agentOS Release Notes 23/09/2019 - v4.40.01

Improvements

Default Diary Appointment

• We have removed "Viewing" as the default diary appointment.
• On saving the appointment, the user will be prompted to select an appointment type if one isn't chosen.
• The change will help tidy up the diary and prevent any non-viewing appointments being booked as viewings.

Higher Quality Brochure Images

• We have added a new tag that will export images on sales and lettings brochures in a higher resolution.
• To take advantage of the higher resolution images, you will need to contact our Documentation team to request the new tag.

Metro Bank Statement Template

• We have added a new bank statement template for Metro Bank, named "Metro Bank 2019".
• The fields used are:
  • Date - B (Value Date)
  • Reference - E + F (Payer/Payee Name + Payment Reference)
  • Credit/Debit - G (Money In/Out)
• An example statement is attached at the bottom of this article.

Address Number on Sales Marketing Emails

• We have removed the address number from the sales marketing emails.

Higher Quality Brochure Images

• We have added a new tag that will export images on sales and lettings brochures in a higher resolution.

Rent Demand Address Email Template Tags

• We have added tags for a tenant's rent demand address for Email Templates.
  • [Tenant.RentDemand_Address1]
  • [Tenant.RentDemand_Address2]
  • [Tenant.RentDemand_Address3]
  • [Tenant.RentDemand_Address4]
  • [Tenant.RentDemand_Postcode]

Buyers Grid New Columns

• We have added three new columns to the Buyers' grid:
  • Negotiator
  • Minimum Beds
  • Maximum Price

Negotiator Column

• We have added the "Negotiator" field as a column to:
  • Buyer Matcher
  • Buyers To Call
  • Active Applicant Buyers (Report)

All Details on Sales Instructions

• You are now able to enter all details (Photo, Features, Rooms, Marketing information etc...) on a sales instruction at the Market Appraisal stage.

Notes Default Date Range

• We have increased the default date range on a person's notes from seven days to 60.

Developers Invoices

• "Invoices" has been added to a Developers record.

Tenancies

• We have changed how the "Tenancies" grid behaves, bringing it into line with the Sales grids.
• On opening Tenancies, the grid will load all tenancies (Based on the filters).
• We have added filters for:
  • Branch
  • Service Type
  • Property Manager
• By default:
  • The branch will default to the logged in users branch.
  • The first service type in the list.
  • Closed tenancies are excluded.
  • Advertised properties are loaded.

New Part Exchange Case Types

• We have added new case types to Part Exchange records:
  • Funded PX
  • Assisted Move 6
  • Assisted Move 8
  • Assisted Move 12
  • Assisted Move Gold

Part Exchange Grid - Property Address

• We have added the property address to the Part Exchange grid.

Manage Offers Grid - Property Address

• We have added the property address to the Manage Offers grid in Sales.

Buyers To Call Grid - Last Phone Call

• We have added two new columns to the Buyers to Call grid for:
  • Last Phone Call Made
  • Last Phone Call Received
• These will update with the latest phone call made/received when the "Record Phone Call" action is used.