Here are the following Release Notes from 05/16 to 05/20:
| What is the change? | Who did it change for? | Where did the change occur? |
New Mentor Feature Added to Commission Detail Page - If users have designated an Agent as a mentor on a transaction, this Agent’s name will appear on the Commission Detail page with the Mentor tag, and the mentor’s name and commission information will be displayed as a row on the Commission Breakdown Details tile. Users will also have the option to click the View Earned Commission button to view a detailed breakdown of their commission schedule and earned commission totals. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending >Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Mentor tag > Click View Earned Commission button |
Referral Detail Activity Log - We have added an Activity Log option to the Referral Detail, Buyers, and Service Providers Detail pages. Clicking the Activity Log button allows users to view a log of any changes made to transactions that involve users with those assignments. The log will include a description of the action that was taken, the date and time it occurred, and the name of the user that completed the action. | Users with System Admin and Accounting permissions. | Navigate to the Referral Detail, Buyers, and Service Providers Detail pages > Click Activity Log button |
New Import Button for DASH Transactions - For brokerages that utilize DASH, we have added a new Import option to the Transaction Sync Validation report. Any transactions with a pending status in DASH must be imported into the system utilizing the transaction’s Import button. Once the transaction has been imported, the validation table will display the Pending tag under the BE Status column, and the DASH Status column will be blank. | Users with Admin and System Admin permissions. | Navigate to Reports (dashboard menu) > Operation > Transaction Sync Validation |
Transactions By Tag Report - We have made updates to the Transactions by Tag report (formerly known as the Tag Production report). Along with a change to the report name, we have added a new filter option. By utilizing the new dropdown menu, users have the option to generate and view the report based on whether a transaction is Pending or Closed. | Users with Admin and System Admin permissions. | Navigate to Reports (dashboard menu) > Accounting > Transactions by Tag |