December 5th, 2024

Fixes:

• Fixed issue so workflows display properly

December 4th, 2024

Fixes:

• Addressed making calls via the dialer
• Fixed issue for receiving SMS messages

December 3rd, 2024

Fixes:

• Fixed the ability to add a photo to a property
• Fixed the ability to search tags
• Fixed option to create contact filters

December 2nd, 2024

Fixes:

• Fixed adding and/or editing a relationship to contacts

November 20th, 2024

Fixes:

• Resolved issue with the Transactions ‘Commission’ tab not saving information

November 18th, 2024

Fixes:

• System update to improve page loading speeds
• Addressed the issue of new activities not saving
• Resolved issue of Properties and Transaction statuses not saving
• Fixed issue with My Social Networks page not loading in ‘Settings’

November 15th, 2024

Fixes:

• Resolved issue for automatic emails sending at 12-2am

November 5th, 2024

Fixes:

• Fixed the remaining issues with connecting a Google account to Realvolve.
• Added instructions to the Google Drive popup for sharing folders.

October 29th, 2024

Fixes:

• Fixed an issue causing some Workflows to fail to start.

October 23rd, 2024

Fixes:

• Addressed an issue with loading the Notes section of a Contact in the mobile app.

October 22nd, 2024

Fixes:

• Fixed problems importing addresses from BombBomb.
• Improved Dialer error reporting for users.
• Fixed issues with updating Contacts via the mobile app.

October 21st, 2024

Fixes:

• Fixed slider-adjustable Filters.

October 18th, 2024

Fixes:

• Resolved CSV import problems.
• Fixed mobile app login issues.

October 17th, 2024

Fixes:

• Resolved issues with links in the Contact Cross Section Widget.
• Addressed problems installing Workflow Packages requiring an Install Code.

October 16th, 2024

Fixes:

• Resolved problems with widgets, the Template and Workflow Editor search bar, and the Commission tab not loading correctly for new Transactions.

September 25th, 2024

Fixes:

• Corrected support ticket email routing to ensure emails go to support@realvolve.com.

September 19th, 2024

Fixes:

• Fixed a bug with the BombBomb integration.
• Resolved a problem where emails sent using Actions were not delivered.

September 9th, 2024

Fixes:

• Resolved an issue where Party Members appeared missing in certain Activity fields.

September 6th, 2024

Fixes:

• Corrected an issue causing Notes to not load properly.
• Fixed a bug preventing Activities from being rescheduled.

August 23rd, 2024

August 19th, 2024

Fixes:

• •  issue found in Sentry where Actions from deleted Activities would try to be ran

August, 12th, 2024

Fixes:

• • Fixes an issue where changes made to Actions in existing Activities would not be saved
  • Fixes an issue where some Contact Exports could fail when using the default sort order

August 6th, 2024

Fixes:

• • Fixes a bug where some items could throw an error when being indexed
  • Fixes an issue where a gray background could stick around after clicking Cancel while Exporting Contacts
  • Possibly fixes an issue where deleted Activities from the Workflow Editor could still appear while starting the Workflow

July 29th, 2024

Fixes:

• • Fixes an issue where the search results for the To, CC, and BCC fields of an email could appear at the bottom of the popup, rather than just below the fields

July 17th, 2024

Fixes:

• • Fixes an issue where Notes for a Deleted Record could not be deleted
  • Fixes an issue where a selected Filter for the Notes & Correspondence section could appear to be turned off, even though it’s still on
  • Minor coding cleanup

July 15th, 2024

Fixes:

• • Fixes an issue where the Date Filter could be missing from the list of Properties

July 10th, 2024

Fixes:

• • Fixes an issue where the “Reassign User” popover could appear while the Workflow Editor page is loading

July 9th, 2024

Fixes:

• • Fixes a bug reported by Sentry

July 2nd, 2024

Fixes:

• • Moves the ‘Add New’ popup slightly to the left, to avoid appearing under parts of the Calendar
  • Fixes an issue where Activities due on a date outside of the date range set in the By Date filter could appear in the list of Activities on the left of the Dashboard
  • Fixes an issue where the set date range may not be shown correctly in the Date Filter after the page is refreshed

July 1st, 2024

Fixes:

• • Improves and fixes issues with the Others filter popup in the list of Properties
  • Fixes an issue where the Calendar page would change which dates are shown when the page is refreshed
    • NOTE: This issue is still present on the Monthly view of the Calendar, but not on the Weekly and Daily views

June 28th, 2024

Fixes:

• • Fixes & improves the Sales Price filters for the lists of Properties and Transactions

June 27th, 2024

Fixes:

• • Fixes an issue where the Activities in the Calendar could appear at the wrong times, but by reverting a fix pushed yesterday which fixed the issue where the Calendar would change the dates after the page is refreshed
  • Adjusts the Record Owners selection box in the Record Owners Assignments page to always be empty, to avoid the same list of Record Owners being shown twice

June 26th, 2024

Fixes:

• • Improves the formatting used when editing an address within a Checklist
  • Fixes an issue where the Cancel button in the Contact Filters editor would act the same as the Next button, rather than canceling the filter
  • Fixes an issue where the Calendar would change the dates being shown when the page is refreshed

June 25th, 2024

Fixes:

• • Fixes an issue where only part of the address could be included in the links for Google Maps
  • Adjusts the placement for the X button next to Actions in the Workflow Editor
  • Hides the currently selected Record Owners from being included in the drop down list of Settings > Record Owner Assignments
  • Better aligns the Yes and No buttons in the “Are you sure you want to delete these Contacts?” popup

June 24th, 2024

Fixes:

• • An issue where the ‘Setup a BombBomb Account’ button could appear off the page
  • An issue where, when starting a Workflow, clicking a date field and clicking ‘Today’ would not automatically fill in related date fields
  • An issue where the Color dropdown in the Workflow Editor had an extra white option, making it appear larger than needed

June 21st, 2024

Fixes:

• • Fixes an where adding a new spouse Contact in the Relationship section could create an extra Contact

June 20th, 2024

Fixes:

• • Fixes an issue where scrolling through the list of Tags would list the same set of Tags over and over again, rather than listing the next set of Tags
  • Fixes to start a new Dotloop Loop and syncing from Realvolve to Dotloop
  • Adds the ability to sync the Landlord, Managing Broker, Property Manager, Tenants, and the Unit Number of the address between Dotloop and Realvolve

June 14th, 2024

Fixes:

• • Added  MLS Number to Dotloop Syncing for Properties
  • Note and Description editing in Existing Activities in the Calendar.

June 7th, 2024

Fixes:

• • Fixes an issue where the ‘Add time’ fields would not work correctly for Contact date fields

June 6th, 2024

Fixes:

• • Fixes an issue preventing Assigned Agent drop down list from showing in a checklist.

June 5th, 2024

Fixes:

• • Fixes an issue where some Checklist items that should have a drop down list had a text box appear instead.

June 3rd, 2024

Fixes:

• • Fixes an issue where the date filter in the Team Reporting Widget may not work correctly due to date format.
  • Adjusts the instructions in an automated email to advise users to go to Settings > Integrations, instead of Settings, My Social Networks, when referring to BombBomb

May 28th, 2024

Fixes:

• • An issue where the Google Drive ‘Save’ and ‘Cancel’ buttons could appear outside of the popup
  • An issue where the ‘x’ button connected to the ‘Google Drive’ button could appear too small
  • An issue where editing a sub-user’s permissions could cause the bottom of the page to be moved up

May 25th, 2024

Additions:

• • Additional Property and Transaction Fields, Dates and Party Members that have been requested by Realvolve users:
    • Properties
      • Electric Inspection Date/Time
      • Tree Inspection Date/Time
      • Drone Photography Date/Time
      • Floor Plan Inspection Date/Time
      • Pest Inspection Date/Time
      • Well Inspection Date/Time
      • Roof Inspection Date/Time
      • Pool Inspection Date/Time
      • Sewer Inspection Date/Time
      • Mold Inspection Date/Time
      • Window Cleaner
      • Lien Holder 1
      • Lien Holder 2
      • Lien Holder 3
      • Lien Holder 4
      • Lien Holder 5
      • Condo Docs Company
    • Transactions:
      • Buyer Signing Date/Time
      • Seller Signing Date/Time
      • Window Cleaning Date/Time
      • Loan Terms Deadline Date/Time
      • Target Possession Date/Time
      • Foundation Inspection Date/Time
      • Radiant Heat Inspection Date/Time
      • Electric Inspection Date/Time
      • Tree Inspection Date/Time
      • Seller Concession (Large Text Field with multiple lines)
      • Window Cleaner
      • Lien Holder 1
      • Lien Holder 2
      • Lien Holder 3
      • Lien Holder 4
      • Lien Holder 5

May 24th, 2024

Fixes:

• • Fixes an issue where the Greeting merge field would not appear correctly when working with a Contact
  • Fixes an issue where the Greeting merge field would not work in SMS messages

May 21st, 2024

Fixes:

• • A fix for some popup options being hidden behind the View All Contacts table header.

May 20th, 2024

Fixes:

• • Fixes an issue where Tasks would not load correctly on the mobile app

May 17th, 2024

Fixes:

• • Fixes an issue where Contacts/Properties/Transactions that had corrupted Activities on them would not be deleted correctly
  • Removes the broken buttons for social networks from the login page
  • Disables the broken LinkedIn integration to help clear up error messages
  • Fixes an issue which could cause automatic Activities to not be completed automatically at the correct time

May 9th, 2024

Fixes:

• • Corrected an issue which could cause some activities that are set to send Manually to get sent automatically on older workflows.

May 7th, 2024

Changes:

• • New “Easy Access” Email Filters:  With the removal of the Email Tab for accessing emails to/from contacts in your database, we felt it important to provide an alternative way to access those same emails.  For those users which have Gmail, Outlook, or Exchange/Office 360, you can now click the easy access filters to open a separate browser window containing just those emails that have been sent to/from that email address.
    

May 6nd, 2024

Changes:

• • Sunset the Email Tab/Setup:  As part of our commitment to providing reliable and high-quality services, we have discontinued the option to connect and use a personal email address for sending emails. This decision follows persistent challenges with our third-party service provider, which have hindered our ability to maintain the feature at a standard we deem acceptable. We are working to provide an alternative to this feature which is more reliable and cost effective.

May 2nd, 2024

Fixes:

• • Corrected an issue where the floating buttons that appear within lists would to Convert and Copy templates gets put in the wrong location on the screen.
  • Corrected an issue where clicking the Notes textbox in the Dashboard would not always open correctly
  • Corrected an issue where the search in the Notes textbox in the Dashboard would not work correctly
  • Corrected an issue where corrupted Activities could cause the Monthly view of the Calendar to not be able to load correctly

Apr 29th, 2024

Fixes:

• • Corrected the issue preventing workflow activities containing Every Weekday, Every Monday, Wednesday &  Friday, Every Tuesday & Thursday repeating activities from starting
  • Corrected issue preventing SMS Number selection in settings.
  • Corrected Filter issue for user that prevented system from showing activities if no filter set.

Apr 27th, 2024

Fixes:

• • Corrected the 1 Day Off issue on existing data the the calendar.  This includes Birthdays, Anniversaries, Workflow Activities from specific date fields.

Apr 25th, 2024

Fixes:

• • Fixed large checklists / actions when completing activities – previous popups would display off the screen.

Apr 24th, 2024

Fixes:

• • Fixed issue where Actions and Checklists couldn’t be viewed when completing Activities on the left side of the Dashboard
  • Fixed issue where the Workflow Wizard could disappear at times when starting a Workflow using an Activity
  • Fixed issue where changes to the Daily Email Reminder settings would not be saved
  • Fixed issue where the Relationship Score filter for Contacts could not be set
  • Fixed issue where Activities that use an Action to start another Workflow would not mark the Activity as completed

Apr 23rd, 2024

Fixes:

• • Fixed issue where some Workflows could not be started due to repeating activity settings
  • Fixed issue where the “Copy a Workflow” popup would stay on the screen, even after the Workflow had finished being copied

Apr 18th, 2024

Fixes:

• • Fixed issue where the Workflow Wizard could appear off the page when being ran as part of an Action

Apr 16th, 2024

Fixes:

• • Fixed issue where Contact related Merge Fields (ie Greeting) would not work in SMS messages sent from Properties/Transactions
  • Fixed issue where emails viewed in the Emails tab for Contacts would “overflow” outside of the boarder, and can’t be scrolled

Apr 12th, 2024

Enhancements:

• • Improves the width and position of the email popup for Actions in the Calendar, Radar tabs, Dashboard, and Activities tab.  MUCH LARGER TYPING AREA!

Fixes:

• • Fixed the ability to use Actions and Checklists within the Calendar
  • Fixes issues when importing dates and greetings which could cause the import to get “stuck”

Apr 2nd, 2024

Fixes:

• • Fixes issue where switching from the Monthly view of the Calendar to the Daily/Weekly view would hide the Completed Activities, even if the “Hide Completed” option was unchecked
  • Fixes issue where the “Show Tasks” checkbox of the Calendar could get unchecked by leaving the page
  • Fixes issue where the Calendar tab of a Contact/Property/Transaction would show unrelated Activities after a button within the Calendar tab was clicked

Apr 1st, 2024

Fixes:

• • Corrected issue which fixes the starting of workflows that stop workflows in actions

Mar 31st, 2024

Fixes:

• • Corrected issue which fixes the Adding / Removing tags in activity actions.

Mar 29th, 2024

Fixes:

• • Corrected issue causing the daily email notifications to be sent multiple times.
  • Corrected issue which fixes the EVERY (X) Days/Weeks/Months/Years on workflow activities generated so it’s not EVERY 1 on generated activities

Mar 28th, 2024

Fixes:

• • Corrected issue causing the auto-sending of activity actions by specific time or daily time settings.

Mar 27th, 2024

Fixes:

• • Corrected issue causing some imports to fail

Mar 25th, 2024

Fixes:

• • Corrected issue causing birthdays to be created 1 day too early.
  • Corrected issue preventing editing of contact fields like Address, phone, websites, etc.
  • Corrected issue preventing tag removal
  • Corrected issue preventing the sending of SMS from contact records
  • Corrected issue from doing a View All on a filtered list of contacts.

Mar 21st, 2024

Fixes:

• • Corrected issue causing the completed activities to not show when they should be displayed as alternating colored diagonal lines

Mar 15th, 2024

Fixes:

• • Daily Email Notifications to include current date activities

Mar 13th, 2024

Fixes:

• • Corrected An issue where Notes would not be included in Exports

Mar 12th, 2024

Fixes:

• • Removed the eventLimit from the calendar so it shows all activities without the need to click the + button to show more.
  • Corrected SMS reply logging issue which prevented SMS replies from showing in contact records
  • Last Call Date checkbox in the contact notes will now update the last call date field correctly.

Mar 7th, 2024

Fixes:

• • Ability to select SMS numbers for new accounts
  • Corrected issue preventing name/street address from getting added to Transaction dropbox link.

Mar 5th, 2024

Fixes:

• • Added Schedule Sync to better handle new method of handling activities stored in database.
  • Corrected issue causing dashboard to overlap popup
  • Corrected Tooltip issues containing HTML
  • Increased font sizes on several screens to properly match previous settings.
  • Fixed Email subject length on NEW templates which was causing it to wrap in the field until the template was saved
  • Fixed CC/BCC label overlap in email actions of activities
  • Start / End Time fields of Activities were obstructed when assigning the Schedule calculation of workflow activity.

Feb 29th, 2024

Fixes:

• • Fixed issue preventing Activities to load properly on right side of Dashboard
  • Fixes an issue where some popups could be displayed behind the Widgets

Feb 28th, 2024

Fixes:

• • Addressing issues with Time Zones and stored Dates –
  • Fixed Misaligned Delete buttons on Groups
  • Fixed Subject line width on existing email templates which were too small and caused the subject to wrap when viewing/editing
  • Fixed SMS body width on existing templates which was too small and caused body to be 1/3 width of screen instead of 100%
  • Fixed issue causing problems starting of workflows with activities containing merge fields in the title.
  • Fixed issue causing problems saving Transaction information including Commission Changes
  • Fixed issue causing new Contacts to not be added via Zapier
  • Cleanup “Add new template” dropdown
  • Email popup being cutoff when viewing a Contact

Feb 27th, 2024

Changes:

• • The main focus of this update is on improving the Appointments/Calendar sections. We’ve updated the way activities are stored in the database to resolve issues that have been occurring for several months.

Feb 13th, 2024

Changes:

• • Updated OpenAI model to prevent connection errors
  • Corrected Merge Field in Activity Titles

Feb 7th, 2024

Changes:

• • Updated Template Editor to the latest library version
  • Added ‘Close’ button to Terms popup to allow it to close using a button

Jan 19th, 2024

Changes:

• • Corrected issue causing export to fail when user’s full name not present

Jan 16th, 2024

Changes:

• • Corrected bad date format in popup calendar
  • Corrected issue preventing Transaction filters from displaying correctly
  • Corrected issue preventing workflows from starting when actions not correctly setup