Global Search: Certificates and Sales Offers
We've added an option to search for Certificate records and Sales Offers from the global search option in the system.
As part of these changes, we've also added the Buyer's details to the information at the top of a Sales Offer, so that these in turn show when searching and will help when looking for specific offer details where multiple ones have been received.
Sales Instructions: Undo Contracts Exchanged
A new option has been added to the Actions menu on a Sales Instruction at the Contracts Exchanged stage for Undo Contracts Exchanged.
Using this option will revert your instruction back from Contracts Exchanged to the Under Offer stage, and will prompt you to enter a reason for reverting before proceeding, which will be recorded as a note.
Please note: Reverting your instruction back to the Under Offer stage will not change or reverse any charges or auto charges previously processed, these will need to be adjusted manually as required.
Sales Auto Charges: Percentage of Accepted Offer Price
We've added an option to the Sales Auto Charges to charge a Percentage of Accepted Offer Price, based on the figure entered in the Offer Amount of a Sales Offer.
These Auto Charges can be added to your Sales Service Types, or to individual Sales Instructions as required. They can be set to apply when your instruction reaches one of the following stages:
- Under Offer
- Contracts Exchanged
- Fallen Through
Attach Saved Documents: Certificates and Sales Offers
We've added additional record types when using the Attach Saved Documents option when sending an email or email template, allowing you to attach documents directly from a Certificate record or a Sales Offer. You'll see new search fields for each record type when using this option.
Send to Saved Documents: Certificates and Sales Offers
We've expanded the record types available when using the Send to Saved Documents option in a received email to include Certificate records and Sales Offers. You'll see new search fields for each record type when using this option, allowing you to save received files to those records directly.
Maintenance Jobs: Send Email Template
The option to Send Email Template has been added to Maintenance Jobs.
Diary: Grid Alignment
An issue where appointments were not aligning to the correct times when viewing the diary grid has been resolved.