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 Fixes: Applying a Due Date to Activities using the “Schedule” Field: (Regardless of using “A Specific Date” or “A Computed Date”) All Day-Type Activities sending at incorrect times. Will now correctly send within the set timeframe from your settings preferences. (Within a 1-hour window depending on server queues.) Previously were sending around 1 am erroneously. Scheduled (Start and End)-Type Activities sending at incorrect times. These will now be sent at the scheduled start time. Previously were sending at an incorrect calculation based on a UTC conversion due to “sticky” code. None-Type Activities will send within 10 minutes of applying the workflow. Working on an update that will have the None-type follow the preferred set time from the account settings instead. Activity Action Triggers: Send a Message Send Immediately Option will now send immediately as the workflow was launched as expected. Previously was observed to not send in some occasions. Send Automatically Option Send Automatically Option will now send at the preferred settings time for your profile or the time scheduled in the Activity. Previously were sending around 1 am erroneously. To make sure that you are not experiencing any errors or complications with automation, please update your account settings >> Email tab by updating the preferred time for automated activities to be sent and ensure that your profile has the correct time zone selected under the timezone tab. In addition, when creating activities make sure to update the schedule type from “none” if you do not want it to process immediately. 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. <img src="https://scontent-dfw5-2.xx.fbcdn.net/v/t39.30808-6/441935667_10160141402167894_8150221067182699754_n.jpg?_nc_cat=108&ccb=1-7&_nc_sid=5f2048&_nc_ohc=TfLCCAqm0DwQ7kNvgF_Q7eX&_nc_ht=scontent-dfw5-2.xx&oh=00_AfASaoCRGA5MSRgE67P5P9Bw_Fs9PwWbaXivY02LHRHpEQ&oe=66415678" alt="May be an image of 1 person and text that says 'JOE AGENT Realtor Realvolve Realty 0417-555-1212 A B C D info@realvolve.com MOO Last saved less than a minute ago Radar Contact Properties Transac'" /> 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 window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":8043};

Dec 19th, 2023 Changes: Reverted several changes from yesterday’s update due to workflow challenges Dec 18th, 2023 Changes: Adjustments to how activities are stored and viewed in realvolve. Nov 2nd, 2023 Changes: Corrected Merge field issue Oct 24th, 2023 Changes: Corrected issue in Actions of activities from throwing a SORT error Oct 9th, 2023 Changes: Corrected issues preventing the deletion of property and transaction records Oct 4th, 2023 Changes: Time zone corrections based on Daylight savings time. Mobile app API Changes ot allow filtered fields to be accessed correctly. Oct 2nd, 2023 Changes: Additional signed URL changes for AWS s3 access for attachments. Sep 29th, 2023 Changes: Twilio auth token changes for A2P 10DLC changes http -> https in signed URL Activity View All List (Add 100px to right work pane for better presentation) Sep 20th, 2023 Changes: Removed unnecessary GoogleSync jobs from background to speed up system Fixed occurrence date time zone mismatch issue for repeating activities. Sep 18th, 2023 Changes: A2P 10DLC – Ability to add new SMS numbers to existing Accounts under the same subdomain. Sep 15th, 2023 Changes: A2P 10DLC – Compliance Changes for using SMS for outbound messaging Sep 13th, 2023 Fixes: An issue which prevented the pagination of contacts in the list so the numbers at the bottom to change pages and the view all list was not allowing the full list to display. Sep 12th, 2023 Fixes: An issue which prevented the STATUS field on a transaction from updating when the transaction was connected to a pending property record. Sep 11th, 2023 Fixes: An issue where Workflows may not start due to the Inspection Contingency Date An issue where searching for an Activity may not return any results An issue where “Filters” could be displayed, even though the filters are hidden Sep 6th, 2023 Enhancement: Adds the ability for Contacts to opt-in for receiving SMS messages from Realvolve. As per Twilio’s “request,” we’re now required to ask each Contact to opt-in before any SMS messages can be sent to them. This happens automatically the first time a RV user sends an SMS message to a Contact from this point on. Aug 25th, 2023 Enhancement: Major changes for speed increase / long term stability of adding contacts, properties & transactions to the database. This change improves performance from 1;35 sec indexing to less than a second. Aug 14th, 2023 Fixes: Corrected issue preventing Earnest Deposit 1 & 2 merge fields from displaying values Corrected issue preventing workflows from starting when using [[Closing Location Details]] in the title of a Workflow Activity. Corrected issue with some transaction fields not saved consistently Aug 10th, 2023 Fixes: Corrected issue preventing completed activities from displaying. Corrected issue preventing workflows from starting. Corrected issue preventing checklists from displaying and checklist merge fields from showing their current value.Note: This release does introduce an issue where Activities cannot be deleted from the list on the left side, but can still be deleted from within the Radar tab of a record. We’re working on fixing that issue. Aug 9th, 2023 Fixes: Corrected issue preventing workflow activity from showing the “Tagged with any of” selected tags – the tags were there, just not showing due to a recent change. Corrected issue causing multiple party member merge fields to not populate (Seller2, Buyer2, etc.) We had previously corrected the other party members but the multiples that had numbers at the end were not present. Aug 8th, 2023 Fixes: Corrected issue preventing workflows from starting when workflow uses a date that is not in the property/transaction record yet. This change properly adds the date into the record if not present Aug 7th, 2023 Fixes: Corrected issue preventing search field on templates from clearing when pressing the (x) button causing the filtered list of templates to still be filtered. Corrected issue causing party member merge fields to not populate (Still addressing issue for multiple party members like Seller2, Buyer2, etc. Corrected issue preventing workflows from starting Corrected issue preventing party members to transfer to transaction from pending listings July 27th, 2023 Changes: Performance Upgrade for background jobs July 26th, 2023 Changes: Performance Upgrade for filtering and indexing July 20th, 2023 Changes: Changes to prevent additional activities from showing in activity list. July 5th, 2023 Changes: Performance Upgrade when adding contact, property & transaction records – quicker access to search and view in the view list. Corrected scrollbar issue in Team Reporting widget on dashboard. June 29th, 2023 Changes: Performance Upgrade in Settings > My Accounts – No longer have the delay displaying the field contents after the agent photo/logo June 26th, 2023 Changes: Fixed issue caused by emails sent to deleted contact Corrected issues preventing user from seeing all activities in the View All screen. June 24th, 2023 Changes: Performance Upgrade when viewing Daily, Weekly, & Monthly Calendar. The performance increase is approximately 93% June 23rd, 2023 Changes: Performance Upgrade when viewing Contacts, Properties & Transactions as well as the dashboard containing notes when using personal server. The performance increase is approximately 99.71% when viewing contacts. The performance increase on Dashboard Notes is approximately 83.75% June 20th, 2023 Fixes: Fixes an issue where having a Reminder in an Activity could cause its Workflow to not be started successfully Fixes an issue where Notes would try to save changes, even though no changes were made Fixes an issue where SMS errors from Twilio may not be saved in the Contact’s Notes June 14th, 2023 Fixes: Fixes an issue where the SMS error messages were not be added to the Notes Fixes an issue where the Closing Time could not be edited at the top of Transactions Fixes an issue where “&” characters in file names could cause Templates not to be able to be saved June 9th, 2023 Fixes: Fixes an error that could occur in the background after a user is timed out Fixes an issue where a Note wouldn’t be created when a user sends an SMS message to an unsubscribed phone number Fixes an issue where “Included as cc in this mail” Notes could cause Contacts not to be able to load correctly June 8th, 2023 Fixes: Fixes an error that could occur when removing a Buyer/Seller from a Property/Transaction Fixes an error where Daily options could be displayed when setting the Repeat option for Activities, even though None was selected. June 7th, 2023 Changes: Added error messages to SMS notes if there is some error during processing – this will give the user and support information pertaining to the error to get it resolved. Fixed issue causing the dashboard widgets to not work properly during drag-n-drop movement. June 6th, 2023 Corrections: Corrected issue with transactions activity checklists not saving at times June 5th, 2023 Corrections: Corrected issues with our Email connectivity. Corrected issue with contact activity checklists not saving at times May 26th, 2023 Fixes: Fixed previews of emails in email tab Fixed Previous/Next buttons in email tab list Fixed Previous/Next buttons in email preview May 24th, 2023 Changes: Corrected visual UI issue when creating a new Activity in a contact workflow which should have defaulted to “Workflow Contact” but showed “None” instead. May 23rd, 2023 Changes: Added messages to notify user of invalid OpenAi API Keys May 19th, 2023 Changes: Corrected issue with dialer not connecting to user’s phone in order to make outbound calls from contact record. Fixes an issue where Transactions could not be deleted from the Trash Fixes the ability to go to specific tabs directly (ie {yourdomain}.realvolve.com/properties) Fixes the “Street Address cannot be blank” message that should appear when creating Properties Removed Depreciated Hubspot API’s May 11th, 2023 Changes: Corrected issue causing Import to not show as completed – they did actually complete but the status was not reset which prevented the ability to import other CSV files. Fixed issues caused when moving between transaction records that showed elevated error counts since the May 9th update May 10th, 2023 Changes: Added ‘client_id’ to the fields sent to a webhook Changed BombBomb integration sync process to be in a better background queue for processing. May 9th, 2023 Changes: Corrected issues involving Repeating Activities in the list View Increased performance of Activities and View All Activities Corrected issue causing wrong date to show in Activities List and View All List Optimized the database indexing to increase performance. Corrected checklist saving issue when the phone number is blank which prevented other fields from being saved. Added line break before inserting a signature template May 4th, 2023 Changes: Corrected popup calendar for custom date range on Team Reporting Dashboard Widget Corrected integration issue with BombBomb – you should now be able to connect your Bombbomb account using SETTINGS > INTEGRATIONS April 20th, 2023 Changes: Moves the Selective Merge from the low queue to medium to speed it up Fixes an error that could occur when removing a Contact from a Transaction Adds a scroll bar to the list of users within the Team Reporting setup when needed April 17th, 2023 Changes: Changed the background queue to handle individual record updates quicker. This performance update will help see changes to individual record changes much quicker when other background jobs are in the queue. April 6th, 2023 Enhancements: Upgraded to latest versions of development environment. March 25th, 2023 Fixes: Corrects an issue causing the popup calendar to be displayed lower in the screen of the milestone dates when starting workflow. Corrected an issue preventing the popup calendar from scrolling when the rest of the screen was scrolled up. Corrected an issue causing the selected date flips between the current date and Jan 20th, 2023 which could cause some workflow activities be assigned to an incorrect date. March 24th, 2023 Changes: Added the following Party Members for Properties & Transactions: Abstractor Building Superintendent Escrow Officer Assistant Qualified Intermediary Added a TIME field to the Pre-Marketing Date field March 16th, 2023 Fixes: Corrects an issue that prevented new documents/files from appearing to be added until the page was refreshed. March 13th, 2023 Fixes: Corrects an issue that prevented a user from renaming files when they are email attachments that have been automatically placed in the files tab. March 10th, 2023 Fixes: Corrects an issue that now allows users to disconnect and reconnect the MAPI email connection for their personal email account in SETTINGS > EMAILS March 2nd, 2023 Enhancement: Updated to ChatGPT 3.5 Turbo for faster processing and 1/10th the cost of previous GPT Responses. Fixes: Corrects an issue where new Notes could not be created when on the Dashboard Corrects an issue where the Notes & Correspondence section may not load due to an orphaned record Corrects an issue causing Google Maps not to load within Realvolve February 28th, 2023 Fixes: Corrected issue preventing monthly activities from getting removed from the monthly calendar after completion. February 24th, 2023 Enhancements: Used ChatGPT to create a OpenAI/ChatGPT integration into Realvolve. Settings > Integrations > OpenAI API Key (Enter your API Key HERE) Email / SMS Templates – created OpenAI logo that can be pressed to open a popup window to enter a prompt to generate a response and insert it into an email or sms template. Include Greeting – Adds the [[Greeting]] merge field to the beginning of the template Include Signature – Adds the [[Signature]] merge field to the end of the template Include Message – Will include the current message or selected text of the current message as part of the prompt and can be referred to as ‘message’ [Generate] button will generate the Response from the given Prompt and checked items Select Action – Action to take when the [OK] button is pressed Add To Message – will insert the response at the current cursor location that was present before displaying the popup window Replace Message – will replace the entire message area in the template with the Response text. February 9th, 2023 Fixes: Corrected issue preventing access to the Transactions placed in the TRASH. Enhancements to existing background processes to improve performance and reduce latency especially during high use times. Background job priorities modified to make important processes faster February 8th, 2023 Fixes: Corrected issue with editing party member information from the People tab of a Property or Transaction. It is important to know that the SAVE button will be disabled while editing the expanded address fields. If you make a change to an address then click into one of the other fields to allow the system to take the expanded address information and put it into the full Home or Work Address field then the SAVE button will be re-enabled. January 26th, 2023 Fixes: Corrected issue preventing the CONTACT LIST from displaying when assigning a contact from a checklist. Part 1 of 2 – Fixed: So that the list displays and is accessible. Part 2 of 2 – Fixed: if you scroll the screen up/down the list of contacts goes away so the list is not left on the screen detached. January 23rd, 2023 Fixes: Corrected issue preventing and “All Day” activity from being able to be changed to a “Due Date” activity so it shows as TASK in Google when sync’d. January 11th, 2023 Fixes: Corrected issue caused by manually entering a date in a date field of PROPERTIES instead of using the popup calendar. The system was setup to use ‘dd/mm/yyyy’ format instead of ‘mm/dd/yyyy’ format that we use in the United States. This was causing the dates entered as ‘1/10/2023′ to be interpreted as ’10/1/2023’ = ‘Oct 1, 2023’ – this change will now display correctly as ‘Jan 10, 2023’ as it should. iOS Mobile App – Minor changes/fixes to stay consistent with required Android changes. January 10th, 2023 Fixes: Corrected issue caused by manually entering a date in a date field of CONTACTS instead of using the popup calendar. The system was setup to use ‘dd/mm/yyyy’ format instead of ‘mm/dd/yyyy’ format that we use in the United States. This was causing the dates entered as ‘1/10/2023′ to be interpreted as ’10/1/2023’ = ‘Oct 1, 2023’ – this change will now display correctly as ‘Jan 10, 2023’ as it should. Android Mobile App – Available again on Google Play Store with a few fixes/changes to meet compliance. January 9th, 2023 Fixes: Corrected issue preventing activity “B” that is dependent on activity “A” being completed before assigning a calculated due date for activity “B” January 3rd, 2023 Fixes: Corrected issue preventing completed activities that have the “ REPORT: YES ” from going into the Seller Report section window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":5840};

December 20th, 2022 Changes / System Upgrade Fixes: Corrected issue preventing email editor from being displayed when running actions on more than one activity. Added Scrolling to All Day Calendar items to prevent display issues. December 15th, 2022 System Upgrade Fixes: Corrected secondary issue with Google Drive connectivity in the FILES tab preventing new folders getting connected. December 14th, 2022 System Upgrade Fixes: Corrected issue where the Calendar would not load December 13th, 2022 Changes / System Upgrade Fixes: Removed a setting causing future months to be disabled when using the Contacts ‘By Date’ Filter set to ‘Without Year’. Corrected Email / SMS buttons on party members in the PEOPLE tab of Properties & Transactions Corrected Issues with Viewing Email / SMS buttons on Contact Cross Section & Referral Source Contact Details from Dashboard Widget December 9th, 2022 System Upgrade Fixes: Corrected issue with Google Drive connectivity in the FILES tab preventing new folders getting connected. Corrected issue preventing the [Next] button from enabling when all groups of the workflow are unchecked and only checking an individual activity. December 8th, 2022 System Upgrade Fixes: Corrected issue where the Subject line of emails could go missing when automatically sending emails that have tagged attachments. December 7th, 2022 System Upgrade Fixes: Internal Account Subscription when changed by sales team Corrected issue preventing activities from being displayed in the View All list December 6th, 2022 System Upgrade Fixes: Corrected issue where Tags could not be added to the Add/Remove Tags section when creating a new Action Corrected issue where a new email address could not be added to a Contact if extra spaces were added to the end of the address December 1st, 2022 System Upgrade Fixes: Corrected issue causing the + button to not work for some users for adding tasks November 30th, 2022 System Upgrade Fixes: Corrected end time calculation for activities that using a start/end time field from the database November 23rd, 2022 System Upgrade Fixes: Corrected issue with Search text is not getting removed when a tag is selected until leaving the field November 22nd, 2022 System Upgrade Fixes: Corrected issue causing Activity Priorities to not get set from the activity tab of a contact, property or transaction. November 17th, 2022 System Upgrade Fixes: Corrected issue causing Contact profile pictures to replace the user profile image. Added scrollbar to User List in the Calendar [More] options. Previously, some users were not visible and scrolling wasn’t turned on. November 15th, 2022 System Upgrade Fix: Corrected issue causing Mass Update to the Contact Type Field November 14th, 2022 System Upgrade Fix: Corrected issue caused by tightened security on email sends preventing some high usage clients from sending emails November 10th, 2022 System Upgrade Fix: Tightened security on email sends: Emails sends are currently limited to 50 for users trialing realvolve but the limits can be lifted if requested from our sales or support. The purpose is to prevent spammers from taking advantage of our previously unlimited email policies. November 2nd, 2022 System Upgrade Fixes/Enhancements: Fixes the ‘Select all’ checkbox for the selected fields list when exporting to a CSV Client Priority selection has been renamed to Category ABCD and no longer case sensitive in the CSV IMPORT Fields added in selection list for CSV IMPORT Contact Type valid values: Client / Agent / Farm / Personal / Vendor / Hidden / Prospect / Team Member default: Client Stage valid values: Aware / Know / Like / Trust – default: Null Status valid values: Suspect / Prospect / Lead / Client / Past Client – default: Null Client Type valid values: Buyer / Seller / Seller & Buyer / Rent – default: Null Record Type valid values: Person / Company Lead Status valid values: New / Contacted / Won / Lost / Unknown / Closed Won / Closed Lost – default: Null Referred By Date Last Personal Note Date Rent / Own valid values: Rent / Own Year Moved Preferred Contact Method valid values: Phone / Email / Text Interested In Property Address Last Email Date Last SMS Date Next Appointment Date Lead Date First Contact Date Property Type valid values: Residential / Residential Lease / Investment / New Build / Commercial / 2nd Property / Recreational Property Probability number: 0 – 100 Prequalified valid values: Yes / No Prequalified Amount October 31st, 2022 System Upgrade Fix: Fixes the popup dialog issues that happens when editing workflow activities October 25th, 2022 System Upgrade Fix: Fixed the activity date assignment on completion of a dependent activity October 21st, 2022 System Upgrade Fix: Fixed the “Repeat Every (x)” feature – this fixes those workflow activities that need to repeat every (x) days October 19th, 2022 System Upgrade Fixes: Fixed issue causing Property/Transaction title from getting truncated when editing Fixed issue preventing a sort by Recently Updated date Fixed “see less” link to close up long notes Added Scrollbar on Team Reporting Widget for large teams Add Property / Transaction from a Contact Fixed Date selection issues on Seller Report Added popup calendar to Property / Transaction tab of contact to pick dates easier Phone numbers on Browse list of contacts not showing Added scrollbar to Bombbomb recording selection screen Fixed Import to allow tags & notes to have multiple mapped fields Added scrollbar to source view of message template editor Fixed Source Widget on dashboard so FILTER icon works and flip view September 22nd, 2022 System Upgrade Fixes: Workflow Start Issues (Partial Correction) September 21st, 2022 System Upgrade Fixes: Fixes issues with saving Seller Reports and Showings Fixes an issue with dragging and dropping Activities on the Calendar Fixes the full screen email editor September 19th, 2022 System Upgrade Fixes: Corrected CC/BCC options for emails from Activities Mass Email from Contact >> View All Screen API Connectivity Fixed Template Header Layout to prevent overlap of fields Adjusted Margins to Property/Transaction tabs of contacts to prevent overlap of buttons Changes for Webhook Contact Data Fixes an issue with Zapier notifications September 15th, 2022 System Upgrade Fixes: OAuth login Issues Workflow Activity saving issue when assigning the WITH field to TAGGED WITH ANY OF Workflow Wizard could appear off of the visible screen when starting a workflow from an activity Calendar would always begin at 6am, regardless of the user’s set start time Transactions wouldn’t be opened automatically after being created by a Property making it seem like the transaction wasn’t created when it actually was. Added Scrollbar to “ Login As ” menu for Administrators with large teams Fixed uploads on files containing spaces in the name September 14th, 2022 System Upgrade Fixes: Popup Calendar in date fields for Transactions Popup Calendar issues on MS Windows devices that have touch screen preventing mouse use September 13th, 2022 System Upgrade Fixes: Preview and Export buttons would not always be auto enabled when the popup is displayed Enabled the TARGET option for links and changed the dialog button colors to blue within the Template Editor Prevent Export Contact getting stuck in Processing… September 12th, 2022 System Upgrade Fixes: Template Editor Content Not Displaying Correctly Zapier Integrations Party Member selection when starting a Workflow Paste buttons in the template editor Sending of SMS messages Improved error messaging when an SMS message fails to send. September 11th, 2022 System Upgrade Fixes: Display Issues with Widgets Bombbomb Integration September 10th, 2022 System Upgrade Fixes: Buttons appearing small or out of placed when adding or running Actions Setting the With field in Steps when building a Workflow could prevent the Workflow from starting Partially fixes some issues within the Email tab Preview Email within an Action. September 9th, 2022 System Upgrade Started: Our team completed a major system upgrade in order to improve system performance. There are a few visual issues our team is aware of and will be addressing over the weekend. Thank you for your patience as they continue to work through any outstanding issues. August 26th, 2022 Changes: Fixed issue for new users where dashboard widgets were not refreshing August 18th, 2022 Changes: Changes to Webhook fields August 15th, 2022 Changes: Mobile App Changes (Android: Available / iOS: Available ) Improved Contact List with Category Colors and Relationship Scores Updated Filters (Floating Date Filters) Ability to Edit Contact Relationship Settings Improved Template Editing Ability to update the last SMS date when sending an SMS Improved handling of Checklists & Actions in Calendar August 11th, 2022 Changes: (Internal Use Only) Added ability to stop a specific workflows on all records using that workflow August 8th, 2022 Changes: Fixed issue preventing the display of “View All” documents Additional Webhook Fields August 5th, 2022 Changes: Additional Webhook Fields for task and activity state of data being sent July 28th, 2022 Changes: Adds the Category and Contact Score to the contact list serializer in the UtilityAPI so that info can be included in the list of Contacts in the mobile app. July 26th, 2022 Changes: Fixes an issue where the Add Time field in Buyer Reports would display a date (January 1, 2020) before the set time. Fixes an issue where Activities could send messages to Contacts who used to have a set Tag July 25th, 2022 Changes: Added API features for upcoming Mobile App Changes. July 22nd, 2022 Changes: Adds the Firepoint logo to the top of each Realvolve Contact record so that Contacts added by the Firepoint integration can quickly access the same Firepoint Contact from Realvolve. July 14th, 2022 Changes: Additional API endpoints for 3rd Party features Fixes bug causing Activities set to repeat a specific number of times to not repeat July 11th, 2022 Changes: Fixes an issue causing Contacts Websites and Fax numbers to not update via Checklist items Fixes an issue causing the Prequalified merge field to not display the currently selected option within Checklist item July 8th, 2022 Changes: Fixes issues related to updating & displaying checklist items within the Mobile app June 28th, 2022 Changes: Fixes a case where the Action would not run if a user set as a Contact’s Assigned Agent did not have a set Address Adjusts the nil case for Main Address to ” instead of “null” for Party Members in Property and Transaction Webhooks June 21st, 2022 Changes: Adjustments to which Merge Fields are hidden for Checklist items, emails, and SMS messages Fixes for Contact date fields June 9th, 2022 Changes: Fixes remaining issues with the InfiniteTasksJob Adds the rake task for mass completing non-Workflow Activities Adds assigned_agent details to Contact Webhooks May 26th, 2022 Changes: Fixes Template Previews Adds the Contact ID to each Party Member listed in a Property/Transaction Webhook Adjustments to UpdateActivityStatesForInfiniteTasksJob May 20th, 2022 Changes: Adds fields to Webhooks Fixes issue when uploading images within Templates May 19th, 2022 Changes: Fixes an issue where inactive Contacts were still receiving mass emails. May 17th, 2022 Changes: Adds the Last SMS Date to the list of dates available within the Contact Heat Graph (aka Contact Cross Section) May 12th, 2022 Changes: This fixes two security issues regarding uploading profile pictures. May 10th, 2022 Changes: Fixes security issue with importing CSV files May 9th, 2022 Changes: Adds the Company name to party members as well as record_id for Webhooks Adds Run Action Automatically feature to Actions that do not send emails Fixes bug where images could not be dragged and dropped for Contacts, Properties, and Transactions Adds XSS security for previewing Templates for the security review April 28th, 2022 Changes: Adds Administrator Party Member in the People tab of a Property or Transaction can be Assigned To Activities automatically. April 22nd, 2022 Changes: Resolves a number of security-related issues as requested by Leviathan/Google Security Audit Slightly changes the look of the Files tab Adds the Send Webhook ability via Workflows to the mobile app Fixes spacing between labels on Documents pages Fixes related to Icomoon assets April 5th, 2022 Changes: Fixes initial High level issues brought up in the 2022 security review Adds the Unspecified option to the Sex of a Contact, as well as the Their option for the Pronoun of a user. Mar 30th, 2022 Changes: Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts. Fixed “All Day” activities that are sync’d to google so they do not take up the entire day so services like “Calendly” can still assign activities to the calendar – this was done by setting the transparency option to “transparent”. Adds entity_email to each entity’s Webhook serializer as its dropbox address, and also updates the sample data. Mar 24nd, 2022 Changes: Fixes an issue where the Date Range set within the By Date filter for Activities would look like it’s been reset, but would not actually be reset. Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts. Sets the transparency option for Google Events created by Realvolve to be transparent. Adds entity_email to each entity’s Webhook serializer as its dropbox address, and also updates the sample data. Mar 23nd, 2022 Changes: Fixes an issue where no Workflows were loading into the Workflow Editor after a search was entered, and not manually cleared. Mar 22nd, 2022 Changes: Ensures the full data is visible within date fields for Showings, Seller Reports, and Buyer Reports Fixes issue with Send Email, Send SMS, and Print to PDF popups looking blurry Adds info for the Contact stored in a Contact’s Lender field to the Contact Webhooks. Also adds the Lender details to the Contact Webhook sample data. Mar 21st, 2022 Changes: Added “Lender” to the list of contact party members in the WITH field of a contact workflow. Added “Lender” to the list of CC/BCC party members in an Email ACTION If the selected lender changes on a contact record then any activities assigned to the WITH of lender will change Mar 18th, 2022 Changes: Adds additional options for the Assigned To field within Activities when building a Workflow Buyers Agent 2, Seller Agent, Seller Agent 2, Office Manager Fixes a bug where starting a Workflow would fail if the Contact’s Assigned Agent were blank and an Activity in the Workflow were Assigned To that Assigned Agent Mar 17th, 2022 Changes: The Cancel My Account button not doing anything The Transaction Type field in the Commission tab of a Transaction acting as a text box instead of a select dropdown Party Members not being linked with the Assigned To field of Activities while Workflows are being started Adjustments to the sample Webhook data used by the Send Sample Data button Mar 15th, 2022 Changes: Adds the Send Sample Data button for Webhooks within the Actions in the Workflow Editor. Changes the wording for the “Google Account already linked” error to be more user friendly. Mar 10th, 2022 Changes: Better handling of the Referral process Mar 9th, 2022 Changes: Corrected Support CHAT window and allowed user to submit a support ticket when support is not available Mar 8th, 2022 Changes: Adds version 1 of our new Webhook ability, along with a couple minor bug fixes for it. Feb 12th, 2022 Changes: Added New Date/Time Fields – Property Date/Time Fields: Brochure Delivery Date/Time Listing Agreement Signed Date/Time Offer Submitted Date/Time Order Intake Date/Time Photos Received Date/Time Photos Rescheduled Date/Time Sign Install Date/Time Videographer Date/Time Transaction Date/Time Fields: Acceptance Date/Time Agent Evaluation Date/Time Appraisal 2 Date/Time Buyer Signed Contract Date/Time Cleaning Date/Time Delivery of Second Earnest Money Date Fire Inspection Date/Time Gas Inspection Date/Time Guarantor Signature Date/Time House Cleaning Date/Time Percolation Test Date/Time Roof Inspection Date/Time Pre-Drywall Inspection Date/Time Pre-Construction Meeting Date/Time Sewer Scope Date/Time Staging Removal Date/Time Survey Date/Time Title Signing Date/Time Windstorm Inspection Date/Time Jan 13th, 2022 Fixes: Corrected issue causing screen distortion when entering an Expiration Date – Corrected a user reported issue where the Listing Address block of data would drop below the Listing photo when entering an expiration date. Incorrect Date Display on Repeating Activities in the Activity List Corrected an issue which was displaying the original state date of a repeating activity in the left side activity list. When looking at the VIEW ALL screen on activities the correct date was displayed. Jan 7th, 2022 Changes: Prevented SMS Accounts from being created during the 14 day trial by default – Due to a deviant user that was creating multiple trial accounts and then setting up SMS accounts to use as a Phishing Scheme we have decided to no longer allow users to create SMS accounts during the 14 day trial unless they reach out to support and validate their identification. We apologize for having to do this but we want to keep the public at large safe from bad actors. Jan 5th, 2022 Fixes: Corrected the Contact Filtering Issue – This update fixed and issue which was causing display challenges when creating a custom filter. The COUNT and LIST OF CONTACTS where not displaying when creating a new filter. Once Saved, the user could select the saved filter was a work around but that wasn’t the preferred method of operation. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":5437};

Dec 13th, 2021 Changes: Corrected Referral Links on Website URL Dec 8th, 2021 Changes: Corrected SMS Sending Issue when sending Emojis Additional Date/Time fields in Properties Additional Google Sync logging to track challenges with Google Errors Nov 15th, 2021 Changes: Birthday Activities Do Not Get Created when you change a birthdate – When a user enters a birthday for a contact, an activity is automatically created as a reminder for that contact. We corrected a issue which prevented new reminder activities from getting created if a birthday previously existed and changed to another date. Make SMS messages with special characters not trigger the more expensive encoding format Corrected an issue which caused the special character for an apostrophe to take more than one message block to send the SMS. This resulted in multiple messages being sent via SMS which could have been completed with 1 message. Allow users to input .ca addresses into Checklist Fields Realtor.ca can now be entered and validated from a checklist item in an activity. Previously only Realtor.com entries were allowed.. this update corrects this problem and allows Realtor.ca Corrected dialer minutes monthly reset Dialer minutes were not accurately renewed each month on some accounts this fix corrects the issue Corrected Email Forwarding Feature previously removed by SendGrid When replying to emails the “REPLY-TO” field allows for multiple email addresses – however, Sendgrid removed this feature and this caused emails to not be sent to the correct recipients. This update corrects the issue so that all contacts and dropbox records can get copies of the email as needed. Additional Google Sync Logging Added This will allow engineers and support team to assist users with Google Sync challenges. Sept 23rd, 2021 Fixes: Add text about the order of Activities in the Workflow Editor – To help prevent customer confusion, some explainer text is now added to let people know that activities don’t necessarily execute in the order that they appear in the Workflow Editor. When editing a contact record’s address field the SAVE gets stuck processing Previously, when editing an address, the map wouldn’t load and the SAVE button would be greyed out (appearing stuck). Now when editing an address, the map updates immediately and the SAVE button returns to the normal fashion. Sept 1st, 2021 Fixes: Export Permissions – The download button on contact exports is now functional, whereas before you would consistently get an “You are not authorized to access this page.” error when trying to download a .csv export. Aug 11th, 2021 Changes: New Google Contact Sync Connectivity – Google depreciated the Contacts API and replaced it with People API which required a rewrite of most of the Contact Sync feature. June 6th, 2021 Changes: Fix Left Sidebar Activity Rendering Activities in the left sidebar are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. Fix Activities Tab Activity Rendering Activities on the “Activities” tab for a contact are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. Fix Calendar Activity Rendering Activities on the “Calendar” page are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. May 24th, 2021 Changes: Replaced Icon Hosting The icons we use in Realvolve used to be hosted by a service called Icomoon. Due to a couple of service interruptions with Icomoon, Realvolve completely lost its icons, leading to hours of customer impact. Now we host the Realvolve icons on our servers to prevent external service-related downtime. Cancellation Process in RV seems to be failing Account leaders can cancel their account on the My Settings page under the “Plan And Billing Info” section. First they click on the “Start Cancellation Process” button and then click on “Cancel At End Of Billing Period”. If they have not previously accepted a special offer a “Cancellation Wizard” is supposed to display. In some cases it was not properly displayed. Now it does. Option for team size in the trial sign up form are incorrect The trial sign-up form had a bunch of incorrect options for team size, because it was fetching from a HubSpot attribute that was configured incorrectly. This resulted in Chargify accounts not being created for some users depending on the option that was selected. This fix removes the dependency on Hubspot, and ensures that all options in the team size dropdown correctly create subscriptions in Chargify for new users. Apr 1st, 2021 Changes: Google Security Review Changes – Preventative measures taken to eliminate the treat of XSS, SSRF, IDORS and OAUTH exploits. Mar 8th, 2021 Fixes: Unknown Contacts created for received SMS messages that should have been added to existing Contacts Previously, when receiving a message to your realvolve-issued SMS number, country codes included in contacts’ phone number fields were not properly accounted for. This meant that a message coming in from +17745555555 would not match 17745555555 or 7745555555. The contact lookup code has been updated so that when messages come in from a number including a country code, it matches the right contact record and adds the Note in Realvolve as expected. Google Contacts Sync deleting contacts and not synching all contacts; all settings and tags checked. Google Contacts Sync no longer deletes contacts, even if they have been deleted from Realvolve. This means deleting a contact in Realvolve will not delete the contact in Google, and deleting the contact in Google will not delete the contact in Realvolve. Fix Contact Heat Graph Dashboard Widget The Contact Heat Graph Dashboard widget had a couple bugs remaining from the last pass of changes, notably the colors of the boxes being inconsistent as well as the text beneath the labels when hovering over boxes. Now, the boxes are correctly colored according to the max score of a contact in that box. When a box is red, that means that at least one contact in that box should be followed up with as soon as possible, because they have a high contact score and are more trusted than other contacts. (Previously, it was an average across each stage/status bucket, so very important contacts were sometimes shadowed by many new contacts in the same stage/status bucket. This now fixes that and essentially says – if the square is red, focus your efforts on those contacts first.) Feb 17th, 2021 Fixes: Fix Volume Report and Commission Pipeline Graph Widgets The Volume Report and Commission Pipeline Graph Dashboard Widgets were reporting either incorrect, or no data. This patch fixes them, and reports the appropriate data to the widgets. Fix Contact Source Graph Widget The Contact Source Graph Widget was reporting incorrect data. This patch fixes it, and makes it so the widget shows all of the relevant contact sources, not just one. Unknown Contacts created for received SMS messages that should have been added to existing Contacts This issue is partially resolved by this release. If Contacts have been reindexed recently, it may work. Otherwise, an Unknown Contact may still be created when receiving an SMS message. However, this does fix a similar issue when importing Contacts. Feb 8th, 2021 Changes: Replace pricing table with Customer Service message The pricing information is currently incorrect on the “Plan And Billing Info” section of the Settings > My Account page. We have temporarily replaced the pricing table with the message “ If you would like to make changes to your Realvolve plan, please click here to submit a support ticket.” Google Contacts This release addresses several under-the-hood problems with Google Contacts Sync, mostly centering around deleted contacts in Google. Suppose you have Marge Simpson in Google. If you delete her in Google she will now get added again next time you sync contacts from Realvolve. Note: Right now it appears that you have to manually click “Sync Now” in order to recreate a contact that was deleted in Google. Phone numbers not displaying when viewing Contacts from List of Tags Currently in production, there is an issue where opening the list of Tags on the left side of the Dashboard and then clicking on a Tag will display a list of Contacts and their main contact info. That works correctly for the most part, but only the Contacts that are initially loaded will display their phone numbers. This fixes that issue so that all Contacts in the list will have their phone numbers displayed, even after scrolling through the list. Feb 1st, 2021 Fixes: Dashboard Widgets The data for the dashboard widgets used to be stored in a holding area for speed. This led to a ton of problems where the Support Team needed to update graphs for some users daily. Now, all of the data for all of the graphs is stored in the database. This means users will have access to correct data and the Support Team will no longer need to update the graphs for users. Contact Cross Section Volume Pipeline Predicted Revenue Contact Source This will also correct problems displaying in the mobile app. Property and Transaction Sort Order Properties and transactions will now be sorted in the correct order when choosing the ‘Address’ option available in the Sort By field above the list of Properties or Transactions on the left side of the Dashboard. Property and Transaction Name In-Place Editor When editing the name of the property or transaction the information was not correctly showing the changes until the next screen refresh. Jan 22nd, 2021 Changes: Update Google Contacts Sync to only delete contacts deleted from Realvolve The most recent changes to Google Contacts Sync were intended to make groups in Google mirror tags in Realvolve. That meant any contacts not in Google that were not in Realvolve were being deleted. This change updates the behavior so only contacts actually deleted from Realvolve will be deleted from Google. This means that it is entirely possible for there to be contacts in Google that are not in Realvolve. Jan 7th, 2021 Fixes: Corrected Image/Attachment Upload issue on templates/emails This problem was caused by a Facebook Ad Pixel which was preventing the upload process from completing its process. We have removed the Facebook Ad Pixel to correct this issue. Changes: Google Contact Sync What’s the change? We will be moving to a one-way push of contacts from Realvolve to Google. We will no longer allow contacts to travel from Google to Realvolve . Why is this better? Realvolve has very little control on what Google does with your data, changes they make, or how other applications integrated with Google affect the accuracy of your database. This change will allow for a much higher level of data integrity. So what should I do moving forward? Moving forward, you will need to create new contacts and make your contact edits in Realvolve. The mobile app is the perfect tool to accomplish this on the go. Once a contact has been added, or a contact has been changed, those changes will be reflected in Google. If you have duplicate contacts in your database, utilize our merge tool from the view all screen or the Merge Wizard from your settings. Please be very intentional with any merging of contacts as this action cannot be undone once completed. Note: any merging or contact edits in Google will not be recognized in Realvolve. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":3308};

Nov 5th, 2020 Fixes: Google Sheets Add-on – Corrected date issue causing some dates to be off by 1 day – this was due to a time zone conversion issue that wasn’t being taken into account. ( Note : The updated version will load automatically the next time you run the add-on if it is already installed) https://gsuite.google.com/marketplace/app/realvolve_reporting/521185443630 Oct 21st, 2020 Fixes: Website validation – This allows users to add their realtor.ca links to Realvolve fields without showing an error. Corrected visual bug in Google Drive Corrected display issue on tasks list of active filters Corrected Google Calendar Sync issue due to deprecated google function. Sept 28th, 2020 System Update: Data Storage – Improved Data Storage for increased speed, reliability and stability. Aug 10th, 2020 Fixes: Notes – Corrected issue preventing Activity Notes from showing on individual Contact/Property/Transaction notes tab. Property/Transaction Date Filters – Corrected issue when start/ending dates are the same. Searching a single date would not return the correct list of records. July 22nd, 2020 Enhancements: Mobile App Changes Added the ability to store the contact list locally to help speed up the display of contacts after they have been retrieved the first time. Contact list refreshes automatically every 2 hours or use Pull to Refresh Added Pull to Refresh to Contacts, Properties and Transactions. June 23rd, 2020 Enhancements: Mobile App Changes Custom Filters in Contacts, Properties and Transactions Keep Filter settings until cleared Search Notes Search Party Members of a Property or Transaction Edit Emails before Sending Send Templated Emails via Realvolve or Device Email Send SMS to Party Members of a Property or Transaction Added SETTINGS option to “Stay Logged In” Added “Showing Instructions” information in the Private Details screen of Properties Corrected Login Issues due to Upper/Lower Case and Special Characters Added Dark Mode changes June 8th, 2020 Fixes: Corrected image display when printing a template to a PDF instead of an empty box. Corrected Potential Volume reporting in Volume Reporting Widget . Corrected an issue caused when creating a new workflow activity without an activity type. Corrected a display issue when clicking the new “Copy as a property address” button on a contact’s address. Button would create a new property, but didn’t create the appropriate infrastructure records to list the property on any of the Realvolve Dashboard pages, including but not limited to the properties page or its sidebar. May 8th, 2020 Enhancements: Added the ability to create a property listing from the Home Address of a contact as well as Additional Addresses including 2nd -5th Home. <img class="alignnone size-full wp-image-2765" src="https://www.realvolve.com/wp-content/uploads/2020/04/Create-a-Property-Listing.png" alt="" width="292" height="117" srcset="https://www.realvolve.com/wp-content/uploads/2020/04/Create-a-Property-Listing-200x80.png 200w, https://www.realvolve.com/wp-content/uploads/2020/04/Create-a-Property-Listing.png 292w" sizes="(max-width: 292px) 100vw, 292px" /> Added the ability to EXPORT 2nd-5th home information to a CSV file. Added the ability to EXPORT “Current Address” information which looks at the occupied date range to decide which address home, 2nd-5th should be used. Added the ability to IMPORT 2nd-5th home information from a CSV file. Fixes: When selecting a default Google Drive from Settings > Google Sync – you can now pick from Shared folders using the checkbox option above the list of folders. Corrected the SMS problems preventing users from sending messages. April 28th, 2020 Fixes: Google Drive Sync: Corrected issues with some folders not displaying in My Drive. Commission Calculations : Corrected commission reporting in dashboard widgets to accurately display when dealing with both Listing Side and Buying Side. April 23rd, 2020 Enhancements: Google Drive Sync: Added the ability to access SHARED folders on Google Drive to assist teams. March 13th, 2020 Mobile App Released: New Mobile App : Version: 2.0.4 Android: https://play.google.com/store/apps/details?id=com.realvolve.realvolvev2 iOS/iPad: https://apps.apple.com/us/app/realvolve-mobile-v2/id1491590504 Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account Manage notes for Contacts, Properties and Transactions View and track Email notes View Properties Listings, Showing Info and Party Members View Transactions and People information Search Contacts, Properties and Transactions Manage calendar appointments and tasks. Additional Help Information: https://help.realvolve.com/hc/en-us/articles/360040787591-Realvolve-Mobile-App-Version-2-0-4 February 23rd, 2020 Changes: New Chat feature on realvolve.com to help users and support staff. January 23rd, 2020 Beta Release: New Mobile App : Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account Manage notes for Contacts, Properties and Transactions View and track Email notes View Properties Listings, Showing Info and Party Members View Transactions and People information Search Contacts, Properties and Transactions Manage calendar appointments and tasks. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":2726};

October 17th, 2019 Changes: Added new contact fields and modified Contact tab to use dropdown buttons to expose sections of the screen to reduce scrolling. Classifications: Client Type : Buyer, Seller, Seller & Buyer, Renter Lead Details: Lead Date/Time: (When did the lead come in) Lead Status : New, Contacted, Won, Lost, Unknown, Closed Won, Closed Lost First Contact Date/Time: (Track when this person was first contacted) Property Type: Residential, Residential Lease, Investment, New Build, Commercial, 2nd Property, Recreational Property. 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.<img class="alignnone size-medium wp-image-2731" src="https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template-297x300.png" alt="" width="297" height="300" srcset="https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template-66x66.png 66w, https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template-100x100.png 100w, https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template-200x202.png 200w, https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template-297x300.png 297w, https://www.realvolve.com/wp-content/uploads/2019/08/Content-Template.png 394w" sizes="(max-width: 297px) 100vw, 297px" /> 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. Improved address splitter logic to retain additional details. (Phase 4 changes) API changes to Add/Remove record owner for contacts in iPhone mobile. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":2520};

Dec 31, 2018 Improvements: Improved Google contact address sync to prevent backfill issues caused on Google’s end. Phase 3 changes. Dec 29, 2018 System Maintenance: Scheduled Maintenance to compress database and improve indexes for better speed and performance. Sanity testing on database completed! Monitor system for any unexpected complications due to system maintenance – completed! Dec 27, 2018 Fixes: Corrected issue causing @code to get inserted in addresses via Google Sync (Backfill Fix Phase 2) Setup process to correct all contact records containing @code. Dec 19, 2018 Speed Improvements: Improved / Enhanced bulk deletion for Activities to complete in batches as a background process. Dec 14, 2018 System Improvements: Added options for backend support to better assist users that have been locked out of their account due to incorrect passwords. Dec 10, 2018 Fixes: Allow backfill of addresses with special characters. Phase 1 of backfill fixes. Dec 04, 2018 Changes: Additional Signup page options to show videos. Nov 23, 2018 Changes: Changed the signup page to prevent registration challenges. System Upgrades: Additional gem upgrades. Nov 15, 2018 Changes: Improved warning for sub user deletion to prevent unwanted results and reduce support challenges. Nov 14, 2018 System Upgrades: Ruby was upgraded from `2.3.1` to `2.4.3` Rails was upgraded from `4.2.7.1` to `4.2.10` *NOTE:* These incremental upgrades are very important otherwise old vulnerable gem versions & packages poses security threats and issues along with performance issues. Nov 01, 2018 Enhancements: Improved Address lookup process to fill address fields more accurately. Oct 31, 2018 Fixes: Fixed Google authentication error. Updated Google Contact sync modules. Sep 25, 2018 Enhancements: Allow Import maps created by one user in an account to be available to other users in the same account. Fixes: Corrected issue preventing the BombBomb icon from enabling when an email address was added. Corrected PDF preview margin issue. Corrected Hyperlink merge fields which were not displaying correctly. Sep 24, 2018 Enhancement: Show call ribbon at the top of the screen when dialer is in progress Better dialer UI Sep 19, 2018 Fixes: Corrected HTML Template editor marker style to allow background color on text. Sep 18, 2018 Fixes: Corrected issue preventing workflows from starting when dealing with weekly repeating activities that are not assigned a day of the week. Corrected issue displaying incorrect REPLY TO number on SMS message replies from a contact note. Corrected google sync issue when user uses drag/drop with a task. Sep 17, 2018 Change: Allow the template subject field size to expand if user pastes text that is multiple lines. Sep 11, 2018 Enhancements: Added Transaction Commission Merge Fields – [[Transaction:Commission#AgentCommissionSplitPercentage]] – [[Transaction:Commission#BrokerageAmount]] – [[Transaction:Commission#BrokeragePercentage]] – [[Transaction:Commission#Buy-SideCommissionAmount]] – [[Transaction:Commission#Buy-SideCommissionPercentage]] – [[Transaction:Commission#Buy-SideReferralAmount]] – [[Transaction:Commission#Buy-SideReferralPercentage]] – [[Transaction:Commission#ClosingGiftAmount]] – [[Transaction:Commission#E&OInsuranceAmount]] – [[Transaction:Commission#FranchiseAmount]] – [[Transaction:Commission#FranchisePercentage]] – [[Transaction:Commission#List-SideCommissionAmount]] – [[Transaction:Commission#List-SideCommissionPercentage]] – [[Transaction:Commission#List-SideReferralAmount]] – [[Transaction:Commission#List-SideReferralPercentage]] – [[Transaction:Commission#Misc1Adjustment]] – [[Transaction:Commission#Misc1Amount]] – [[Transaction:Commission#Misc1Description]] – [[Transaction:Commission#Misc2Adjustment]] – [[Transaction:Commission#Misc2Amount]] – [[Transaction:Commission#Misc2Description]] – [[Transaction:Commission#Misc3Adjustment]] – [[Transaction:Commission#Misc3Amount]] – [[Transaction:Commission#Misc3Description]] – [[Transaction:Commission#NetCommissionAmount]] – [[Transaction:Commission#TotalCommissionAmount]] – [[Transaction:Commission#TotalCommissionPercentage]] – [[Transaction:Commission#TransactionFeeAdjustment]] – [[Transaction:Commission#TransactionFeeAmount]] Added the ability to select a SMS Template when sending an SMS Message to a contact. Sep 10, 2018 Enhancements: New Property Date Fields – Showings Start Date/Time – Open House End Date/Time – Window Cleaning Date/Time – Landscaping Date/Time – Handyman Date/Time – Open House 2 Date/Time – Open House 2 End Date/Time Fixes: Corrected issue to allow auto-saving of an inline PDF for incoming email to the files tab. AppleMail attaches PDF’s as inline attachments instead of normal attachments which prevented the file from being auto-attached. Aug 31, 2018 Enhancements: Added Sorting option to the iOS Mobile App Aug 28, 2018 Fixes: Corrected URL Link buttons which were not previously assigned. Corrected issue causing user name to be displayed incorrectly. Aug 20, 2018 Enhancements: Added new date fields in Transaction: [[Transaction#DisclosuresIssuedDate]] [[Transaction#SubmittedToProcessingDate]] [[Transaction#AutomatedApprovalDate]] [[Transaction#SubmittedToUnderwritingDate]] [[Transaction#LockExpirationDate]] [[Transaction#ConditionalApprovalDate]] [[Transaction#ResubmittedToUnderwritingDate]] [[Transaction#FinalApprovalDate]] [[Transaction#LoanDocsIssuedDate]] [[Transaction#ClosingDisclosureIssuedDate]] [[Transaction#FundingDate]] Added Contact Merge Fields: [[Contact#Note]] [[Contact#Tag]] [[Contact#Kid]] [[Contact:Spouse#{Contact Fields)]] – Uses the linked contact for (Spouse) when Relationship Status is Married or Engaged Added Activity Merge: [[Activity#Description]] Fixes: Corrected “WorkflowContact” merge fields to be same as “Contact” merge fields when using PDF feature from a contact record and no workflow is used. Aug 06, 2018 Enhancements: Added the ability to run different workflows from zapier depending on if the contact is being added or being updated. “Start workflow on New Contact” is the original field that we had to start a new workflow but we have also added “Start Workflow on Contact Update” which can be a different workflow when updating an existing contact. Aug 02, 2018 Enhancements: Added the following Transaction fields to the screen and merge fields – Alternative Earnest Deposit – Important Contract Notes – Other Information – Storage Locker – Parking Spots – Home Warranty Coverage – Home Warranty Deductible – Home Warranty Premium – Home Warranty Seller Reimbursement Jul 26, 2018 Enhancements: Added “[[Contact#BirthDate]]” merge field to the Activity checklist Added the SMS usage to SETTINGS > SMS Services section Jul 25, 2018 Enhancements: Added more Transaction dates to the list – Pest Inspection Contingency Date – Seller Response To Home Inspection Received Date – Buyer Repairs Request Received Date – Subject Removal Date – Home Orientation Date/Time – Design Center Appointment Date/Time – OptionFeeDueDate & Time – OptionFeeDeliveredDate & Time – OptionPeriodDeadlineDate & Time – Home Warranty Expiration Date – Rent Due Date Jul 24, 2018 Enhancements: Added new Property Fields – Storage Locker – Parking Spots Fixes: Corrected tag issue to files which were added using Drag/Drop Corrected issue with goal setting being set to 0 Corrected task permission logic preventing access to activities that were created. Jul 19, 2018 Fixes:Enhancements: Corrected add/remove task from users Google calendar on assignee change. Corrected API issue on date fields. Jul 17, 2018 Enhancements: Added Property Party Members (People) – Chimney Inspector – Home Warranty Company (for Listing Period) – Pest Inspector – Pool Inspector – Roof Inspector – Septic Inspector – Soil Engineer – Short Sale Negotiator – Structural Engineer – Surveyor – Vineyard Contract Farmer – Vineyard Development Consultant – Vineyard Services – Well Inspector – Architect – Developer – Land Use Consultant – Designer – Landlord #2 – Tenant #3 – Tenant #4 – Power of Attorney – Assistant #1 – Assistant #2 – Builder Representative Added Transaction Party Members (People) – Soil Engineer – Vineyard Contract Farmer – Vineyard Development Consultant – Vineyard Service – Internet Provider – Natural Hazard Zone Company – Sewer Inspector – Short Sale Negotiator – Architect – Developer – Land Use Consultant – Builder – Designer – Landlord #2 – Tenant #3 – Tenant #4 – Power of Attorney – Assistant #1 – Assistant #2 – Builder Representative – 1031 Exchange Agent Jul 16, 2018 Fixes: Corrected issue with Twitter authentication – added a callback URL to auth as required by new changes on Twitter’s end. New incoming contact address from Zapier will go to Home/Work section and the existing addresses will be moved to the Additional section (allows users to update existing contact addresses) Allow Workflow “Skip Past Due” feature for all dependent dates (not just annual dates) Corrected email-icon on property notes that were emails. Jul 12, 2018 Enhancements: Added new merge fields for user (used to insert the photo or logo URL’s into Template HTML code where needed) – CurrentUser#PhotoURL – CurrentUser#LogoURL – PrimaryUser#PhotoURL – PrimaryUser#LogoURL Jul 05, 2018 Enhancement: Added the ability to Reauthorize BombBomb account when token expired form a popup window instead of requiring a screen change to SETTINGS > INTEGRATIONS. Jun 27, 2018 Enhancements: Added screen labels to workflow activities for TYPE, PRIORITY and GROUP Fixes: Corrected BombBomb sync issue when BombBomb list is empty. Jun 19, 2018 Enhancements: Added contact type: “Team Member” to assign all Realvolve users in your account. Added Acquisition Date to Property Filters Jun 18, 2018 Changes: Allow users to STOP the current workflow if included in the STOP WORKFLOW option in a Workflow Action. When starting workflows on activities dealing with “Birthday” the system will only add it to the main contact and not all contacts. Jun 14, 2018 Change: When starting workflows that use ‘Tagged with any of’ and the tag is ‘Anniversary’, ‘Birthday’, ‘Anniversaries’, ‘Bday’ – it ONLY starts the workflow on the individual contact instead of all contacts to prevent user errors. Jun 13, 2018 Change: Optimization changes for Google Sync when google sends 403 response code. Jun 11, 2018 Fixes: Corrected tag issue in BombBomb Added popup dialog box to warn user before Merge Wizard is used. Removed special characters from SMS message before sending. Jun 07, 2018 Enhancement: Added ‘Home Mobile Phone’ and ‘Home Phone’ merge fields for Contact Workflow Activity Title. May 31, 2018 Enhancement: Added the ability to click an icon to open the URL see https://help.realvolve.com/hc/en-us/articles/360000914426 for details. May 29, 2018 Enhancement: Moved important merge fields to the top of the list merge field popup. [[Greeting]], [[MailingName]], [[Signature]] Add Zipcode merge field to Transaction and Fix checklists for Property and Transaction Address May 23, 2018 Enhancement: Added the Email Template Statistic icon to the template screen to see how many contacts have been sent the template, opened or clicked on the template as well as the number of bounce and spam counts. https://youtu.be/we7kACqXaXg Fixes: Corrected the image alignment in the selection list when attaching images to enhanced templates. May 21, 2018 Enhancement: Added the ability to preview the attachment filenames when using Tagged files. This allows you to see which files will be attached. Fixes: Corrected issue causing ‘Ground Rent Due Date’ and ‘Acquisition Close Date’ to be assigned to a Transaction Important Dates when not selected as a default date. May 17, 2018 Enhancement: Added ‘Acquisition Close Date’ to the list of fields for Property and Transaction CSV Imports. May 16, 2018 Enhancement: Hide some “My Account” details from Admins that login as other users. Added hyperlink to Address field for Properties and Transactions tab on Contact. Fixes: Corrected issue for showing Spellchecker and PDF margins in enhanced template editor. May 15, 2018 Fixes: Corrected issue to properly show merge field popup after switching from source view to HTML view. May 14, 2018 Fixes: Corrected permission issue preventing access to activities. Allow users to detach Property from a Transaction. Corrected issue causing Birthday Activities to not be created when entered from Mobile App Corrected DotLoop sync when filename does not contact an extension. May 10, 2018 Enhancement:Fixes: Automatically fill [[Header]] / [[Signature]] / [[Footer]] merge fields when doing a preview from the template editor. May 07, 2018 Fixes: Corrected issue allowing contact duplication from Zapier when receiving multiple requets. Corrected BombBomb sync issue / performance issues. May 02, 2018 Fixes: Correct issue allowing deleted party members to show in mobile app. Jan 30, 2018 Fixes: Corrected issue causing tags to not be displayed in Tag List Jan 29, 2018 Fixes: Corrected issue which was preventing the ability to select a different year when filtering Contacts by Date Range. Jan 23, 2018 Enhancements: Connect the DotLoop link back to the Listed Property when a transaction falls through Jan 22, 2018 Usability: Stay on the VIEW ALL screen when performing a selective merge of contact records. Allow super user to switch to any user’s account. Jan 17, 2018 Enhancements: When changing a Transaction’s status to ‘Closed’ – automatically update the ‘Home Sale Anniversary’ of the Seller and ‘Home Purchase Anniversary’ of the buyer When deleting a template the system will display a confirmation box with a note stating the following: Deleting this template will prevent any automated activity using this template from being sent. Jan 15, 2018 Fixes: Added “Add Time” to some of the Date fields which was missing the option. Jan 10, 2018 Fixes: Prevent duplicate images on IDX Broker import. Ignore checking for flash player when using BombBomb recording option. Jan 09, 2018 Enhancements: Allow multiple party members in Realvolve to be synchronized with DotLoop for a single Role Dotloop Roles –> Realvolve Party Members (Showing only multiple party member mapping) (SEE BELOW) APPRAISER –> Appraiser , Appraiser 2 BUYER –> Buyer , Buyer 2 , Buyer 3 , Buyer 4 BUYING AGENT –> Buyer Agent , Buyer Agent 2 , Buyer Agent 3 , Buyer Agent 4 INSPECTOR –> Additional Inspector , Additional Inspector 2 LISTING AGENT –> Seller Agent , Seller Agent 2 , Seller Agent 3 , Seller Agent 4 LOAN OFFICER –> Loan Officer / Lender , Loan Officer / Lender 2 SELLER ATTORNEY –> Seller Attorney , Seller Attorney 2 , Seller Attorney 3 , Seller Attorney 4 SELLER –> Seller , Seller 2 , Seller 3 , Seller 4 Fixes: Corrected popup issue when starting an Alternate workflow. Corrected Attachments not being listed on compose new email option. Allow user to downgrade the plan even if the SMS limit is crossed. Jan 04, 2018 Enhancements: Improved performance on main calendar Keep WITH field of activities in sync with party-member updates happening using drag/drop method Jan 03, 2018 Fixes: Remove unnecessary transaction date fields and crate it dynamically as required Corrected address data of contacts from getting corrupted from google sync window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":1007};

Dec 28, 2017 Enhancement: Detect and set time zone when signing up Invited Sub-Users will be assigned same time zone as Account Owner Fixes: Corrected small UI issue with Contact Source widget Improved activities performance Dec 27, 2017 Fixes: Set Property/Transaction street address as a loop name when creating a DotLoop connection and DO NOT update the loop name after created or when connecting to an existing loop. This allows user to have any DotLoop loop name they prefer and Realvolve will not overwrite. Dec 22, 2017 Enhancements: Added API connections for Property and Transaction filters for mobile application Fixes: Corrected template spacing issues when using copy/paste Dec 21, 2017 Enhancements: Several performance enhancements for scheduled email activities Dec 20, 2017 Fixes: Corrected sign-in using LinkedIn Better Google map API connections Corrected team reporting commission values Dec 19, 2017 Enhancement: Realvolve uses the contact cross section to display groups of contacts where the status and stage intersect. This identifies which stage of Aware, Know, Like or Trust each contact is in with relation to their contact status. Each intersecting square in the heat map displays the number of contacts in the groups and uses drill down capabilities to view additional details on the contacts. The contact cross section has two separate views which can be changed by clicking on the filter option in the upper right corner. The filtered view is used to identify which contacts should personally called or visited right away, the unfiltered view shows the overall count of contacts in the database. ( SEE VIDEO ) Dec 18, 2017 Enhancements: Added ‘Internal Sales Associate’ role for ‘Assign To’ field of workflow activity. – Selected role adds selected user’s contact record as a party member. Added popup warning for users exporting emails under notes & correspondence – such data causes problems in excel due to field size. Dec 14, 2017 Fixes: Prevent Google Sync Contact failures that occur due to special characters Notes are now truncated to 100KB for each contact before sync – this is to avoid contact sync failures where data size exceeds 128KB Dec 13, 2017 Enhancements: Do not list locked users when using the Switch User feature Dec 06, 2017 Enhancements: You can now “Hide” completed activities from the week view or day view of the main calendar. https://help.realvolve.com/hc/en-us/articles/115005676203 When a new Dotloop is created for a property/transaction a message will display if the connection process is still in progress to prevent users from trying to make another loop. New Dotloop loops are automatically sync’d the first time to prevent extra clicks. Added checks to prevent duplicate of contacts when disconnecting and reconnecting loops Fixes: Corrected popover menu alignment for Alternate workflows started from the dashboard. Dec 05, 2017 Enhancement: Twitter enhancement: Increased character limit from 140 to 280 for entire application Twitter issue corrected on Reply form. Fixes: Corrected spinner icon from showing in Activities list of dashboard. Dec 04, 2017 Enhancements: Account owners and Administrators have the ability to login as other users quickly. https://help.realvolve.com/hc/en-us/articles/115005658363-Login-As Fixes: Corrected a minor UI issue when previewing a twitter message template. Nov 29, 2017 Fixes: Corrected issue to allow deletion of contact filters that have leading or trailing spaces in name Nov 28, 2017 Enhancement: Dotloop Integration – Allow Property/Transaction sync with New or Existing Loops https://help.realvolve.com/hc/en-us/articles/115005597183-Dotloop-Integration Nov 27, 2017 Enhancements: Added Category and Field Automations – This allows automatic updates of several fields including Contact Type, Stage and Status. http://go.realvolve.com/automation Nov 22, 2017 Enhancement: Added Drag/Drop ordering to Actions Added Drag/Drop insertion point for Checklists and Actions See Training Here: https://youtu.be/V0YUKXXnkNs See Help Article Here: https://help.realvolve.com/hc/en-us/articles/115005566406-Changing-the-Display-Order-of-Checklists-a… Fixes: Corrected issue when sending sms and email messages from activity actions immediately Nov 20, 2017 Fixes: Corrected Contact Type filter problem which prevented contacts from being displayed correctly. Nov 16, 2017 Fixes: Corrected issue with New Email tab where email was not getting sent to pre-populated email address in TO field of any email address where TO field is replaced. Nov 13, 2017 Enhancement: Added “Reauthorization” link for email user’s that show a “closed” status on email connections. Nov 10, 2017 Fix: Prevent repeating activities from getting indexed with individual indexing process to speed up indexing process for other data. Nov 09, 2017 Fixes: Corrected issue causing the [PREVIEW] button on emails from showing when selecting a template. Improved performance on Google Syncing tag selection. Nov 06, 2017 Fix: Corrected issue causing contact notes created through Google to RV sync for new contacts from getting displayed correctly. Nov 01, 2017 Enhancement: Track email response time of each contact Confirmation popup before note deletion Filter for Propinquity Score (Relationship Scoring) Removed note max length of 2000 characters – no limit on notes. Oct 31, 2017 Enhancements: Added confirmation popup message before note deletion on Dashboard Contact Filter on Relationship Score changed to total Propinquity points Removed max note length of 2000 characters Oct 26, 2017 Fixes: Corrected YTD transaction count of “Team Reporting Widget” Reduced delay in scheduling of dependent activities from 10 seconds to 3 seconds. Minor correction on Global Search field to display loader correctly. Oct 25, 2017 Enhancements: Never ending Repeating Activities now automatically created with 730 occurrences (same as Google ) Oct 24, 2017 Changes: Removed AddressReport icons from UI as well as Back-End (Depreciated) Enhancements: Added PREVIEW ICON for message templates on workflow Actions Fixes: Corrected Lifetime Values of Zero values to be automatically set to NULL (Nothing) Oct 12, 2017 Enhancements: Enabled “Referral” link in SETTINGS > INTEGRATONS Oct 11, 2017 Enhancements: Calendar Popup Enhancements: We’ve added a description field which is shown on the popup along with contact phone numbers and 3 most recent notes at the bottom. https://help.realvolve.com/hc/en-us/articles/115005154903 CSV Import – Added the Lifetime Value field to the available list of import fields. Oct 10, 2017 Fixes: Corrected notes display issue when imported from a zap so that new line characters were being ignored. Oct 05, 2017 Fixes: Corrected issue causing Graphs to not show on dashboard. Oct 04, 2017 Enhancements: Start Workflow Email – Subject and Body Modification to include workflow name and subdomain Performance improvements on tags Fixes: Fixed IDXBroker tag issue Rounding issue on fFactor Corrected Tag permissions for Account Owners Sep 27, 2017 Enhancements: When a Zapier contact comes in without a name the system will now assign the name of “Unknown Contact” instead of sending a Zapier Error. Fixes: Zapier – Assign correct google phone type for new contacts. Sep 25, 2017 Performance Improvements: Fixed spikes due to Profile picture uploads which caused some slowdowns. Property and Transaction Filters – perform faster. Contact Filter speed improvements and unsaved filter confirmation popup that filters will be lost if they changed screens. Fixes: CSS Style issues on Emails Corrected copy workflow option based on security rights Fixed extra spacing in Email notes. Sep 21, 2017 Enhancement: Performance improvements when retrieving tag list for an account Sep 19, 2017 Performance: File uploads for Message templates Fixes: Corrected Average totals for Average Fields for Team Reporting Widget Corrected Rebuild full address after backfilling address from Geo-Coder Corrected Backfill street number field in street number field instead of putting it into street address using address splitter after Google Sync Corrected Transaction YTD volume for Team Reporting Stats Corrected Commission calculation for Pipeline Volume Graph Additions: Logging added for workflow Stops Sep 18, 2017 Enhancements: Major Ease of Use/Speed improvements on left navigation pane – Previous to this update the left pane was being changed when the right side changed – this update prevents the left pane from changing when links are clicked which opens the right side pane. Fixes: Corrected Team Reporting widget – break longer header names for team report in two lines Corrected property field width on Transaction’s Property tab Notes on future activities Assign current user as creator when creating message templates Corrected issue for inconsistent Facebook and LinkedIn links Fix issue for loading files in files tab of enhanced editor file upload for message templates Sep 15, 2017 Fixes: Corrected Search Tip popup on higher resolution screens Corrected alignment issues on attachments Sep 14, 2017 Enhancement: Added a (?) icon to the search field when no text is entered. Clicking this icon opens a pop-up window with search suggestions for using the wild-card characters of Asterisk ” * ” or Question Mark ” ? “. Sep 13, 2017 Enhancements: Performance improvements to Google Sync. (Includes some fixes) Sep 12, 2017 Fixes: Corrected Tag Delete issues on Workflows, Templates and Activities. Sep 07, 2017 Change: ‘Search’ feature – This change allows attachment notes to be searchable. Sep 05, 2017 Fixes: Corrected Note issue which caused some users to see spinners in Notes and Correspondence instead of showing the notes. Sep 04, 2017 Enhancements: A few months ago we changed how inbound SMS messages from unknown contacts were handled. Prior to that update, SMS messages were basically lost if the sender was not a contact in the database. To prevent this loss, we decided to create a contact named “Unknown Contact” with the associated SMS number. Realvolve then notifies the user with a link to the newly added contact. The challenge was that all automation stoped there. The user must lookup the contact and do all communication manually. As a result we decided to add another feature update which was released on Sept 4th. From SETTINGS > SMS SERVICES you can now assign a workflow to start when an Unknown Contact is created.See Video Here: https://www.youtube.com/watch?v=64MkUFpx93c We’ve added these options in the SETTINGS .. EMAILS section: •Email Notification For Start Workflow – allows notifications to be sent when workflows are successfully started or when a failure has occurred. Since workflows are started in the background and large workflows can take extra time show up in your calendar, the notification lets you know when that process is complete. •Email Notification for Incoming Email – allows notifications to be sent when incoming realvolve emails are received. This notification prevents emails from getting overlooked however some users prefer not to receive the notification.See Video Here: https://www.youtube.com/watch?v=o2pfPZspgbo Fixes: Corrected issue with Checklist merge fields inserting HTML code instead of merge-field values. Corrected issue with creating SMS correspondence notes if the Account is inactive or user has been deleted. Sep 01, 2017 Fixes: Made changes to ensure that notes were visible faster after being created. Aug 30, 2017 Improvements: Performance increase to mobile app activities Improved tag loading on mobile app Added the ability to add multiple contacts to the “With” field of an Activity Added Contact Type to the contact screen Added several Visual Improvements to the mobile app screens to prepare for next round of updates to allow filters.See Video Here: https://www.youtube.com/watch?v=TWCvBfiY55c Aug 24, 2017 Enhancement: Added “Cancel” button to all Party Member data entry forms to close the form and ignore changes if needed. Aug 23, 2017 Fixes: Corrected issue with editing Property/Transaction address which caused an infinite loading problem. Corrected issue with validation errors not being shown when adding an incorrect email address in Party Members. Aug 17, 2017 Fixes: Corrected Transaction Date field formats to use “MM-DD-YYYY” by default. Corrected note issue when importing “Referred By” from CSV file. Aug 16, 2017 Enhancement: Added Party Members “Administrator” and “Virtual Assistant” to Property and Transaction screen. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":1029};

Dec 28, 2016 Enhancement: Increased BULK EMAIL limit from 2000 to 3000 for all accounts. Dec 26, 2016 Fixes: Corrected issue for the SALES VOLUME YTD widget – A transaction was doubling its amount in the widget when multiple owner were assigned to it. Dec 22, 2016 Fixes: Corrected iOS 10 compatibility issue – users can now add/edit notes from iPad with current release. Corrected decimal placement on commissions tab for dollar amounts and percentages. Corrected issue causing some tags to be marked as ‘Soft Deleted’ which prevented them from being added as tags to a record. Corrected issue with email attachments with special characters like ‘#’ in the filename. Dec 21, 2016 Fixes: AddressReport dropdown to select monthly/weekly is now working correctly. Google Sync issues dealing with tags. Corrected issue with upload restrictions. Performance Improvements: Increased performance for Dashboard notes and tasks. Dec 20, 2016 Changes: Enabled ‘Note’ Search – this feature was previously disabled to work on speed issues. CSV Import performance Improvements for Properties & Transactions Dec 19, 2016 Fixes: Prevent welcome wizard from reappearing after user links google account. Redirect user to correct subdomain to reset password from within an email. Dec 15, 2016 Enhancements: AddressReport Statistics and Widget for Dashboard and Contacts. Fixes: Google Sync issue for changed Groups. Dec 14, 2016 Improvements: Additional indexes to improve speed of MLS # search Performance improvements on image upload and cropping for Contacts, Properties, Transactions and Users to reduce upload time. Fixes: Corrected decimal place issue on Commission Tab. Corrected contact count issue when sending emails from tag screen. Dec 13, 2016 Improvements: Several performance improvements for CSV Importing, Searching, Dashboard to increase speed of application Dec 12, 2016 Improvements: Google Sync performances and optimizations – “Speed of Google sync is now much Faster” Dec 09, 2016 Fixes: Corrected duplication issue on the transactions tab of a contact. Dec 08, 2016 Enhancements: Added ‘Referred To’ field below the ‘Referred By’ field. Added ‘Referred To’ merge fields Added ‘Assign To’ placeholders: ‘Buyer Transaction Coordinator’, ‘Seller Transaction Coordinator’, ‘Agent’, ‘Broker’ Dec 07, 2016 Enhancements: Added the ‘Additional Address’ merge fields to Templates – most recent address is used. Improvements: Performance of Bulk adding of notes has been greatly improved Fixes: Corrected duplicate property creation when created from Transaction Corrected attachments not being able to Open/Delete Ignore ‘Realvolve Contact’ for merge when performing CSV import. Dec 06, 2016 Enhancements: Performance improvements for escrow creation. Improved tagging performance. Fixes: Corrected issue when sending attachments from email popover Dec 05, 2016 Improvements: Speed of Bulk tagging has been greatly improved and take a fraction of the time to complete. Dec 02, 2016 Fixes: Workflow Wizard: Fixed left pane of window to hide when portions of the screen when not needed for selecting of party members. Dec 01, 2016 Enhancements: Improved functionality of the Filter dropdown for Contact / Property / Escrow / Activity tabs. Nov 29, 2016 Enhancements: Enabled notification feature for Email Unsubscribe and Resubscribe along with performance improvements. Nov 18, 2016 System Upgrade Upgrades have been implemented for better stability and performance. We may encounter some post upgrade challenges due to the scope of this upgrade, however our engineers are watching all aspects of the system to deal with any challenges quickly. All Enhancements & Updates will be put on hold for the next 2 weeks while we monitor the system upgrades and fine tune settings to improve performance. Nov 02, 2016 Changes: Disabled animation on page load of dashboard to increase display speed. Home Purchase Anniversary filter to use Year Nov 01, 2016 Fixes: Corrected issue causing missing email content. Corrected issue causing incorrect file storage size. Oct 24, 2016 Changes: Prevented property status change on IDX Broker update. Oct 20, 2016 Fixes: Prevent AddressReport icon from being available when feature is off. Minor Zapier issues. Oct 19, 2016 Enhancements: AddressReport Integration – Phase 1 (Invitations) Improved merge field validation performance in Template editor. Allow ‘+’ character in email address for Settings > My Account and User & Permissions Oct 17, 2016 Enhancements: Zapier Round Robin feature allows record owner assignments to leads. Increased field length of the APN field. Oct 13, 2016 Enhancements: Increased SQFT field to allow larger values. Oct 12, 2016 Enhancements: NEW API for adding contacts to Realvolve. Fixes: Corrected property and escrow search issue. Oct 10, 2016 Enhancements: Added better failure status message for CSV import failure due to bad data. Better price filter/sort options for Properties and Transactions. Oct 05, 2016 Fixes: Corrected issue where contact tasks were not searchable after being restored from trash. Corrected error on email notifications for deleted contacts. Oct 03, 2016 Enhancements: Added new option in ‘With’ field to assign the contact in the ‘Assign To’ field. This allows users to be notified by email or SMS text message. Added option to delete MLS Number from a property. Sep 29, 2016 Enhancements: Added notifications for ‘Opt-Out’, ‘Unsubscribe’, ‘Resubscribe’, ‘Bounce’, ‘Drop’ and ‘Spam’ Sep 27, 2016 Fixes: Corrected commission and price formatting to Commission Tab on Transaction Tab. Fixed various UI issues on the view all screen (minor). Sep 21, 2016 Enhancements : From the View All screen of Contacts use the dropdown menu on the far right to Mass-Assign the following fields for the selected contacts. Category (A|B|C|D) Stage (Aware, Know, Like, Trust) Contact Status (Suspect, Prospect, Lead, Client, Past Client) Record Type (Person, Company) Sep 20, 2016 Enhancements: Changed template layouts and CSS to allow users more control over tables in HTML for better content placement. Fixes: Graph UI size changes to prevent text from being cut-off Sep 14, 2016 Enhancements: Show email note notification on unsubscribe and resubscribe Profile picture in upper right corner to show current user Sep 08, 2016 Fixes: Corrected Drag & Drop issue on profile pictures of Contact, Property & Transactions Sep 02, 2016 Fixes: Corrected issue on workflow action which caused an error when a workflow that was deleted was trying to be started from the action along with an email action. This was causing multiple emails to be sent when the workflow portion failed to start. Sep 01, 2016 Enhancements: Changed the View All menu area to add a new icon on the far right for dropdown options. Added user profile picture and logo to the My Account screen. Added profile picture to upper right corner to know who is actually logged in. Added option to REMOVE tags from selected contacts on the View All Dropdown Menu. Fixes: Corrected Volume widget to properly calculate total volume when agent represents both Buyer and Seller. Aug 31, 2016 Enhancement: Added new Transaction Dates Enhancement: Improved features for Zapier integration Fix: Prevent loss of message body when changing between Email-Marketing and Email-Transactional Aug 30, 2016 Enhancement: API Security Fix: Corrected sort order for property and transaction street numbers Aug 29, 2016 Enhancement: Added unsubscribe feature Enhancement: Added Email-Marketing and Email-Transactional options in VIA of Templates to handle unsubscribe based on type of template sent Enhancement: Added Property and Transactional Party Member types Enhancement: Added icons to contact phone numbers in top section of contact to show type of number. Aug 25, 2016 Fix: Corrected “Time” issue on repeating tasks when syncing with Google. Fix: Corrected Transaction Type, Buy Side Referral Source and List Side Referral Source to be shown as dropdown selections and not free-form entry. Aug 24, 2016 Enhancement: Email Notification to show highest priority status on all outgoing emails Aug 23, 2016 Enhancement: Added more Date/Time fields to Properties: Measurement Date/Time House Cleaning Date/Time Staging Preview Date/Time Builder Approval Date Sign Ordered Acquisition Close Date Ground Rent Due Date Listing Agreement Signed Date Offer Submitted Date Relisted Date Order Intake Date Order Photos Date Photos Received Date Photos Rescheduled Date Listing Agreement To Seller Date Listing Agreement Signed Received Date Order Coming Soon Rider Date Coming Soon Rider Installed Date Enhancement: BombBomb refinements Aug 22, 2016 Fix: Corrected issue for users having older versions of BombBomb videos which do not contain Animated GIF Fix: Allow user to reauthorize email connections for IMAP server Aug 19, 2016 Enhancement: Integration with BombBomb to quickly add Video Messaging to Emails and Templates (Phase 1) http://blog.realvolve.com/realvolve-integrates-with-bombbomb Fix: Corrected Signature issue when pasted in from a Microsoft Outlook copy. Embedded code was causing the system to lockup when the signature was being pasted into a template. Aug 17, 2016 Enhancement: Contact Source Widget now allows you to select a Filter icon in the upper right corner to select a time frame. Aug 16, 2016 Enhancement: Added merge fields [[Last Year]], [[This Year]], [[Next Year]] – not tied to any merge field but displays the correct year so generic activities can be announced each year without having to change the Year. Change: Change the display order of Completed Activities in the Activities TAB of Contact, Properties and Transactions so the newest dates are at the top and oldest are at the bottom. This prevents the need to scroll to the bottom each time you want to check on what was completed recently. Fix: Evernote Memory Leak preventing some Evernote notes from coming into Realvolve. Aug 11, 2016 Fix: Corrected issue causing activities assigned to ‘Specific Date’ which was NOT YET past due going to next year. With this correction if an activity assigned to a specific date is not past it will use the current year. Aug 10, 2016 Enhancement: Added ‘Google Sync’ to settings dropdown menu to quickly perform a Google Sync on demand. This will save several clicks of the mouse when you need to force a sync of changes made on Google to sync with Realvolve. Syncing from Realvolve to Google is Immediate but when changes are made on Google first are completed through a timer. This option bypasses the timer and forces a sync Immediately. Aug 08, 2016 Enhancement: Added the ability to Hide/Show Property and Transaction fields. This allows users to remove any unwanted fields from the screen which do not get used. You have the option to add the fields back to the screen on-the-fly. Enhancement: When dealing with merge fields or exports we have the following fields for Home, Work or Main… Main will be the same as Home or Work depending on the Record Type of “Person” or “Company”. Home Street Number = 123 Home Street Direction = S Home Street Name = Main Street Home Street Address = 123 S Main Street Home City = Bolivar Home State = MO Home Zipcode = 65613 Home Address = 123 S Main Street, Bolivar, MO 65613 Fix: Corrected issue which when using the “Specific Date” on a workflow activity in the SCHEDULE field wasn’t advancing to the next available date which was not past due. If the current date is Feb 25th 2016 and an activity of a workflow had a specific date scheduled for Jan 1st, 2016 – the system should now assign the date of the activity to the next available date which is not past due so Jan 1st 2017. This allows you to setup workflows for Holidays and the system basically ignores the YEAR and makes sure that the activity uses a valid “up-coming” date. Aug 02, 2016 Enhancement: This one is going to blow your mind at first but should be very helpful when needed. Many times we setup templates which need to be personalized with the contact name but also use “Pronouns” to describe the person like “he” / “she” / “they” etc… We have setup 4 different Pronoun merge fields (Personal Pronoun, Possessive Pronoun, Absolute Possessive Pronouns and Object Pronouns) for “Contact” and “WorkflowContact” WHY would we do this you ask? Let me show you… the words in brackets are merge fields. – Letter to a lender named john: Dear [[John]], We had an open house this week and [[Joe and Mary Smith]] came and were very interested. If you don’t mind please get in contact with [[them]] at your earliest convenience. – Now try that same thing with a single guy or a single gal … if you don’t have the pronoun merge field then it would sound odd using [[them]] all the time instead of [[him]] or [[her]]. When the field is filled in it looks at the SEX field of contacts without a linked relationship contact to determine if the contact record is a “Male” or “Female” and then changes the pronoun as needed. The merge field has the pronoun options in the name so you know which one you should choose. [[Contact#Pronoun-Personal(he, she,they)]] [[Contact#Pronoun-Possessive(his,her,their)]] [[Contact#Pronoun-AbsPos(his,hers,theirs)]] [[Contact#Pronoun-Object(him,her,them)]] [[WorkflowContact#Pronoun-Personal(he, she,they)]] [[WorkflowContact#Pronoun-Possessive(his,her,their)]] [[WorkflowContact#Pronoun-AbsPos(his,hers,theirs)]] [[WorkflowContact#Pronoun-Object(him,her,them)]] Jul 31, 2016 Fix: Corrected issue preventing SMS Numbers from loading into the Compose SMS Screen. Fix: Only show SMS Numbers (not other numbers) in the Compose SMS Screen. Jul 28, 2016 Enhancement: Added a NOTIFICATION bell in the top navigation bar of Realvolve which shows “behind the scenes” > Contacts imported from Zapier > Incoming Emails > Incoming SMS’s > (more will be coming soon) Jul 27, 2016 Fix: Corrected issue causing “all-day” and “due-date” showing RED (past due) until the next day. If the activity does not have a TIME then the activity is not PAST DUE until the next day. Jul 25, 2016 Enhancement: Save the last search type selection and retain for future searches by default. Added: Added Escrow City Inspection Time field to the existing date field. Fix: Correct issue causing some trashed items to not show for sub-users which were co-record owners. Jul 21, 2016 Fix: Corrected issue preventing some email notifications from showing that were sent. Fix: Corrected issue causing data in Contact, Property and Transaction tabs from showing – was due to a TAG named “content” which was a HTML keyword. Jul 19, 2016 Fix: When only a single contact is in the “With” section and the workflow is setup for Prompt/Specific/Tagged then the email will go to the Workflow Contact – previously it would be skipped. Jul 19, 2016 Enhancement: Added a FLIP SIDE to the Predicted Revenue to show how it is calculated. Enhancement: Added a FLIP SIDE to the Predicted Transactions to show how close you are to your goal Enhancement: Added a Goal section to SETTINGS to allow you to setup annual goals. Jul 18, 2016 Fix: Corrected email notification status for emails which had similar email addresses in CC/BCC section Fix: Corrected issue on deleted attachments being allowed to send anyway. Jul 15, 2016 Enhancement: Trash page performance to make it quicker to display Jul 14, 2016 Fix: Corrected Address import issue for Advantage Xi users on Transactions. Jul 12, 2016 Fix: Email attachment issues. Jul 11, 2016 Enhancement: Security enhancements to prevent cross site scripting issues Enhancement: Anniversary Date calculations based on actual anniversary date, not the most recent date available. Fix: Corrected issue of sticky dashboard tooltip Fix: Delete icon not showing correctly Jul 06, 2016 Fix: Corrected SMS error causing message to be displayed on Party Member screen when sending SMS Jul 05, 2016 Enhancement: Show TO/FROM indicator on SMS numbers in the Radar and always reply to the contact’s SMS number. Jul 04, 2016 Enhancement: Added mini-icon on Address field to allow you to copy the full address Fix; Corrected issue with loading notes using “more…” feature. Jul 01, 2016 Fix: Copy/Paste changes to templates was not being saved if no other changes were made. Jun 30, 2016 Optimized: Corrected CSV and Google Export Fix: Corrected Google Sync issue for selected contacts Fix: Corrected sendgrid notification on some contacts after recent update. Jun 29, 2016 Enhancement: Added the ability for the user to see the progress of the of an email that is sent from Realvolve. Processed : Email has been submitted to our SMTP Server and is being processed to be sent to its destination Email Server. Dropped : This indicator shows when an email has been dropped. This could happen if we’ve found spam content (if spam checker app is enabled) or we see the recipient has unsubscribed previously. There are a number of reasons why your email will not even be sent to a recipient for delivery. Bounced : This will be shown if the receiving server cannot or will not deliver a message. Bounces often are caused by outdated or incorrectly entered email addresses. Many times you won’t know a bounced email address until it bounces. This indicator help you ensure it doesn’t bounce again by removing it from your contact. You should remove bounced and unsubscribed email addresses to keep your sender reputation high. Deferred : When an email cannot immediately be delivered, but it hasn’t been completely rejected, the deferred event fires. Sometimes called a soft bounce, We will continue to try for 72 hours to deliver a deferred message. Delivered : Shows when an email has been accepted at the receiving server. This DOES NOT guarantee that the email was placed in the recipient’s inbox. Unsubscribe : One of the most important statuses is when a recipient unsubscribes from your mailings. Reacting immediately to an unsubscribe by removing the email from your lists can pay long term dividends in fewer spam reports and a higher engagement rate. Remove bounced and unsubscribed email addresses to keep your sender reputation high. Spam Report : This indicator shows when we receive a spam notification so that you can react appropriately–or at the very least, never send another email to that address. Opened : An opened email is the first step toward the action you want your recipient to take. This indicator shows every time the email is viewed with images turned on. Like all email service providers, Realvolve uses a transparent image beacon to track opened messages. This beacon is currently the only way a sender can tell if an email has been opened. Clicked : The pinnacle of an email engagement is the ‘click’. This indicator will show if the recipient of the email clicks on your ‘call to action’ link. Fix: Corrected issue causing emails in Email tab showing incorrectly due to an email with a missing email address. Fix: Corrected issue causing changed data to not be copied correctly from the spouse record. Change: Google Sync process only happens when specific fields which google has available to help speed up the sync. Previously we would initiate a google sync anytime a record is changed. Jun 28, 2016 Two Great improvements were pushed to production today: Ability to “Skip Questions” when using Alternate Workflows. When you have an “Alternate Workflow” selected in a realvolve workflow, the system will allow you to start a different workflow. We’ve added the “Skip Questions” option which will AUTO-START the workflow and skip all questions from the workflow wizard. This is useful for those workflows which need no adjusting to dates or information when starting the workflow. An example use case would be to have an Alternate Workflow of “New Buyer” on the “New Buyer Lead” workflow. When a new buyer lead is entered into your database and the “New Buyer Lead” is started, at some point they may decide to become a client instead of a lead. This means you should “STOP” the “New Buyer Lead” workflow before it is complete and start the “New Buyer” workflow automatically. The ‘Skip Questions’ option will start the “New Buyer” workflow without any questions asked. Added “Workflow Contact” features and merge fields to help solve a typical problem. When starting a workflow on a new contact, there are times when you want to have one or more activities that use a “With” selection of someone other than the contact you are starting the workflow on. An example would be to introduce your contact to your Lender so you select the “WITH” option of the activity to “A Specific Contact” and select your Lender’s Contact Record. Previously an email or text being sent from the activity would go to BOTH the Contact and the Lender which was selected in the “With”… We have changed this so that if anyone besides the “Workflow Contact” is selected, it only goes to the selected contact(s) and NOT the “Workflow Contact”. In addition, we’ve added merge fields like [[WorkflowContact#Greeting]] which references the contact which the workflow was started and the [[Contact#Greeting]] references the contact(s) from the “With” selection. This allows you to send an email to the Lender “John” which references the new contact “Sam”…. “Dear [[Contact#FirstName]], Just wanted to introduce you to [[WorkflowContact#Greeting]]” would be merged as “Dear John, Just wanted to introduce you to Sam” Jun 23, 2016 Enhancement: Added the “flip side” to the rFactor widget to display the rFactor description and average chart. Fix: Corrected issue which caused spinning timer to display for an extended time while creating an activity from the Dashboard. Fix: Corrected issue caused when user tries to replace a relationship of a contact with a new contact. Jun 22, 2016 Enhancement: Improved performance for Notes on Dashboard Enhancement: Improved performance of TRASH section for Deleted Data. Enhancement: Added TRASH option to restore deleted activities Enhancement: Old Activities get removed from the trash automatically after 3 months Enhancement: Google Deleted activities are now sent to trash instead of hard deleted. Fix: Corrected issue for recurring tasks that caused activities to be created which were previously complete. Jun 21, 2016 Fix: Corrected issue on repeating Activities created in google with an END ON or AFTER # of occurrences option set which prevented the activity from being searchable in Realvolve calendar. Fix: Corrected Email attachment issue when sending which prevented the attachment from being seen in editor screen. Jun 20, 2016 Fix: Email Attachment Issue – Prevent Removed attachments from being sent. Fix: Search issue for never ending calendar occurrences. Fix: UI correction on Calendar which was defaulting to Year 0000. Jun 18, 2016 Enhancement: SOLR disk upgrade for expanded usage. Jun 17, 2016 Enhancement: Commission Graph. Fix: UI Issue for All Day Section of Calendar. Jun 16, 2016 Change: Zapier Contact Merge Feature (lookup by email/phone) Fix: Fixed failure on an SMS send Action. Jun 15, 2016 Fix: Corrected scroll issue for checklist view on activities list pane. Jun 14, 2016 Enhancement: Contact Heap Map – Better features for drill down data and information display – added option to email/text and change dates – description of action needed. Change: Skip special tags of ‘Imported from Google’, ‘Deleted from Google’, ‘Imported from Facebook’ when changing a spouse record. Fix: Corrected missing occurrence on first date of recurring task. Fix: Restoration of blank groups in google contacts due to soft deleted tags. Fix: Corrected Time Stamp issue on notes of dependent activities – this will prevent newly created workflow activity notes from showing on a contact/property if they are dependent on another activity being completed. Jun 09, 2016 Enhancement: Added double chevrons to email view of Dashboard to hide the email body until the chevrons are pressed. Enhancement: Additional SOLR optimizations to increase performance. Fix: Daylight Savings Time issues fixed to properly show time of activities before/after DST Jun 06, 2016 Fix: Corrected heat map to refresh on-demand Fix: Corrected duplicate activity display issue on calendar when activity deleted from calendar Jun 03, 2016 Fix: Corrected issue causing duplicated activities when syncing with Google on Repeating appointments that were changed using “All / Following” options. Fix: Corrected issue for google tasks which were not syncing for dates dates. Fix: Corrected issue for google all day which were not syncing for (Central time zone) Fix: Corrected issue causing previously completed activities to come back as incomplete – there are known issues which can be caused on repeating activities where exceptions created causing dates to be changed. Fix: Corrected issue where Activity name was showing outside the activity popup in calendar. Fix: Corrected “never ending” flag in RV when google flag is set. Fix: Corrected display of linked contact when using very long names. Jun 01, 2016 Fix: Corrected Daylight Savings Time issues Fix: Corrected new attachment issue on custom emails – attachments are now retained. May 31, 2016 Fix: Small UI fix for incorrect notification message. May 30, 2016 Fix: Corrected Event exception issue on activities created by another user. May 27, 2016 Enhancement: Contact Address Entry – removed popup and used embedded entry. May 26, 2016 Enhancement: Additional SOLR improvements to increase speed and reliability. Fix: Corrected Calendar Day of Week header issue. May 24, 2016 Change: Corrected email issue so mass email for valid emails do not break due to invalid email or other SMTP errors in Sendgrid. This will ensure valid emails go through and invalid ones are isolated. May 19, 2016 Enhancement: Additional fields added to Property – APN, Property Tax, Average Monthly Utility Cost, Last Sold Price, Source Enhancement: Additional fields added to Transactions – Option Fee, Loan Number, Appraisal Number, Escrow Number, Access Information, Occupancy Information, List-Side / Buy-Side Sources Fix: Corrected workflow scrollbar issue. May 18, 2016 Fix: Corrected email not previewed/sent when currency field values are empty. Fix: Corrected tag deletion on workflow actions. May 17, 2016 Enhancement: Dashboard Graphs: Contacts Flip Side – Summary of contacts in ABCD, Contact Status and YTD Referrals. Enhancement: Added Drag/Drop of items in Most Recently Viewed List. Fix: Corrected issue with wrong signature used when a user is deleted and transferred. Fix: Corrected TAG search issue in calendar items from workflows. May 15, 2016 Enhancement: Performance increase for “Delete All” and “Restore All” Change: Google Sync flag defaulted to True on Manually Entered Activities and False for Workflow Activities – user can still change on demand. May 12, 2016 Fix: Under Activities tab of Contact Activities , the color of Activities which are already marked complete are being incorrectly changed from Black to Red. This happens when user clicks on the Activities link in List View Pane or does a search for activities or creates a new activity on the Activity tab for the contact. May 10, 2016 Fix: Corrected Currency field formatting for emails to include $ and commas. Fix: Sort order correction on Activities list view. May 08, 2016 Enhancement: Added “Sort By Address, Due Date” to the list of dropdown options in the Activities List View. This allows all activities with the same property address to be sorted together so users can process activities together easily when dealing with properties and transactions. May 04, 2016 Enhancement: Added ‘None’ option to Contact Status and Stage drop downs menus. Enhancement: Added party members for Properties: Graphic Designer, Seller Attorney 2,3,4, Bankruptcy Attorney, Gas Company, Water Company, Electric Company, Trash Company, Measurement Services Enhancement: Added party members for Transactions: Seller Attorney 2,3,4, Bankruptcy Attorney, Loan Officer Lender 2, Mortgage Broker 2, Trash Company, Measurement Service, Closing Agent, Settlement Company. Fix: Zapier integration to prevent duplicate workflows Change: SOLR changes for better stability. May 01, 2016 Added ’14 Day Trial’ option to system Apr 29, 2016 Enhancement: Added logging changes to system for tracking. Fix: Corrected Note Time Stamp Issues. Apr 27, 2016 Fix: Corrected Zapier integration to prevent existing tag deletion when existing contact is merged. Apr 25, 2016 Fix: Corrected app freezing issue on Repeat option in workflow activities. Apr 22, 2016 Fix: Additional changes to prevent activities coming back after completed. Apr 21, 2016 Enhancement: Added ‘Next Appointment’ Date/Time for Contacts. Change: Moved Address Format Setting to Account level to prevent format conflicts. Fix: Corrected issue causing Activities coming back after marked completed. Apr 20, 2016 Enhancement: Asynchronous Typekit Font to reduce page load time and increase performance. Apr 19, 2016 Enhancement: Added ‘Postpone Contact Date’ to contact tab – allows you to indicate a date to hold off from any contact until. Enhancement: SOLR improvements for increased performance. Fix: Allowed upper case letters in user provide for website. Apr 18, 2016 Added: Additional Date fields – Lease End Date, Lease Sold Date, Print Advertising Date, TV Advertising Date, Brochure Deliver Date, Price Reduction Date. Fix: Corrected issue causing Tag count to be off in Tag View. Apr 15, 2016 Enhancements: SOLR improvements to increase performance. Fix: Corrected issue which prevented additional actions from being displayed on an activity which had already been completed. Apr 07, 2016 Enhancement: Added CC / BCC options to the Compose Email screen so copies of the email can be sent to other contacts. Enhancement: Added a icon in the upper right corner of the Compose Email screen to open in a new larger window that resizes. Fix: Corrected ENTER key on Search field when used on an iPad with hardware keyboard. Apr 04, 2016 Fix: Corrected user name issue on notes which were added from a checklist note merge field. Apr 01, 2016 Fix: Correct issue causing the “Incomplete Checklist” option to not be available when first adding an activity – users had to first save and re-edit the activity to make it show correctly. Mar 31, 2016 Enhancement: Actions on Email/SMS Activities which are set to send “Immediately” are now sent as soon as the Workflow activity is created – The activities are no longer in the automatic queue which were set to go out ever 10 minutes. This means that as soon as the workflow is started, Immediate activities are SENT (No Waiting) Fix: IDX Broker Address import correction which was causing the city / state to be populated incorrectly. Fix: Corrected MAP display for Properties and Transactions when City / State not populated correctly. Mar 30, 2016 Enhancement: Expanded the most recently viewed list to contain 10 items instead of 5 Fix: Corrected Full Street Address which contained extra commas instead of spaces Mar 24, 2016 Fix: Corrected View All Filter issue which allowed non-filtered data to show after refreshing the View All screen by clicking on the double-chevrons “>>” Mar 22, 2016 Fix: Corrected Delete All TRASH issue. Fix: Corrected Signature template issue which caused it to load in the wrong location. Mar 17, 2016 Fix: Corrected Mouse/Touch Pad scroll speeds for both Microsoft Windows (made it faster) and MAC (made it slower) to give better scroll control to users. Fix: Corrected how Fax Numbers are sync’d with Google. Home Fax and Work Fax are now correctly labeled and sync’d. Fix: Added Missing Merge fields for Party Members: seller3, seller4, additional inspector. Change: Added user messaging in Google Sync settings which indicates when Re-authentication needs to be performed. Mar 16, 2016 Fix: Corrected Today’s incomplete activity which was not displayed on Dashboard /Radar. Mar 15, 2016 Fix: Action popup not displayed correctly on an Activity. Mar 12, 2016 Fix: Corrected UI issue on the left side of the screen for Internet Explorer / Edge users. Fix: Corrected Tag Search issue. Mar 10, 2016 Enhancement: Improved performance of Bulk Tagging Fix: Formatting issues with price values – allow max price up to 1 Billion for Property and Transaction records. Fix: SMS Count reset monthly Fix: Activity list view was incorrectly showing future dates even when a date range criteria was selected. Fix: Activity Security issue preventing sub users from accessing Properties/Transactions when activities are assigned to them. Mar 09, 2016 Improved Product Update list (This List) to have a new look and allow user to filter by Month / Year Mar 08, 2016 Enhancement: Commission related enhancements for Miscellaneous fields. Enhancement: Improved performance on sending Automatic emails. Fix: Corrected Address build issue when creating a new address from the […] button. Fix: Dashboard graph fixe on “Potential, Clear to Close and Contingency” transactions on closing date. Mar 05, 2016 Enhancement: Added a dropdown to the search field to search by specific fields (by Name, Company Address, Phone, Email) as well as a global option to continue to search as previously designed on anything. Fix: Corrected an issue which removed spaces between paragraphs of a template when user changes “use with” before saving. Mar 03, 2016 Fix: Corrected issue causing Attachments to not be received by the first contact in the list only when user sends the email to multiple contacts and uploading new attachments prior to sending. Feb 29, 2016 Enhancement: Added new Transaction Dates: Third Party Approval Date, Gas Inspection Date, Gas Inspection Resolution Date, City Inspection Date, Retrofit Inspection Date. Enhancement: Added new Multi-line Transaction Fields: Access Information, Occupancy Information. Enhancement: Added Merge fields to Activity Checklists: Transaction Address and City Enhancement: Export to CSV and Google – Added “Main Address” fields to use instead of Home/Work which is filled based on the Record Type: Person or Company Enhancement: Export to CSV and Google – Added “Full Street Address” to available fields Change: Removed COUNTRY field from Full Address field – users can add the Country Merge field below the full address if desired. Fix: Corrected default assignee when starting a workflow that uses ‘Record Owner’ as the Assignee Placeholder. Fix: When sending automatic messages – the system now checks the settings of the ASSIGNEE and not the CREATOR of the workflow… this was preventing some users from sending emails automatically. Feb 24, 2016 MAJOR SERVER UPGRADE: We have change away from WebSOLR Services which was causing many issues and switched to our own SOLR indexing server. The result of this is an increase of performance by as much as 4 TIMES at a fraction of the cost. The benefit to the user is quicker search speeds, reduced updating issues and allow further growth with less issues. Feb 23, 2016 Change: Made the order of the relationship dropdown so that standard status items like ‘Married’ , ‘Single’ , ‘Divorced’ were listed first to prevent scrolling. Change: Added ‘Other’ to the relationship status field. Feb 22, 2016 Fix: Corrected date recalculation issues on ‘Acceptance Deadline Date’ and ‘Acceptance Date’ Feb 20, 2016 Fix: Security Issue causing users with limited rights from seeing activities in list view (left side) yet they did show correctly on dashboard. Feb 18, 2016 Fix: Corrected distortion of calendar days of the week and dates when using Zoom settings in browser. Feb 17, 2016 Fix: Corrected template font change issues on merge fields. User must fully select the merge fie for this change to work. Feb 16, 2016 Enhancement: Party member search now displays all contacts which match search instead of just the top 5 results. The list will scroll to see more names in the list. Feb 15, 2016 Change: Open ‘mail to’ links in new tab Change: Better message and email text on reset password instructions. Fix: Multi-tag feature to skip if tag already exists Feb 12, 2016 Fix: Corrected ‘View All’ chevron for iPad view. Fix: Corrected security on contact task issues. Fix: Allow email attachments containing ‘%’ sign Feb 11, 2016 Enhancement: Added better validation and user notifications on checklist items for fields requiring specific data. Fix: Corrected spacing issue between words in email templates on Preview and Send. Fix: Corrected YTD Dashboard Graph calculation. Fix: Corrected Copy feature for Spouse Records relating to Street Number and Direction when user wants to keep them in sync. Fix: Corrected decimal values for Commission values. Fix: Corrected file attachment issue where the name contains ‘&’ when sending emails. Feb 10, 2016 Change: Allow [Sales Price] for Properties / Transactions to be up to 1 Billion Change: Allow [Original Price] for Properties to be up to 1 Billion Feb 09, 2016 Change: Only reset the start/end date activity filters on logout so that other filters remain and don’t have to be reassigned after user logs back in. Feb 08, 2016 Fix: Corrected Note PIN issue – Pin icon was getting hidden so users could not tell the note was Pinned which caused the list of notes to look as though they were out of date order. Change: Allow users to login to Realvolve without worrying about email address having mix case- UPPER and/or lower Case are ignored allowing smoother login process. Feb 06, 2016 Fix: Corrected export issue for bad address data. Fix: Corrected security issue preventing access to (A/B/C/D) categories for contact from view all > grid view. Fix: Corrected the User & Permission Screen – added scroll-bar on security permission table. Added proper scroll focus after clicking on any button, link, after saving the permissions and after creating new sub-user. Feb 05, 2016 Enhancement: Preview of PDF file in a new tab instead of direct download. Fix: Corrected issue causing transactions from being searchable when Property Marked (Active -> Pending) Fix: Corrected issue for notification emails. Fix: Corrected workflow issue which prevented newly added activities from being included and tags not added. Fix: Corrected calculated date issue on workflows. Feb 03, 2016 Fix: Corrected icon distortion when switching between Dashboard / Workflow / Message Template sections as well as after deleting search content. Fix: Email Preview issues which were showing double spacing on some lines. Change: Adjusted speed setting on scrollbar to help MAC users. Feb 02, 2016 Fix: Corrected tag save to happen automatically when leaving the tag field. No longer need to press [TAB] multiple times. Feb 01, 2016 Enhancement: Search results are now twice as fast. Change: Moved the realvolve dropbox email address from BCC to CC so replies are properly handled. Fix: Corrected email address link on a contact (Upper section of the screen) to send correctly using gmail. Fix: Corrected search bar for Firefox and Internet Explorer. Fix: Corrected dashboard save to prevent multiple messages from flashing when saving. Jan 28, 2016 Change: Calendar validation message for users with Read Only rights. Fix: Prevent multiple contact records from being created when when pressing [TAB] or [ENTER] in the people tab of Property or Transaction. Fix: Corrected minor errors for Google Sync. Jan 27, 2016 Enhancement: Added [Today] button on calendar popup in workflow checklists to make it easier on data entry. Fix: SOLR indexing issues affecting record counts in Property and Transaction modules. Fix: Minor issues generated during Graph processing. Jan 26, 2016 Change: Dashboard graphs now update on-demand. When data is changes that is used in the graphs the system sends a message to the dashboard to update. This process can take up to 3 minutes depending on the update queue but we no longer need to wait 24 hours. Jan 23, 2016 Enhancement: Tag Security – You can now specify who has the right to add tags in the Settings > Users and Permissions Enhancement: Multi-select Tags – when you click into the Tag field it will down show a dropdown list to choose from – you can pick from the list to add the selected tag to the tag field. Press ENTER to accept all tags. Enhancement: If user has the security right to add tags then typing into the tag field and pressing [Enter] will Add it. If you do not have rights to add the tag then nothing is added. Enhancement: Google contact sync performance optimizations Change: Search process is now performed when you press [ENTER] after typing into the search field instead of as you type – this allows system to search quicker. Change: Transaction/Property Note Merge field now uses all note types. Jan 21, 2016 Change: Added a Horizontal line divider between each note of Transaction and Property Note merge field Change: Add new Transaction Date Fields – Offer Deliver – Offer Expiration – Satisfaction of Inspection Contingency – Delivery of Earnest Money – Status Certificate Ordered – Status Certificate Delivered to Lawyer – Status Certificate Contingency – Lease Agreement – Loan Application Due – Association Application Due – Association Approval Deadline Jan 20, 2016 Enhancement: Added option to select the default status on new listings. (Pre-listing or Active) Enhancement: Allow user to be notified on incoming SMS messages by Email and/or SMS Enhancement: Google Sync Address components for individual fields. Enhancement: Added owner label to notes. Change: Added instruction link to screen of import contacts. Fix: Corrected issue with freezing of note input field while creating or editing an activity. Fix: Fixed template line spacing issue Jan 19, 2016 Enhancement: Increased speed for Notes and Tasks Fix: Corrected scroll bar issue in workflow wizard. Fix: Corrected permission and security issue on transactions. Jan 16, 2016 Enhancement: Google Sync optimizations Fix: Corrected IDX Broker import errors and validations Fix: Corrected template spacing issue. Jan 14, 2016 Change: moved email and sms sending jobs to High Queue to be done quicker. Jan 11, 2016 Change: Modified the Facebook and LinkedIn buttons in the headers to link to the contact’s profile screen of the respective site. Change: Modified the [Enter] key to go to the next line instead of a 1.5 paragraph spacing. Change: Modified notes to display date/time stamp instead of “time ago” Fix: Corrected indexing issue for contacts so that they are properly searchable after they have been created from party member screens. Fix: Corrected a display issue in the “View All” screen where Entry Date and Modified Date were inaccurate due to timezone settings. Jan 08, 2016 Fix: Corrected message on unauthorized delete of property. Fix: Image upload when user only has update permissions. Jan 07, 2016 Change: Re-arranged the contact tab to make data entry easier. Fix: Image cropping issue Jan 06, 2016 Enhancement: Added Unique ID for each Contact Record for Zapier Index Action as per suggestions by Zapier Team Fix: Corrected key scrolling on Property and Transaction Tab in Contact. Fix: Corrected scroll issue on message templates. Fix: Google Drive export to prevent garbage values showing in Label Generation. Added SPACE instead of leaving blank cells. Fix: Fixed a few UX Issues and typos in prompt messages. Jan 05, 2016 Enhancement: Added prompt during deletion of property to let user choose proper removal of transactions. Fix: Allow (*) in Tags Fix: Corrected display of properties and transaction addresses in list view for STATE to be in upper case. Jan 04, 2016 Fix: Fast Scrolling issue in people tab of property. This will ensure that view frame is scrolled properly when opening party member form after saving. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":1032};

Dec 31, 2015 Change: Removed Zapier.com API Key from My Account Screen Change: Changed Zapier menu item in Settings to “Integrations” Enhancement: Added IDX Broker API Key field and Auto Fetch options into Integrations settings. The IDX Broker integration allows you to automatically import your “Featured Property” information available from IDX Broker. Basic information like MLS #, Price, Basic Features (Bedrooms, Bathrooms, Garage, etc) with photos. Dec 30, 2015 Enhancement: Added a new property status: “Potential” to allow you to enter property information for contacts that you might be able to list in the future. Change: When Adding a new property the status will now default to “Pre-Listing” instead of “Active”. Fix: Corrected Frozen scroll bar issue in People Tab of Properties and Transactions. Fix: Corrected navigation using Tab and Shift+Tab of the people tab. Dec 29, 2015 Fix: Google Sync issue for activities created from workflows with dependent activities. Dec 24, 2015 Fix: Corrected Scroll bar issue preventing access to the [Save] button on the Action Screen. Fix: Corrected issue which caused small images to get stretched in Dashboard/Radar Notes Added: Craigslist icon for URL field. Dec 23, 2015 Change: UI field label “Closes” changed to “Closing Date” in Transactions Change: UI field label “Expires” changed to “Expiration Date” in Properties Fix: Corrected Scrollbar issue for the following screens: Contact/Property/Escrow filter – Scrolls the result instantaneously then the scroll bar disappears Workflow Create/Edit screen Activity Create/Edit screen Activity > Create/Edit Action screen Dashboard > Activity > Tag Contact > Assign Tags Fix: Corrected Open Email link to display in new Browser Tab. Dec 22, 2015 Enhancement: Added Facebook URL and Craigslist URL in Property Connections List Fixed: Corrected UI issue for editing an ACTION on an Activity (3 of 3) – the scroll bar is not allowing me to go down further to click [Save] Fixed: Added “Are You Sure” prompt before doing an UNDO on CSV Imports to prevent user from removing data by accident. Dec 21, 2015 Enhancement: Added Google Sync checkbox option to individual Activities and workflow Activities to allow user the option of not syncing to Google. (Default is ON) Fix: Add “System Group: My Contacts” tag when new contact is added form Seller Report and “System Group: My Contacts” option is turned ON. Fix: Corrected Google Sync issue related to Contact / Property / Transaction getting removed from activity after sync. Fix: Corrected UI issue “Undefined” with events on Calendar popup. Dec 17, 2015 Fix: Changed mouse scrolling settings to allow for a smoother scroll on lists (Site Wide) Fix: Changed mouse scrolling on Time Picker and Task Type Drop-downs Fix: Corrected issue of assigning new contact to “System Group: My Contacts” as needed when adding from the people tab of Property / Transaction, Referrer or Relationship fields. Fix: Solr index issue preventing access in list pane on New transactions created when Property is changed from Active to Pending. Dec 16, 2015 Enhancement: Increased speed and reliability of Thumbnail Generation. Dec 14, 2015 Enhancement: Added features to increase speed of notes access. Fix: Corrected issue related to manual entry of a date instead of picking from the calendar when starting a workflow. Fix: Corrected display issue on tasks connected to contacts that were imported with no first name. Dec 14, 2015 Enhancement: Added contact merge fields: ReferredBy, Source, SourceURL Enhancement: Added new party members: Termite Inspector, Escrow Officer, Sellers Title, Seller Agent 3/4, Office Manager Enhancement: Added new transaction dates: Seller Referral Date, Buyer Referral Date, Financial Commitment Date, Seller Settlement Date, Buyer Settlement Date, Title Signing Date. Enhancement: Added new property dates: Listing Appointment Date / Time Enhancement: Added new date field for Day of week [[CurrentDay-DOW]] – Sunday, Monday… Saturday Enhancement: Performance Improvements related to dashboard to stabilize production. Changed: Allow 3 decimal places in the property acreage field. Fix: UI Fix for Contact Heat Graph to correct placement of ‘Aware’ Dec 11, 2015 Enhancement: Tag View All – optimized for speed and memory to handle large list of contacts Enhancement: Mass Delete – Optimized for speed. Enhancement: Import – Optimized caching process to perform faster. Fix: Scroll-bar: Corrected disappearing problems in Contacts when immediately resetting a filter. Fix: Scroll-bar: Corrected disappearing problems in Property Tab of Transactions after adding the linked Property Fix: Scroll-bar: Corrected disappearing problem on People tab of Property and Transaction when a party member is added by name. The SAVE button was not accessible. Fix: Scroll-bar: Corrected disappearing problem on Seller Report tab when searching Contact. Fix: Corrected downgrade option – problem was caused by file size issue. Dec 09, 2015 Fix: Corrected activities which were marked as completed from coming back due again. Dec 08, 2015 Fix: Corrected font issue in Settings screen. Fix: Corrected Task list sync issue when user had multiple lists available. Dec 04, 2015 Enhancement: Added ‘Support’ button to the footer of www.Realvolve.com to chat with support. Enhancement: Added ‘Support’ button to the footer of Realvolve App to chat with support. Change: Notes Merge field to exclude email messages. Fix: Security Issue for Acreage field. Dec 03, 2015 Enhancement: Email Notification of Google Sync token expiration. Enhancement: Prevent Google Sync when token is expired. Enhancement: Increased inactivity timeout to 3 hours – which then requires users to enter login credentials again. Fix: Corrected transaction merge fields for geo state and sign at close. Fix: Corrected Google calendar sync issues when activity uses recurrence. Dec 01, 2015 Fix: Corrected download flag setting when copying workflows and templates. This issue caused items to not show when creating workflow packages. Change: Limited the note content to display up to 15000 characters to prevent timeout. Nov 27, 2015 Enhancement: Added subdivision to import mapping list. Change: Acreage field will now allow comma and decimal Fix: Corrected UI issue with Contact Heat Graph for different resolutions including iPad Nov 25, 2015 Enhancement: Improved Import to process indexing faster. Fix: Corrected issue with assigning record owner when importing notes. Fix: Corrected Google Sync tag/group issue when changing/deleting tags in Realvolve. Fix: Added Support on dashboard to handle iPad display. Nov 18, 2015 Fix: Corrected memory issue when importing large numbers of contacts to prevent import error. Fix: Corrected formatting issue on price field when importing with $ Fix: Corrected issue on import when dealing with large future dates. Fix: Corrected import problem when uploaded filename contains special characters. Fix: Corrected default record owner for spouse entry when using alternate user as record owner. Nov 16, 2015 Change: Google sync will no longer soft-delete (Put in trash) a contact in Realvolve when deleted from Google – it will assign a tag of “Deleted from Google” so user can delete manually based on tags. This will prevent users from accidentally removing contacts from Realvolve.Pausing soft deletion of contact in Realvolve due to G.Sync will give us insights and hints about any data loss issue happening due to Google Sync. And we might have less or no cases of data loss like Jeff had, after pausing this paused code. This will also give us insights about what is happening in Users google account when any contact in RV is tagged as ‘Deleted from Google’ and then we can ask user’s to give us more insights about their Google accounts if they have been in sync with other software or integrations or tools or services. Thus, its prudent to push this and monitor for next few weeks. Fix: Corrected pre-rendering issue when updating Contact/Property/Transactions which did not update list view correctly. Fix: Corrected display issue of group description – was not fitting correctly in the field – Added info icon Fix: Corrected font size issue in search field. Fix: Corrected Auto-Save feature on import mapping when user did not have any existing mappings. Nov 10, 2015 Fix: Preventing orphaned activities from showing up in list pane – some activities were being shown in list which should not because they were deleted from database. Fix: Corrected indexing issue on WebSolr which caused login issues for some users. Nov 05, 2015 Enhancement: Optimized google sync for handling tags/groups better. Enhancement: Added feature to sort Ascending/Descending on all sort fields. Fix: Corrected issue on recomputing incomplete workflow activities. Fix: Corrected issue on CSV Export Nov 04, 2015 Enhancement: Show timer when creating activity to prevent the perception of being stuck. Fix: Corrected attachment deletion Issue (Flickering) Fix: Remove < br > tags from tweet messages when completing an activity – caused display issues. Nov 03, 2015 Enhancement: Show Confirmation dialog box before deleting Contacts, Properties, Transactions from the list view. Enhancement: Added MLS number to property Search Fix: Corrected redirect issue when editing a calendar item from the contact/property/escrow(calendar) to return back to the correct location they started from. Fix: Corrected tasks due on same day to NOT have past due until next day. Oct 28, 2015 Change: From this point forward emails will be sent using user’s email id instead of via Realvolve for all non yahoo email ids. Yahoo email ids will continue to have via Realvolve for now. Note: This change in From email ids for all non yahoo users has potential to fail for email ids or domains that are blocked which we will need to whitelist one by one based the issues reported by users. Oct 28, 2015 Fix: Corrected issue with starting workflows with a very large number of tasks. Change: Added confirmation popup to prevent Activities from being deleted from Google when reinstating google sync. Oct 23, 2015 Fix: Prevent contact from being selected when typing in the People tab to add a contact and the user presses TAB key. Oct 16, 2015 Fix: Show selected contact on seller report tab of a property and link for quick access. If no contact selected then show record owner without link. Oct 15, 2015 Enhancement: Added a Reauthorization feature for Google and Evernote – to help users reauthorize and update their integration tokens without disconnecting and reconnecting which led to issues like duplicates and missing links. Fix: Corrected Search on Party Members in the People tab based on record ownership. The system was only allowing the contacts for the primary record owner to be viewed. Oct 14, 2015 Enhancement: Allow Admin users to access team details in settings > my account Fix: Corrected issue for Assignee of activity when sending emails, sms and twitter messages. Copied workflow actions were not getting completed by the correct person when copied. Fix: Several workflow related issues including recalculation failure, no date entered, current year recalculation, circular recalculations. Fix: Backfill of transaction dates. Fix: Corrected indexing of Relationship Anniversary Date to allow proper search. Oct 09, 2015 Fix: Corrected issue preventing the data for merge field [[Property#Mls_Url]] from working correctly. Oct 08, 2015 Enhancement: Speed improvements on Propinquity scoring. Fix: Notifications on radar when sending SMS fails. Fix: Duplication issue on Ambassador URL preventing new user logins. Oct 07, 2015 Enhancement: Upgraded servers for improved performance and reliability. Oct 01, 2015 Enhancement: Send email to the user when workflow package is approved. Enhancement: Improved code to increase performance for Emails. Fix: sentry error when Signature template is deleted or its body is nil. Fix: ‘mark email read’ issue when navigating from email preview pane. Fix: Open default radar tab for Realvolve contact. When moving from a normal contact last open tab ‘Email’ to RV contact – UI does not show email tab on that contact. Sep 25, 2015 Enhancement: Email Tab Added to Contacts Enhancement: Settings > Emails – allows user to assign an email account to realvolve. Enhancement: Added database indexes for contact for additional search features. Enhancement: Added merge field for Property and Transaction notes Enhancement: phone number display – # Based on the person type – company or person we fetch phone numbers work or home respectively. # If no numbers fetch based on person type check alternate home or work. # If no numbers in work or home, lookup additional numbers and select a recently added pair of additional mobile and additional phone Fix: Issue with Domestic Relationship feature. Fix: rent / own drop down option Removed: News Section in lower right Sep 24, 2015 Enhancement: Added New Dashboard with Widgets Fix: Corrected issue causing Groups to not be selected correctly when starting workflows. Sep 18, 2015 Enhancement: Added option to Settings > Email to automatically add Signature to outbound emails. Enhancement: Added prompt to confirm workflow activity deletion. Enhancement: Added community field to property. Fix: Workflow activity calculations when back dating workflows so they start in a previous year. Sep 16, 2015 Enhancement: Added Skip / Remove Duplicate Data when merging records. Change: removed the ‘no-reply’ and changed it to ‘reply-to+(user name)@realvolve.com’ to be a friendly solution. Sep 10, 2015 Fix: Corrected issue on invalid tag filters. Fix: Mass deletion of Activities when there are more than 1500 being removed. Sep 07, 2015 Enhancement: Added more Property and Transaction fields Enhancement: Sort documents in Files tab by reverse date order (Newest on Top, Oldest on Bottom) Enhancement: Added street name to merge fields – previously only had full address. Enhancement: Added links to Property/Transaction for quick access to connected records. Fix: Automatically change Transaction Status to ‘Cancel’ if we create a new transaction from a connected property by changing its status from Active to Pending. (Cleanup Process) Aug 28, 2015 Added SMS feature for Great Britain Aug 25, 2015 Added more Merge fields for Transactions Aug 19, 2015 Enhancement: Performance Improvements to entire system Fix: Image upload fix for Transactions Fix: Date filters popup issue when clicking outside the window. Fix: SMS character length issue to allow merge fields. Fix: Import issue on dates prior to 1900 Aug 17, 2015 Fix: Corrected Import for Top Producer files containing notes with dates before 1900. Aug 10, 2015 Enhancement: Allow SMS text messages to be longer than allowed length to compensate for long merge field names. Fix: Corrected image upload issue for Transactions. Fix: Corrected date filter display issue when clicking outside the popup date selector. Jul 24, 2015 Fix: Corrected import for Contact Source field. Jul 20, 2015 Fix: Corrected Google Sync issue causing ‘Mobile’ to be converted to ‘Home Mobile’ Jul 15, 2015 Enhancement: Additional Contact fields in preparation of upcoming Dashboard feature. (Rent/Own, Stage, Contact Status, Known Since, Lifetime Value, Contact Score, Year Moved, Sex (M/F)) Enhancement: Seller Report tab on contacts to allow information on NON-LISTED properties. Enhancement: Relationship choices added: Single, Divorced, Separated Enhancement: Relationship changes handled automatically – when contacts change from Married to Divorced or Widowed, the secondary contact record is updated also. Performance: Changed how message templates are loaded to increase performance. Fix: Cropping issue on Transaction Photos. Jul 07, 2015 Enhancement: Added Tags to Google and CSV Export. Enhancement: Added Ambassador Referral System. Enhancement: Added Browser Support Screen for Incompatible Browsers. Enhancement: Added Zipcode Lookup API to Find Unknown Zipcodes. Fix: Miscellaneous User Interface Fixes. Jul 02, 2015 Enhancement: Added link to easily disable daily notifications. Enhancement: Added workflow name to activity lists. Fix: Corrected merge field for Client Services. Fix: Corrected issue with workflow wizard screen. Fix: Corrected time zone issue on workflow activities using immediate actions. Jun 25, 2015 Enhancement: Added link to Daily Email to direct users to login screen to turn off. Fix: Corrected workflow issue caused by a date/time value selected when only date was needed. Jun 22, 2015 Enhancement: Added Buyer Reports tab to Transactions which functions similar to Seller Reports. Enhancement: Workflow Import modifications to allow deeper migration for Advantage Xi users. Enhancement: Additional Party Members Added to Transactions: Paralegal renamed to Buyer Attorney Paralegal, Seller Attorney Paralegal, Inside Sales Associate, Tenant 2, Auction Representative Enhancement: Additional Party Members Added to Properties: Inside Sales Associate, Tenant 2, Auction Representative. Change: Activity Type: ‘Lunch’ has been renamed to ‘Meal’ so it could be used at any time of the day. Jun 19, 2015 Enhancement: Added contact search to include email addresses. Notifications: Added user notifications about the disabled Facebook and LinkedIn message feature. Change: Changed the default time for daily notifications which had no value to 8am. Jun 18, 2015 Fix: Corrected Google Sync issue when deleting sub-user. Enhancement: Added error handling and user notification to Evernote integration. Fix: Corrected errors which happened during automatic activities. Fix: Corrected time-zone issue for Daily Notification emails. Fix: Corrected time-zone issue on radar activities. Jun 17, 2015 Enhancement: Allow users to select party members while sending emails from Property and transaction email link. Enhancement: Emails sent from Realvolve now include the user’s email in the ‘Reply-To’ meta tag. Change: Disabled Facebook API validations for Facebook URL field. Change: Added notification to user that Facebook and LinkedIn feed being unavailable. Change: Added ‘Realvolve’ to the subject of daily notification emails to prevent spam issues. Optimization: Improved contact deletion procedures to better handle errors and exceptions to prevent orphaned activities. Optimization: Improvements to user experience (UX) and validation of Daily Notification Emails. Fix: Corrected issue on Workflow popup window. Fix: Corrected user reported issue on property and transaction emails where the template subject was being overwritten with basic address. Jun 13, 2015 Enhancement: Added lockbox location field below lockbox number in showings tab of property. Optimization: Additional optimization changes to improve performance for Sidekiq jobs. Fix: Set a default timezone on registration if no timezone identified for user. System will send a reminder email to user to set the correct time zone for their location. Jun 11, 2015 Fix: Removed the internal “Deletion Flag” which is no longer needed – This will ensure that records are visible in the trash once it is deleted. A problem existed that allowed data to be orphaned. Fix: Correction to Transaction screen which caused problems when there was a delay in creating transaction dates. Fix: Corrected ‘flicker’ when hoovering over filter links. Fix: Corrected transaction saving issue when transaction dates were updated. Jun 10, 2015 Enhancement: Added the ability to have multiple record owners in Contacts, Properties and Transactions. Enhancement: Additional sorting options using a drop down menu. Enhancement: Added Sorted fields to View All screen (Category, Entry Date, Last Call Date) Enhancement: Added the ability to sort Ascending and Descending to fields of View All Screen. Fix: Corrected export issue dealing with combining couples. Jun 09, 2015 Optimization: Additional Solr indexing changes to boost performance. Enhancement: Reduced opacity of all un-selected filters so that selected filters are more prominent and visible. Fix: Corrected issue with sorting MLS field in Property. Fix: Corrected display issue of positive quotes on daily reminder emails when viewed in mobile device. Fix: Corrected contact count display which was getting set incorrectly when deleting activities from a contact. Fix: Corrected security issue preventing sub users with admin rights from using the [Delete Selected] button. Jun 08, 2015 Optimization: Added new Solr Indexing refinements to boost performance. Optimization: Scaled up Sidekiq processes from 3 to 4 to boost performance. This provides more power and performance in background jobs for features like imports, Google sync, bulk deletes, etc. Jun 04, 2015 Enhancement: Added Realvolve Dropbox Email Address merge field to all party members. This allows others to send email to you which automatically gets placed in the Party Member’s contact record. Fix: Corrected Time Zone issue when starting a workflow in the evening hours. Dates were being calculated incorrectly due to Time Zone settings. Jun 03, 2015 Fix: Corrected issue with editing activities containing specific contacts in the “with” field that are later deleted. Jun 02, 2015 Enhancement: Added the ability to enter additional emails addresses when running actions on completed activities. Enhancement: Added the ability to select which email address is used on contacts with more than one email. Fix: Corrected issue with activity popover box when completing an activity with checklists on larger screens. May 30, 2015 Enhancement: Added several new connection fields to Contacts / Properties / Transactions Dropbox Google Drive Email Folder Animoto Instagram Savvycard Enhancement: Improved indexing for quicker google sync and import process. Enhancement: Added the ability to add additional connections by user. Enhancement: Added the ability to Reassign “assign to” field for selected tasks in Activities View All screen. Enhancement: Added the ability to Search / Replace “assign to” field in workflow setup screen. May 27, 2015 Enhancement: Added new property types: Co-Op Condominium Enhancement: Added option in settings to handle Canadian address format of direction “123 Main Street S” instead of “123 S Main Street”. Enhancement: Added “Pre-Listing” status to properties. Fix: Corrected issue that caused a new group to be created when trying to rename an existing group. Fix: Corrected issue with starting a workflow from the view all screen reported by user. May 20, 2015 Enhancement: Added the ability to have MULTIPLE contacts in the WITH field for “A Specific contact”. Enhancement: Added the ability to select TAGS for contacts in the WITH field – This allows a user to select a TAG like “Local Agents” which could be emailed to when a new listing is submitted. Enhancement: Changes to the Activities filter to use checkboxes instead of highlighting to be consistant with other areas of the system. Fix: Corrected Google Sync issue which removed the Custom labels – Custom labels on phone, emails are now retained. When user moves the mouse over the phone/email icon of a contact record a popup will display the Google Custom Label. Fix: Corrected Zapier Import issue caused by extremely large contact names – normally caused by incorrect mapping of email parser. Fix: Corrected zipcode lookup issue when using ZIP+4 format. May 13, 2015 Enhancement: Added support for large file uploads in Contact, Property, Transaction and Documents. Enhancement: Added a sort option to the Settings > Trash. User can sort trash by Name or Date Trashed. Enhancement: Additional Security measures added to prevent (DOS) Denial of Service attacks. Enhancement: Added Daily Email Notifications Feature. Settings > Emails now has an option to turn ON/OFF Daily Notifications of your Important Dates, Birthdays, Appointments, Tasks, Uncompleted activities from the past day. Enhancement: Added internal indexing of Templates for more accurate display. Enhancement: Added the [Edit] button to all editing of calendar events when using Drag Selection of time. This makes it easier to create the activity and make changes in less clicks. Enhancement: Speed related enhancements when creating Transactions from Pending Properties to make it faster. Fix: Corrected an issue with the Seller Report merge field which prevented the Seller Notes from displaying in the email. Fix: Corrected Timestamp display issue caused by user Time Zone setting. May 08, 2015 Enhancement: Added following Party Members to Properties and Transactions. Copy Writer Seller 3 Seller 4 Buyer 3 Buyer 4 Enhancement: When transferring a Property to a Transaction the Property Notes are now transferred. Fix: Corrected issue in Workflow wizard with dependent activities. Facebook friends import feature is currently unavailable due to Facebook’s recent API changes where they no longer allow access to Friends from ALL 3rd party applications. May 06, 2015 Fix: Corrected Email Issues with Merge Fields – User reported that the seller report merge fields were getting filled in. The issue was only for additional email addresses that were added when sending emails. Fix: Corrected Email Issue when sent from the dashboard – Some contact merge fields contained User Information instead of Contact information. Fix: Corrected Google sync and email errors after adding relationship contacts. Fix: Corrected Dashboard issue to prevent future activities from being shown. May 04, 2015 Enhancement: Allow emails with domains like .realtor, .technology for the sign-up pages. May 02, 2015 Changes: Default Google Sync Tag was changed from ‘All Contacts’ to ‘System Group:My Contacts’ to prevent the mostly garbage contacts of ‘Other Contacts’ from being sync’d by default. This change will allow any contacts assigned to the ‘My Contacts’ group of Google to sync with Realvolve by default. Enhancement: Automatically apply the tag “System Group: My Contacts” to new contacts if the checkbox for “Assign to My Contacts” is checked. This makes sure that new contacts are synchronized to Google when the ‘My Contacts’ are being sync’d. Fix: Corrected an issue with long google notes and retain the new line tags. Apr 30, 2015 Enhancement: In Contacts, user can now filter by Date Created or Date Updated. Enhancement: Added “Listing Coordinator” to Property Party Members. Enhancement: Added “Buyer Signed Contract Date” to Transaction Dates. Enhancement: Changed time format on activity creation popup to be am/pm instead of 24 hr. Improved performance of ‘Export to Google Drive’ feature. Fix: Corrected issue with automatic emails being sent from assignee instead of record owner. Fix: Corrected the display order of names being exported. Export now uses the same order as selected by user. Fix: Corrected issue when exporting combined contacts from the TAG list. Primary/Secondary contacts were not being combined when exported. Apr 27, 2015 Enhancement: Added the property address to the “location” field of Google Activities dealing with properties and transactions for activities. Since Google Tasks do not have a location field we have added the Property Address to the top of the Notes field. Enhancement: Increased the field size for “summary” and “unique features” of properties. Enhancement – Added property Merge Fields to templates Apr 24, 2015 Enhancement: Added ‘Edit’ button to the Create Activity Popover on Calendar. This allows the user to edit or add details to the activity before it is created to speed up entry. Fixed: Security related issues dealing with uploading attachments. Apr 23, 2015 Enhancement: Added Property Subdivision field and Filtering options. Enhancement: Added ‘Backfill’ of specific date fields in Property and Transaction when associated with appointment times. If a user changes the date/time of activities the field in the database will be updated as well. Enhancement: Added more ‘Assign To’ place holders in workflow activities. Enhancement: Added time-stamps to security permissions. Enhancement: Added Filter to Contact Records for ‘Date Created’. Fix: Property Acreage now allows decimals. Fix: Corrected Week and Day View Activity issue that was preventing few users access by some users. Fix: Corrected Google Sync Duplicate Activity issue. Fix: Corrected email attachment issue involving multiple recipents. Fix: Corrected issue which prevented special characters in notes from being sync’d with Evernote. Apr 16, 2015 Enhancement: Improved Pre-rendering engine to increase display speed. Fix: Corrected space issue on new user invitation and resend invitation emails. Apr 15, 2015 Fix: Corrected Contact Merge issue when contact record contains no last name. Fix: Corrected time zone issue when staring workflows late at night. Apr 07, 2015 Enhancement: Added the relationship Anniversary date for couples to the list of dates in Workflow dates. Enhancement: The Drop down list of people and dates are now listed alphabetically. Enhancement: In the Import section, the drop down list of pre-assigned mapping formats are now in alphabetical order. Enhancement: Added the Ability to show/hide the list of Tasks in the “All Day” section of the Calendar. Daily tasks that do not have times assigned but ARE NOT true “All Day” Day Activities can take up too much space in “All Day” area of Calendar, this feature allows you to save space by hiding the tasks. Fix: The Primary MLS number now gets getting transfered from a property to a transation when the property status gets changed to “pending”. Fix: Corrected the issue that caused HTML sytle settings on Tables from getting placed in the message template. This was causing borders to show on tables that were designed with no borders and detracted from the design. Enhancement: Added the (Key Date) Time option when setting up “Schedule” field of a workflow Activity. Some (Key Dates) like “Photography Date”, allow for a time to be assigned. In those cases, an option like “Photography Time” will be available in the drop down to select. This tells the system to assign the time of the activity to the (Key Date) time so that When the photography time field in the database is changed then the activity will be CHANGED as well. Security Fix: Corrected issue which prevents “Export Contacts” to be available as a choice when user does not have rights to export. Enhancement: Added table header sorting options for Property and Transaction View All windows. Each column of the table can be sorted both Ascending and Descending. Fix: Corrected minor issue with Commission calculations in Transactions. Fix: Corrected display issue in seller report list – the list was not in reverse date order. Enhancement: Added a “Save” button in the People tab on property and transaction when manually changing contact information to help usability. Enhancement: Additional Property Party Members – ‘Sign Installer’, ‘Pre-Listing Home Inspector’ and ‘Asset Manager’. Enhancement: Additional Property Dates – ‘Pre-Listing Home Inspection Date / Time’. Enhancement: Added lots of additional Transaction Dates. Enhancement: Transaction Sorting in the list view has been added. Users can now view the list of Transactions in the following order: [Street Name, Street Number], [Street Number, Street Name], [List Date], [Expiration Date], [Status], [Seller Name, Street Number, Street Name], [List Price], [MLS #] Enhancement: Added the Showing Info to Seller Report Area. When the Seller Report type is set to Open House, Showing, Showing By Agent, Preview By Agent or Agent Tour then the Additional fields to pick a Contact, Rating (0-10), Feedback and Agent Note will be available. When picking a contact the Showing information will be shown in the Showings tab of the Contact. Enhancement: Feedback and Rating fields of Showings are now included in the “Seller Report” merge fields. Fix: Corrected a Date/Time issue when creating workflows late in the evening which caused activities to be assigned the next day instead of the current date. (Time Zone Issue). Enhancement: Settings > Set Default Fields – Order Dates and Parties Alphabetically. Mar 25, 2015 Enhancement: Added following merge fields from the Contact screen to Templates and Checklists. Contact#AnniversaryDate, Contact#BirthDate, Contact#LastCallDate, Contact#LastPersonalNoteDate, Contact#LastPersonalVisitDate, Contact#ReferredDate. Enhancement: When exporting contacts to Google Drive or CSV, the option to export all contacts individually or to Combine Primary and Secondary contacts into one record allows duplicate Addresses from being exported. Enhancement: Added a search field for Tag Filters. Enhancement: Added the ability to Filter Contacts that don’t contain selected tags using the “No” option. Fixed Google sync issue for multiple owners, one contact can have same google_id as some other contact in some other account. Fixed indexing issue when bulk deleting extremely large numbers of contacts. Mar 20, 2015 Enhancement: Added the ability for the record owner of a property and transaction to assign ownership to another user. Enhancement: Added the [[Header]] and [[Footer]] merge fields to templates. Enhancement: When starting a workflow from an activity the “Choose a Contact” now defaults to the contact in the “WITH” field of the current activity. Enhancement: Added tool tips to the Delete icon of “Delete Contact” or “Delete Property” or “Delete Transaction”. Enhancement: Added the ability to modify tags in an action when the ‘use with’ was setup for (Transaction/Property). This means that you can now add/remove tags to the party members of a transaction or property now. Enhancement: The “Start a Workflow” action now allows the user to pick the current workflow to allow a continuous loop. Enhancement: Added the “Today” button below the date selection popups on date fields. Enhancement: Added the automatic loading of activities as you scroll down the list. Enhancement: Added the ability to “Select All Activities” in the view all screen to allow more than just the viewable records to be selected. Fixed an issue with Workflows starting on the wrong date on some activities. Fixed Duplicate Notes: When running an email action on an activity, the system was creating duplicate notes of the email notification sent (only 1 email was sent but 2 notes were created). Mar 18, 2015 Fixed bug related to notes disappearing for one of the user. Fixed “duplicate” note issue on Radar. Added cancel button to close action wizard in Workflows thereby preventing it to close by document click. Mar 12, 2015 Party member saving for the first time was unsuccessful when filled with all details especially newly added fields. Fixed a bug – Notes added from “view all” screen was not appearing on dashboard. Fixed a Zapier issue – “Contact Workflow” selection in Zapier was not showing the workflow name but it was only showing the ID. Fixed a bug related to Template scrolling issue. Mar 11, 2015 Feature to copy a Template. Auto-Sender feature. Additional filters for contacts. Fixed issue related to repeated emails being sent when tokens expire for LinkedIn, Facebook, Twitter and Google. Use Correct Address on Party members of Properties and Transactions. Relationship Feature – Auto-Update Primary/Secondary Contact details. Fixed bug with commission calculations. Mar 05, 2015 Remember default tab i.e. ‘Radar’ or last opened tab by User in work pane. Workflows in sorted orders after search. Mar 03, 2015 Feature to copy a Workflow. Enhancement: Add “Record Owner” as a workflow activity “Asssign To” place holder. Enhancement: When Adding an Activity to the Activity TAB – need to show the “Assign To” field for selection. Feb 27, 2015 Fixed Address import issue. Added more transaction date fields to import. Fixed preventing saving or updating of shared mappings. Feb 25, 2015 Enhancement: Added contact fields to workflow calculations (Birthday, Anniversary, Referral Date, Last Call Date, Last Personal Note, Last Personal Visit). Added feature to fill individual address fields from full address field. Fixed issue with editing a template when running an action. Enhancement: Prevent future notes from showing on radar until today. Added ‘Year’ to Workflow Calculations. Enhancement: Moved all dates on property to the “Important Dates” section. Enhancement: Default “Set as primary” to TRUE when entering the 1st MLS#. ZAPIER Enhancement: Add the ability to assign the Record Owner. Enhancement: On demand Pre-rendering for Activities section. Feb 19, 2015 Fixed mark completion issues for activities. Enhancement: Added Tags filters for Zapier. Fixed Google Sync birthdate related issue. Added Facebook Import Tag. Fixed User security related issue on Properties and Transactions. Feb 16, 2015 Performance improvement in UI for filters. Fixed issue refreshing trash count after deletion. Fixed the screen width in list view as delete action button drops to next line. Feb 13, 2015 Corrected ordering of tags by not being case specific. Fixes for Google Sync – contact deletion issue reported by user. Corrected mailing name format on couples. Feb 12, 2015 Added “My Contacts” to the list of choices for Google sync. Facebook: fixed the code in facebook feeds, to check if fb_uid exists or else generate it. Removed validation for “Last Name”. Fixed Activity Dates that do not seem to be getting updated when the associated date field is changed. Added Login validation for cancelled accounts. Fixed critical sentry issues for Date Fields. Feb 07, 2015 Added new Property Date fields and Transactions Party members fields. Feb 03, 2015 Improved message for contact bulk delete from “view all” screen and other related messages for Tags and Notes. Enhancement: Allow upto 20 groups (workflow functions) in workflow screen. Jan 30, 2015 Fixed commission calculation. Performance improvements for Dashboard notes and activities. Performance improvements for recently viewed items on Dashboard. Jan 23, 2015 Property Status change actions for creating Transactions. Default Start Time 7AM for date-time fields. Enhanced Transaction screen. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":1050};

Nov 21, 2014 New Feature: Workflow Library. New Feature: Workflow imports. New Feature: Editable User’s personal information. Added new dates to escrow transaction view and rename methods for user. Added all address type to export. Enhancement: to Email feature to provide “Template” and “Attachments” from all email popup screen’s. Fixed Google Drive Export issue. Tagging Enhancement: Make case insensitive. Nov 12, 2014 Property: Allow state transition to any Status from any Status. Example – active to expired, pending to withdrawn, pending to active, and so on. Fixed bouncing effect on contact fields. Fixed issues related to sending email using Template popover being cut-off. Rename header ‘Board Names’ to ‘Board/MLS #’ on Property -> Listing screen. Nov 11, 2014 Changes to prevent stripping of apostrophes from CSV while importing. Fixed all DoS (Denial of Service) warning. Fixed all “Remote Code Execution” warnings. Zapier: Included name in lookup for contact. Fixed file upload issue. Creation of a recurring activity(for next 50 years), if a contact has a birthdate entry(via either of this CSV import/ Google sync/ Contact manual entry). Creating Birthday tag for birthday tasks. Anniversary/Birthday filter for calendar. Task type filter on Activity page. Nov 06, 2014 Sort contact source type alphabetically. Fixed Zapier issue: Fetch contact source types belonging to the account and to accept note when user specifies only attachment url of the notes. window.rmpanda = window.rmpanda || {}; window.rmpanda.cmsdata = {"cms":"wordpress","pageId":1053};

We at Realvolve push new features, enhancements and bug fixes to production i.e. live many times per day without taking site offline or without the need to show maintenance pages except for the largest, most complex feature releases. We follow the “Continuous Delivery” methodology and thus we do lots of “little” deployments quite often. Our average monthly uptime is 99.71% based on a 12 month Pingdom report and 99.99% for the last 3 months. Thank you for your continued support and suggestions in making Realvolve a great product.

Yearly

2024Lisa Crumby2024-11-15T10:28:07-07:00

2024

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

Fixes:

Applying a Due Date to Activities using the “Schedule” Field:
(Regardless of using “A Specific Date” or “A Computed Date”)

- All Day-Type Activities sending at incorrect times.

- - Will now correctly send within the set timeframe from your settings preferences. (Within a 1-hour window depending on server queues.)

- - - Previously were sending around 1 am erroneously.

- Scheduled (Start and End)-Type Activities sending at incorrect times.

- - These will now be sent at the scheduled start time.

- - - Previously were sending at an incorrect calculation based on a UTC conversion due to “sticky” code.

- None-Type Activities will send within 10 minutes of applying the workflow.

- - Working on an update that will have the None-type follow the preferred set time from the account settings instead.

Activity Action Triggers: Send a Message

- Send Immediately Option will now send immediately as the workflow was launched as expected.

- - Previously was observed to not send in some occasions.

- Send Automatically Option Send Automatically Option will now send at the preferred settings time for your profile or the time scheduled in the Activity.

- - Previously were sending around 1 am erroneously.

To make sure that you are not experiencing any errors or complications with automation, please update your account settings >> Email tab by updating the preferred time for automated activities to be sent and ensure that your profile has the correct time zone selected under the timezone tab. In addition, when creating activities make sure to update the schedule type from “none” if you do not want it to process immediately.

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

2023Lisa Crumby2024-01-23T08:52:44-07:00

2023

Dec 19th, 2023

Changes:

- Reverted several changes from yesterday’s update due to workflow challenges

Dec 18th, 2023

Changes:

- Adjustments to how activities are stored and viewed in realvolve.

Nov 2nd, 2023

Changes:

- Corrected Merge field issue

Oct 24th, 2023

Changes:

- Corrected issue in Actions of activities from throwing a SORT error

Oct 9th, 2023

Changes:

- Corrected issues preventing the deletion of property and transaction records

Oct 4th, 2023

Changes:

- Time zone corrections based on Daylight savings time.
- Mobile app API Changes ot allow filtered fields to be accessed correctly.

Oct 2nd, 2023

Changes:

- Additional signed URL changes for AWS s3 access for attachments.

Sep 29th, 2023

Changes:

- Twilio auth token changes for A2P 10DLC changes
- http -> https in signed URL
- Activity View All List (Add 100px to right work pane for better presentation)

Sep 20th, 2023

Changes:

- Removed unnecessary GoogleSync jobs from background to speed up system
- Fixed occurrence date time zone mismatch issue for repeating activities.

Sep 18th, 2023

Changes:

- A2P 10DLC – Ability to add new SMS numbers to existing Accounts under the same subdomain.

Sep 15th, 2023

Changes:

- A2P 10DLC – Compliance Changes for using SMS for outbound messaging

Sep 13th, 2023

Fixes:

- An issue which prevented the pagination of contacts in the list so the numbers at the bottom to change pages and the view all list was not allowing the full list to display.

Sep 12th, 2023

Fixes:

- An issue which prevented the STATUS field on a transaction from updating when the transaction was connected to a pending property record.

Sep 11th, 2023

Fixes:

- An issue where Workflows may not start due to the Inspection Contingency Date
- An issue where searching for an Activity may not return any results
- An issue where “Filters” could be displayed, even though the filters are hidden

Sep 6th, 2023

Enhancement:

- Adds the ability for Contacts to opt-in for receiving SMS messages from Realvolve. As per Twilio’s “request,” we’re now required to ask each Contact to opt-in before any SMS messages can be sent to them. This happens automatically the first time a RV user sends an SMS message to a Contact from this point on.

Aug 25th, 2023

Enhancement:

- Major changes for speed increase / long term stability of adding contacts, properties & transactions to the database. This change improves performance from 1;35 sec indexing to less than a second.

Aug 14th, 2023

Fixes:

- Corrected issue preventing Earnest Deposit 1 & 2 merge fields from displaying values
- Corrected issue preventing workflows from starting when using [[Closing Location Details]] in the title of a Workflow Activity.
- Corrected issue with some transaction fields not saved consistently

Aug 10th, 2023

Fixes:

- Corrected issue preventing completed activities from displaying.
- Corrected issue preventing workflows from starting.
- Corrected issue preventing checklists from displaying and checklist merge fields from showing their current value.Note: This release does introduce an issue where Activities cannot be deleted from the list on the left side, but can still be deleted from within the Radar tab of a record. We’re working on fixing that issue.

Aug 9th, 2023

Fixes:

- Corrected issue preventing workflow activity from showing the “Tagged with any of” selected tags – the tags were there, just not showing due to a recent change.
- Corrected issue causing multiple party member merge fields to not populate (Seller2, Buyer2, etc.) We had previously corrected the other party members but the multiples that had numbers at the end were not present.

Aug 8th, 2023

Fixes:

- Corrected issue preventing workflows from starting when workflow uses a date that is not in the property/transaction record yet. This change properly adds the date into the record if not present

Aug 7th, 2023

Fixes:

- Corrected issue preventing search field on templates from clearing when pressing the (x) button causing the filtered list of templates to still be filtered.
- Corrected issue causing party member merge fields to not populate (Still addressing issue for multiple party members like Seller2, Buyer2, etc.
- Corrected issue preventing workflows from starting
- Corrected issue preventing party members to transfer to transaction from pending listings

July 27th, 2023

Changes:

- Performance Upgrade for background jobs

July 26th, 2023

Changes:

- Performance Upgrade for filtering and indexing

July 20th, 2023

Changes:

- Changes to prevent additional activities from showing in activity list.

July 5th, 2023

Changes:

- Performance Upgrade when adding contact, property & transaction records – quicker access to search and view in the view list.
- Corrected scrollbar issue in Team Reporting widget on dashboard.

June 29th, 2023

Changes:

- Performance Upgrade in Settings > My Accounts – No longer have the delay displaying the field contents after the agent photo/logo

June 26th, 2023

Changes:

- Fixed issue caused by emails sent to deleted contact
- Corrected issues preventing user from seeing all activities in the View All screen.

June 24th, 2023

Changes:

- Performance Upgrade when viewing Daily, Weekly, & Monthly Calendar.
  - The performance increase is approximately 93%

June 23rd, 2023

Changes:

- Performance Upgrade when viewing Contacts, Properties & Transactions as well as the dashboard containing notes when using personal server.
  - The performance increase is approximately 99.71% when viewing contacts.
  - The performance increase on Dashboard Notes is approximately 83.75%

June 20th, 2023

Fixes:

- Fixes an issue where having a Reminder in an Activity could cause its Workflow to not be started successfully
- Fixes an issue where Notes would try to save changes, even though no changes were made
- Fixes an issue where SMS errors from Twilio may not be saved in the Contact’s Notes

June 14th, 2023

Fixes:

- Fixes an issue where the SMS error messages were not be added to the Notes
- Fixes an issue where the Closing Time could not be edited at the top of Transactions
- Fixes an issue where “&” characters in file names could cause Templates not to be able to be saved

June 9th, 2023

Fixes:

- Fixes an error that could occur in the background after a user is timed out
- Fixes an issue where a Note wouldn’t be created when a user sends an SMS message to an unsubscribed phone number
- Fixes an issue where “Included as cc in this mail” Notes could cause Contacts not to be able to load correctly

June 8th, 2023

Fixes:

- Fixes an error that could occur when removing a Buyer/Seller from a Property/Transaction
- Fixes an error where Daily options could be displayed when setting the Repeat option for Activities, even though None was selected.

June 7th, 2023

Changes:

- Added error messages to SMS notes if there is some error during processing – this will give the user and support information pertaining to the error to get it resolved.
- Fixed issue causing the dashboard widgets to not work properly during drag-n-drop movement.

June 6th, 2023

Corrections:

- Corrected issue with transactions activity checklists not saving at times

June 5th, 2023

Corrections:

- Corrected issues with our Email connectivity.
- Corrected issue with contact activity checklists not saving at times

May 26th, 2023

Fixes:

- Fixed previews of emails in email tab
- Fixed Previous/Next buttons in email tab list
- Fixed Previous/Next buttons in email preview

May 24th, 2023

Changes:

- Corrected visual UI issue when creating a new Activity in a contact workflow which should have defaulted to “Workflow Contact” but showed “None” instead.

May 23rd, 2023

Changes:

- Added messages to notify user of invalid OpenAi API Keys

May 19th, 2023

Changes:

- Corrected issue with dialer not connecting to user’s phone in order to make outbound calls from contact record.
- Fixes an issue where Transactions could not be deleted from the Trash
- Fixes the ability to go to specific tabs directly (ie {yourdomain}.realvolve.com/properties)
- Fixes the “Street Address cannot be blank” message that should appear when creating Properties
- Removed Depreciated Hubspot API’s

May 11th, 2023

Changes:

- Corrected issue causing Import to not show as completed – they did actually complete but the status was not reset which prevented the ability to import other CSV files.
- Fixed issues caused when moving between transaction records that showed elevated error counts since the May 9th update

May 10th, 2023

Changes:

- Added ‘client_id’ to the fields sent to a webhook
- Changed BombBomb integration sync process to be in a better background queue for processing.

May 9th, 2023

Changes:

- Corrected issues involving Repeating Activities in the list View
- Increased performance of Activities and View All Activities
- Corrected issue causing wrong date to show in Activities List and View All List
- Optimized the database indexing to increase performance.
- Corrected checklist saving issue when the phone number is blank which prevented other fields from being saved.
- Added line break before inserting a signature template

May 4th, 2023

Changes:

- Corrected popup calendar for custom date range on Team Reporting Dashboard Widget
- Corrected integration issue with BombBomb – you should now be able to connect your Bombbomb account using SETTINGS > INTEGRATIONS

April 20th, 2023

Changes:

- Moves the Selective Merge from the low queue to medium to speed it up
- Fixes an error that could occur when removing a Contact from a Transaction
- Adds a scroll bar to the list of users within the Team Reporting setup when needed

April 17th, 2023

Changes:

- Changed the background queue to handle individual record updates quicker. This performance update will help see changes to individual record changes much quicker when other background jobs are in the queue.

April 6th, 2023

Enhancements:

- Upgraded to latest versions of development environment.

March 25th, 2023

Fixes:

- Corrects an issue causing the popup calendar to be displayed lower in the screen of the milestone dates when starting workflow.
- Corrected an issue preventing the popup calendar from scrolling when the rest of the screen was scrolled up.
- Corrected an issue causing the selected date flips between the current date and Jan 20th, 2023 which could cause some workflow activities be assigned to an incorrect date.

March 24th, 2023

Changes:

- Added the following Party Members for Properties & Transactions:
  - Abstractor
  - Building Superintendent
  - Escrow Officer Assistant
  - Qualified Intermediary
- Added a TIME field to the Pre-Marketing Date field

March 16th, 2023

Fixes:

- Corrects an issue that prevented new documents/files from appearing to be added until the page was refreshed.

March 13th, 2023

Fixes:

- Corrects an issue that prevented a user from renaming files when they are email attachments that have been automatically placed in the files tab.

March 10th, 2023

Fixes:

- Corrects an issue that now allows users to disconnect and reconnect the MAPI email connection for their personal email account in SETTINGS > EMAILS

March 2nd, 2023

Enhancement:

- Updated to ChatGPT 3.5 Turbo for faster processing and 1/10th the cost of previous GPT Responses.

Fixes:

- Corrects an issue where new Notes could not be created when on the Dashboard
- Corrects an issue where the Notes & Correspondence section may not load due to an orphaned record
- Corrects an issue causing Google Maps not to load within Realvolve

February 28th, 2023

Fixes:

- Corrected issue preventing monthly activities from getting removed from the monthly calendar after completion.

February 24th, 2023

Enhancements:

- Used ChatGPT to create a OpenAI/ChatGPT integration into Realvolve.
  - Settings > Integrations > OpenAI API Key (Enter your API Key HERE)
  - Email / SMS Templates – created OpenAI logo that can be pressed to open a popup window to enter a prompt to generate a response and insert it into an email or sms template.
    - Include Greeting – Adds the [[Greeting]] merge field to the beginning of the template
    - Include Signature – Adds the [[Signature]] merge field to the end of the template
    - Include Message – Will include the current message or selected text of the current message as part of the prompt and can be referred to as ‘message’
    - [Generate] button will generate the Response from the given Prompt and checked items
    - Select Action – Action to take when the [OK] button is pressed
      - Add To Message – will insert the response at the current cursor location that was present before displaying the popup window
      - Replace Message – will replace the entire message area in the template with the Response text.

February 9th, 2023

Fixes:

- Corrected issue preventing access to the Transactions placed in the TRASH.
- Enhancements to existing background processes to improve performance and reduce latency especially during high use times.
- Background job priorities modified to make important processes faster

February 8th, 2023

Fixes:

- Corrected issue with editing party member information from the People tab of a Property or Transaction. It is important to know that the SAVE button will be disabled while editing the expanded address fields. If you make a change to an address then click into one of the other fields to allow the system to take the expanded address information and put it into the full Home or Work Address field then the SAVE button will be re-enabled.

January 26th, 2023

Fixes:

- Corrected issue preventing the CONTACT LIST from displaying when assigning a contact from a checklist.
  - Part 1 of 2 – Fixed: So that the list displays and is accessible.
  - Part 2 of 2 – Fixed: if you scroll the screen up/down the list of contacts goes away so the list is not left on the screen detached.

January 23rd, 2023

Fixes:

- Corrected issue preventing and “All Day” activity from being able to be changed to a “Due Date” activity so it shows as TASK in Google when sync’d.

January 11th, 2023

Fixes:

- Corrected issue caused by manually entering a date in a date field of PROPERTIES instead of using the popup calendar. The system was setup to use ‘dd/mm/yyyy’ format instead of ‘mm/dd/yyyy’ format that we use in the United States. This was causing the dates entered as ‘1/10/2023′ to be interpreted as ’10/1/2023’ = ‘Oct 1, 2023’ – this change will now display correctly as ‘Jan 10, 2023’ as it should.
- iOS Mobile App – Minor changes/fixes to stay consistent with required Android changes.

January 10th, 2023

Fixes:

- Corrected issue caused by manually entering a date in a date field of CONTACTS instead of using the popup calendar. The system was setup to use ‘dd/mm/yyyy’ format instead of ‘mm/dd/yyyy’ format that we use in the United States. This was causing the dates entered as ‘1/10/2023′ to be interpreted as ’10/1/2023’ = ‘Oct 1, 2023’ – this change will now display correctly as ‘Jan 10, 2023’ as it should.
- Android Mobile App – Available again on Google Play Store with a few fixes/changes to meet compliance.

January 9th, 2023

Fixes:

- Corrected issue preventing activity “B” that is dependent on activity “A” being completed before assigning a calculated due date for activity “B”

January 3rd, 2023

Fixes:

- Corrected issue preventing completed activities that have the “REPORT: YES” from going into the Seller Report section

2022Lisa Crumby2024-01-23T08:53:09-07:00

2022

December 20th, 2022

Changes / System Upgrade Fixes:

- Corrected issue preventing email editor from being displayed when running actions on more than one activity.
- Added Scrolling to All Day Calendar items to prevent display issues.

December 15th, 2022

System Upgrade Fixes:

- Corrected secondary issue with Google Drive connectivity in the FILES tab preventing new folders getting connected.

December 14th, 2022

System Upgrade Fixes:

- Corrected issue where the Calendar would not load

December 13th, 2022

Changes / System Upgrade Fixes:

- Removed a setting causing future months to be disabled when using the Contacts ‘By Date’ Filter set to ‘Without Year’.
- Corrected Email / SMS buttons on party members in the PEOPLE tab of Properties & Transactions
- Corrected Issues with Viewing Email / SMS buttons on Contact Cross Section & Referral Source Contact Details from Dashboard Widget

December 9th, 2022

System Upgrade Fixes:

- Corrected issue with Google Drive connectivity in the FILES tab preventing new folders getting connected.
- Corrected issue preventing the [Next] button from enabling when all groups of the workflow are unchecked and only checking an individual activity.

December 8th, 2022

System Upgrade Fixes:

- Corrected issue where the Subject line of emails could go missing when automatically sending emails that have tagged attachments.

December 7th, 2022

System Upgrade Fixes:

- Internal Account Subscription when changed by sales team
- Corrected issue preventing activities from being displayed in the View All list

December 6th, 2022

System Upgrade Fixes:

- Corrected issue where Tags could not be added to the Add/Remove Tags section when creating a new Action
- Corrected issue where a new email address could not be added to a Contact if extra spaces were added to the end of the address

December 1st, 2022

System Upgrade Fixes:

- Corrected issue causing the + button to not work for some users for adding tasks

November 30th, 2022

System Upgrade Fixes:

- Corrected end time calculation for activities that using a start/end time field from the database

November 23rd, 2022

System Upgrade Fixes:

- Corrected issue with Search text is not getting removed when a tag is selected until leaving the field

November 22nd, 2022

System Upgrade Fixes:

- Corrected issue causing Activity Priorities to not get set from the activity tab of a contact, property or transaction.

November 17th, 2022

System Upgrade Fixes:

- Corrected issue causing Contact profile pictures to replace the user profile image.
- Added scrollbar to User List in the Calendar [More] options. Previously, some users were not visible and scrolling wasn’t turned on.

November 15th, 2022

System Upgrade Fix:

- Corrected issue causing Mass Update to the Contact Type Field

November 14th, 2022

System Upgrade Fix:

- Corrected issue caused by tightened security on email sends preventing some high usage clients from sending emails

November 10th, 2022

System Upgrade Fix:

- Tightened security on email sends: Emails sends are currently limited to 50 for users trialing realvolve but the limits can be lifted if requested from our sales or support. The purpose is to prevent spammers from taking advantage of our previously unlimited email policies.

November 2nd, 2022

System Upgrade Fixes/Enhancements:

- Fixes the ‘Select all’ checkbox for the selected fields list when exporting to a CSV
- Client Priority selection has been renamed to Category ABCD and no longer case sensitive in the CSV IMPORT
- Fields added in selection list for CSV IMPORT
  - Contact Type valid values: Client / Agent / Farm / Personal / Vendor / Hidden / Prospect / Team Member default: Client
  - Stage valid values: Aware / Know / Like / Trust – default: Null
  - Status valid values: Suspect / Prospect / Lead / Client / Past Client – default: Null
  - Client Type valid values: Buyer / Seller / Seller & Buyer / Rent – default: Null
  - Record Type valid values: Person / Company
  - Lead Status valid values: New / Contacted / Won / Lost / Unknown / Closed Won / Closed Lost – default: Null
  - Referred By Date
  - Last Personal Note Date
  - Rent / Own valid values: Rent / Own
  - Year Moved
  - Preferred Contact Method valid values: Phone / Email / Text
  - Interested In Property Address
  - Last Email Date
  - Last SMS Date
  - Next Appointment Date
  - Lead Date
  - First Contact Date
  - Property Type valid values: Residential / Residential Lease / Investment / New Build / Commercial / 2nd Property / Recreational Property
  - Probability number: 0 – 100
  - Prequalified valid values: Yes / No
  - Prequalified Amount

October 31st, 2022

System Upgrade Fix:

- Fixes the popup dialog issues that happens when editing workflow activities

October 25th, 2022

System Upgrade Fix:

- Fixed the activity date assignment on completion of a dependent activity

October 21st, 2022

System Upgrade Fix:

- Fixed the “Repeat Every (x)” feature – this fixes those workflow activities that need to repeat every (x) days

October 19th, 2022

System Upgrade Fixes:

- Fixed issue causing Property/Transaction title from getting truncated when editing
- Fixed issue preventing a sort by Recently Updated date
- Fixed “see less” link to close up long notes
- Added Scrollbar on Team Reporting Widget for large teams
- Add Property / Transaction from a Contact
- Fixed Date selection issues on Seller Report
- Added popup calendar to Property / Transaction tab of contact to pick dates easier
- Phone numbers on Browse list of contacts not showing
- Added scrollbar to Bombbomb recording selection screen
- Fixed Import to allow tags & notes to have multiple mapped fields
- Added scrollbar to source view of message template editor
- Fixed Source Widget on dashboard so FILTER icon works and flip view

September 22nd, 2022

System Upgrade Fixes:

- Workflow Start Issues (Partial Correction)

September 21st, 2022

System Upgrade Fixes:

- Fixes issues with saving Seller Reports and Showings
- Fixes an issue with dragging and dropping Activities on the Calendar
- Fixes the full screen email editor

September 19th, 2022

System Upgrade Fixes:

- Corrected CC/BCC options for emails from Activities
- Mass Email from Contact >> View All Screen
- API Connectivity
- Fixed Template Header Layout to prevent overlap of fields
- Adjusted Margins to Property/Transaction tabs of contacts to prevent overlap of buttons
- Changes for Webhook Contact Data
- Fixes an issue with Zapier notifications

September 15th, 2022

System Upgrade Fixes:

- OAuth login Issues
- Workflow Activity saving issue when assigning the WITH field to TAGGED WITH ANY OF
- Workflow Wizard could appear off of the visible screen when starting a workflow from an activity
- Calendar would always begin at 6am, regardless of the user’s set start time
- Transactions wouldn’t be opened automatically after being created by a Property making it seem like the transaction wasn’t created when it actually was.
- Added Scrollbar to “Login As” menu for Administrators with large teams
- Fixed uploads on files containing spaces in the name

September 14th, 2022

System Upgrade Fixes:

- Popup Calendar in date fields for Transactions
- Popup Calendar issues on MS Windows devices that have touch screen preventing mouse use

September 13th, 2022

System Upgrade Fixes:

- Preview and Export buttons would not always be auto enabled when the popup is displayed
- Enabled the TARGET option for links and changed the dialog button colors to blue within the Template Editor
- Prevent Export Contact getting stuck in Processing…

September 12th, 2022

System Upgrade Fixes:

- Template Editor Content Not Displaying Correctly
- Zapier Integrations
- Party Member selection when starting a Workflow
- Paste buttons in the template editor
- Sending of SMS messages
- Improved error messaging when an SMS message fails to send.

September 11th, 2022

System Upgrade Fixes:

- Display Issues with Widgets
- Bombbomb Integration

September 10th, 2022

System Upgrade Fixes:

- Buttons appearing small or out of placed when adding or running Actions
- Setting the With field in Steps when building a Workflow could prevent the Workflow from starting
- Partially fixes some issues within the Email tab
- Preview Email within an Action.

September 9th, 2022

System Upgrade Started:

- Our team completed a major system upgrade in order to improve system performance. There are a few visual issues our team is aware of and will be addressing over the weekend. Thank you for your patience as they continue to work through any outstanding issues.

August 26th, 2022

Changes:

- Fixed issue for new users where dashboard widgets were not refreshing

August 18th, 2022

Changes:

- Changes to Webhook fields

August 15th, 2022

Changes:

- Mobile App Changes (Android: Available / iOS: Available)
  - Improved Contact List with Category Colors and Relationship Scores
  - Updated Filters (Floating Date Filters)
  - Ability to Edit Contact Relationship Settings
  - Improved Template Editing
  - Ability to update the last SMS date when sending an SMS
  - Improved handling of Checklists & Actions in Calendar

August 11th, 2022

Changes:

- (Internal Use Only) Added ability to stop a specific workflows on all records using that workflow

August 8th, 2022

Changes:

- Fixed issue preventing the display of “View All” documents
- Additional Webhook Fields

August 5th, 2022

Changes:

- Additional Webhook Fields for task and activity state of data being sent

July 28th, 2022

Changes:

- Adds the Category and Contact Score to the contact list serializer in the UtilityAPI so that info can be included in the list of Contacts in the mobile app.

July 26th, 2022

Changes:

- Fixes an issue where the Add Time field in Buyer Reports would display a date (January 1, 2020) before the set time.
- Fixes an issue where Activities could send messages to Contacts who used to have a set Tag

July 25th, 2022

Changes:

- Added API features for upcoming Mobile App Changes.

July 22nd, 2022

Changes:

- Adds the Firepoint logo to the top of each Realvolve Contact record so that Contacts added by the Firepoint integration can quickly access the same Firepoint Contact from Realvolve.

July 14th, 2022

Changes:

- Additional API endpoints for 3rd Party features
- Fixes bug causing Activities set to repeat a specific number of times to not repeat

July 11th, 2022

Changes:

- Fixes an issue causing Contacts Websites and Fax numbers to not update via Checklist items
- Fixes an issue causing the Prequalified merge field to not display the currently selected option within Checklist item

July 8th, 2022

Changes:

- Fixes issues related to updating & displaying checklist items within the Mobile app

June 28th, 2022

Changes:

- Fixes a case where the Action would not run if a user set as a Contact’s Assigned Agent did not have a set Address
- Adjusts the nil case for Main Address to ” instead of “null” for Party Members in Property and Transaction Webhooks

June 21st, 2022

Changes:

- Adjustments to which Merge Fields are hidden for Checklist items, emails, and SMS messages
- Fixes for Contact date fields

June 9th, 2022

Changes:

- Fixes remaining issues with the InfiniteTasksJob
- Adds the rake task for mass completing non-Workflow Activities
- Adds assigned_agent details to Contact Webhooks

May 26th, 2022

Changes:

- Fixes Template Previews
- Adds the Contact ID to each Party Member listed in a Property/Transaction Webhook
- Adjustments to UpdateActivityStatesForInfiniteTasksJob

May 20th, 2022

Changes:

- Adds fields to Webhooks
- Fixes issue when uploading images within Templates

May 19th, 2022

Changes:

- Fixes an issue where inactive Contacts were still receiving mass emails.

May 17th, 2022

Changes:

- Adds the Last SMS Date to the list of dates available within the Contact Heat Graph (aka Contact Cross Section)

May 12th, 2022

Changes:

- This fixes two security issues regarding uploading profile pictures.

May 10th, 2022

Changes:

- Fixes security issue with importing CSV files

May 9th, 2022

Changes:

- Adds the Company name to party members as well as record_id for Webhooks
- Adds Run Action Automatically feature to Actions that do not send emails
- Fixes bug where images could not be dragged and dropped for Contacts, Properties, and Transactions
- Adds XSS security for previewing Templates for the security review

April 28th, 2022

Changes:

- Adds Administrator Party Member in the People tab of a Property or Transaction can be Assigned To Activities automatically.

April 22nd, 2022

Changes:

- Resolves a number of security-related issues as requested by Leviathan/Google Security Audit
- Slightly changes the look of the Files tab
- Adds the Send Webhook ability via Workflows to the mobile app
- Fixes spacing between labels on Documents pages
- Fixes related to Icomoon assets

April 5th, 2022

Changes:

- Fixes initial High level issues brought up in the 2022 security review
- Adds the Unspecified option to the Sex of a Contact, as well as the Their option for the Pronoun of a user.

Mar 30th, 2022

Changes:

- Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts.
- Fixed “All Day” activities that are sync’d to google so they do not take up the entire day so services like “Calendly” can still assign activities to the calendar – this was done by setting the transparency option to “transparent”.
- Adds entity_email to each entity’s Webhook serializer as its dropbox address, and also updates the sample data.

Mar 24nd, 2022

Changes:

- Fixes an issue where the Date Range set within the By Date filter for Activities would look like it’s been reset, but would not actually be reset.
- Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts.
  Sets the transparency option for Google Events created by Realvolve to be transparent.
  Adds entity_email to each entity’s Webhook serializer as its dropbox address, and also updates the sample data.

Mar 23nd, 2022

Changes:

- Fixes an issue where no Workflows were loading into the Workflow Editor after a search was entered, and not manually cleared.

Mar 22nd, 2022

Changes:

- Ensures the full data is visible within date fields for Showings, Seller Reports, and Buyer Reports
- Fixes issue with Send Email, Send SMS, and Print to PDF popups looking blurry
- Adds info for the Contact stored in a Contact’s Lender field to the Contact Webhooks. Also adds the Lender details to the Contact Webhook sample data.

Mar 21st, 2022

Changes:

- Added “Lender” to the list of contact party members in the WITH field of a contact workflow.
- Added “Lender” to the list of CC/BCC party members in an Email ACTION
- If the selected lender changes on a contact record then any activities assigned to the WITH of lender will change

Mar 18th, 2022

Changes:

- Adds additional options for the Assigned To field within Activities when building a Workflow
  - Buyers Agent 2, Seller Agent, Seller Agent 2, Office Manager
- Fixes a bug where starting a Workflow would fail if the Contact’s Assigned Agent were blank and an Activity in the Workflow were Assigned To that Assigned Agent

Mar 17th, 2022

Changes:

- The Cancel My Account button not doing anything
- The Transaction Type field in the Commission tab of a Transaction acting as a text box instead of a select dropdown
- Party Members not being linked with the Assigned To field of Activities while Workflows are being started
- Adjustments to the sample Webhook data used by the Send Sample Data button

Mar 15th, 2022

Changes:

- Adds the Send Sample Data button for Webhooks within the Actions in the Workflow Editor.
- Changes the wording for the “Google Account already linked” error to be more user friendly.

Mar 10th, 2022

Changes:

- Better handling of the Referral process

Mar 9th, 2022

Changes:

- Corrected Support CHAT window and allowed user to submit a support ticket when support is not available

Mar 8th, 2022

Changes:

- Adds version 1 of our new Webhook ability, along with a couple minor bug fixes for it.

Feb 12th, 2022

Changes:

- Added New Date/Time Fields –
  - Property Date/Time Fields:
    - Brochure Delivery Date/Time
    - Listing Agreement Signed Date/Time
    - Offer Submitted Date/Time
    - Order Intake Date/Time
    - Photos Received Date/Time
    - Photos Rescheduled Date/Time
    - Sign Install Date/Time
    - Videographer Date/Time
  - Transaction Date/Time Fields:
    - Acceptance Date/Time
    - Agent Evaluation Date/Time
    - Appraisal 2 Date/Time
    - Buyer Signed Contract Date/Time
    - Cleaning Date/Time
    - Delivery of Second Earnest Money Date
    - Fire Inspection Date/Time
    - Gas Inspection Date/Time
    - Guarantor Signature Date/Time
    - House Cleaning Date/Time
    - Percolation Test Date/Time
    - Roof Inspection Date/Time
    - Pre-Drywall Inspection Date/Time
    - Pre-Construction Meeting Date/Time
    - Sewer Scope Date/Time
    - Staging Removal Date/Time
    - Survey Date/Time
    - Title Signing Date/Time
    - Windstorm Inspection Date/Time

Jan 13th, 2022

Fixes:

- Corrected issue causing screen distortion when entering an Expiration Date –
  - Corrected a user reported issue where the Listing Address block of data would drop below the Listing photo when entering an expiration date.
- Incorrect Date Display on Repeating Activities in the Activity List
  - Corrected an issue which was displaying the original state date of a repeating activity in the left side activity list. When looking at the VIEW ALL screen on activities the correct date was displayed.

Jan 7th, 2022

Changes:

- Prevented SMS Accounts from being created during the 14 day trial by default –
  - Due to a deviant user that was creating multiple trial accounts and then setting up SMS accounts to use as a Phishing Scheme we have decided to no longer allow users to create SMS accounts during the 14 day trial unless they reach out to support and validate their identification. We apologize for having to do this but we want to keep the public at large safe from bad actors.

Jan 5th, 2022

Fixes:

- Corrected the Contact Filtering Issue –
  - This update fixed and issue which was causing display challenges when creating a custom filter. The COUNT and LIST OF CONTACTS where not displaying when creating a new filter. Once Saved, the user could select the saved filter was a work around but that wasn’t the preferred method of operation.

2021Lisa Crumby2024-01-23T08:53:21-07:00

2021

Dec 13th, 2021

Changes:

- Corrected Referral Links on Website URL

Dec 8th, 2021

Changes:

- Corrected SMS Sending Issue when sending Emojis
- Additional Date/Time fields in Properties
- Additional Google Sync logging to track challenges with Google Errors

Nov 15th, 2021

Changes:

- Birthday Activities Do Not Get Created when you change a birthdate –
  - When a user enters a birthday for a contact, an activity is automatically created as a reminder for that contact. We corrected a issue which prevented new reminder activities from getting created if a birthday previously existed and changed to another date.
- Make SMS messages with special characters not trigger the more expensive encoding format
  - Corrected an issue which caused the special character for an apostrophe to take more than one message block to send the SMS. This resulted in multiple messages being sent via SMS which could have been completed with 1 message.
- Allow users to input .ca addresses into Checklist Fields
  - Realtor.ca can now be entered and validated from a checklist item in an activity. Previously only Realtor.com entries were allowed.. this update corrects this problem and allows Realtor.ca
- Corrected dialer minutes monthly reset
  - Dialer minutes were not accurately renewed each month on some accounts this fix corrects the issue
- Corrected Email Forwarding Feature previously removed by SendGrid
  - When replying to emails the “REPLY-TO” field allows for multiple email addresses – however, Sendgrid removed this feature and this caused emails to not be sent to the correct recipients. This update corrects the issue so that all contacts and dropbox records can get copies of the email as needed.
- Additional Google Sync Logging Added
  - This will allow engineers and support team to assist users with Google Sync challenges.

Sept 23rd, 2021

Fixes:

- Add text about the order of Activities in the Workflow Editor –
  - To help prevent customer confusion, some explainer text is now added to let people know that activities don’t necessarily execute in the order that they appear in the Workflow Editor.
- When editing a contact record’s address field the SAVE gets stuck processing
  - Previously, when editing an address, the map wouldn’t load and the SAVE button would be greyed out (appearing stuck). Now when editing an address, the map updates immediately and the SAVE button returns to the normal fashion.

Sept 1st, 2021

Fixes:

- Export Permissions –
  - The download button on contact exports is now functional, whereas before you would consistently get an “You are not authorized to access this page.” error when trying to download a .csv export.

Aug 11th, 2021

Changes:

- New Google Contact Sync Connectivity –
  - Google depreciated the Contacts API and replaced it with People API which required a rewrite of most of the Contact Sync feature.

June 6th, 2021

Changes:

- Fix Left Sidebar Activity Rendering
  - Activities in the left sidebar are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior.
- Fix Activities Tab Activity Rendering
  - Activities on the “Activities” tab for a contact are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior.
- Fix Calendar Activity Rendering
  - Activities on the “Calendar” page are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior.

May 24th, 2021

Changes:

- Replaced Icon Hosting
  - The icons we use in Realvolve used to be hosted by a service called Icomoon. Due to a couple of service interruptions with Icomoon, Realvolve completely lost its icons, leading to hours of customer impact. Now we host the Realvolve icons on our servers to prevent external service-related downtime.
- Cancellation Process in RV seems to be failing
  - Account leaders can cancel their account on the My Settings page under the “Plan And Billing Info” section. First they click on the “Start Cancellation Process” button and then click on “Cancel At End Of Billing Period”. If they have not previously accepted a special offer a “Cancellation Wizard” is supposed to display. In some cases it was not properly displayed. Now it does.
- Option for team size in the trial sign up form are incorrect
  - The trial sign-up form had a bunch of incorrect options for team size, because it was fetching from a HubSpot attribute that was configured incorrectly. This resulted in Chargify accounts not being created for some users depending on the option that was selected. This fix removes the dependency on Hubspot, and ensures that all options in the team size dropdown correctly create subscriptions in Chargify for new users.

Apr 1st, 2021

Changes:

- Google Security Review Changes –
  - Preventative measures taken to eliminate the treat of XSS, SSRF, IDORS and OAUTH exploits.

Mar 8th, 2021

Fixes:

- Unknown Contacts created for received SMS messages that should have been added to existing Contacts
  - Previously, when receiving a message to your realvolve-issued SMS number, country codes included in contacts’ phone number fields were not properly accounted for. This meant that a message coming in from +17745555555 would not match 17745555555 or 7745555555. The contact lookup code has been updated so that when messages come in from a number including a country code, it matches the right contact record and adds the Note in Realvolve as expected.
- Google Contacts Sync deleting contacts and not synching all contacts; all settings and tags checked.
  - Google Contacts Sync no longer deletes contacts, even if they have been deleted from Realvolve. This means deleting a contact in Realvolve will not delete the contact in Google, and deleting the contact in Google will not delete the contact in Realvolve.
- Fix Contact Heat Graph Dashboard Widget
  - The Contact Heat Graph Dashboard widget had a couple bugs remaining from the last pass of changes, notably the colors of the boxes being inconsistent as well as the text beneath the labels when hovering over boxes. Now, the boxes are correctly colored according to the max score of a contact in that box. When a box is red, that means that at least one contact in that box should be followed up with as soon as possible, because they have a high contact score and are more trusted than other contacts. (Previously, it was an average across each stage/status bucket, so very important contacts were sometimes shadowed by many new contacts in the same stage/status bucket. This now fixes that and essentially says – if the square is red, focus your efforts on those contacts first.)

Feb 17th, 2021

Fixes:

- Fix Volume Report and Commission Pipeline Graph Widgets
  - The Volume Report and Commission Pipeline Graph Dashboard Widgets were reporting either incorrect, or no data. This patch fixes them, and reports the appropriate data to the widgets.
- Fix Contact Source Graph Widget
  - The Contact Source Graph Widget was reporting incorrect data. This patch fixes it, and makes it so the widget shows all of the relevant contact sources, not just one.
- Unknown Contacts created for received SMS messages that should have been added to existing Contacts
  - This issue is partially resolved by this release. If Contacts have been reindexed recently, it may work. Otherwise, an Unknown Contact may still be created when receiving an SMS message. However, this does fix a similar issue when importing Contacts.

Feb 8th, 2021

Changes:

Replace pricing table with Customer Service message
- The pricing information is currently incorrect on the “Plan And Billing Info” section of the Settings > My Account page. We have temporarily replaced the pricing table with the message “If you would like to make changes to your Realvolve plan, please click here to submit a support ticket.”
Google Contacts
- This release addresses several under-the-hood problems with Google Contacts Sync, mostly centering around deleted contacts in Google. Suppose you have Marge Simpson in Google. If you delete her in Google she will now get added again next time you sync contacts from Realvolve. Note: Right now it appears that you have to manually click “Sync Now” in order to recreate a contact that was deleted in Google.
Phone numbers not displaying when viewing Contacts from List of Tags
- Currently in production, there is an issue where opening the list of Tags on the left side of the Dashboard and then clicking on a Tag will display a list of Contacts and their main contact info. That works correctly for the most part, but only the Contacts that are initially loaded will display their phone numbers. This fixes that issue so that all Contacts in the list will have their phone numbers displayed, even after scrolling through the list.

Feb 1st, 2021

Fixes:

Dashboard Widgets
- The data for the dashboard widgets used to be stored in a holding area for speed. This led to a ton of problems where the Support Team needed to update graphs for some users daily. Now, all of the data for all of the graphs is stored in the database. This means users will have access to correct data and the Support Team will no longer need to update the graphs for users.
  - Contact Cross Section
  - Volume Pipeline
  - Predicted Revenue
  - Contact Source
- This will also correct problems displaying in the mobile app.
Property and Transaction Sort Order
- Properties and transactions will now be sorted in the correct order when choosing the ‘Address’ option available in the Sort By field above the list of Properties or Transactions on the left side of the Dashboard.
Property and Transaction Name In-Place Editor
- When editing the name of the property or transaction the information was not correctly showing the changes until the next screen refresh.

Jan 22nd, 2021

Changes:

Update Google Contacts Sync to only delete contacts deleted from Realvolve
- The most recent changes to Google Contacts Sync were intended to make groups in Google mirror tags in Realvolve. That meant any contacts not in Google that were not in Realvolve were being deleted. This change updates the behavior so only contacts actually deleted from Realvolve will be deleted from Google. This means that it is entirely possible for there to be contacts in Google that are not in Realvolve.

Jan 7th, 2021

Fixes:

Corrected Image/Attachment Upload issue on templates/emails
- This problem was caused by a Facebook Ad Pixel which was preventing the upload process from completing its process. We have removed the Facebook Ad Pixel to correct this issue.

Changes:

Google Contact Sync
- What’s the change?
  We will be moving to a one-way push of contacts from Realvolve to Google. We will no longer allow contacts to travel from Google to Realvolve.
- Why is this better?
  Realvolve has very little control on what Google does with your data, changes they make, or how other applications integrated with Google affect the accuracy of your database. This change will allow for a much higher level of data integrity.

- So what should I do moving forward?
  Moving forward, you will need to create new contacts and make your contact edits in Realvolve. The mobile app is the perfect tool to accomplish this on the go. Once a contact has been added, or a contact has been changed, those changes will be reflected in Google.
- If you have duplicate contacts in your database, utilize our merge tool from the view all screen or the Merge Wizard from your settings. Please be very intentional with any merging of contacts as this action cannot be undone once completed.Note: any merging or contact edits in Google will not be recognized in Realvolve.

2020Lisa Crumby2024-01-23T08:53:31-07:00

2020

Nov 5th, 2020

Fixes:

Google Sheets Add-on – Corrected date issue causing some dates to be off by 1 day – this was due to a time zone conversion issue that wasn’t being taken into account.
(Note: The updated version will load automatically the next time you run the add-on if it is already installed)
https://gsuite.google.com/marketplace/app/realvolve_reporting/521185443630

Oct 21st, 2020

Fixes:

Website validation – This allows users to add their realtor.ca links to Realvolve fields without showing an error.
Corrected visual bug in Google Drive
Corrected display issue on tasks list of active filters
Corrected Google Calendar Sync issue due to deprecated google function.

Sept 28th, 2020

System Update:

Data Storage – Improved Data Storage for increased speed, reliability and stability.

Aug 10th, 2020

Fixes:

Notes – Corrected issue preventing Activity Notes from showing on individual Contact/Property/Transaction notes tab.
Property/Transaction Date Filters – Corrected issue when start/ending dates are the same. Searching a single date would not return the correct list of records.

July 22nd, 2020

Enhancements:

Mobile App Changes
- Added the ability to store the contact list locally to help speed up the display of contacts after they have been retrieved the first time.
- Contact list refreshes automatically every 2 hours or use Pull to Refresh
- Added Pull to Refresh to Contacts, Properties and Transactions.

June 23rd, 2020

Enhancements:

Mobile App Changes
- Custom Filters in Contacts, Properties and Transactions
- Keep Filter settings until cleared
- Search Notes
- Search Party Members of a Property or Transaction
- Edit Emails before Sending
- Send Templated Emails via Realvolve or Device Email
- Send SMS to Party Members of a Property or Transaction
- Added SETTINGS option to “Stay Logged In”
- Added “Showing Instructions” information in the Private Details screen of Properties
- Corrected Login Issues due to Upper/Lower Case and Special Characters
- Added Dark Mode changes

June 8th, 2020

Fixes:

Corrected image display when printing a template to a PDF instead of an empty box.
Corrected Potential Volume reporting in Volume Reporting Widget .
Corrected an issue caused when creating a new workflow activity without an activity type.
Corrected a display issue when clicking the new “Copy as a property address” button on a contact’s address. Button would create a new property, but didn’t create the appropriate infrastructure records to list the property on any of the Realvolve Dashboard pages, including but not limited to the properties page or its sidebar.

May 8th, 2020

Enhancements:

Added the ability to create a property listing from the Home Address of a contact as well as Additional Addresses including 2nd -5th Home.
Added the ability to EXPORT 2nd-5th home information to a CSV file.
Added the ability to EXPORT “Current Address” information which looks at the occupied date range to decide which address home, 2nd-5th should be used.
Added the ability to IMPORT 2nd-5th home information from a CSV file.

Fixes:

When selecting a default Google Drive from Settings > Google Sync – you can now pick from Shared folders using the checkbox option above the list of folders.
Corrected the SMS problems preventing users from sending messages.

April 28th, 2020

Fixes:

Google Drive Sync: Corrected issues with some folders not displaying in My Drive.
Commission Calculations: Corrected commission reporting in dashboard widgets to accurately display when dealing with both Listing Side and Buying Side.

April 23rd, 2020

Enhancements:

Google Drive Sync: Added the ability to access SHARED folders on Google Drive to assist teams.

March 13th, 2020

Mobile App Released:

New Mobile App :
- Version: 2.0.4
  - Android: https://play.google.com/store/apps/details?id=com.realvolve.realvolvev2
  - iOS/iPad: https://apps.apple.com/us/app/realvolve-mobile-v2/id1491590504
- Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account
- Manage notes for Contacts, Properties and Transactions
- View and track Email notes
- View Properties Listings, Showing Info and Party Members
- View Transactions and People information
- Search Contacts, Properties and Transactions
- Manage calendar appointments and tasks.
Additional Help Information:
- https://help.realvolve.com/hc/en-us/articles/360040787591-Realvolve-Mobile-App-Version-2-0-4

February 23rd, 2020

Changes:

New Chat feature on realvolve.com to help users and support staff.

January 23rd, 2020

Beta Release:

New Mobile App :
- Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account
- Manage notes for Contacts, Properties and Transactions
- View and track Email notes
- View Properties Listings, Showing Info and Party Members
- View Transactions and People information
- Search Contacts, Properties and Transactions
- Manage calendar appointments and tasks.

2019Lisa Crumby2024-01-23T08:53:42-07:00

2019

October 17th, 2019

Changes:

Added new contact fields and modified Contact tab to use dropdown buttons to expose sections of the screen to reduce scrolling.
- Classifications:
  - Client Type: Buyer, Seller, Seller & Buyer, Renter
- Lead Details:
  - Lead Date/Time: (When did the lead come in)
  - Lead Status: New, Contacted, Won, Lost, Unknown, Closed Won, Closed Lost
  - First Contact Date/Time: (Track when this person was first contacted)
  - Property Type: Residential, Residential Lease, Investment, New Build, Commercial, 2nd Property, Recreational Property.
  - 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.
- Improved address splitter logic to retain additional details. (Phase 4 changes)
- API changes to Add/Remove record owner for contacts in iPhone mobile.

2018RVadmin2019-08-07T15:01:32-06:00

2018

Dec 31, 2018

Improvements:

- Improved Google contact address sync to prevent backfill issues caused on Google’s end. Phase 3 changes.

Dec 29, 2018

System Maintenance:

- Scheduled Maintenance to compress database and improve indexes for better speed and performance.
- Sanity testing on database completed!
- Monitor system for any unexpected complications due to system maintenance – completed!

Dec 27, 2018

Fixes:

- Corrected issue causing @code to get inserted in addresses via Google Sync (Backfill Fix Phase 2)
- Setup process to correct all contact records containing @code.

Dec 19, 2018

Speed Improvements:

- Improved / Enhanced bulk deletion for Activities to complete in batches as a background process.

Dec 14, 2018

System Improvements:

- Added options for backend support to better assist users that have been locked out of their account due to incorrect passwords.

Dec 10, 2018

Fixes:

- Allow backfill of addresses with special characters.
- Phase 1 of backfill fixes.

Dec 04, 2018

Changes:

- Additional Signup page options to show videos.

Nov 23, 2018

Changes:

- Changed the signup page to prevent registration challenges.

System Upgrades:

- Additional gem upgrades.

Nov 15, 2018

Changes:

- Improved warning for sub user deletion to prevent unwanted results and reduce support challenges.

Nov 14, 2018

System Upgrades:

- Ruby was upgraded from `2.3.1` to `2.4.3`
- Rails was upgraded from `4.2.7.1` to `4.2.10`
- *NOTE:* These incremental upgrades are very important otherwise old vulnerable gem versions & packages poses security threats and issues along with performance issues.

Nov 01, 2018

Enhancements:

- Improved Address lookup process to fill address fields more accurately.

Oct 31, 2018

Fixes:

- Fixed Google authentication error.
- Updated Google Contact sync modules.

Sep 25, 2018

Enhancements:

- Allow Import maps created by one user in an account to be available to other users in the same account.

Fixes:

- Corrected issue preventing the BombBomb icon from enabling when an email address was added.
- Corrected PDF preview margin issue.
- Corrected Hyperlink merge fields which were not displaying correctly.

Sep 24, 2018

Enhancement:

- Show call ribbon at the top of the screen when dialer is in progress
- Better dialer UI

Sep 19, 2018

Fixes:

- Corrected HTML Template editor marker style to allow background color on text.

Sep 18, 2018

Fixes:

- Corrected issue preventing workflows from starting when dealing with weekly repeating activities that are not assigned a day of the week.
- Corrected issue displaying incorrect REPLY TO number on SMS message replies from a contact note.
- Corrected google sync issue when user uses drag/drop with a task.

Sep 17, 2018

Change:

- Allow the template subject field size to expand if user pastes text that is multiple lines.

Sep 11, 2018

Enhancements:

- Added Transaction Commission Merge Fields
  – [[Transaction:Commission#AgentCommissionSplitPercentage]]
  – [[Transaction:Commission#BrokerageAmount]]
  – [[Transaction:Commission#BrokeragePercentage]]
  – [[Transaction:Commission#Buy-SideCommissionAmount]]
  – [[Transaction:Commission#Buy-SideCommissionPercentage]]
  – [[Transaction:Commission#Buy-SideReferralAmount]]
  – [[Transaction:Commission#Buy-SideReferralPercentage]]
  – [[Transaction:Commission#ClosingGiftAmount]]
  – [[Transaction:Commission#E&OInsuranceAmount]]
  – [[Transaction:Commission#FranchiseAmount]]
  – [[Transaction:Commission#FranchisePercentage]]
  – [[Transaction:Commission#List-SideCommissionAmount]]
  – [[Transaction:Commission#List-SideCommissionPercentage]]
  – [[Transaction:Commission#List-SideReferralAmount]]
  – [[Transaction:Commission#List-SideReferralPercentage]]
  – [[Transaction:Commission#Misc1Adjustment]]
  – [[Transaction:Commission#Misc1Amount]]
  – [[Transaction:Commission#Misc1Description]]
  – [[Transaction:Commission#Misc2Adjustment]]
  – [[Transaction:Commission#Misc2Amount]]
  – [[Transaction:Commission#Misc2Description]]
  – [[Transaction:Commission#Misc3Adjustment]]
  – [[Transaction:Commission#Misc3Amount]]
  – [[Transaction:Commission#Misc3Description]]
  – [[Transaction:Commission#NetCommissionAmount]]
  – [[Transaction:Commission#TotalCommissionAmount]]
  – [[Transaction:Commission#TotalCommissionPercentage]]
  – [[Transaction:Commission#TransactionFeeAdjustment]]
  – [[Transaction:Commission#TransactionFeeAmount]]
- Added the ability to select a SMS Template when sending an SMS Message to a contact.

Sep 10, 2018

Enhancements:

- New Property Date Fields
  – Showings Start Date/Time
  – Open House End Date/Time
  – Window Cleaning Date/Time
  – Landscaping Date/Time
  – Handyman Date/Time
  – Open House 2 Date/Time
  – Open House 2 End Date/Time

Fixes:

- Corrected issue to allow auto-saving of an inline PDF for incoming email to the files tab. AppleMail attaches PDF’s as inline attachments instead of normal attachments which prevented the file from being auto-attached.

Aug 31, 2018

Enhancements:

- Added Sorting option to the iOS Mobile App

Aug 28, 2018

Fixes:

- Corrected URL Link buttons which were not previously assigned.
- Corrected issue causing user name to be displayed incorrectly.

Aug 20, 2018

Enhancements:

- Added new date fields in Transaction:
  [[Transaction#DisclosuresIssuedDate]]‍
  [[Transaction#SubmittedToProcessingDate]]‍
  [[Transaction#AutomatedApprovalDate]]‍
  [[Transaction#SubmittedToUnderwritingDate]]‍
  [[Transaction#LockExpirationDate]]‍
  [[Transaction#ConditionalApprovalDate]]‍
  [[Transaction#ResubmittedToUnderwritingDate]]‍
  [[Transaction#FinalApprovalDate]]‍
  [[Transaction#LoanDocsIssuedDate]]‍
  [[Transaction#ClosingDisclosureIssuedDate]]‍
  [[Transaction#FundingDate]]‍
- Added Contact Merge Fields:
  [[Contact#Note]]
  [[Contact#Tag]]
  [[Contact#Kid]]
  [[Contact:Spouse#{Contact Fields)]] – Uses the linked contact for (Spouse) when Relationship Status is Married or Engaged
- Added Activity Merge:
  [[Activity#Description]]

Fixes:
- Corrected “WorkflowContact” merge fields to be same as “Contact” merge fields when using PDF feature from a contact record and no workflow is used.

Aug 06, 2018

Enhancements:

- Added the ability to run different workflows from zapier depending on if the contact is being added or being updated.
  “Start workflow on New Contact” is the original field that we had to start a new workflow but we have also added
  “Start Workflow on Contact Update” which can be a different workflow when updating an existing contact.

Aug 02, 2018

Enhancements:

- Added the following Transaction fields to the screen and merge fields
  – Alternative Earnest Deposit
  – Important Contract Notes
  – Other Information
  – Storage Locker
  – Parking Spots
  – Home Warranty Coverage
  – Home Warranty Deductible
  – Home Warranty Premium
  – Home Warranty Seller Reimbursement

Jul 26, 2018

Enhancements:

- Added “[[Contact#BirthDate]]” merge field to the Activity checklist
- Added the SMS usage to SETTINGS > SMS Services section

Jul 25, 2018

Enhancements:

- Added more Transaction dates to the list
  – Pest Inspection Contingency Date
  – Seller Response To Home Inspection Received Date
  – Buyer Repairs Request Received Date
  – Subject Removal Date
  – Home Orientation Date/Time
  – Design Center Appointment Date/Time
  – OptionFeeDueDate & Time
  – OptionFeeDeliveredDate & Time
  – OptionPeriodDeadlineDate & Time
  – Home Warranty Expiration Date
  – Rent Due Date

Jul 24, 2018

Enhancements:

- Added new Property Fields
  – Storage Locker
  – Parking Spots

Fixes:

- Corrected tag issue to files which were added using Drag/Drop
- Corrected issue with goal setting being set to 0
- Corrected task permission logic preventing access to activities that were created.

Jul 19, 2018

Fixes:Enhancements:

- Corrected add/remove task from users Google calendar on assignee change.
- Corrected API issue on date fields.

Jul 17, 2018

Enhancements:

- Added Property Party Members (People)
  – Chimney Inspector
  – Home Warranty Company (for Listing Period)
  – Pest Inspector
  – Pool Inspector
  – Roof Inspector
  – Septic Inspector
  – Soil Engineer
  – Short Sale Negotiator
  – Structural Engineer
  – Surveyor
  – Vineyard Contract Farmer
  – Vineyard Development Consultant
  – Vineyard Services
  – Well Inspector
  – Architect
  – Developer
  – Land Use Consultant
  – Designer
  – Landlord #2
  – Tenant #3
  – Tenant #4
  – Power of Attorney
  – Assistant #1
  – Assistant #2
  – Builder Representative
- Added Transaction Party Members (People)
  – Soil Engineer
  – Vineyard Contract Farmer
  – Vineyard Development Consultant
  – Vineyard Service
  – Internet Provider
  – Natural Hazard Zone Company
  – Sewer Inspector
  – Short Sale Negotiator
  – Architect
  – Developer
  – Land Use Consultant
  – Builder
  – Designer
  – Landlord #2
  – Tenant #3
  – Tenant #4
  – Power of Attorney
  – Assistant #1
  – Assistant #2
  – Builder Representative
  – 1031 Exchange Agent

Jul 16, 2018

Fixes:

- Corrected issue with Twitter authentication – added a callback URL to auth as required by new changes on Twitter’s end.
- New incoming contact address from Zapier will go to Home/Work section and the existing addresses will be moved to the Additional section (allows users to update existing contact addresses)
- Allow Workflow “Skip Past Due” feature for all dependent dates (not just annual dates)
- Corrected email-icon on property notes that were emails.

Jul 12, 2018

Enhancements:

- Added new merge fields for user (used to insert the photo or logo URL’s into Template HTML code where needed)
  – CurrentUser#PhotoURL
  – CurrentUser#LogoURL
  – PrimaryUser#PhotoURL
  – PrimaryUser#LogoURL

Jul 05, 2018

Enhancement:

- Added the ability to Reauthorize BombBomb account when token expired form a popup window instead of requiring a screen change to SETTINGS > INTEGRATIONS.

Jun 27, 2018

Enhancements:

- Added screen labels to workflow activities for TYPE, PRIORITY and GROUP

Fixes:

- Corrected BombBomb sync issue when BombBomb list is empty.

Jun 19, 2018

Enhancements:

- Added contact type: “Team Member” to assign all Realvolve users in your account.
- Added Acquisition Date to Property Filters

Jun 18, 2018

Changes:

- Allow users to STOP the current workflow if included in the STOP WORKFLOW option in a Workflow Action.
- When starting workflows on activities dealing with “Birthday” the system will only add it to the main contact and not all contacts.

Jun 14, 2018

Change:

- When starting workflows that use ‘Tagged with any of’ and the tag is ‘Anniversary’, ‘Birthday’, ‘Anniversaries’, ‘Bday’ – it ONLY starts the workflow on the individual contact instead of all contacts to prevent user errors.

Jun 13, 2018

Change:

- Optimization changes for Google Sync when google sends 403 response code.

Jun 11, 2018

Fixes:

- Corrected tag issue in BombBomb
- Added popup dialog box to warn user before Merge Wizard is used.
- Removed special characters from SMS message before sending.

Jun 07, 2018

Enhancement:

- Added ‘Home Mobile Phone’ and ‘Home Phone’ merge fields for Contact Workflow Activity Title.

May 31, 2018

Enhancement:

- Added the ability to click an icon to open the URL see https://help.realvolve.com/hc/en-us/articles/360000914426 for details.

May 29, 2018

Enhancement:

- Moved important merge fields to the top of the list merge field popup.
  [[Greeting]], [[MailingName]], [[Signature]]
- Add Zipcode merge field to Transaction and Fix checklists for Property and Transaction Address

May 23, 2018

Enhancement:

- Added the Email Template Statistic icon to the template screen to see how many contacts have been sent the template, opened or clicked on the template as well as the number of bounce and spam counts. https://youtu.be/we7kACqXaXg

Fixes:

- Corrected the image alignment in the selection list when attaching images to enhanced templates.

May 21, 2018

Enhancement:

- Added the ability to preview the attachment filenames when using Tagged files. This allows you to see which files will be attached.

Fixes:

- Corrected issue causing ‘Ground Rent Due Date’ and ‘Acquisition Close Date’ to be assigned to a Transaction Important Dates when not selected as a default date.

May 17, 2018

Enhancement:

- Added ‘Acquisition Close Date’ to the list of fields for Property and Transaction CSV Imports.

May 16, 2018

Enhancement:

- Hide some “My Account” details from Admins that login as other users.
- Added hyperlink to Address field for Properties and Transactions tab on Contact.

Fixes:

- Corrected issue for showing Spellchecker and PDF margins in enhanced template editor.

May 15, 2018

Fixes:

- Corrected issue to properly show merge field popup after switching from source view to HTML view.

May 14, 2018

Fixes:

- Corrected permission issue preventing access to activities.
- Allow users to detach Property from a Transaction.
- Corrected issue causing Birthday Activities to not be created when entered from Mobile App
- Corrected DotLoop sync when filename does not contact an extension.

May 10, 2018

Enhancement:Fixes:

- Automatically fill [[Header]] / [[Signature]] / [[Footer]] merge fields when doing a preview from the template editor.

May 07, 2018

Fixes:
- Corrected issue allowing contact duplication from Zapier when receiving multiple requets.
- Corrected BombBomb sync issue / performance issues.

May 02, 2018

Fixes:

- Correct issue allowing deleted party members to show in mobile app.

Jan 30, 2018

Fixes:

- Corrected issue causing tags to not be displayed in Tag List

Jan 29, 2018

Fixes:

- Corrected issue which was preventing the ability to select a different year when filtering Contacts by Date Range.

Jan 23, 2018

Enhancements:

- Connect the DotLoop link back to the Listed Property when a transaction falls through

Jan 22, 2018

Usability:

- Stay on the VIEW ALL screen when performing a selective merge of contact records.
- Allow super user to switch to any user’s account.

Jan 17, 2018

Enhancements:

- When changing a Transaction’s status to ‘Closed’ – automatically update the ‘Home Sale Anniversary’ of the Seller and ‘Home Purchase Anniversary’ of the buyer
- When deleting a template the system will display a confirmation box with a note stating the following: Deleting this template will prevent any automated activity using this template from being sent.

Jan 15, 2018

Fixes:

- Added “Add Time” to some of the Date fields which was missing the option.

Jan 10, 2018

Fixes:

- Prevent duplicate images on IDX Broker import.
- Ignore checking for flash player when using BombBomb recording option.

Jan 09, 2018

Enhancements:

- Allow multiple party members in Realvolve to be synchronized with DotLoop for a single Role
- Dotloop Roles –> Realvolve Party Members (Showing only multiple party member mapping) (SEE BELOW)
- APPRAISER –> Appraiser , Appraiser 2
- BUYER –> Buyer, Buyer 2, Buyer 3, Buyer 4
- BUYING AGENT –> Buyer Agent, Buyer Agent 2, Buyer Agent 3, Buyer Agent 4
- INSPECTOR –> Additional Inspector, Additional Inspector 2
- LISTING AGENT –> Seller Agent, Seller Agent 2, Seller Agent 3, Seller Agent 4
- LOAN OFFICER –> Loan Officer / Lender, Loan Officer / Lender 2
- SELLER ATTORNEY –> Seller Attorney, Seller Attorney 2, Seller Attorney 3, Seller Attorney 4
- SELLER –> Seller, Seller 2, Seller 3, Seller 4

Fixes:

- Corrected popup issue when starting an Alternate workflow.
- Corrected Attachments not being listed on compose new email option.
- Allow user to downgrade the plan even if the SMS limit is crossed.

Jan 04, 2018

Enhancements:

- Improved performance on main calendar
- Keep WITH field of activities in sync with party-member updates happening using drag/drop method

Jan 03, 2018

Fixes:

- Remove unnecessary transaction date fields and crate it dynamically as required
- Corrected address data of contacts from getting corrupted from google sync

2017RVadmin2019-08-07T15:09:09-06:00

2017

Dec 28, 2017

Enhancement:

- Detect and set time zone when signing up
- Invited Sub-Users will be assigned same time zone as Account Owner

Fixes:

- Corrected small UI issue with Contact Source widget
- Improved activities performance

Dec 27, 2017

Fixes:

- Set Property/Transaction street address as a loop name when creating a DotLoop connection and DO NOT update the loop name after created or when connecting to an existing loop. This allows user to have any DotLoop loop name they prefer and Realvolve will not overwrite.

Dec 22, 2017

Enhancements:

- Added API connections for Property and Transaction filters for mobile application

Fixes:

- Corrected template spacing issues when using copy/paste

Dec 21, 2017

Enhancements:

- Several performance enhancements for scheduled email activities

Dec 20, 2017

Fixes:

- Corrected sign-in using LinkedIn
- Better Google map API connections
- Corrected team reporting commission values

Dec 19, 2017

Enhancement:

- Realvolve uses the contact cross section to display groups of contacts where the status and stage intersect. This identifies which stage of Aware, Know, Like or Trust each contact is in with relation to their contact status. Each intersecting square in the heat map displays the number of contacts in the groups and uses drill down capabilities to view additional details on the contacts. The contact cross section has two separate views which can be changed by clicking on the filter option in the upper right corner. The filtered view is used to identify which contacts should personally called or visited right away, the unfiltered view shows the overall count of contacts in the database. (SEE VIDEO)

Dec 18, 2017

Enhancements:

- Added ‘Internal Sales Associate’ role for ‘Assign To’ field of workflow activity. – Selected role adds selected user’s contact record as a party member.
- Added popup warning for users exporting emails under notes & correspondence – such data causes problems in excel due to field size.

Dec 14, 2017

Fixes:

- Prevent Google Sync Contact failures that occur due to special characters
- Notes are now truncated to 100KB for each contact before sync – this is to avoid contact sync failures where data size exceeds 128KB

Dec 13, 2017

Enhancements:

- Do not list locked users when using the Switch User feature

Dec 06, 2017

Enhancements:

- You can now “Hide” completed activities from the week view or day view of the main calendar.
  https://help.realvolve.com/hc/en-us/articles/115005676203
- When a new Dotloop is created for a property/transaction a message will display if the connection process is still in progress to prevent users from trying to make another loop.
- New Dotloop loops are automatically sync’d the first time to prevent extra clicks.
- Added checks to prevent duplicate of contacts when disconnecting and reconnecting loops

Fixes:

- Corrected popover menu alignment for Alternate workflows started from the dashboard.

Dec 05, 2017

Enhancement:

- Twitter enhancement: Increased character limit from 140 to 280 for entire application
- Twitter issue corrected on Reply form.

Fixes:

- Corrected spinner icon from showing in Activities list of dashboard.

Dec 04, 2017

Enhancements:

- Account owners and Administrators have the ability to login as other users quickly.
  https://help.realvolve.com/hc/en-us/articles/115005658363-Login-As

Fixes:

- Corrected a minor UI issue when previewing a twitter message template.

Nov 29, 2017

Fixes:

- Corrected issue to allow deletion of contact filters that have leading or trailing spaces in name

Nov 28, 2017

Enhancement:

- Dotloop Integration – Allow Property/Transaction sync with New or Existing Loops
  https://help.realvolve.com/hc/en-us/articles/115005597183-Dotloop-Integration

Nov 27, 2017

Enhancements:

- Added Category and Field Automations – This allows automatic updates of several fields including Contact Type, Stage and Status. http://go.realvolve.com/automation

Nov 22, 2017

Enhancement:

- Added Drag/Drop ordering to Actions
- Added Drag/Drop insertion point for Checklists and Actions
- See Training Here: https://youtu.be/V0YUKXXnkNs
- See Help Article Here: https://help.realvolve.com/hc/en-us/articles/115005566406-Changing-the-Display-Order-of-Checklists-a…

Fixes:

- Corrected issue when sending sms and email messages from activity actions immediately

Nov 20, 2017

Fixes:

- Corrected Contact Type filter problem which prevented contacts from being displayed correctly.

Nov 16, 2017

Fixes:

- Corrected issue with New Email tab where email was not getting sent to pre-populated email address in TO field of any email address where TO field is replaced.

Nov 13, 2017

Enhancement:

- Added “Reauthorization” link for email user’s that show a “closed” status on email connections.

Nov 10, 2017

Fix:

- Prevent repeating activities from getting indexed with individual indexing process to speed up indexing process for other data.

Nov 09, 2017

Fixes:

- Corrected issue causing the [PREVIEW] button on emails from showing when selecting a template.
- Improved performance on Google Syncing tag selection.

Nov 06, 2017

Fix:

- Corrected issue causing contact notes created through Google to RV sync for new contacts from getting displayed correctly.

Nov 01, 2017

Enhancement:

- Track email response time of each contact
- Confirmation popup before note deletion
- Filter for Propinquity Score (Relationship Scoring)
- Removed note max length of 2000 characters – no limit on notes.

Oct 31, 2017

Enhancements:

- Added confirmation popup message before note deletion on Dashboard
- Contact Filter on Relationship Score changed to total Propinquity points
- Removed max note length of 2000 characters

Oct 26, 2017

Fixes:

- Corrected YTD transaction count of “Team Reporting Widget”
- Reduced delay in scheduling of dependent activities from 10 seconds to 3 seconds.
- Minor correction on Global Search field to display loader correctly.

Oct 25, 2017

Enhancements:

- Never ending Repeating Activities now automatically created with 730 occurrences (same as Google )

Oct 24, 2017

Changes:

- Removed AddressReport icons from UI as well as Back-End (Depreciated)

Enhancements:

- Added PREVIEW ICON for message templates on workflow Actions

Fixes:

- Corrected Lifetime Values of Zero values to be automatically set to NULL (Nothing)

Oct 12, 2017

Enhancements:

- Enabled “Referral” link in SETTINGS > INTEGRATONS

Oct 11, 2017

Enhancements:

- Calendar Popup Enhancements: We’ve added a description field which is shown on the popup along with contact phone numbers and 3 most recent notes at the bottom. https://help.realvolve.com/hc/en-us/articles/115005154903
- CSV Import – Added the Lifetime Value field to the available list of import fields.

Oct 10, 2017

Fixes:

- Corrected notes display issue when imported from a zap so that new line characters were being ignored.

Oct 05, 2017

Fixes:

- Corrected issue causing Graphs to not show on dashboard.

Oct 04, 2017

Enhancements:

- Start Workflow Email – Subject and Body Modification to include workflow name and subdomain
- Performance improvements on tags

Fixes:

- Fixed IDXBroker tag issue
- Rounding issue on fFactor
- Corrected Tag permissions for Account Owners

Sep 27, 2017

Enhancements:

- When a Zapier contact comes in without a name the system will now assign the name of “Unknown Contact” instead of sending a Zapier Error.

Fixes:

- Zapier – Assign correct google phone type for new contacts.

Sep 25, 2017

Performance Improvements:

- Fixed spikes due to Profile picture uploads which caused some slowdowns.
- Property and Transaction Filters – perform faster.
- Contact Filter speed improvements and unsaved filter confirmation popup that filters will be lost if they changed screens.

Fixes:

- CSS Style issues on Emails
- Corrected copy workflow option based on security rights
- Fixed extra spacing in Email notes.

Sep 21, 2017

Enhancement:

- Performance improvements when retrieving tag list for an account

Sep 19, 2017

Performance:

- File uploads for Message templates

Fixes:

- Corrected Average totals for Average Fields for Team Reporting Widget
- Corrected Rebuild full address after backfilling address from Geo-Coder
- Corrected Backfill street number field in street number field instead of putting it into street address using address splitter after Google Sync
- Corrected Transaction YTD volume for Team Reporting Stats
- Corrected Commission calculation for Pipeline Volume Graph

Additions:

- Logging added for workflow Stops

Sep 18, 2017

Enhancements:

- Major Ease of Use/Speed improvements on left navigation pane – Previous to this update the left pane was being changed when the right side changed – this update prevents the left pane from changing when links are clicked which opens the right side pane.

Fixes:

- Corrected Team Reporting widget – break longer header names for team report in two lines
- Corrected property field width on Transaction’s Property tab
- Notes on future activities
- Assign current user as creator when creating message templates
- Corrected issue for inconsistent Facebook and LinkedIn links
- Fix issue for loading files in files tab of enhanced editor file upload for message templates

Sep 15, 2017

Fixes:

- Corrected Search Tip popup on higher resolution screens
- Corrected alignment issues on attachments

Sep 14, 2017

Enhancement:

- Added a (?) icon to the search field when no text is entered. Clicking this icon opens a pop-up window with search suggestions for using the wild-card characters of Asterisk ” * ” or Question Mark ” ? “.

Sep 13, 2017

Enhancements:

- Performance improvements to Google Sync. (Includes some fixes)

Sep 12, 2017

Fixes:

- Corrected Tag Delete issues on Workflows, Templates and Activities.

Sep 07, 2017

Change:

- ‘Search’ feature – This change allows attachment notes to be searchable.

Sep 05, 2017

Fixes:

- Corrected Note issue which caused some users to see spinners in Notes and Correspondence instead of showing the notes.

Sep 04, 2017

Enhancements:

- A few months ago we changed how inbound SMS messages from unknown contacts were handled. Prior to that update, SMS messages were basically lost if the sender was not a contact in the database. To prevent this loss, we decided to create a contact named “Unknown Contact” with the associated SMS number. Realvolve then notifies the user with a link to the newly added contact. The challenge was that all automation stoped there. The user must lookup the contact and do all communication manually. As a result we decided to add another feature update which was released on Sept 4th. From SETTINGS > SMS SERVICES you can now assign a workflow to start when an Unknown Contact is created.See Video Here: https://www.youtube.com/watch?v=64MkUFpx93c
- We’ve added these options in the SETTINGS .. EMAILS section: •Email Notification For Start Workflow – allows notifications to be sent when workflows are successfully started or when a failure has occurred. Since workflows are started in the background and large workflows can take extra time show up in your calendar, the notification lets you know when that process is complete. •Email Notification for Incoming Email – allows notifications to be sent when incoming realvolve emails are received. This notification prevents emails from getting overlooked however some users prefer not to receive the notification.See Video Here: https://www.youtube.com/watch?v=o2pfPZspgbo

Fixes:

- Corrected issue with Checklist merge fields inserting HTML code instead of merge-field values.
- Corrected issue with creating SMS correspondence notes if the Account is inactive or user has been deleted.

Sep 01, 2017

Fixes:

- Made changes to ensure that notes were visible faster after being created.

Aug 30, 2017

Improvements:

- Performance increase to mobile app activities
- Improved tag loading on mobile app
- Added the ability to add multiple contacts to the “With” field of an Activity
- Added Contact Type to the contact screen
- Added several Visual Improvements to the mobile app screens to prepare for next round of updates to allow filters.See Video Here: https://www.youtube.com/watch?v=TWCvBfiY55c

Aug 24, 2017

Enhancement:

- Added “Cancel” button to all Party Member data entry forms to close the form and ignore changes if needed.

Aug 23, 2017

Fixes:

- Corrected issue with editing Property/Transaction address which caused an infinite loading problem.
- Corrected issue with validation errors not being shown when adding an incorrect email address in Party Members.

Aug 17, 2017

Fixes:

- Corrected Transaction Date field formats to use “MM-DD-YYYY” by default.
- Corrected note issue when importing “Referred By” from CSV file.

Aug 16, 2017

Enhancement:

- Added Party Members “Administrator” and “Virtual Assistant” to Property and Transaction screen.

2016RVadmin2019-08-07T15:26:40-06:00

2016

Dec 28, 2016

Enhancement:

- Increased BULK EMAIL limit from 2000 to 3000 for all accounts.

Dec 26, 2016

Fixes:

- Corrected issue for the SALES VOLUME YTD widget – A transaction was doubling its amount in the widget when multiple owner were assigned to it.

Dec 22, 2016

Fixes:

- Corrected iOS 10 compatibility issue – users can now add/edit notes from iPad with current release.
- Corrected decimal placement on commissions tab for dollar amounts and percentages.
- Corrected issue causing some tags to be marked as ‘Soft Deleted’ which prevented them from being added as tags to a record.
- Corrected issue with email attachments with special characters like ‘#’ in the filename.

Dec 21, 2016

Fixes:

- AddressReport dropdown to select monthly/weekly is now working correctly.
- Google Sync issues dealing with tags.
- Corrected issue with upload restrictions.

Performance Improvements:

- Increased performance for Dashboard notes and tasks.

Dec 20, 2016

Changes:

- Enabled ‘Note’ Search – this feature was previously disabled to work on speed issues.
- CSV Import performance Improvements for Properties & Transactions

Dec 19, 2016

Fixes:

- Prevent welcome wizard from reappearing after user links google account.
- Redirect user to correct subdomain to reset password from within an email.

Dec 15, 2016

Enhancements:

- AddressReport Statistics and Widget for Dashboard and Contacts.

Fixes:

- Google Sync issue for changed Groups.

Dec 14, 2016

Improvements:

- Additional indexes to improve speed of MLS # search
- Performance improvements on image upload and cropping for Contacts, Properties, Transactions and Users to reduce upload time.

Fixes:

- Corrected decimal place issue on Commission Tab.
- Corrected contact count issue when sending emails from tag screen.

Dec 13, 2016

Improvements:

- Several performance improvements for CSV Importing, Searching, Dashboard to increase speed of application

Dec 12, 2016

Improvements:

- Google Sync performances and optimizations – “Speed of Google sync is now much Faster”

Dec 09, 2016

Fixes:

- Corrected duplication issue on the transactions tab of a contact.

Dec 08, 2016

Enhancements:

- Added ‘Referred To’ field below the ‘Referred By’ field.
- Added ‘Referred To’ merge fields
- Added ‘Assign To’ placeholders: ‘Buyer Transaction Coordinator’, ‘Seller Transaction Coordinator’, ‘Agent’, ‘Broker’

Dec 07, 2016

Enhancements:

- Added the ‘Additional Address’ merge fields to Templates – most recent address is used.

Improvements:

- Performance of Bulk adding of notes has been greatly improved

Fixes:

- Corrected duplicate property creation when created from Transaction
- Corrected attachments not being able to Open/Delete
- Ignore ‘Realvolve Contact’ for merge when performing CSV import.

Dec 06, 2016

Enhancements:

- Performance improvements for escrow creation.
- Improved tagging performance.

Fixes:

- Corrected issue when sending attachments from email popover

Dec 05, 2016

Improvements:

- Speed of Bulk tagging has been greatly improved and take a fraction of the time to complete.

Dec 02, 2016

Fixes:

- Workflow Wizard: Fixed left pane of window to hide when portions of the screen when not needed for selecting of party members.

Dec 01, 2016

Enhancements:

- Improved functionality of the Filter dropdown for Contact / Property / Escrow / Activity tabs.

Nov 29, 2016

Enhancements:

- Enabled notification feature for Email Unsubscribe and Resubscribe along with performance improvements.

Nov 18, 2016

System Upgrade

- Upgrades have been implemented for better stability and performance. We may encounter some post upgrade challenges due to the scope of this upgrade, however our engineers are watching all aspects of the system to deal with any challenges quickly.
- All Enhancements & Updates will be put on hold for the next 2 weeks while we monitor the system upgrades and fine tune settings to improve performance.

Nov 02, 2016

Changes:

- Disabled animation on page load of dashboard to increase display speed.
- Home Purchase Anniversary filter to use Year

Nov 01, 2016

Fixes:

- Corrected issue causing missing email content.
- Corrected issue causing incorrect file storage size.

Oct 24, 2016

Changes:

- Prevented property status change on IDX Broker update.

Oct 20, 2016

Fixes:

- Prevent AddressReport icon from being available when feature is off.
- Minor Zapier issues.

Oct 19, 2016

Enhancements:

- AddressReport Integration – Phase 1 (Invitations)
- Improved merge field validation performance in Template editor.
- Allow ‘+’ character in email address for Settings > My Account and User & Permissions

Oct 17, 2016

Enhancements:

- Zapier Round Robin feature allows record owner assignments to leads.
- Increased field length of the APN field.

Oct 13, 2016

Enhancements:

- Increased SQFT field to allow larger values.

Oct 12, 2016

Enhancements:

- NEW API for adding contacts to Realvolve.

Fixes:

- Corrected property and escrow search issue.

Oct 10, 2016

Enhancements:

- Added better failure status message for CSV import failure due to bad data.
- Better price filter/sort options for Properties and Transactions.

Oct 05, 2016

Fixes:

- Corrected issue where contact tasks were not searchable after being restored from trash.
- Corrected error on email notifications for deleted contacts.

Oct 03, 2016

Enhancements:

- Added new option in ‘With’ field to assign the contact in the ‘Assign To’ field. This allows users to be notified by email or SMS text message.
- Added option to delete MLS Number from a property.

Sep 29, 2016

Enhancements:

- Added notifications for ‘Opt-Out’, ‘Unsubscribe’, ‘Resubscribe’, ‘Bounce’, ‘Drop’ and ‘Spam’

Sep 27, 2016

Fixes:

- Corrected commission and price formatting to Commission Tab on Transaction Tab.
- Fixed various UI issues on the view all screen (minor).

Sep 21, 2016

Enhancements:

- Category (A|B|C|D)
- Stage (Aware, Know, Like, Trust)
- Contact Status (Suspect, Prospect, Lead, Client, Past Client)
- Record Type (Person, Company)

Sep 20, 2016

Enhancements:

- Changed template layouts and CSS to allow users more control over tables in HTML for better content placement.

Fixes:

- Graph UI size changes to prevent text from being cut-off

Sep 14, 2016

Enhancements:

- Show email note notification on unsubscribe and resubscribe
- Profile picture in upper right corner to show current user

Sep 08, 2016

Fixes:

- Corrected Drag & Drop issue on profile pictures of Contact, Property & Transactions

Sep 02, 2016

Fixes:

- Corrected issue on workflow action which caused an error when a workflow that was deleted was trying to be started from the action along with an email action.
  This was causing multiple emails to be sent when the workflow portion failed to start.

Sep 01, 2016

Enhancements:

- Changed the View All menu area to add a new icon on the far right for dropdown options.
- Added user profile picture and logo to the My Account screen.
- Added profile picture to upper right corner to know who is actually logged in.
- Added option to REMOVE tags from selected contacts on the View All Dropdown Menu.

Fixes:

- Corrected Volume widget to properly calculate total volume when agent represents both Buyer and Seller.

Aug 31, 2016

- Enhancement: Added new Transaction Dates
- Enhancement: Improved features for Zapier integration
- Fix: Prevent loss of message body when changing between Email-Marketing and Email-Transactional

Aug 30, 2016

- Enhancement: API Security
- Fix: Corrected sort order for property and transaction street numbers

Aug 29, 2016

- Enhancement: Added unsubscribe feature
- Enhancement: Added Email-Marketing and Email-Transactional options in VIA of Templates to handle unsubscribe based on type of template sent
- Enhancement: Added Property and Transactional Party Member types
- Enhancement: Added icons to contact phone numbers in top section of contact to show type of number.

Aug 25, 2016

- Fix: Corrected “Time” issue on repeating tasks when syncing with Google.
- Fix: Corrected Transaction Type, Buy Side Referral Source and List Side Referral Source to be shown as dropdown selections and not free-form entry.

Aug 24, 2016

- Enhancement: Email Notification to show highest priority status on all outgoing emails

Aug 23, 2016

- Enhancement: Added more Date/Time fields to Properties:
  Measurement Date/Time
  House Cleaning Date/Time
  Staging Preview Date/Time
  Builder Approval Date
  Sign Ordered
  Acquisition Close Date
  Ground Rent Due Date
  Listing Agreement Signed Date
  Offer Submitted Date
  Relisted Date
  Order Intake Date
  Order Photos Date
  Photos Received Date
  Photos Rescheduled Date
  Listing Agreement To Seller Date
  Listing Agreement Signed Received Date
  Order Coming Soon Rider Date
  Coming Soon Rider Installed Date
- Enhancement: BombBomb refinements

Aug 22, 2016

- Fix: Corrected issue for users having older versions of BombBomb videos which do not contain Animated GIF
- Fix: Allow user to reauthorize email connections for IMAP server

Aug 19, 2016

- Enhancement: Integration with BombBomb to quickly add Video Messaging to Emails and Templates (Phase 1)
  http://blog.realvolve.com/realvolve-integrates-with-bombbomb
- Fix: Corrected Signature issue when pasted in from a Microsoft Outlook copy. Embedded code was causing the system to lockup when the signature was being pasted into a template.

Aug 17, 2016

- Enhancement: Contact Source Widget now allows you to select a Filter icon in the upper right corner to select a time frame.

Aug 16, 2016

- Enhancement: Added merge fields [[Last Year]], [[This Year]], [[Next Year]] – not tied to any merge field but displays the correct year so generic activities can be announced each year without having to change the Year.
- Change: Change the display order of Completed Activities in the Activities TAB of Contact, Properties and Transactions so the newest dates are at the top and oldest are at the bottom. This prevents the need to scroll to the bottom each time you want to check on what was completed recently.
- Fix: Evernote Memory Leak preventing some Evernote notes from coming into Realvolve.

Aug 11, 2016

- Fix: Corrected issue causing activities assigned to ‘Specific Date’ which was NOT YET past due going to next year. With this correction if an activity assigned to a specific date is not past it will use the current year.

Aug 10, 2016

- Enhancement: Added ‘Google Sync’ to settings dropdown menu to quickly perform a Google Sync on demand. This will save several clicks of the mouse when you need to force a sync of changes made on Google to sync with Realvolve. Syncing from Realvolve to Google is Immediate but when changes are made on Google first are completed through a timer. This option bypasses the timer and forces a sync Immediately.

Aug 08, 2016

- Enhancement: Added the ability to Hide/Show Property and Transaction fields. This allows users to remove any unwanted fields from the screen which do not get used. You have the option to add the fields back to the screen on-the-fly.
- Enhancement: When dealing with merge fields or exports we have the following fields for Home, Work or Main… Main will be the same as Home or Work depending on the Record Type of “Person” or “Company”.Home Street Number = 123
  Home Street Direction = S
  Home Street Name = Main Street
  Home Street Address = 123 S Main Street
  Home City = Bolivar
  Home State = MO
  Home Zipcode = 65613
  Home Address = 123 S Main Street, Bolivar, MO 65613
- Fix: Corrected issue which when using the “Specific Date” on a workflow activity in the SCHEDULE field wasn’t advancing to the next available date which was not past due. If the current date is Feb 25th 2016 and an activity of a workflow had a specific date scheduled for Jan 1st, 2016 – the system should now assign the date of the activity to the next available date which is not past due so Jan 1st 2017. This allows you to setup workflows for Holidays and the system basically ignores the YEAR and makes sure that the activity uses a valid “up-coming” date.

Aug 02, 2016

- Enhancement: This one is going to blow your mind at first but should be very helpful when needed. Many times we setup templates which need to be personalized with the contact name but also use “Pronouns” to describe the person like “he” / “she” / “they” etc… We have setup 4 different Pronoun merge fields (Personal Pronoun, Possessive Pronoun, Absolute Possessive Pronouns and Object Pronouns) for “Contact” and “WorkflowContact”
  WHY would we do this you ask? Let me show you… the words in brackets are merge fields.
  – Letter to a lender named john: Dear [[John]], We had an open house this week and [[Joe and Mary Smith]] came and were very interested. If you don’t mind please get in contact with [[them]] at your earliest convenience.
  – Now try that same thing with a single guy or a single gal … if you don’t have the pronoun merge field then it would sound odd using [[them]] all the time instead of [[him]] or [[her]]. When the field is filled in it looks at the SEX field of contacts without a linked relationship contact to determine if the contact record is a “Male” or “Female” and then changes the pronoun as needed. The merge field has the pronoun options in the name so you know which one you should choose.
- [[Contact#Pronoun-Personal(he, she,they)]]
  [[Contact#Pronoun-Possessive(his,her,their)]]
  [[Contact#Pronoun-AbsPos(his,hers,theirs)]]
  [[Contact#Pronoun-Object(him,her,them)]]
- [[WorkflowContact#Pronoun-Personal(he, she,they)]]
  [[WorkflowContact#Pronoun-Possessive(his,her,their)]]
  [[WorkflowContact#Pronoun-AbsPos(his,hers,theirs)]]
  [[WorkflowContact#Pronoun-Object(him,her,them)]]

Jul 31, 2016

- Fix: Corrected issue preventing SMS Numbers from loading into the Compose SMS Screen.
- Fix: Only show SMS Numbers (not other numbers) in the Compose SMS Screen.

Jul 28, 2016

- Enhancement: Added a NOTIFICATION bell in the top navigation bar of Realvolve which shows “behind the scenes”
  > Contacts imported from Zapier
  > Incoming Emails
  > Incoming SMS’s
  > (more will be coming soon)

Jul 27, 2016

- Fix: Corrected issue causing “all-day” and “due-date” showing RED (past due) until the next day. If the activity does not have a TIME then the activity is not PAST DUE until the next day.

Jul 25, 2016

- Enhancement: Save the last search type selection and retain for future searches by default.
- Added: Added Escrow City Inspection Time field to the existing date field.
- Fix: Correct issue causing some trashed items to not show for sub-users which were co-record owners.

Jul 21, 2016

- Fix: Corrected issue preventing some email notifications from showing that were sent.
- Fix: Corrected issue causing data in Contact, Property and Transaction tabs from showing – was due to a TAG named “content” which was a HTML keyword.

Jul 19, 2016

- Fix: When only a single contact is in the “With” section and the workflow is setup for Prompt/Specific/Tagged then the email will go to the Workflow Contact – previously it would be skipped.

Jul 19, 2016

- Enhancement: Added a FLIP SIDE to the Predicted Revenue to show how it is calculated.
- Enhancement: Added a FLIP SIDE to the Predicted Transactions to show how close you are to your goal
- Enhancement: Added a Goal section to SETTINGS to allow you to setup annual goals.

Jul 18, 2016

- Fix: Corrected email notification status for emails which had similar email addresses in CC/BCC section
- Fix: Corrected issue on deleted attachments being allowed to send anyway.

Jul 15, 2016

- Enhancement: Trash page performance to make it quicker to display

Jul 14, 2016

- Fix: Corrected Address import issue for Advantage Xi users on Transactions.

Jul 12, 2016

- Fix: Email attachment issues.

Jul 11, 2016

- Enhancement: Security enhancements to prevent cross site scripting issues
- Enhancement: Anniversary Date calculations based on actual anniversary date, not the most recent date available.
- Fix: Corrected issue of sticky dashboard tooltip
- Fix: Delete icon not showing correctly

Jul 06, 2016

- Fix: Corrected SMS error causing message to be displayed on Party Member screen when sending SMS

Jul 05, 2016

- Enhancement: Show TO/FROM indicator on SMS numbers in the Radar and always reply to the contact’s SMS number.

Jul 04, 2016

- Enhancement: Added mini-icon on Address field to allow you to copy the full address
- Fix; Corrected issue with loading notes using “more…” feature.

Jul 01, 2016

- Fix: Copy/Paste changes to templates was not being saved if no other changes were made.

Jun 30, 2016

- Optimized: Corrected CSV and Google Export
- Fix: Corrected Google Sync issue for selected contacts
- Fix: Corrected sendgrid notification on some contacts after recent update.

Jun 29, 2016

- Enhancement: Added the ability for the user to see the progress of the of an email that is sent from Realvolve.
  Processed: Email has been submitted to our SMTP Server and is being processed to be sent to its destination Email Server.
  Dropped: This indicator shows when an email has been dropped. This could happen if we’ve found spam content (if spam checker app is enabled) or we see the recipient has unsubscribed previously. There are a number of reasons why your email will not even be sent to a recipient for delivery.
  Bounced: This will be shown if the receiving server cannot or will not deliver a message. Bounces often are caused by outdated or incorrectly entered email addresses. Many times you won’t know a bounced email address until it bounces. This indicator help you ensure it doesn’t bounce again by removing it from your contact. You should remove bounced and unsubscribed email addresses to keep your sender reputation high.
  Deferred: When an email cannot immediately be delivered, but it hasn’t been completely rejected, the deferred event fires. Sometimes called a soft bounce, We will continue to try for 72 hours to deliver a deferred message.
  Delivered: Shows when an email has been accepted at the receiving server. This DOES NOT guarantee that the email was placed in the recipient’s inbox.
  Unsubscribe: One of the most important statuses is when a recipient unsubscribes from your mailings. Reacting immediately to an unsubscribe by removing the email from your lists can pay long term dividends in fewer spam reports and a higher engagement rate. Remove bounced and unsubscribed email addresses to keep your sender reputation high.
  Spam Report: This indicator shows when we receive a spam notification so that you can react appropriately–or at the very least, never send another email to that address.
  Opened: An opened email is the first step toward the action you want your recipient to take. This indicator shows every time the email is viewed with images turned on. Like all email service providers, Realvolve uses a transparent image beacon to track opened messages. This beacon is currently the only way a sender can tell if an email has been opened.
  Clicked: The pinnacle of an email engagement is the ‘click’. This indicator will show if the recipient of the email clicks on your ‘call to action’ link.
- Fix: Corrected issue causing emails in Email tab showing incorrectly due to an email with a missing email address.
- Fix: Corrected issue causing changed data to not be copied correctly from the spouse record.
- Change: Google Sync process only happens when specific fields which google has available to help speed up the sync. Previously we would initiate a google sync anytime a record is changed.

Jun 28, 2016

- Ability to “Skip Questions” when using Alternate Workflows. When you have an “Alternate Workflow” selected in a realvolve workflow, the system will allow you to start a different workflow. We’ve added the “Skip Questions” option which will AUTO-START the workflow and skip all questions from the workflow wizard. This is useful for those workflows which need no adjusting to dates or information when starting the workflow. An example use case would be to have an Alternate Workflow of “New Buyer” on the “New Buyer Lead” workflow. When a new buyer lead is entered into your database and the “New Buyer Lead” is started, at some point they may decide to become a client instead of a lead. This means you should “STOP” the “New Buyer Lead” workflow before it is complete and start the “New Buyer” workflow automatically. The ‘Skip Questions’ option will start the “New Buyer” workflow without any questions asked.
- Added “Workflow Contact” features and merge fields to help solve a typical problem. When starting a workflow on a new contact, there are times when you want to have one or more activities that use a “With” selection of someone other than the contact you are starting the workflow on. An example would be to introduce your contact to your Lender so you select the “WITH” option of the activity to “A Specific Contact” and select your Lender’s Contact Record. Previously an email or text being sent from the activity would go to BOTH the Contact and the Lender which was selected in the “With”… We have changed this so that if anyone besides the “Workflow Contact” is selected, it only goes to the selected contact(s) and NOT the “Workflow Contact”. In addition, we’ve added merge fields like [[WorkflowContact#Greeting]] which references the contact which the workflow was started and the [[Contact#Greeting]] references the contact(s) from the “With” selection. This allows you to send an email to the Lender “John” which references the new contact “Sam”…. “Dear [[Contact#FirstName]], Just wanted to introduce you to [[WorkflowContact#Greeting]]” would be merged as “Dear John, Just wanted to introduce you to Sam”

Jun 23, 2016

- Enhancement: Added the “flip side” to the rFactor widget to display the rFactor description and average chart.
- Fix: Corrected issue which caused spinning timer to display for an extended time while creating an activity from the Dashboard.
- Fix: Corrected issue caused when user tries to replace a relationship of a contact with a new contact.

Jun 22, 2016

- Enhancement: Improved performance for Notes on Dashboard
- Enhancement: Improved performance of TRASH section for Deleted Data.
- Enhancement: Added TRASH option to restore deleted activities
- Enhancement: Old Activities get removed from the trash automatically after 3 months
- Enhancement: Google Deleted activities are now sent to trash instead of hard deleted.
- Fix: Corrected issue for recurring tasks that caused activities to be created which were previously complete.

Jun 21, 2016

- Fix: Corrected issue on repeating Activities created in google with an END ON or AFTER # of occurrences option set which prevented the activity from being searchable in Realvolve calendar.
- Fix: Corrected Email attachment issue when sending which prevented the attachment from being seen in editor screen.

Jun 20, 2016

- Fix: Email Attachment Issue – Prevent Removed attachments from being sent.
- Fix: Search issue for never ending calendar occurrences.
- Fix: UI correction on Calendar which was defaulting to Year 0000.

Jun 18, 2016

Enhancement: SOLR disk upgrade for expanded usage.

Jun 17, 2016

- Enhancement: Commission Graph.
- Fix: UI Issue for All Day Section of Calendar.

Jun 16, 2016

- Change: Zapier Contact Merge Feature (lookup by email/phone)
- Fix: Fixed failure on an SMS send Action.

Jun 15, 2016

- Fix: Corrected scroll issue for checklist view on activities list pane.

Jun 14, 2016

- Enhancement: Contact Heap Map – Better features for drill down data and information display – added option to email/text and change dates – description of action needed.
- Change: Skip special tags of ‘Imported from Google’, ‘Deleted from Google’, ‘Imported from Facebook’ when changing a spouse record.
- Fix: Corrected missing occurrence on first date of recurring task.
- Fix: Restoration of blank groups in google contacts due to soft deleted tags.
- Fix: Corrected Time Stamp issue on notes of dependent activities – this will prevent newly created workflow activity notes from showing on a contact/property if they are dependent on another activity being completed.

Jun 09, 2016

- Enhancement: Added double chevrons to email view of Dashboard to hide the email body until the chevrons are pressed.
- Enhancement: Additional SOLR optimizations to increase performance.
- Fix: Daylight Savings Time issues fixed to properly show time of activities before/after DST

Jun 06, 2016

- Fix: Corrected heat map to refresh on-demand
- Fix: Corrected duplicate activity display issue on calendar when activity deleted from calendar

Jun 03, 2016

- Fix: Corrected issue causing duplicated activities when syncing with Google on Repeating appointments that were changed using “All / Following” options.
- Fix: Corrected issue for google tasks which were not syncing for dates dates.
- Fix: Corrected issue for google all day which were not syncing for (Central time zone)
- Fix: Corrected issue causing previously completed activities to come back as incomplete – there are known issues which can be caused on repeating activities where exceptions created causing dates to be changed.
- Fix: Corrected issue where Activity name was showing outside the activity popup in calendar.
- Fix: Corrected “never ending” flag in RV when google flag is set.
- Fix: Corrected display of linked contact when using very long names.

Jun 01, 2016

- Fix: Corrected Daylight Savings Time issues
- Fix: Corrected new attachment issue on custom emails – attachments are now retained.

May 31, 2016

- Fix: Small UI fix for incorrect notification message.

May 30, 2016

- Fix: Corrected Event exception issue on activities created by another user.

May 27, 2016

- Enhancement: Contact Address Entry – removed popup and used embedded entry.

May 26, 2016

- Enhancement: Additional SOLR improvements to increase speed and reliability.
- Fix: Corrected Calendar Day of Week header issue.

May 24, 2016

- Change: Corrected email issue so mass email for valid emails do not break due to invalid email or other SMTP errors in Sendgrid. This will ensure valid emails go through and invalid ones are isolated.

May 19, 2016

- Enhancement: Additional fields added to Property – APN, Property Tax, Average Monthly Utility Cost, Last Sold Price, Source
- Enhancement: Additional fields added to Transactions – Option Fee, Loan Number, Appraisal Number, Escrow Number, Access Information, Occupancy Information, List-Side / Buy-Side Sources
- Fix: Corrected workflow scrollbar issue.

May 18, 2016

- Fix: Corrected email not previewed/sent when currency field values are empty.
- Fix: Corrected tag deletion on workflow actions.

May 17, 2016

- Enhancement: Dashboard Graphs: Contacts Flip Side – Summary of contacts in ABCD, Contact Status and YTD Referrals.
- Enhancement: Added Drag/Drop of items in Most Recently Viewed List.
- Fix: Corrected issue with wrong signature used when a user is deleted and transferred.
- Fix: Corrected TAG search issue in calendar items from workflows.

May 15, 2016

- Enhancement: Performance increase for “Delete All” and “Restore All”
- Change: Google Sync flag defaulted to True on Manually Entered Activities and False for Workflow Activities – user can still change on demand.

May 12, 2016

- Fix: Under Activities tab of Contact Activities , the color of Activities which are already marked complete are being incorrectly changed from Black to Red. This happens when user clicks on the Activities link in List View Pane or does a search for activities or creates a new activity on the Activity tab for the contact.

May 10, 2016

- Fix: Corrected Currency field formatting for emails to include $ and commas.
- Fix: Sort order correction on Activities list view.

May 08, 2016

- Enhancement: Added “Sort By Address, Due Date” to the list of dropdown options in the Activities List View. This allows all activities with the same property address to be sorted together so users can process activities together easily when dealing with properties and transactions.

May 04, 2016

- Enhancement: Added ‘None’ option to Contact Status and Stage drop downs menus.
- Enhancement: Added party members for Properties: Graphic Designer, Seller Attorney 2,3,4, Bankruptcy Attorney, Gas Company, Water Company, Electric Company, Trash Company, Measurement Services
- Enhancement: Added party members for Transactions: Seller Attorney 2,3,4, Bankruptcy Attorney, Loan Officer Lender 2, Mortgage Broker 2, Trash Company, Measurement Service, Closing Agent, Settlement Company.
- Fix: Zapier integration to prevent duplicate workflows
- Change: SOLR changes for better stability.

May 01, 2016

- Added ’14 Day Trial’ option to system

Apr 29, 2016

- Enhancement: Added logging changes to system for tracking.
- Fix: Corrected Note Time Stamp Issues.

Apr 27, 2016

- Fix: Corrected Zapier integration to prevent existing tag deletion when existing contact is merged.

Apr 25, 2016

- Fix: Corrected app freezing issue on Repeat option in workflow activities.

Apr 22, 2016

- Fix: Additional changes to prevent activities coming back after completed.

Apr 21, 2016

- Enhancement: Added ‘Next Appointment’ Date/Time for Contacts.
- Change: Moved Address Format Setting to Account level to prevent format conflicts.
- Fix: Corrected issue causing Activities coming back after marked completed.

Apr 20, 2016

- Enhancement: Asynchronous Typekit Font to reduce page load time and increase performance.

Apr 19, 2016

- Enhancement: Added ‘Postpone Contact Date’ to contact tab – allows you to indicate a date to hold off from any contact until.
- Enhancement: SOLR improvements for increased performance.
- Fix: Allowed upper case letters in user provide for website.

Apr 18, 2016

- Added: Additional Date fields – Lease End Date, Lease Sold Date, Print Advertising Date, TV Advertising Date, Brochure Deliver Date, Price Reduction Date.
- Fix: Corrected issue causing Tag count to be off in Tag View.

Apr 15, 2016

- Enhancements: SOLR improvements to increase performance.
- Fix: Corrected issue which prevented additional actions from being displayed on an activity which had already been completed.

Apr 07, 2016

- Enhancement: Added CC / BCC options to the Compose Email screen so copies of the email can be sent to other contacts.
- Enhancement: Added a icon in the upper right corner of the Compose Email screen to open in a new larger window that resizes.
- Fix: Corrected ENTER key on Search field when used on an iPad with hardware keyboard.

Apr 04, 2016

- Fix: Corrected user name issue on notes which were added from a checklist note merge field.

Apr 01, 2016

- Fix: Correct issue causing the “Incomplete Checklist” option to not be available when first adding an activity – users had to first save and re-edit the activity to make it show correctly.

Mar 31, 2016

- Enhancement: Actions on Email/SMS Activities which are set to send “Immediately” are now sent as soon as the Workflow activity is created – The activities are no longer in the automatic queue which were set to go out ever 10 minutes. This means that as soon as the workflow is started, Immediate activities are SENT (No Waiting)
- Fix: IDX Broker Address import correction which was causing the city / state to be populated incorrectly.
- Fix: Corrected MAP display for Properties and Transactions when City / State not populated correctly.

Mar 30, 2016

- Enhancement: Expanded the most recently viewed list to contain 10 items instead of 5
- Fix: Corrected Full Street Address which contained extra commas instead of spaces

Mar 24, 2016

- Fix: Corrected View All Filter issue which allowed non-filtered data to show after refreshing the View All screen by clicking on the double-chevrons “>>”

Mar 22, 2016

- Fix: Corrected Delete All TRASH issue.
- Fix: Corrected Signature template issue which caused it to load in the wrong location.

Mar 17, 2016

- Fix: Corrected Mouse/Touch Pad scroll speeds for both Microsoft Windows (made it faster) and MAC (made it slower) to give better scroll control to users.
- Fix: Corrected how Fax Numbers are sync’d with Google. Home Fax and Work Fax are now correctly labeled and sync’d.
- Fix: Added Missing Merge fields for Party Members: seller3, seller4, additional inspector.
- Change: Added user messaging in Google Sync settings which indicates when Re-authentication needs to be performed.

Mar 16, 2016

- Fix: Corrected Today’s incomplete activity which was not displayed on Dashboard /Radar.

Mar 15, 2016

- Fix: Action popup not displayed correctly on an Activity.

Mar 12, 2016

- Fix: Corrected UI issue on the left side of the screen for Internet Explorer / Edge users.
- Fix: Corrected Tag Search issue.

Mar 10, 2016

- Enhancement: Improved performance of Bulk Tagging
- Fix: Formatting issues with price values – allow max price up to 1 Billion for Property and Transaction records.
- Fix: SMS Count reset monthly
- Fix: Activity list view was incorrectly showing future dates even when a date range criteria was selected.
- Fix: Activity Security issue preventing sub users from accessing Properties/Transactions when activities are assigned to them.

Mar 09, 2016

- Improved Product Update list (This List) to have a new look and allow user to filter by Month / Year

Mar 08, 2016

- Enhancement: Commission related enhancements for Miscellaneous fields.
- Enhancement: Improved performance on sending Automatic emails.
- Fix: Corrected Address build issue when creating a new address from the […] button.
- Fix: Dashboard graph fixe on “Potential, Clear to Close and Contingency” transactions on closing date.

Mar 05, 2016

- Enhancement: Added a dropdown to the search field to search by specific fields (by Name, Company Address, Phone, Email) as well as a global option to continue to search as previously designed on anything.
- Fix: Corrected an issue which removed spaces between paragraphs of a template when user changes “use with” before saving.

Mar 03, 2016

- Fix: Corrected issue causing Attachments to not be received by the first contact in the list only when user sends the email to multiple contacts and uploading new attachments prior to sending.

Feb 29, 2016

- Enhancement: Added new Transaction Dates: Third Party Approval Date, Gas Inspection Date, Gas Inspection Resolution Date, City Inspection Date, Retrofit Inspection Date.
- Enhancement: Added new Multi-line Transaction Fields: Access Information, Occupancy Information.
- Enhancement: Added Merge fields to Activity Checklists: Transaction Address and City
- Enhancement: Export to CSV and Google – Added “Main Address” fields to use instead of Home/Work which is filled based on the Record Type: Person or Company
- Enhancement: Export to CSV and Google – Added “Full Street Address” to available fields
- Change: Removed COUNTRY field from Full Address field – users can add the Country Merge field below the full address if desired.
- Fix: Corrected default assignee when starting a workflow that uses ‘Record Owner’ as the Assignee Placeholder.
- Fix: When sending automatic messages – the system now checks the settings of the ASSIGNEE and not the CREATOR of the workflow… this was preventing some users from sending emails automatically.

Feb 24, 2016

- MAJOR SERVER UPGRADE: We have change away from WebSOLR Services which was causing many issues and switched to our own SOLR indexing server. The result of this is an increase of performance by as much as 4 TIMES at a fraction of the cost. The benefit to the user is quicker search speeds, reduced updating issues and allow further growth with less issues.

Feb 23, 2016

- Change: Made the order of the relationship dropdown so that standard status items like ‘Married’ , ‘Single’ , ‘Divorced’ were listed first to prevent scrolling.
- Change: Added ‘Other’ to the relationship status field.

Feb 22, 2016

- Fix: Corrected date recalculation issues on ‘Acceptance Deadline Date’ and ‘Acceptance Date’

Feb 20, 2016

- Fix: Security Issue causing users with limited rights from seeing activities in list view (left side) yet they did show correctly on dashboard.

Feb 18, 2016

- Fix: Corrected distortion of calendar days of the week and dates when using Zoom settings in browser.

Feb 17, 2016

- Fix: Corrected template font change issues on merge fields. User must fully select the merge fie for this change to work.

Feb 16, 2016

- Enhancement: Party member search now displays all contacts which match search instead of just the top 5 results. The list will scroll to see more names in the list.

Feb 15, 2016

- Change: Open ‘mail to’ links in new tab
- Change: Better message and email text on reset password instructions.
- Fix: Multi-tag feature to skip if tag already exists

Feb 12, 2016

- Fix: Corrected ‘View All’ chevron for iPad view.
- Fix: Corrected security on contact task issues.
- Fix: Allow email attachments containing ‘%’ sign

Feb 11, 2016

- Enhancement: Added better validation and user notifications on checklist items for fields requiring specific data.
- Fix: Corrected spacing issue between words in email templates on Preview and Send.
- Fix: Corrected YTD Dashboard Graph calculation.
- Fix: Corrected Copy feature for Spouse Records relating to Street Number and Direction when user wants to keep them in sync.
- Fix: Corrected decimal values for Commission values.
- Fix: Corrected file attachment issue where the name contains ‘&’ when sending emails.

Feb 10, 2016

- Change: Allow [Sales Price] for Properties / Transactions to be up to 1 Billion
- Change: Allow [Original Price] for Properties to be up to 1 Billion

Feb 09, 2016

- Change: Only reset the start/end date activity filters on logout so that other filters remain and don’t have to be reassigned after user logs back in.

Feb 08, 2016

- Fix: Corrected Note PIN issue – Pin icon was getting hidden so users could not tell the note was Pinned which caused the list of notes to look as though they were out of date order.
- Change: Allow users to login to Realvolve without worrying about email address having mix case- UPPER and/or lower Case are ignored allowing smoother login process.

Feb 06, 2016

- Fix: Corrected export issue for bad address data.
- Fix: Corrected security issue preventing access to (A/B/C/D) categories for contact from view all > grid view.
- Fix: Corrected the User & Permission Screen – added scroll-bar on security permission table. Added proper scroll focus after clicking on any button, link, after saving the permissions and after creating new sub-user.

Feb 05, 2016

- Enhancement: Preview of PDF file in a new tab instead of direct download.
- Fix: Corrected issue causing transactions from being searchable when Property Marked (Active -> Pending)
- Fix: Corrected issue for notification emails.
- Fix: Corrected workflow issue which prevented newly added activities from being included and tags not added.
- Fix: Corrected calculated date issue on workflows.

Feb 03, 2016

- Fix: Corrected icon distortion when switching between Dashboard / Workflow / Message Template sections as well as after deleting search content.
- Fix: Email Preview issues which were showing double spacing on some lines.
- Change: Adjusted speed setting on scrollbar to help MAC users.

Feb 02, 2016

- Fix: Corrected tag save to happen automatically when leaving the tag field. No longer need to press [TAB] multiple times.

Feb 01, 2016

- Enhancement: Search results are now twice as fast.
- Change: Moved the realvolve dropbox email address from BCC to CC so replies are properly handled.
- Fix: Corrected email address link on a contact (Upper section of the screen) to send correctly using gmail.
- Fix: Corrected search bar for Firefox and Internet Explorer.
- Fix: Corrected dashboard save to prevent multiple messages from flashing when saving.

Jan 28, 2016

- Change: Calendar validation message for users with Read Only rights.
- Fix: Prevent multiple contact records from being created when when pressing [TAB] or [ENTER] in the people tab of Property or Transaction.
- Fix: Corrected minor errors for Google Sync.

Jan 27, 2016

- Enhancement: Added [Today] button on calendar popup in workflow checklists to make it easier on data entry.
- Fix: SOLR indexing issues affecting record counts in Property and Transaction modules.
- Fix: Minor issues generated during Graph processing.

Jan 26, 2016

- Change: Dashboard graphs now update on-demand. When data is changes that is used in the graphs the system sends a message to the dashboard to update. This process can take up to 3 minutes depending on the update queue but we no longer need to wait 24 hours.

Jan 23, 2016

- Enhancement: Tag Security – You can now specify who has the right to add tags in the Settings > Users and Permissions
- Enhancement: Multi-select Tags – when you click into the Tag field it will down show a dropdown list to choose from – you can pick from the list to add the selected tag to the tag field. Press ENTER to accept all tags.
- Enhancement: If user has the security right to add tags then typing into the tag field and pressing [Enter] will Add it. If you do not have rights to add the tag then nothing is added.
- Enhancement: Google contact sync performance optimizations
- Change: Search process is now performed when you press [ENTER] after typing into the search field instead of as you type – this allows system to search quicker.
- Change: Transaction/Property Note Merge field now uses all note types.

Jan 21, 2016

- Change: Added a Horizontal line divider between each note of Transaction and Property Note merge field
- Change: Add new Transaction Date Fields
  – Offer Deliver
  – Offer Expiration
  – Satisfaction of Inspection Contingency
  – Delivery of Earnest Money
  – Status Certificate Ordered
  – Status Certificate Delivered to Lawyer
  – Status Certificate Contingency
  – Lease Agreement
  – Loan Application Due
  – Association Application Due
  – Association Approval Deadline

Jan 20, 2016

- Enhancement: Added option to select the default status on new listings. (Pre-listing or Active)
- Enhancement: Allow user to be notified on incoming SMS messages by Email and/or SMS
- Enhancement: Google Sync Address components for individual fields.
- Enhancement: Added owner label to notes.
- Change: Added instruction link to screen of import contacts.
- Fix: Corrected issue with freezing of note input field while creating or editing an activity.
- Fix: Fixed template line spacing issue

Jan 19, 2016

- Enhancement: Increased speed for Notes and Tasks
- Fix: Corrected scroll bar issue in workflow wizard.
- Fix: Corrected permission and security issue on transactions.

Jan 16, 2016

- Enhancement: Google Sync optimizations
- Fix: Corrected IDX Broker import errors and validations
- Fix: Corrected template spacing issue.

Jan 14, 2016

- Change: moved email and sms sending jobs to High Queue to be done quicker.

Jan 11, 2016

- Change: Modified the Facebook and LinkedIn buttons in the headers to link to the contact’s profile screen of the respective site.
- Change: Modified the [Enter] key to go to the next line instead of a 1.5 paragraph spacing.
- Change: Modified notes to display date/time stamp instead of “time ago”
- Fix: Corrected indexing issue for contacts so that they are properly searchable after they have been created from party member screens.
- Fix: Corrected a display issue in the “View All” screen where Entry Date and Modified Date were inaccurate due to timezone settings.

Jan 08, 2016

- Fix: Corrected message on unauthorized delete of property.
- Fix: Image upload when user only has update permissions.

Jan 07, 2016

- Change: Re-arranged the contact tab to make data entry easier.
- Fix: Image cropping issue

Jan 06, 2016

- Enhancement: Added Unique ID for each Contact Record for Zapier Index Action as per suggestions by Zapier Team
- Fix: Corrected key scrolling on Property and Transaction Tab in Contact.
- Fix: Corrected scroll issue on message templates.
- Fix: Google Drive export to prevent garbage values showing in Label Generation. Added SPACE instead of leaving blank cells.
- Fix: Fixed a few UX Issues and typos in prompt messages.

Jan 05, 2016

- Enhancement: Added prompt during deletion of property to let user choose proper removal of transactions.
- Fix: Allow (*) in Tags
- Fix: Corrected display of properties and transaction addresses in list view for STATE to be in upper case.

Jan 04, 2016

- Fix: Fast Scrolling issue in people tab of property. This will ensure that view frame is scrolled properly when opening party member form after saving.

2015RVadmin2019-08-07T15:35:28-06:00

2015

Dec 31, 2015

- Change: Removed Zapier.com API Key from My Account Screen
- Change: Changed Zapier menu item in Settings to “Integrations”
- Enhancement: Added IDX Broker API Key field and Auto Fetch options into Integrations settings.
- The IDX Broker integration allows you to automatically import your “Featured Property” information available from IDX Broker. Basic information like MLS #, Price, Basic Features (Bedrooms, Bathrooms, Garage, etc) with photos.

Dec 30, 2015

- Enhancement: Added a new property status: “Potential” to allow you to enter property information for contacts that you might be able to list in the future.
- Change: When Adding a new property the status will now default to “Pre-Listing” instead of “Active”.
- Fix: Corrected Frozen scroll bar issue in People Tab of Properties and Transactions.
- Fix: Corrected navigation using Tab and Shift+Tab of the people tab.

Dec 29, 2015

- Fix: Google Sync issue for activities created from workflows with dependent activities.

Dec 24, 2015

- Fix: Corrected Scroll bar issue preventing access to the [Save] button on the Action Screen.
- Fix: Corrected issue which caused small images to get stretched in Dashboard/Radar Notes
- Added: Craigslist icon for URL field.

Dec 23, 2015

- Change: UI field label “Closes” changed to “Closing Date” in Transactions
- Change: UI field label “Expires” changed to “Expiration Date” in Properties
- Fix: Corrected Scrollbar issue for the following screens:
  Contact/Property/Escrow filter – Scrolls the result instantaneously then the scroll bar disappears
  Workflow Create/Edit screen
  Activity Create/Edit screen
  Activity > Create/Edit Action screen
  Dashboard > Activity > Tag
  Contact > Assign Tags
- Fix: Corrected Open Email link to display in new Browser Tab.

Dec 22, 2015

- Enhancement: Added Facebook URL and Craigslist URL in Property Connections List
- Fixed: Corrected UI issue for editing an ACTION on an Activity (3 of 3) – the scroll bar is not allowing me to go down further to click [Save]
- Fixed: Added “Are You Sure” prompt before doing an UNDO on CSV Imports to prevent user from removing data by accident.

Dec 21, 2015

- Enhancement: Added Google Sync checkbox option to individual Activities and workflow Activities to allow user the option of not syncing to Google. (Default is ON)
- Fix: Add “System Group: My Contacts” tag when new contact is added form Seller Report and “System Group: My Contacts” option is turned ON.
- Fix: Corrected Google Sync issue related to Contact / Property / Transaction getting removed from activity after sync.
- Fix: Corrected UI issue “Undefined” with events on Calendar popup.

Dec 17, 2015

- Fix: Changed mouse scrolling settings to allow for a smoother scroll on lists (Site Wide)
- Fix: Changed mouse scrolling on Time Picker and Task Type Drop-downs
- Fix: Corrected issue of assigning new contact to “System Group: My Contacts” as needed when adding from the people tab of Property / Transaction, Referrer or Relationship fields.
- Fix: Solr index issue preventing access in list pane on New transactions created when Property is changed from Active to Pending.

Dec 16, 2015

- Enhancement: Increased speed and reliability of Thumbnail Generation.

Dec 14, 2015

- Enhancement: Added features to increase speed of notes access.
- Fix: Corrected issue related to manual entry of a date instead of picking from the calendar when starting a workflow.
- Fix: Corrected display issue on tasks connected to contacts that were imported with no first name.

Dec 14, 2015

- Enhancement: Added contact merge fields: ReferredBy, Source, SourceURL
- Enhancement: Added new party members: Termite Inspector, Escrow Officer, Sellers Title, Seller Agent 3/4, Office Manager
- Enhancement: Added new transaction dates: Seller Referral Date, Buyer Referral Date, Financial Commitment Date, Seller Settlement Date, Buyer Settlement Date, Title Signing Date.
- Enhancement: Added new property dates: Listing Appointment Date / Time
- Enhancement: Added new date field for Day of week [[CurrentDay-DOW]] – Sunday, Monday… Saturday
- Enhancement: Performance Improvements related to dashboard to stabilize production.
- Changed: Allow 3 decimal places in the property acreage field.
- Fix: UI Fix for Contact Heat Graph to correct placement of ‘Aware’

Dec 11, 2015

- Enhancement: Tag View All – optimized for speed and memory to handle large list of contacts
- Enhancement: Mass Delete – Optimized for speed.
- Enhancement: Import – Optimized caching process to perform faster.
- Fix: Scroll-bar: Corrected disappearing problems in Contacts when immediately resetting a filter.
- Fix: Scroll-bar: Corrected disappearing problems in Property Tab of Transactions after adding the linked Property
- Fix: Scroll-bar: Corrected disappearing problem on People tab of Property and Transaction when a party member is added by name. The SAVE button was not accessible.
- Fix: Scroll-bar: Corrected disappearing problem on Seller Report tab when searching Contact.
- Fix: Corrected downgrade option – problem was caused by file size issue.

Dec 09, 2015

- Fix: Corrected activities which were marked as completed from coming back due again.

Dec 08, 2015

- Fix: Corrected font issue in Settings screen.
- Fix: Corrected Task list sync issue when user had multiple lists available.

Dec 04, 2015

- Enhancement: Added ‘Support’ button to the footer of www.Realvolve.com to chat with support.
- Enhancement: Added ‘Support’ button to the footer of Realvolve App to chat with support.
- Change: Notes Merge field to exclude email messages.
- Fix: Security Issue for Acreage field.

Dec 03, 2015

- Enhancement: Email Notification of Google Sync token expiration.
- Enhancement: Prevent Google Sync when token is expired.
- Enhancement: Increased inactivity timeout to 3 hours – which then requires users to enter login credentials again.
- Fix: Corrected transaction merge fields for geo state and sign at close.
- Fix: Corrected Google calendar sync issues when activity uses recurrence.

Dec 01, 2015

- Fix: Corrected download flag setting when copying workflows and templates. This issue caused items to not show when creating workflow packages.
- Change: Limited the note content to display up to 15000 characters to prevent timeout.

Nov 27, 2015

- Enhancement: Added subdivision to import mapping list.
- Change: Acreage field will now allow comma and decimal
- Fix: Corrected UI issue with Contact Heat Graph for different resolutions including iPad

Nov 25, 2015

- Enhancement: Improved Import to process indexing faster.
- Fix: Corrected issue with assigning record owner when importing notes.
- Fix: Corrected Google Sync tag/group issue when changing/deleting tags in Realvolve.
- Fix: Added Support on dashboard to handle iPad display.

Nov 18, 2015

- Fix: Corrected memory issue when importing large numbers of contacts to prevent import error.
- Fix: Corrected formatting issue on price field when importing with $
- Fix: Corrected issue on import when dealing with large future dates.
- Fix: Corrected import problem when uploaded filename contains special characters.
- Fix: Corrected default record owner for spouse entry when using alternate user as record owner.

Nov 16, 2015

- Change: Google sync will no longer soft-delete (Put in trash) a contact in Realvolve when deleted from Google – it will assign a tag of “Deleted from Google” so user can delete manually based on tags. This will prevent users from accidentally removing contacts from Realvolve.Pausing soft deletion of contact in Realvolve due to G.Sync will give us insights and hints about any data loss issue happening due to Google Sync. And we might have less or no cases of data loss like Jeff had, after pausing this paused code. This will also give us insights about what is happening in Users google account when any contact in RV is tagged as ‘Deleted from Google’ and then we can ask user’s to give us more insights about their Google accounts if they have been in sync with other software or integrations or tools or services. Thus, its prudent to push this and monitor for next few weeks.
- Fix: Corrected pre-rendering issue when updating Contact/Property/Transactions which did not update list view correctly.
- Fix: Corrected display issue of group description – was not fitting correctly in the field – Added info icon
- Fix: Corrected font size issue in search field.
- Fix: Corrected Auto-Save feature on import mapping when user did not have any existing mappings.

Nov 10, 2015

- Fix: Preventing orphaned activities from showing up in list pane – some activities were being shown in list which should not because they were deleted from database.
- Fix: Corrected indexing issue on WebSolr which caused login issues for some users.

Nov 05, 2015

- Enhancement: Optimized google sync for handling tags/groups better.
- Enhancement: Added feature to sort Ascending/Descending on all sort fields.
- Fix: Corrected issue on recomputing incomplete workflow activities.
- Fix: Corrected issue on CSV Export

Nov 04, 2015

- Enhancement: Show timer when creating activity to prevent the perception of being stuck.
- Fix: Corrected attachment deletion Issue (Flickering)
- Fix: Remove < br > tags from tweet messages when completing an activity – caused display issues.

Nov 03, 2015

- Enhancement: Show Confirmation dialog box before deleting Contacts, Properties, Transactions from the list view.
- Enhancement: Added MLS number to property Search
- Fix: Corrected redirect issue when editing a calendar item from the contact/property/escrow(calendar) to return back to the correct location they started from.
- Fix: Corrected tasks due on same day to NOT have past due until next day.

Oct 28, 2015

- Change: From this point forward emails will be sent using user’s email id instead of via Realvolve for all non yahoo email ids. Yahoo email ids will continue to have via Realvolve for now. Note: This change in From email ids for all non yahoo users has potential to fail for email ids or domains that are blocked which we will need to whitelist one by one based the issues reported by users.

Oct 28, 2015

- Fix: Corrected issue with starting workflows with a very large number of tasks.
- Change: Added confirmation popup to prevent Activities from being deleted from Google when reinstating google sync.

Oct 23, 2015

- Fix: Prevent contact from being selected when typing in the People tab to add a contact and the user presses TAB key.

Oct 16, 2015

- Fix: Show selected contact on seller report tab of a property and link for quick access. If no contact selected then show record owner without link.

Oct 15, 2015

- Enhancement: Added a Reauthorization feature for Google and Evernote – to help users reauthorize and update their integration tokens without disconnecting and reconnecting which led to issues like duplicates and missing links.
- Fix: Corrected Search on Party Members in the People tab based on record ownership. The system was only allowing the contacts for the primary record owner to be viewed.

Oct 14, 2015

- Enhancement: Allow Admin users to access team details in settings > my account
- Fix: Corrected issue for Assignee of activity when sending emails, sms and twitter messages. Copied workflow actions were not getting completed by the correct person when copied.
- Fix: Several workflow related issues including recalculation failure, no date entered, current year recalculation, circular recalculations.
- Fix: Backfill of transaction dates.
- Fix: Corrected indexing of Relationship Anniversary Date to allow proper search.

Oct 09, 2015

- Fix: Corrected issue preventing the data for merge field [[Property#Mls_Url]] from working correctly.

Oct 08, 2015

- Enhancement: Speed improvements on Propinquity scoring.
- Fix: Notifications on radar when sending SMS fails.
- Fix: Duplication issue on Ambassador URL preventing new user logins.

Oct 07, 2015

- Enhancement: Upgraded servers for improved performance and reliability.

Oct 01, 2015

- Enhancement: Send email to the user when workflow package is approved.
- Enhancement: Improved code to increase performance for Emails.
- Fix: sentry error when Signature template is deleted or its body is nil.
- Fix: ‘mark email read’ issue when navigating from email preview pane.
- Fix: Open default radar tab for Realvolve contact. When moving from a normal contact last open tab ‘Email’ to RV contact – UI does not show email tab on that contact.

Sep 25, 2015

- Enhancement: Email Tab Added to Contacts
- Enhancement: Settings > Emails – allows user to assign an email account to realvolve.
- Enhancement: Added database indexes for contact for additional search features.
- Enhancement: Added merge field for Property and Transaction notes
- Enhancement: phone number display – # Based on the person type – company or person we fetch phone numbers work or home respectively. # If no numbers fetch based on person type check alternate home or work. # If no numbers in work or home, lookup additional numbers and select a recently added pair of additional mobile and additional phone
- Fix: Issue with Domestic Relationship feature.
- Fix: rent / own drop down option
- Removed: News Section in lower right

Sep 24, 2015

- Enhancement: Added New Dashboard with Widgets
- Fix: Corrected issue causing Groups to not be selected correctly when starting workflows.

Sep 18, 2015

- Enhancement: Added option to Settings > Email to automatically add Signature to outbound emails.
- Enhancement: Added prompt to confirm workflow activity deletion.
- Enhancement: Added community field to property.
- Fix: Workflow activity calculations when back dating workflows so they start in a previous year.

Sep 16, 2015

- Enhancement: Added Skip / Remove Duplicate Data when merging records.
- Change: removed the ‘no-reply’ and changed it to ‘reply-to+(user name)@realvolve.com’ to be a friendly solution.

Sep 10, 2015

- Fix: Corrected issue on invalid tag filters.
- Fix: Mass deletion of Activities when there are more than 1500 being removed.

Sep 07, 2015

- Enhancement: Added more Property and Transaction fields
- Enhancement: Sort documents in Files tab by reverse date order (Newest on Top, Oldest on Bottom)
- Enhancement: Added street name to merge fields – previously only had full address.
- Enhancement: Added links to Property/Transaction for quick access to connected records.
- Fix: Automatically change Transaction Status to ‘Cancel’ if we create a new transaction from a connected property by changing its status from Active to Pending. (Cleanup Process)

Aug 28, 2015

- Added SMS feature for Great Britain

Aug 25, 2015

- Added more Merge fields for Transactions

Aug 19, 2015

- Enhancement: Performance Improvements to entire system
- Fix: Image upload fix for Transactions
- Fix: Date filters popup issue when clicking outside the window.
- Fix: SMS character length issue to allow merge fields.
- Fix: Import issue on dates prior to 1900

Aug 17, 2015

- Fix: Corrected Import for Top Producer files containing notes with dates before 1900.

Aug 10, 2015

- Enhancement: Allow SMS text messages to be longer than allowed length to compensate for long merge field names.
- Fix: Corrected image upload issue for Transactions.
- Fix: Corrected date filter display issue when clicking outside the popup date selector.

Jul 24, 2015

- Fix: Corrected import for Contact Source field.

Jul 20, 2015

- Fix: Corrected Google Sync issue causing ‘Mobile’ to be converted to ‘Home Mobile’

Jul 15, 2015

- Enhancement: Additional Contact fields in preparation of upcoming Dashboard feature. (Rent/Own, Stage, Contact Status, Known Since, Lifetime Value, Contact Score, Year Moved, Sex (M/F))
- Enhancement: Seller Report tab on contacts to allow information on NON-LISTED properties.
- Enhancement: Relationship choices added: Single, Divorced, Separated
- Enhancement: Relationship changes handled automatically – when contacts change from Married to Divorced or Widowed, the secondary contact record is updated also.
- Performance: Changed how message templates are loaded to increase performance.
- Fix: Cropping issue on Transaction Photos.

Jul 07, 2015

- Enhancement: Added Tags to Google and CSV Export.
- Enhancement: Added Ambassador Referral System.
- Enhancement: Added Browser Support Screen for Incompatible Browsers.
- Enhancement: Added Zipcode Lookup API to Find Unknown Zipcodes.
- Fix: Miscellaneous User Interface Fixes.

Jul 02, 2015

- Enhancement: Added link to easily disable daily notifications.
- Enhancement: Added workflow name to activity lists.
- Fix: Corrected merge field for Client Services.
- Fix: Corrected issue with workflow wizard screen.
- Fix: Corrected time zone issue on workflow activities using immediate actions.

Jun 25, 2015

- Enhancement: Added link to Daily Email to direct users to login screen to turn off.
- Fix: Corrected workflow issue caused by a date/time value selected when only date was needed.

Jun 22, 2015

- Enhancement: Added Buyer Reports tab to Transactions which functions similar to Seller Reports.
- Enhancement: Workflow Import modifications to allow deeper migration for Advantage Xi users.
- Enhancement: Additional Party Members Added to Transactions: Paralegal renamed to Buyer Attorney Paralegal, Seller Attorney Paralegal, Inside Sales Associate, Tenant 2, Auction Representative
- Enhancement: Additional Party Members Added to Properties: Inside Sales Associate, Tenant 2, Auction Representative.
- Change: Activity Type: ‘Lunch’ has been renamed to ‘Meal’ so it could be used at any time of the day.

Jun 19, 2015

- Enhancement: Added contact search to include email addresses.
- Notifications: Added user notifications about the disabled Facebook and LinkedIn message feature.
- Change: Changed the default time for daily notifications which had no value to 8am.

Jun 18, 2015

- Fix: Corrected Google Sync issue when deleting sub-user.
- Enhancement: Added error handling and user notification to Evernote integration.
- Fix: Corrected errors which happened during automatic activities.
- Fix: Corrected time-zone issue for Daily Notification emails.
- Fix: Corrected time-zone issue on radar activities.

Jun 17, 2015

- Enhancement: Allow users to select party members while sending emails from Property and transaction email link.
- Enhancement: Emails sent from Realvolve now include the user’s email in the ‘Reply-To’ meta tag.
- Change: Disabled Facebook API validations for Facebook URL field.
- Change: Added notification to user that Facebook and LinkedIn feed being unavailable.
- Change: Added ‘Realvolve’ to the subject of daily notification emails to prevent spam issues.
- Optimization: Improved contact deletion procedures to better handle errors and exceptions to prevent orphaned activities.
- Optimization: Improvements to user experience (UX) and validation of Daily Notification Emails.
- Fix: Corrected issue on Workflow popup window.
- Fix: Corrected user reported issue on property and transaction emails where the template subject was being overwritten with basic address.

Jun 13, 2015

- Enhancement: Added lockbox location field below lockbox number in showings tab of property.
- Optimization: Additional optimization changes to improve performance for Sidekiq jobs.
- Fix: Set a default timezone on registration if no timezone identified for user. System will send a reminder email to user to set the correct time zone for their location.

Jun 11, 2015

- Fix: Removed the internal “Deletion Flag” which is no longer needed – This will ensure that records are visible in the trash once it is deleted. A problem existed that allowed data to be orphaned.
- Fix: Correction to Transaction screen which caused problems when there was a delay in creating transaction dates.
- Fix: Corrected ‘flicker’ when hoovering over filter links.
- Fix: Corrected transaction saving issue when transaction dates were updated.

Jun 10, 2015

- Enhancement: Added the ability to have multiple record owners in Contacts, Properties and Transactions.
- Enhancement: Additional sorting options using a drop down menu.
- Enhancement: Added Sorted fields to View All screen (Category, Entry Date, Last Call Date)
- Enhancement: Added the ability to sort Ascending and Descending to fields of View All Screen.
- Fix: Corrected export issue dealing with combining couples.

Jun 09, 2015

- Optimization: Additional Solr indexing changes to boost performance.
- Enhancement: Reduced opacity of all un-selected filters so that selected filters are more prominent and visible.
- Fix: Corrected issue with sorting MLS field in Property.
- Fix: Corrected display issue of positive quotes on daily reminder emails when viewed in mobile device.
- Fix: Corrected contact count display which was getting set incorrectly when deleting activities from a contact.
- Fix: Corrected security issue preventing sub users with admin rights from using the [Delete Selected] button.

Jun 08, 2015

- Optimization: Added new Solr Indexing refinements to boost performance.
- Optimization: Scaled up Sidekiq processes from 3 to 4 to boost performance. This provides more power and performance in background jobs for features like imports, Google sync, bulk deletes, etc.

Jun 04, 2015

- Enhancement: Added Realvolve Dropbox Email Address merge field to all party members. This allows others to send email to you which automatically gets placed in the Party Member’s contact record.
- Fix: Corrected Time Zone issue when starting a workflow in the evening hours. Dates were being calculated incorrectly due to Time Zone settings.

Jun 03, 2015

- Fix: Corrected issue with editing activities containing specific contacts in the “with” field that are later deleted.

Jun 02, 2015

- Enhancement: Added the ability to enter additional emails addresses when running actions on completed activities.
- Enhancement: Added the ability to select which email address is used on contacts with more than one email.
- Fix: Corrected issue with activity popover box when completing an activity with checklists on larger screens.

May 30, 2015

- Enhancement: Added several new connection fields to Contacts / Properties / Transactions
  - Dropbox
  - Google Drive
  - Email Folder
  - Animoto
  - Instagram
  - Savvycard
- Enhancement: Improved indexing for quicker google sync and import process.
- Enhancement: Added the ability to add additional connections by user.
- Enhancement: Added the ability to Reassign “assign to” field for selected tasks in Activities View All screen.
- Enhancement: Added the ability to Search / Replace “assign to” field in workflow setup screen.

May 27, 2015

- Enhancement: Added new property types:
  - Co-Op
  - Condominium
- Enhancement: Added option in settings to handle Canadian address format of direction “123 Main Street S” instead of “123 S Main Street”.
- Enhancement: Added “Pre-Listing” status to properties.
- Fix: Corrected issue that caused a new group to be created when trying to rename an existing group.
- Fix: Corrected issue with starting a workflow from the view all screen reported by user.

May 20, 2015

- Enhancement: Added the ability to have MULTIPLE contacts in the WITH field for “A Specific contact”.
- Enhancement: Added the ability to select TAGS for contacts in the WITH field – This allows a user to select a TAG like “Local Agents” which could be emailed to when a new listing is submitted.
- Enhancement: Changes to the Activities filter to use checkboxes instead of highlighting to be consistant with other areas of the system.
- Fix: Corrected Google Sync issue which removed the Custom labels – Custom labels on phone, emails are now retained. When user moves the mouse over the phone/email icon of a contact record a popup will display the Google Custom Label.
- Fix: Corrected Zapier Import issue caused by extremely large contact names – normally caused by incorrect mapping of email parser.
- Fix: Corrected zipcode lookup issue when using ZIP+4 format.

May 13, 2015

- Enhancement: Added support for large file uploads in Contact, Property, Transaction and Documents.
- Enhancement: Added a sort option to the Settings > Trash. User can sort trash by Name or Date Trashed.
- Enhancement: Additional Security measures added to prevent (DOS) Denial of Service attacks.
- Enhancement: Added Daily Email Notifications Feature. Settings > Emails now has an option to turn ON/OFF Daily Notifications of your Important Dates, Birthdays, Appointments, Tasks, Uncompleted activities from the past day.
- Enhancement: Added internal indexing of Templates for more accurate display.
- Enhancement: Added the [Edit] button to all editing of calendar events when using Drag Selection of time. This makes it easier to create the activity and make changes in less clicks.
- Enhancement: Speed related enhancements when creating Transactions from Pending Properties to make it faster.
- Fix: Corrected an issue with the Seller Report merge field which prevented the Seller Notes from displaying in the email.
- Fix: Corrected Timestamp display issue caused by user Time Zone setting.

May 08, 2015

- Enhancement: Added following Party Members to Properties and Transactions.
  - Copy Writer
  - Seller 3
  - Seller 4
  - Buyer 3
  - Buyer 4
- Enhancement: When transferring a Property to a Transaction the Property Notes are now transferred.
- Fix: Corrected issue in Workflow wizard with dependent activities.
- Facebook friends import feature is currently unavailable due to Facebook’s recent API changes where they no longer allow access to Friends from ALL 3rd party applications.

May 06, 2015

- Fix: Corrected Email Issues with Merge Fields – User reported that the seller report merge fields were getting filled in. The issue was only for additional email addresses that were added when sending emails.
- Fix: Corrected Email Issue when sent from the dashboard – Some contact merge fields contained User Information instead of Contact information.
- Fix: Corrected Google sync and email errors after adding relationship contacts.
- Fix: Corrected Dashboard issue to prevent future activities from being shown.

May 04, 2015

- Enhancement: Allow emails with domains like .realtor, .technology for the sign-up pages.

May 02, 2015

- Changes: Default Google Sync Tag was changed from ‘All Contacts’ to ‘System Group:My Contacts’ to prevent the mostly garbage contacts of ‘Other Contacts’ from being sync’d by default. This change will allow any contacts assigned to the ‘My Contacts’ group of Google to sync with Realvolve by default.
- Enhancement: Automatically apply the tag “System Group: My Contacts” to new contacts if the checkbox for “Assign to My Contacts” is checked. This makes sure that new contacts are synchronized to Google when the ‘My Contacts’ are being sync’d.
- Fix: Corrected an issue with long google notes and retain the new line tags.

Apr 30, 2015

- Enhancement: In Contacts, user can now filter by Date Created or Date Updated.
- Enhancement: Added “Listing Coordinator” to Property Party Members.
- Enhancement: Added “Buyer Signed Contract Date” to Transaction Dates.
- Enhancement: Changed time format on activity creation popup to be am/pm instead of 24 hr.
- Improved performance of ‘Export to Google Drive’ feature.
- Fix: Corrected issue with automatic emails being sent from assignee instead of record owner.
- Fix: Corrected the display order of names being exported. Export now uses the same order as selected by user.
- Fix: Corrected issue when exporting combined contacts from the TAG list. Primary/Secondary contacts were not being combined when exported.

Apr 27, 2015

- Enhancement: Added the property address to the “location” field of Google Activities dealing with properties and transactions for activities. Since Google Tasks do not have a location field we have added the Property Address to the top of the Notes field.
- Enhancement: Increased the field size for “summary” and “unique features” of properties.
- Enhancement – Added property Merge Fields to templates

Apr 24, 2015

- Enhancement: Added ‘Edit’ button to the Create Activity Popover on Calendar. This allows the user to edit or add details to the activity before it is created to speed up entry.
- Fixed: Security related issues dealing with uploading attachments.

Apr 23, 2015

- Enhancement: Added Property Subdivision field and Filtering options.
- Enhancement: Added ‘Backfill’ of specific date fields in Property and Transaction when associated with appointment times. If a user changes the date/time of activities the field in the database will be updated as well.
- Enhancement: Added more ‘Assign To’ place holders in workflow activities.
- Enhancement: Added time-stamps to security permissions.
- Enhancement: Added Filter to Contact Records for ‘Date Created’.
- Fix: Property Acreage now allows decimals.
- Fix: Corrected Week and Day View Activity issue that was preventing few users access by some users.
- Fix: Corrected Google Sync Duplicate Activity issue.
- Fix: Corrected email attachment issue involving multiple recipents.
- Fix: Corrected issue which prevented special characters in notes from being sync’d with Evernote.

Apr 16, 2015

- Enhancement: Improved Pre-rendering engine to increase display speed.
- Fix: Corrected space issue on new user invitation and resend invitation emails.

Apr 15, 2015

- Fix: Corrected Contact Merge issue when contact record contains no last name.
- Fix: Corrected time zone issue when staring workflows late at night.

Apr 07, 2015

- Enhancement: Added the relationship Anniversary date for couples to the list of dates in Workflow dates.
- Enhancement: The Drop down list of people and dates are now listed alphabetically.
- Enhancement: In the Import section, the drop down list of pre-assigned mapping formats are now in alphabetical order.
- Enhancement: Added the Ability to show/hide the list of Tasks in the “All Day” section of the Calendar. Daily tasks that do not have times assigned but ARE NOT true “All Day” Day Activities can take up too much space in “All Day” area of Calendar, this feature allows you to save space by hiding the tasks.
- Fix: The Primary MLS number now gets getting transfered from a property to a transation when the property status gets changed to “pending”.
- Fix: Corrected the issue that caused HTML sytle settings on Tables from getting placed in the message template. This was causing borders to show on tables that were designed with no borders and detracted from the design.
- Enhancement: Added the (Key Date) Time option when setting up “Schedule” field of a workflow Activity. Some (Key Dates) like “Photography Date”, allow for a time to be assigned. In those cases, an option like “Photography Time” will be available in the drop down to select. This tells the system to assign the time of the activity to the (Key Date) time so that When the photography time field in the database is changed then the activity will be CHANGED as well.
- Security Fix: Corrected issue which prevents “Export Contacts” to be available as a choice when user does not have rights to export.
- Enhancement: Added table header sorting options for Property and Transaction View All windows. Each column of the table can be sorted both Ascending and Descending.
- Fix: Corrected minor issue with Commission calculations in Transactions.
- Fix: Corrected display issue in seller report list – the list was not in reverse date order.
- Enhancement: Added a “Save” button in the People tab on property and transaction when manually changing contact information to help usability.
- Enhancement: Additional Property Party Members – ‘Sign Installer’, ‘Pre-Listing Home Inspector’ and ‘Asset Manager’.
- Enhancement: Additional Property Dates – ‘Pre-Listing Home Inspection Date / Time’.
- Enhancement: Added lots of additional Transaction Dates.
- Enhancement: Transaction Sorting in the list view has been added. Users can now view the list of Transactions in the following order: [Street Name, Street Number], [Street Number, Street Name], [List Date], [Expiration Date], [Status], [Seller Name, Street Number, Street Name], [List Price], [MLS #]
- Enhancement: Added the Showing Info to Seller Report Area. When the Seller Report type is set to Open House, Showing, Showing By Agent, Preview By Agent or Agent Tour then the Additional fields to pick a Contact, Rating (0-10), Feedback and Agent Note will be available. When picking a contact the Showing information will be shown in the Showings tab of the Contact.
- Enhancement: Feedback and Rating fields of Showings are now included in the “Seller Report” merge fields.
- Fix: Corrected a Date/Time issue when creating workflows late in the evening which caused activities to be assigned the next day instead of the current date. (Time Zone Issue).
- Enhancement: Settings > Set Default Fields – Order Dates and Parties Alphabetically.

Mar 25, 2015

- Enhancement: Added following merge fields from the Contact screen to Templates and Checklists. Contact#AnniversaryDate, Contact#BirthDate, Contact#LastCallDate, Contact#LastPersonalNoteDate, Contact#LastPersonalVisitDate, Contact#ReferredDate.
- Enhancement: When exporting contacts to Google Drive or CSV, the option to export all contacts individually or to Combine Primary and Secondary contacts into one record allows duplicate Addresses from being exported.
  Enhancement: Added a search field for Tag Filters.
- Enhancement: Added the ability to Filter Contacts that don’t contain selected tags using the “No” option.
- Fixed Google sync issue for multiple owners, one contact can have same google_id as some other contact in some other account.
- Fixed indexing issue when bulk deleting extremely large numbers of contacts.

Mar 20, 2015

- - Enhancement: Added the ability for the record owner of a property and transaction to assign ownership to another user.
  - Enhancement: Added the [[Header]] and [[Footer]] merge fields to templates.
  - Enhancement: When starting a workflow from an activity the “Choose a Contact” now defaults to the contact in the “WITH” field of the current activity.
  - Enhancement: Added tool tips to the Delete icon of “Delete Contact” or “Delete Property” or “Delete Transaction”.
  - Enhancement: Added the ability to modify tags in an action when the ‘use with’ was setup for (Transaction/Property). This means that you can now add/remove tags to the party members of a transaction or property now.
  - Enhancement: The “Start a Workflow” action now allows the user to pick the current workflow to allow a continuous loop.
  - Enhancement: Added the “Today” button below the date selection popups on date fields.
  - Enhancement: Added the automatic loading of activities as you scroll down the list.
  - Enhancement: Added the ability to “Select All Activities” in the view all screen to allow more than just the viewable records to be selected.
  - Fixed an issue with Workflows starting on the wrong date on some activities.
  - Fixed Duplicate Notes: When running an email action on an activity, the system was creating duplicate notes of the email notification sent (only 1 email was sent but 2 notes were created).

Mar 18, 2015

- - Fixed bug related to notes disappearing for one of the user.
  - Fixed “duplicate” note issue on Radar.
  - Added cancel button to close action wizard in Workflows thereby preventing it to close by document click.

Mar 12, 2015

- Party member saving for the first time was unsuccessful when filled with all details especially newly added fields.
- Fixed a bug – Notes added from “view all” screen was not appearing on dashboard.
- Fixed a Zapier issue – “Contact Workflow” selection in Zapier was not showing the workflow name but it was only showing the ID.
- Fixed a bug related to Template scrolling issue.

Mar 11, 2015

- - Feature to copy a Template.
  - Auto-Sender feature.
  - Additional filters for contacts.
  - Fixed issue related to repeated emails being sent when tokens expire for LinkedIn, Facebook, Twitter and Google.
  - Use Correct Address on Party members of Properties and Transactions.
  - Relationship Feature – Auto-Update Primary/Secondary Contact details.
  - Fixed bug with commission calculations.

Mar 05, 2015

- Remember default tab i.e. ‘Radar’ or last opened tab by User in work pane.
- Workflows in sorted orders after search.

Mar 03, 2015

- - Feature to copy a Workflow.
  - Enhancement: Add “Record Owner” as a workflow activity “Asssign To” place holder.
  - Enhancement: When Adding an Activity to the Activity TAB – need to show the “Assign To” field for selection.

Feb 27, 2015

- Fixed Address import issue.
- Added more transaction date fields to import.
- Fixed preventing saving or updating of shared mappings.

Feb 25, 2015

- Enhancement: Added contact fields to workflow calculations (Birthday, Anniversary, Referral Date, Last Call Date, Last Personal Note, Last Personal Visit).
- Added feature to fill individual address fields from full address field.
- Fixed issue with editing a template when running an action.
- Enhancement: Prevent future notes from showing on radar until today.
- Added ‘Year’ to Workflow Calculations.
- Enhancement: Moved all dates on property to the “Important Dates” section.
- Enhancement: Default “Set as primary” to TRUE when entering the 1st MLS#.
- ZAPIER Enhancement: Add the ability to assign the Record Owner.
- Enhancement: On demand Pre-rendering for Activities section.

Feb 19, 2015

- Fixed mark completion issues for activities.
- Enhancement: Added Tags filters for Zapier.
- Fixed Google Sync birthdate related issue.
- Added Facebook Import Tag.
- Fixed User security related issue on Properties and Transactions.

Feb 16, 2015

- Performance improvement in UI for filters.
- Fixed issue refreshing trash count after deletion.
- Fixed the screen width in list view as delete action button drops to next line.

Feb 13, 2015

- Corrected ordering of tags by not being case specific.
- Fixes for Google Sync – contact deletion issue reported by user.
- Corrected mailing name format on couples.

Feb 12, 2015

- Added “My Contacts” to the list of choices for Google sync.
- Facebook: fixed the code in facebook feeds, to check if fb_uid exists or else generate it.
- Removed validation for “Last Name”.
- Fixed Activity Dates that do not seem to be getting updated when the associated date field is changed.
- Added Login validation for cancelled accounts.
- Fixed critical sentry issues for Date Fields.

Feb 07, 2015

- Added new Property Date fields and Transactions Party members fields.

Feb 03, 2015

- - Improved message for contact bulk delete from “view all” screen and other related messages for Tags and Notes.
  - Enhancement: Allow upto 20 groups (workflow functions) in workflow screen.

Jan 30, 2015

- Fixed commission calculation.
- Performance improvements for Dashboard notes and activities.
- Performance improvements for recently viewed items on Dashboard.

Jan 23, 2015

- Property Status change actions for creating Transactions.
- Default Start Time 7AM for date-time fields.
- Enhanced Transaction screen.

2014RVadmin2019-08-07T15:36:28-06:00

2014

Nov 21, 2014

- New Feature: Workflow Library.
- New Feature: Workflow imports.
- New Feature: Editable User’s personal information.
- Added new dates to escrow transaction view and rename methods for user.
- Added all address type to export.
- Enhancement: to Email feature to provide “Template” and “Attachments” from all email popup screen’s.
- Fixed Google Drive Export issue.
- Tagging Enhancement: Make case insensitive.

Nov 12, 2014

- Property: Allow state transition to any Status from any Status. Example – active to expired, pending to withdrawn, pending to active, and so on.
- Fixed bouncing effect on contact fields.
- Fixed issues related to sending email using Template popover being cut-off.
- Rename header ‘Board Names’ to ‘Board/MLS #’ on Property -> Listing screen.

Nov 11, 2014

- Changes to prevent stripping of apostrophes from CSV while importing.
- Fixed all DoS (Denial of Service) warning.
- Fixed all “Remote Code Execution” warnings.
- Zapier: Included name in lookup for contact.
- Fixed file upload issue.
- Creation of a recurring activity(for next 50 years), if a contact has a birthdate entry(via either of this CSV import/ Google sync/ Contact manual entry).
- Creating Birthday tag for birthday tasks.
- Anniversary/Birthday filter for calendar.
- Task type filter on Activity page.

Nov 06, 2014

- Sort contact source type alphabetically.
- Fixed Zapier issue: Fetch contact source types belonging to the account and to accept note when user specifies only attachment url of the notes.