Version 3.15 has been released to all clients.
You can check your version below the 'Help Centre' icon in the bottom left corner of your Box+Dice System.
Things We've Made
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You asked, we listened! Property Areas are now available when setting Matching Criteria for a contact.
Results will be the intersection of all criteria, so in most cases you will use Suburbs or Property Areas, not both.
- There's a new option under Settings>Sales>Price Undisclosed by default. If you turn it on, you can still make a specific listing's sale price public via the Sale Details>Commissions screen. Please note that this is a system-wide setting and before changing consider other offices who log into the same Box+Dice URL.
- A red 'Undisclosed' flag is now shown on the Listing Filter screen and the Sale Details screen alongside the sale price if a price is not to be made public.
- We've made big changes to Consultant selection when you create an appraisal, a listing or a sale - to ensure that statistics, activities, role-related tasks go to the right Consultant.
- In each case, you will be prompted to select the Activity consultant before selecting the contact, so the logged in user in not assumed to be the Appraiser/Lister/Seller.
(When you go from Appraisal to Listing there is no need to select again, Appraisal Consultant 1 is assumed to be the Listing Activity Consultant). - The system will remember your last selection, and we've added a consultant headshot to prompt you to make the right choice.
- In each case, you will be prompted to select the Activity consultant before selecting the contact, so the logged in user in not assumed to be the Appraiser/Lister/Seller.
Things We've Fixed
- Auto Alert trigger 'Contact Search Records Exported' now works when export done from the Contacts>Advanced screen. Export event also shows in System Logs.
- Fixed an issue where Auto Alerts triggering for a specific office were ignoring recipients outside the selected office. Corporate offices especially will rejoice.
- The Auto Alert 'Cars' merge field now correctly sums Garages, Carports and Open Spaces.
- Maximum Overdue Tasks auto alert now working as expected.
- Appraisals from outside the office group are no longer included on Appraisal library reports from the Contacts>Advanced screen.
- CSV Importer - deleting a column when mapping the column headings no longer throws the import out of whack.
- When creating a Group Blast, inactive Consultants are now disregarded.
HINTS:- If the consultant is made inactive after you've chosen the Category to create the blast they will still be included - just don't send on their behalf & they won't be included next time.
- When someone leaves, consider doing a bulk Category change from them to another so contacts don't stop hearing from your agency.
- Advertising Items with 100% discount are no longer hidden on Advertising Invoices, so now the discounts & totals make sense.
- Fixed an error when sending a Blast campaign based on a map filter.
- Eradicated an error which sometimes complained about multiple sets of advertising copy, particularly when listings were importing from another CRM.
- Removed that annoying 'Tour' popup on the Listing Detail>Accounting tab.
- Improved support for attachments in the Agent App. Attachments over 5MB are now sent as hyperlinks.
- Inspection times now save correctly, even when you enter a fullstop between hours and minutes.
- Inspection time selector now shows 5 minute increments.
- Cheque Number now shows on the Account Summary report.
- Letter creation hyperlinks in tasks now work correctly when one of the recipients has no letter permission.
- When searching for contacts to add to the Buyer Register, correct results are now shown.