Brokerage Engine Support

Here are the Release Notes for 01/23 to 01/27: 

What is the change?Who did it change for?Where did the change occur?
Enhancement to Snooze Function - If a user "snoozes" a task based on a project template the task comment will have a different verbiage. For example, it could read "[Auto Trigger] Task snoozed based on project template - Listing Task List".
All Brokerage Engine users.Navigate to Tasks (dashboard menu) > Active > Locate Desired Task > Click Log Work icon > Click Snooze Task button

Send Status Recap Button Replacement - We have renamed the "Send Status Recap button to the "Send Email" button. This new button triggers a new window where you can write an email and it includes the "Status Recap" checkbox which attaches the recap to the email.
Users with Admin and System Admin permissions. Navigate to Document Lists (dashboard menu) > Locate Desired Document List > Click Action button > Click Send Email button > Check Status Recap checkbox

New Escrow Summary Checkbox Added to Distribution Email - We have added the "Escrow Summary" checkbox so that users can attach an escrow deposit summary when emailing clients or colleagues in regards to distribution data. Users with System Admin and Accounting permissions. Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Distributions tile > Click Send Email icon > Check Escrow Summary checkbox

Closing Entity Ranking Report Enhancement  - Users will notice that the name of each entity will now display as a hyperlink that forwards them to the Closing Entity Detail page. Users with Admin and System Admin permissions. Navigate to Reports (main dashboard) > Transaction > Closed Entity Ranking

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