Here are the following Release Notes from 02/07 to 02/11:
|What is the change?||Who did it change for?||Where did the change occur?|
|Adjusting Commission Fees - Adjustable commission-based fees now have the option to be edited directly within a transaction’s Commission Detail page. In the Commission Breakdown Details tile, clicking an agent’s View Fees Detail button opens a window that displays the current fees on a transaction. From here, users can click the Edit button on the fee to be adjusted and make changes as necessary. Once a fee is adjusted, the system will recalculate based on the changes to the amounts displayed in the Commission Breakdown Details tile, and users can click the View Earned Commission button to review the updated fee amount.||Users with System Admin and Accounting permissions.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button|
|Marketing Opportunity Activity Log Updates -The Marketing Opportunity Activity Log has been updated to archive deleted marketing opportunities. Now users have the option to review the Activity Log and see who deleted the opportunity and the date it was deleted. Users can also view additional details by clicking the archived action and reading the Log Detail section.||Users with Admin and System Admin permissions.||Click Invoices (dashboard menu) > Marketing & Services > Locate Desired Marketing Opportunity > Click Action button > Click Activity Log button|
|Commission Detail Accounting Entities Tile - We have added a new tile to the Agent’s Commission Detail page. The Accounting Entities tile displays the different accounting profiles that are associated with a user (i.e., a vendor profile or customer profile). For each profile, clicking the View in Accounting button redirects users to their respective account’s detail page, where users can review more in-depth information about the account. If entities have yet to be created, this tile also includes the Generate Accounting Entities button for users to initiate the creation process..||Users with System Admin and Accounting permissions.||Navigate to Agents (dashboard menu) > Active > Click Edit Details > Click Commission Details button|
New Calculator Option for Gross Commissions - On the Edit Transaction page, we added a Calculator option to the Buying Side and Listing Side Gross Commission fields. Clicking the icon displays a field where users can enter a percentage of the sales price, and clicking Apply completes the calculation and reflects the new total in the side’s Gross Commission field.
Users with System Admin and Accounting permissions.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button >Review Edit Transaction page |