Here are the following Release Notes from 07/04 - 07/08:
| What is the change? | Who did it change for? | Where did the change occur? |
| Marketing Tasks Media Download Option - For marketing tasks, we have added the ability to download file attachments. When logging work on a marketing request, clicking the Download All button allows users to download copies of any media files (i.e., photos) attached to the task. Users have the option to select the In Original Filename checkbox to ensure the photos retain their original filename, or alternately the photos will be named according to the numerical order (e.g., Photo_001, Photo_002) they were uploaded in. The selected media files are compressed into a zipped folder which is then downloaded to the user’s device. | All Brokerage Engine users. | Navigate to Tasks (dashboard menu) > Active > Locate Marketing Task |
| Add Referral Feature Enhancements - We have made several enhancements to the referral options on the Commission Detail page. First, once a referral company is selected, the window displays a View Details link above the field. Clicking this link forwards users to the company’s Closing Entity Detail page, where they can review or update data associated with the entity. In addition, we have updated the dropdown menu for referring entities. Selections in the menu now display new identification features, designed to help users select the appropriate entity. A yellow Star icon next to the entity name lets users know whether the entity has a Tax ID number associated with their profile in the Accounting module. In addition to the icon, users will also notice the entity’s name is followed by the first line of their address. The inclusion of the entity’s address is intended to help identify selections quickly and can be useful for entities that have multiple offices associated with their brand. Lastly, all of the referring entities that appear in the Referral Company dropdown menu will automatically appear in alphabetical order. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button |
New Referral Warning Indicator - On the Commission Detail page, the Referral button has been updated. If the system identifies a mismatch between the referral amount reported on the Edit Transaction page and the referral amount entered on the Commission Detail page, the Referral button will display a yellow Warning icon in the top right corner. Users can click the button to verify the correct referral amount and can check the Override checkbox to import the appropriate referral amount. Once the referral amounts match the Warning icon will disappear and the button will display the number of referrals entered for the transaction. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Click Referral button |
Transaction Cancellations - We have added a system change for users when canceling a transaction via the Commission Detail page. Now when users click the Fell Through option for a transaction, a new warning window will appear prompting the user to verify that they want to cancel the transaction. This change ensures that transactions are not inadvertently canceled while making status changes. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Click Fell Through button |
Admin Accounting Access Updates - Admin users that have Accounting - A/R and/or Accounting - A/P permissions will notice that they now have access to new tabs displayed on the Accounting dashboard menu. On the Banking tab, this new access allows access to the Banking and Bank Reconciliation pages. In addition, the Reports tab now includes access to the Accountant Reporting and Subledger Reporting options, along with their corresponding subsections. | Users with System Admin and Accounting permissions. | Navigate to Accounting (dashboard menu) > Locate Banking and Reports tab |
| Configuration Access for System Owners - We have added access to your system’s configuration sites to the main navigation bar, making it easier to navigate to and make changes for configuration options such as document lists, tasks, projects, and more. Users with System permissions will notice a new Gear icon next to their user details in the top right corner of the top navigation bar. Clicking this icon opens a dropdown menu of tabs that, when selected, forward users to the different configuration pages for their system. This new icon serves as an accessible repository of configuration links and makes it easier for users to make critical changes to their system’s layout. | Users with System Admin permissions. | Navigate to Dashboard page > Click Gear icon > Locate Desired Configuration page |