New Features - August 17

Minimise Popup windows

• For anything that causes another screen to 'pop up' and float above the previously used tab
• Users can now minimise the Pop-Up window to a docked tab within Agent
• This will allow users to open another tab within Agent, for example, to copy relevant information, then re-open the docked tab and paste the copied information – thereby reducing the need for closing or cancelling an action or having multiple web browser tabs open

 Close All tabs

• You’ve asked for it, we’ve listened.  We’ve added a button to the Agent views that will allow the user to close ALL open tabs within Agent
  • Note: minimised tabs will also be closed
• Users will have to acknowledge a friendly system warning so can turn back if clicked by mistake

Diary – Appointments

• Users can now drag and drop appointments around the Diary grid (for example drag from one staff member to another, or, in the weekly/monthly view, drag the Diary appointment from one day to another
• User can also change the time allocation of a Diary appointment by dragging the edges of Diary appointment
• Appointment details will be updated when the alteration has been made

Write a Letter in Word 

• Added an Action on each Person that opens a blank Word document where the user can write a bespoke letter
• This Word document will pull through your branding into a blank Word document along with the recipient details
  • Once written, you will need to upload their letter back into the relevant Print/Post/Store section within Agent

Release Undisputed Deposit funds

• New accounting Action to Ended/Closed tenancies
• Provided funds are available, the undisputed deposit funds can be released to the tenants

• Provided the funds are available, adjustments to the open claims can be made and there can be multiple releases of adjusted funds
• Once the retained deposit reaches £0.00 or if the total deposit deduction claim is greater than the deposit held amount, the user will be presented with a message that there are not enough funds available
• Any Maintenance Deductions that are in dispute will be retained by the system (as a deposit deduction)
• If a deposit claim against Tenant A is larger than their deposit allocation, then Tenant A will lose their whole deposit. Funds will not be taken from Tenant B held deposit to cover Tenant A’s shortfall
• This action is not reversible; once the action has been completed, the funds will no longer be available to the tenancies monies held deposit

 

IMPROVEMENTS AND UPDATES

Accounting:

Actions on People

• Added ‘Make Journal Transfer’ action from a Person record
• Apply Charge/Refund
  • Renamed Amount field in pop up window (removed words VAT)
  • For VAT enabled companies, the Action pop-up windows has “* Enter amount excluding VAT.” at the top of the window

Accounting: Pay People in Credit - Make a Payment

• Fields in pop up window default to ‘BACS’ (instead of online) and ‘Create Invoices and send to postbag’

Accounting: Person - Invoices

• The display order of Invoices has been changed to show the most recent invoice at top of the grid

 

Diary: Add Applicant to Appointment (when adding to diary)

• Once Appointment has been created in Diary you can Quick Add Guests from the ladder menu
• Guest contact details will now populate in the Guest screen and diary printout

 

Documents: ‘Open in Word’ Action

• Custom Document templates in a Person, Property or Tenancy ‘Print/Post/Store’ section can be opened in Word with a new Action
  • This only works for word format documents

 

General system stability & speed upgrades

• We’ve increased the number of running servers to help with those busy times of the day and moved certain behind the scenes processes to alternative servers
• The system should be a bit nippier and smarter in terms of what tasks it should be carrying out

 

Applicants: Amend fields on Applicant Card

• Rent Schedule defaults to Monthly, Rent Recurrence defaults to 1.
• For theses defaults to work, Rent Minimum and Maximum values have to be set - the system defaults to Minimum Rent 1.00 and Maximum Rent 10,000.00. Users will need to amend these accordingly.

Maintenance Jobs: Missing from Property view on branch/staff

• The Maintenance Jobs on the Property view were not displaying to a staff assigned client-administrator level, despite the side menu showing that there are jobs assigned to the property
• This should be resolved - once correct filters are applied (Status removed from Ladder menu, filter Grid Status to "is not equal to" 'Closed') the jobs displayed on the Property Maintenance screen should match the number displayed on the ladder menu

Documents: Sending items from the Postbag

• Custom documents sent via the postbag now creates a note and add Staff member to the grid showing who sent the document & when