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 |