Version 4.25 of the Box+Dice web app 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
- Rental Tenant Leads - similar to Buyer Leads, Tenant Leads will allow you to manage all Contacts who may have interest in a Rental Listing.
- The ability to upload a file from Campaign Agent to automatically create payment receipts. For clients that use Campaign Agent, dependent on the product, they may deposit a single payment into your account which is made up of payments for multiple campaigns. We have worked with Campaign Agent to make the receipt creation process more efficient. From the CA platform it is now possible to download a file which contains details of each individual campaign.
- Via Accounting > Trust > Reconciliation it is possible to upload a Bank Statement which may contain multiple transactions. This is existing functionality.
- In cases where a credit transaction from Campaign Agent is included in the Bank Statement transaction, you can download a file from Campaign Agent and upload this file into B+D.
- Click on the 'Multiple' button next to the CA transaction and import the file you have downloaded from Campaign Agent. This will bring up a screen of all the individual payment receipts which will be created. Confirm the details and click 'Create Receipts'.
Things We’ve Improved
- The way a user can unsubscribe from a Blast email - which in turn improves the deliverability of the email.
- Sign in process on the Agent App using an Android device.
- You can now click on a Contact Category on a Contact and a filter will open up displaying all Contacts that have that Category assigned.
Things We're Working On
- Reporting.
- A Property Management integration.
- Agent App improvements.