New Dashboard options for Managers and Administrators
- Staff with Manager or Administrator access can now see the Dashboards of all Consultants, Consultant Groups, Offices and Office Groups, in line with their role's visibility.
- To access all Dashboards within your view, click your name at the centre top of the Home screen to reveal the options. If more than one other Consultant, Consultant Group or Office is available, a dropdown will appear when you click the corresponding radio button.
Buyer Register
- It is now possible to filter buyers by the OFI attended. The filtered results are reflected in printed output, so Vendor Reports can be generated for single or multiple OFIs, as well as for all registered buyers for a listing.
Mail Merge
- Big changes have been made here to support the merging of large numbers of contacts. Letters are generated in batches of 500.
- If there are more than 500 letters the PDFs will be downloaded in a .zip file so you will need to unzip it to print.
Loyalty Trails
- The COPY ACROSS button has been removed (it never worked).
CSV Imports
- Unique Categories are now supported when importing. The import doesn't create new Unique Categories but will respect existing ones - emailing the 'from' and 'to' Consultant if there is a change of ownership.
Settings>CRM>Minimum Contact Info
- Changes made in this screen now save.
Blast
- Date range search for selecting Sold Listings is now working correctly.
Advertising Tax Invoice Interim
- This layout has been made more usable:
- the header is repeated on each page
- the payment methods section will not break across pages.