Here are the Release Notes for 12/26 to 12/30:
| What is the change? | Who did it change for? | Where did the change occur? |
| Update to On Hold Tasks - Users will now see the "On Hold Until Date" for tasks that have been marked "On Hold". This date will appear in the task table under the "Status" column. | All Brokerage Engine users. | Navigate to Tasks (dashboard menu) > On Hold > Review Task Table > Locate Status column |
| New Referral Percentage Feature - When reviewing a referral the system will now display the referral's percentage next to the referral dollar amount. This percentage is reflected on the Edit Transaction page under the "Referrals" section and on the Commission Detail page. | Users with Accounting and System Admin permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click "Action" button > Locate "Referrals" section > View Referral Percentage OR Click "Commission Detail" button > Click "Referrals" button > View Referral Percentage. |
| New Closing Entity Ranking Report - We have added the Closed Entity Ranking Report which allows users to discover which closing entity is the highest ranked in the company. The report ranks the entities based on their Total Volume and GCI Totals. It also displays the number of closed transactions and side counts. | Users with Admin and System Admin permissions. | Navigate to Reports (dashboard menu) > Transaction > Closing Entity Ranking |