your high standards! You might be interested in these articles: The History of Franchising; Franchise Owners, What Tools Do You Use for Recruitment?