---
title: "Release Notes - 4 September 2025"
url: "https://knowledge.wizehub.co/en/article/release-notes-4-september-2025"
language: "en"
last_updated: "2025-09-25T13:24:02.138Z"
---

# Release Notes - 4 September 2025

### Ideal Teams

We have added the **Ideal Teams** planning tool for firm owners to set a vision for their million dollar teams.

The standalone module allows firms to plan their Wize Ideal Team structure, including a vision for existing team members and new additions to the team. 

Go to Plan > **Ideal Teams**

1.  Click on Create Scenario (first time users) otherwise click on the Scenario button.   
      
    ![](https://cdn-assets.productfruits.com/0393b959-3245-4b75-85f8-4df1daecfcb5)  
     
2.  Click on '+ Add new scenario'.  
      
    ![](https://cdn-assets.productfruits.com/ed43b3bd-7170-4940-b24b-6bbf86f50d98)  
     
3.  Enter a team name and click on 'Add'.  
      
    ![](https://cdn-assets.productfruits.com/a08ab15a-e550-48c0-a002-2e35b56f84e3)  
     
4.  Drag team members into position. 
5.  Drag and connect current or future positions to team member avatars.   
      
    ![](https://cdn-assets.productfruits.com/37710c5f-d96c-48a3-a236-5ab9c2a02efe)  
     
6.  Create reporting lines. Hover over the dot at the bottom of each avatar until you see a crossbar +. Drag the reporting line to the top of avatar profile picture to complete the connection.    
      
    ![](https://cdn-assets.productfruits.com/31021bf3-e111-4075-8b42-4f1eaf0a77cf)

### Lead Pipeline

#### ***Results***

The donut charts in the results tab have been segmented into reporting periods. In addition to this, we have added a filter making it easier for users to show the results that matter most to you.

Go to CRM > **Lead Pipeline**

1.  Click on the 'Results' tab.  
      
    ![](https://cdn-assets.productfruits.com/f4e3068e-c830-4301-b4b4-95e0dc8404d1)  
     
2.  Modify your reporting period.  
      
    ![](https://cdn-assets.productfruits.com/8b6ff8a1-ef79-4e46-a16d-8cd087fba587)  
     
3.  Filter your preferred data.  
      
    ![](https://cdn-assets.productfruits.com/ffae03fd-442f-4cbd-84e5-7a24c0b8481f)

### People

#### ***Salary calculator (AU firms)***

We have added a salary calculator to the salary field in the **People** profile. The calculator makes it easy for firms to determine a benchmark charge rate for chargeable team members. 

Go to Discover > Firm Profile > **People**

The calculator icon will appear in the salary field when you 'add' or 'edit' team member details. 

1.  Click on the calculator icon.   
      
    ![](https://cdn-assets.productfruits.com/257f5ee5-62ad-4418-8531-4e9127bfde22)  
     
2.  Enter the gross annual income and the calculator will automatically add superannuation. Click on 'Apply calculation'.  
     

![](https://cdn-assets.productfruits.com/b1da9761-b8fd-4a42-a570-8b26d6e739d4)

### Mergers & Acquisitions

#### *Potential Acquisitions* 

Users now have the option to archive or delete entries in **Potential Acquisitions**. We have also added a section to add attachments.

Go to Plan > Mergers & Acquisitions > **Potential Acquisitions**

1.  Click on the view icon.   
      
    ![](https://cdn-assets.productfruits.com/2b5e7035-290b-4e19-a60d-c74bc0ca9d45)  
     
2.  Click on 'Edit'.  
      
    ![](https://cdn-assets.productfruits.com/5018ce3c-749b-4cb9-9f86-b7fc95720f3f)  
     
3.  Change the status to archived.
4.  Click on 'Update'.  
      
    ![](https://cdn-assets.productfruits.com/647208aa-c183-4e80-9342-2ed4ac221311)  
     
5.  To delete a record, click on the view icon.  
      
    ![](https://cdn-assets.productfruits.com/2805d22f-c746-4487-a77b-049d75255eb6)  
     
6.  Click on 'Delete'.  
      
    ![](https://cdn-assets.productfruits.com/0174c050-5f80-453c-88ed-455a78486f70)  
      
    ![](https://cdn-assets.productfruits.com/6c2536f8-a24f-4eaa-927d-370afad9e3f9)  
      
     
7.  To add attachments, click on 'Select file' to upload a document or drag and drop items.   
      
    ![](https://cdn-assets.productfruits.com/e431e6a9-802d-4d18-a5b9-2328ee27f1b5)