Property Value: How much volume could you get out of this lead if closed?
Probability: What is the probability of closing in %
Assigned Agent: This allows you to assign a specific team member to this contact which should be assisting this lead. Workflow activities can now be assigned to “Assigned Agent” which will be changed if this field is changed to another team member.
Contact Dates:
Last SMS Date: when was the last sms sent to this contact.
Lender Details:
Lender: (select a lender to assign to this contact)
Lender Referral Date:
Prequalified: ( Yes/ No)
Prequalified Amount: (Now much are they qualified for)
October 8th, 2019
Changes:
Added missing time options to transaction activities for new date fields.
Disable the ‘Use With’ field after the workflow is first saved to prevent users from losing existing workflow activities since the option can no longer be changed.
September 17th, 2019
Changes:
Added template options for 32×32 and 48×48 Icons: When using the enhanced editor you can click on the Content Template icon in the toolbar to display several pre-built templates. Sizes of the social media options were limited so additional items have been added.
Fixed performance on Activities with many contacts.
September 12th, 2019
Fix:
Contact pie chart: Corrected the screen position of the relationship pie chart which was lower than expected until the screen was resized – this has been fixed and should no longer be an issue.
September 6th, 2019
Changes:
Added Transaction Date/Time Fields:
Adjustment Date
City/RDOS Files SR Date
Condo Condition Due Date/Time
Contractor Repair Date/Time
Deposit Due Date
Deposit Received Date
Due Diligence SR Date
Electrical Repair Date/Time
Final Home Inspection Date/Time
Final SR Date/Time
Financing SR Date
Home & Fire Insurance SR Date
Home Completion Date
Home Inspection SR Date/Time
HVAC Repair Date/Time
Legal & Accounting SR Date
Mold Inspection Time
Mold Remediation Date
New Home Orientation Date/Time
Pest Inspection SR Date/Time
Pool Inspection SR Date/Time
Radon Mitigation Install Date/Time
Roof Repair Date/Time
Sale of Buyer’s Home SR Date
Septic Inspection SR Date/Time
Strata Docs SR Date
Survey Completion SR Date
Title & PDS SR Date
Well Inspection SR Date/Time
Well Inspection Time
WETT Inspection SR Date/Time
Added Property Date/Time Fields
Foundation Completion Date
Foundation Inspection Date
Home Completion Date
Pre-Construction Meeting Date
Pre-Drywall Inspection Date
Aug 28, 2019
Changes:
Removed Facebook Friends section from Import Contacts page to reduce confusion.
Removed Facebook and LinkedIn from My Social Network page
Corrections to rFactor widget on dashboard to properly reflect the correct rFactor.
Don’t count Agents, Vendors, Team Member, Hidden
ONLY count Client, Farm, Personal, Prospect
Upgraded portions of Infrastructure (Most tech jargon omitted)
DNS Switching, Cloudflare changes,
Aug 21, 2019
Changes:
Improved description of using a personal email server on Settings > Emails.
Improved description of limitations of using personal email server in Settings > Email.
Improved description of Unknown Contact in Settings > SMS.
Improved description of Google Drive folder syncing in Settings > Google Sync.
Upgraded portions of Infrastructure (Most tech jargon omitted).
Sqreen Gem, Solr 7.7.1, Cloudflare DNS changes,
Aug 9, 2019
Changes:
Added new property date fields (round 1 – more to come)
HVAC Appointment Date
Painting Date
Septic Inspection Date
Added new transaction date fields (round 1 – more to come)
Accepted Conditionally Date
Accepted Firm Date
Attorney Condition Due Date/Time
Attorney Signing Date/Time
Buyer Home Sale Condition Due Date/Time
Condo Condition Due Date/Time
Existing Loan Termination Deadline Date
Final Revisit Date/Time
Finance Condition Due Date/Time
First Revisit Date/Time
HVAC Appointment Date/Time
Home Inspection Condition Due Date/Time
Inspection Termination Deadline Date
Irrevocable Period Date
Lead Based Paint Termination Deadline Date
Oil Tank Inspection Date/Time
Other Condition Due Date/Time
Painting Date/Time
Second Revisit Date/Time
Septic Inspection Condition Due Date/Time
Septic Pumping Date/Time
Well Inspection Condition Due Date/Time
Jul 10, 2019
Changes:
Changes to Nylas integration to meet new Google requirements.
Geocoding done with Geocod.io instead of Google.
Increase security of the web app.
Jun 19, 2019
New Fields:
Added “Sewer Line Cleaner” and “Termite Treatment” party members to Transactions.
Added “House Cleaning Company” party member to Properties and Transactions.
Fixes:
Correction for Address formats
Additional changes for enabling Dialer plan for limited users.
Jun 10, 2019
Fixes:
Corrected issue for showing transaction date filter as active.
Corrected issue for enabling Dialer plan for limited users.
May 30, 2019
Updated:
Zipcode Lookup Database (Added over 5000 new zipcodes)
Changes:
Allow user to complete tasks for others if they have rights.
Removed the “Import Workflows from CSV” option from Workflows screen – This was ONLY for Advantage Xi users which have all been converted over.
Improved performance for Google Task Syncs
Disabled “Assign to My Contacts” when using “System Group: My Contacts” as a sync selection.
May 01, 2019
Maintenance:
Infrastructure upgrades for speed and updated development components.
Apr 18, 2019
Maintenance:
Additional maintenance and Infrastructure upgrades for speed and storage space.
Mar 14, 2019
Maintenance:
Removed “Grammarly” tags from Message Templates and Notes
Mar 11, 2019
Maintenance:
Infrastructure upgrades to development components.
Feb 22, 2019
Changes:
Changed OAuth scopes for Google credentials
Feb 06, 2019
Enhancement:
Added CORS support for API (Pending Reporting Add-On)
Feb 05, 2019
Enhancement:
Added Transaction commission information to API for Reporting interface.
Jan 21, 2019
Fix:
Changes to correctly retain line 2 to of google address in Realvolve
Jan 17, 2019
Fixes:
Corrected issues for Nylas email connection
Jan 15, 2019
Changes:
Added changes to retain the country selection in the new Google contacts UI
Jan 08, 2019
Improvements:
Split street number and direction from address line for contact google sync.
