November 21, 2012

Post date: Nov 21, 2012 6:35:45 AM

ADMIN

• [CHANGE] All of the permanent statuses in the system can now be renamed and the permanent statuses that the system does not rely on can now be deleted.

AUTO TASKS

• [NEW] Added Seller macros to all auto tasks.

• [NEW] All Auto Tasks can now be sorted by Sub Client.

  • [NEW] Added Photo Added System Trigger to Property Auto Tasks.

• [NEW] Added Buyer Email as Offer Auto Task Email Macro.

• [CHANGE] Email Address macros can now be used in the "From" field for Auto Task Emails.

  • [FIX] Fixed Day of Month trigger not showing up after updating Auto Task.

EXPENSES

• [NEW] Added attachments to Expenses.

• [NEW] Added Due Date to expenses.

HOA

• [NEW] Added Age Restriction to HOA.

HOME TAB

• • [CHANGE] Increased size of email lists in Home Tab.

MY ACCOUNT

• [NEW] In My Account page, users may now subscribe to an email list to notify them when system updates are made.

OFFERS

• [NEW] Added Non-Profit as option under Owner Occupied in Property > Offers.

PRESERVATIONS

• [NEW] Added Group permission restriction to prevent groups from adding new Preservation items.

• [CHANGE] Approve Bid Dialog now auto populates if the information is already entered in the preservation item.

PROPERTIES

• [NEW] Added Seller Contact in Property > Info Client.

• [CHANGE] Added Evictions tab to Managed properties.

REPORTS

• • [NEW] Added Income to Expense report.

  • [NEW] Added Tenant Deposit amount and date to Expense report.

  • [NEW] Added Tenant Refund amount and date to Expense report.

  • [NEW] Added Association visible column to Expense Report that shows the Utility Company or Preservation associated with the expense.

  • [CHANGE] Added Property Totals to expense reports as visible columns even if the report type is not set to summary.

  • [FIX] Fixed days in escrow visible column in Property Report to reflect N/A if there is no accepted offer on a property.

UTILITIES

• [NEW] Added Liens to Property > Utilities.

• [CHANGE] Added Individual, Shared & Community as options to Well in Property > Info > Utilities.