Ver. 7.0.18
- Updated tenancy renewal to update the property information the first time it is saved.
- Add the login sessions and login history information to the negotiators front dashboard.
- Added the creation user & date, last updated user & date and the code to the changes list header in the contact, property, event & tenancy sections.
- Added more logic to the tenants and landlords section in the tenancy to restrict based on whether they have ledgers posted against them.
- Changed the contact and property management grid to space the columns better and to show the property if on the contacts section.
- Added the ability to click on a link e.g. in an email and once logged in automatically navigate to the URL.
Ver. 7.0.17
- Added the "Accepted" and "Rejected" label instead for the status of offers in grids.
- Added a "Grid To List" option to the matching windows to move the selected items to a grid for processing.
- Changed the tenancy grid to show periodic instead of end date if > 2099 or let type is periodic.
- Rewording on the workflow add step dialog to match PCHomes.
- Changed the property overview links panel so that the arrow is on the left and the title is removed.
Ver. 7.0.16
- Updated the landlord statement logic to handle multiple landlords.
Ver. 7.0.15
- Changed to the Product Code to allow for different fee types based on first period, renew etc.
- Changed the amounts shown in the balance column for landlord statements to not include allocated amounts or payments.
- Changed the NRL Tax posting to set the secondary client as the landlord.
- Fixed issue where editing a transaction and clicking on the details tab and then cloning would not select a new tab as the details tab is no longer shown.
Ver. 7.0.14
- Change bank transfer transaction screen to show associations in the associations tab and only show the account from and to in the detail area.
- Fixed outputs relating to filenames for certain account outputs.
Ver. 7.0.13
- Major change to the way reports work, now picks up the reports filters from the report information and shows the filters dynamically.
- Changed the accounts transaction screens to cut down the fields initially shown for better ux.
- Changed the refund holding payment option on the tenant grids to use the refund holding payment dialog instead of a standard transaction dialog.
- Added the tenancy and property code where relevant on the landlord and tenant account grids.
- Changed the contact overview notes pin option to affect all contacts not just the one being viewed.
Ver. 7.0.12
- Added the lookups section for companies.
- Added the lookups section for nominals.
- Added the lookups section for tax codes.
- Added the lookups section for bank accounts.
- Added the lookups section for account codes.
Ver. 7.0.11
- Added the ability to clear out the deposit registration information (if the validation failed for some reason).
- Added the "Property Advertise Alert" selection and logic to allow an email to be sent when a property is marked as active and advertised.
- Renamed "Attributes" to "Main Filter" on each filter screen.
- Added new setting to determine whether the diary event filters are shown on the diary or not.
- Updated the event dashboard to move Future events to the top above Past events.
- Updated all title of filters and in other areas where relevant to match the menu, also made the styles consistent.
- Fixed an issue where the diary sidebar would show when not required.
Ver. 7.0.10
- Fixed issue with the display of let fees on the tenancy screen.
Ver. 7.0.9
- Added the ability to show notes on the contact overview screen and lock the notes in place across the users session.
- Added the ability to delete rent arrears from the accounts section.
Ver. 7.0.8
- Changes the layout of the tenancy tenants section.
- Added the SetupLandlords() output function.
Ver. 7.0.7
- Fixed an issue with the main search box returning too many incorrect matches.
- Fixed an issue where images being uploaded would be uploaded in 1mb increments.
- Added the tenancy balances report.
Ver. 7.0.5
- Added a new contact method for WhatsApp and added the icons next to the current email/phone options.
- Fixed a display issue for amounts showing - zero.
- Changes to the add valuation screen to include property financials and additional contact fields.
- Added setting for managing the process when deactivating a tenancy that has outstanding balances on it.
Ver. 7.0.4
- Changed landlord statements so that only the most previous statement can be previewed rather than the full history.
- Changed the property screen overview attributes display to material information display.
- Fixed issue where edit rent schedules was not available on tenancy accounts if there is only one tenant.
- Changed the message shown in the email attachment dialog if multiple message are identified.
- Changed the tenancy screen radio options from "Booking" to "Let Agreed".
- Added the tenancies by start date and tenancies by managed type dashboard items.
- Added the ability to create multi-landlords from an offer event.
- Added the ability to specify rent split percentages for each landlord and validate for 100% split.
Ver. 7.0.3
- Added additional filters to the property dashboard to allow filtering by Residential, Commercial, Sales or Lettings.
- Changed the pipeline grid to instead use a pipeline report.
- Combined sales & lettings pipeline into one section.
- Ensured that when the filter button is selected, if the side grid results panel is closed it is subsequently opened (excluding the diary that has its own view).
- Renamed event command buttons i.e. from Mark Cancelled to Cancel etc..
- Removed CNR Due to IR field.
- Added additional checking to display a message if too many records are returned (if the limit is set to ALL in particular).
- Updated the tenant accounts grid with new names and ordering.
Ver. 7.0.2
- Changed controls that are numerical to restrict value entry to 2dp or 3dp depending on whether they are an amount or percentage.
- Ensured transfer button on transactions are hidden if the transaction has been allocated.
- Changed ROPL-01 report to ROPL-01/Schedule 23.
- Updated the main search to allow tenancies to be searched for.
- Updated the main search UI and added filtering to only filter by Contact/Property or Tenancy.
- Moved property custom dates below board information.
- Changed the order of the sections in the Add Offer screen.
- Renamed "Offer Price" to "Offer Amount".
- Section UI position changes to "Add Contact", "Add Property", "Add Offer" and "Add Viewing"
- Fixed issues when entering a name that has a hyphen in it to correctly title case.
- Removed countries from Contact Filter and added Min & Max Receptions instead.
- Renamed Price High to High Price, Price Low to Low Price and the same for Min/Max labels for Beds, Size etc.
- Added the ability to open the Property, Landlord and Tenants documents from the tenancy screen.
