This time of year we tend to reflect on the things we've done in the previous 12 months of the year. So we want to take a look back with all of you at some of the amazing new features and updates that we added this year, which were all suggestions for you!
- AR Revenue Report: Thanks to your feedback we have added an Accounts Receivable Revenue Report. To learn more about this new report, check out our support page. Update was added 12/5/2023
- Assistant Roles: From popular demand, we updated some rules associated with our assistant role. You can now choose to remove the ability for the assistants to see the Cash Flow View and the Deal Sheet. By default all assistants have visibility to these items, you can go into your users and update their permissions to restrict access to these items. To learn more about the different roles & rules check out our support page. Update was added 12/5/2023
- Required Deal Files: We added an application setting that allows firms to require specific deal documents in the pipeline filing cabinet before the transaction can be closed. For more information on the pipeline filing cabinet please check out the support page. You can also get more information about turning on this new feature on our support page. You can also see a video explaining the entire process. Update was added 4/14/2023
- Regional Clients: This feature grants access to a company's clients across regions, creating better access and fewer duplicates within a company. For more details on clients check out our support page. Update was added 11/14/2023
- Alt IDs included on the deal sheet & accounting Detail Report: If your firm uses Alt ID's, these numbers will not be included on the Deal Sheet and the Accounting Detail. For more information on these, and other reports, check out our support page. Update was added 1/15/2023
- Production view by teams: On the management tab, in production, you can now filter by Teams, as well as individual agents. For more information on the production tab please check out the support page. Update was added 9/5/2023
To stay up-to-date with all our ongoing updates, be sure to check out our User Updates page.