Version 8.10 of the Box and Dice web app has been released to Beta clients.
You can check your version below the 'Help Centre' icon in the bottom left corner of your Box and Dice System.
Things We’ve Made
Filter an individual contact's timeline
Find what matters most. You can now filter within a contact’s timeline, by a particular activity consultant, date range or timeline event including:
Appointments
Lead Flow Appraisals Leads and Rental BDM Leads
Emails
Enquiries, Buyer Leads and Tenant Leads
PropertyTree Landlords and Tenants
Letters
Notes
Owner Activities
Purchasers and Project Listing Reservations
SMS
Emails sync’d from Outlook and Gmail inboxes
Tasks
Vendor and Sold by Other activities
Data Theft Prevention: "Authority Expiry date used" Auto Alert
Authorised users can now setup an Auto-Alert to receive notifications when users apply the 'Authority Expiry Date' filter without specifying an office or choosing an office they don't belong to. This new alert helps to monitor potential suspicious activities.
Data Theft Prevention: "Listing Record Viewed" Auto Alert
Authorised users can now setup an Auto-Alert to be notified when a user views a specified number of listings outside their authorised office within a designated timeframe. This feature aims to promptly detect potentially suspicious user behaviour, ensures directors are informed of unusual activity by their staff, and facilitates a proactive approach to data monitoring without implementing automatic restrictions.
Data Corruption Prevention: "Contact Record Edits" Auto Alert
Authorised users can now set an Auto-Alert for when excessive edits to Contact records are made by a single user within a specified time. The Auto Alert triggers when the threshold is reached, ensuring timely monitoring and intervention, helping to prevent malicious data corruption.
Things We’ve Improved
- Changes to the 'Bio' field are now recorded in System Logs. Clients can now view logs that track edits of a Contact's Bio logging essential information, including the contact whose Bio was edited, the user responsible, and text differences before/after.
Things We're Working On
- Enhancements to our Agent App, to extend prospecting tools to mobile devices
- A Listing File Approval and Expiry process, to help maintain SOI Compliance
- Compliance Listing Workflows, including Task enhancements and a Listing Board View
- A new Drag and Drop email template editor/builder
- Online Vendor Report, giving vendors real-time insights
- API enhancements, to open B+D to more integration partners
- Security enhancements and data theft features
Add your Feature Request to UserVoice
Did you know that you can raise Feature Requests directly to the Box and Dice team through User Voice? You can also vote and comment on requests other users have made if you also think they are a great idea. Access user voice here: https://mri.uservoice.com/forums/938634-box-dice