March 11, 2013

Post date: Mar 15, 2013 3:16:43 PM

ADMIN

• [NEW] Added Auto Assign Property to Self group restriction.

• [NEW] Added Prevent Adding Duplicate Properties group restriction.

• [NEW] Added Reassign Inspector option to Admin > Users.

• [NEW] Added site setting to require Assigned Agent when adding a new property.

• [NEW] Added site setting to require Assigned Transaction Coordinator when adding a new property.

• [NEW] Added site setting to require Assigned Inspector when adding a new property.

• [NEW] Added VA as a client type to Admin > Clients.

• [CHANGE] Group managers now have the ability to see properties assigned to members of the groups they manage when Restrict property access by agents is enabled.

  • [FIX] Fixed bug where users in global groups would not be seen as users in certain markets.

AUTO TASKS

• [NEW] Added Lease Application Auto Tasking.

• [NEW] Added an option to tasks that allows users to choose to be notified when a task is completed.

  • [FIX] Fixed the Day of Month Auto Task trigger.

CONTACTS

• [CHANGE] Added "Seller" to Contacts tab.

GENERAL INSPECTIONS

• [NEW] Added Winterized to generic general inspections.

• [NEW] Added Crawl Space to generic general inspections.

• [NEW] Added Property Padlock to generic general inspections.

• [NEW] Added Carbon Monoxide Detector to generic general inspections.

• [CHANGE] Added property utilities present to general inspections.

  • [FIX] Added Smoke Alarm to General Inspection history records.

MANAGED/LEASED PROPERTIES

• [NEW] Added Lease Applications to Properties with an asset type of Managed.

NOTES

• [CHANGE] Added This Month and Last Month to Global Notes Search.

  • [CHANGE] Removed restriction that prevents new note via email from users that have the Hide Notes Not Created By Self group restriction.

  • [CHANGE] Notes that are added automatically by the system now display information on the subject of the note.

PROPERTIES

• • [NEW] Added Talking Home field to Properties > Info > MLS.

  • [NEW] Added Registration Number to Properties > Info > Misc.

• [NEW] Added VA questions to offers for VA properties (NOTE: Questions only display on properties whose client OR sub client type is set to VA).

  • [NEW] Added Lead Source contact type to Property > Main > Client Tab. Added Lead Source as visible column to Property Reports.

  • [CHANGE] Lot Size now supports any type of entry and is no longer restricted to numbers.

• [CHANGE] Assign Agents Power users can no longer see properties assigned to other agents.

  • [FIX] Fixed bug in Reassign Sub Client Reps.

  • [FIX] Fixed links in emails, tasks, reports and preservations that were supposed to load the correct tab within a property when clicked on.

REPORTS

• • [NEW] Added Last Inspected By as visible column to Inspection Report.

  • [CHANGE] Updated expense report so that property totals display as a new row below the property when a line item report is sorted by address.

  • [CHANGE] Saved Reports now show updated date and time.

  • [FIX] Fixed bug where inspection reports with a criteria of Properties with no inspector assigned would return properties if all zip codes were assigned to field inspectors.

UTILITIES

• [NEW] New site setting that auto populates utility on and off dates based on general inspections.