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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.

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