New Referral Warning Icon - On the Commission Detail page, we have added a warning icon to the Referral button. This icon will appear when the referral amount on the Commission Detail page doesn’t match the referral amount entered on the Transaction Detail page. It gives users a visual cue to indicate the discrepancy, so they can review and make corrections to the referral amount.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Referral button|
Terminating Agent User Accounts - On an Agent’s Detail page, users can now utilize the Terminate button to terminate an Agent’s account access in the system. Once clicked, the button triggers a pop-up window where users can select the termination date, and enter any comments as necessary. Terminated agents can be viewed by navigating to Agents > Terminated, where the agent information (including termination date) displays in a table view. Note that terminating a user's account does not change any of the user's profile information as it exists in the system nor does it remove their listings or transactions from the system, it merely shuts off system access for that user.
|Users with System Admin permissions.||Navigate to Agents (dashboard menu) >Active > Locate Desired Agent > Click Edit Details icon > Click Terminate button|
New Comments Button Added to Commission Detail Page - We have added a new Comments button to the Commission Detail page. Located at the bottom of the left navigation tile, clicking the button opens the View Transaction Comments window, where users can view comments added to the transaction when it was entered, as well as the ability to add comments and upload supporting documentation that will be associated with the transaction. Users can also select the Private Comment option, which allows them to add private comments that can only be viewed by other Admin users.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Click New Comments button |
New Personnel Data Export Option - Under the Integrations tab, users now have additional selection options for Personnel data exports. Under the Marketing Information category, users can now select "Social Media Links". This option adds a social media column to the exported report that displays links to an Agent’s social media profiles. Under the Professional Information category, users can now select the Termination Date option, which will add Agent termination dates to the export data.
|Users with Admin, System Admin, and Accounting permissions.||Navigate to Integrations (dashboard menu) > Data Export > Personnel > Locate Marketing Information category > Check Social Media Links checkbox|
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