Here are the following Release Notes from 03/14 to 03/18:
|What is the change?||Who did it change for?||Where did the change occur?|
Commission Detail Page Download Option - The Commission Detail page now includes a Download PDF option. When clicked, users will download a PDF document of the page. This document will also include an extra section titled “Earned Commission Detail” which reflects the incomes and fees associated with parties on both the listing and buying side of the transaction.
|Users with Accounting and System Admin permissions.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Details button > Click Download PDF button|
Update to MLS Board Name Field -
The MLS Board Name field on the Edit Agent page has been changed from a text field to a dropdown menu, where users will be able to select the appropriate MLS Board from a pre-populated list of the MLS entities associated with the brokerage..
|Users with Admin, System Admin, and Accounting permissions.||Navigate to Agents (dashboard menu) >Active > Locate Professional Info tile|
Accounting Auto-Sync for Closing Entity Updates - We have made updates to the closing entity configuration. Now, changes made to a closing entity’s information (for example, the entity’s name or address) will automatically update its profile in the Accounting Module. After saving the changes, users can click the View in Accounting button to be redirected to the entity’s profile on the Vendor Detail page.
|Users with Accounting and System Admin permissions.||Navigate to Transactions (dashboard menu) > Active > Click Closing Entities button > Locate Desired Entity > Click View Details button|
Updates to Field Modification When Editing Transactions -
To better enhance the real-time syncing of data in the system, now when a transaction is placed into Distribution Sent to Title status, the Sales Price and Close Date fields on the transaction page will appear grayed out, and you will no longer be able to make adjustments to these fields. This enhancement allows you to better manage your processes by limiting unauthorized changes to this information during a crucial stage in the transaction process. Don’t worry! While this information cannot be updated directly from the transaction page, these fields can be updated by users with access to the Commission Detail page.
|Users with Admin, System Admin, and Accounting permissions.||Navigate to Transactions (dashboard menu) > Active > Locate Desired Transaction > Click Action button > Review Edit Transaction page|