LetMC Agent System Release Notes 04/02/2019- v4.26.00

Improvements

TDS Upload File

• We have made a number of changes to the TDS file to resolve long-standing issues.
• Namely the ability to correct mistakes in the amount of bond paid for/recorded.
• For more information, please see here

Feedback on Lettings' Properties

• Feedback can now be left on a lettings property without having to create an appointment.
• On 'Matching Properties' on an applicant, a new action has been added to the matching properties called 'Leave Feedback'.
• When feedback is added, the property is added to 'Viewed/Feedback'.

Unsuitable Sales Properties

• You can now mark a sales property as suitable through the buyers 'Matching Properties' results.
• Marking a property as unsuitable will move it to the 'Unsuitable Properties' grid.
• When marking a property as unsuitable, you can leave feedback, which is then displayed in the 'Unsuitable Properties' grid.

View Accounts

• We have moved around a few of the fields on View Accounts to make it easier to identify transactions.
• 'Sales Type' has been added to the grid to allow the identification of the sales type chosen when a charge/refund is applied.
• 'Type' has been moved into the grid to quickly identify the type of transactions (Journal, Cheque Deposit, Cash Deposit etc...)
• 'TransactionID' has been moved to the subfields.

Export Tenancy Applications

• Added missing functionality from Classic to allow you to export tenancy application from the in-tray to a PDF file.

Linked to Special Account

• Improved the 'Reconcile Statements' grid to display the company account a statement is linked to when the 'Link to Special Account' action is used.

Repossession Cases

• A number of improvements have been made to 'Repossession Cases'.
• We have changed a number of the plain text fields into smart fields, allowing you to search for a person or select an item from a list.
• 'Freehold/Block Manager' will allow you to search for a Contractor.
• 'Closed Reason' changed to a list picker.
• 'Sent to Lender' changed to a date picker.
• 'Extra Notes' added to Exit Strategy.
• 'Hearing Outcome Field' added to Litigation.

Bugs/Defects

Diary Print Out & Recurring Appointments

• Fixed a defect where recurring appointments in the diary weren't included in the printout.

Tenant Selector on Tenant Notes

• Defect fixed where tenants not linked to the tenancy were returned.

Multiple Maintenance Preferences

• Defect fixed where no maintenance preferences were pulled through into the appropriate document if there were more than one.

DocX and DocuSign Tags

• Fixed a defect caused by having multiple tenants when using custom DocX tags.

Tenancy Renewal Address on Documents

• Fixed a defect that prevented the address/flat number from pulling through to renewal tenancy documents.

Email Editor Spell Check

• We have removed the spell check functionality from the email editor due to it not being compatibility issues.

Add From Tenant Action

• Fixed a defect where the tenant picker on the 'Add From Tenant' action on a tenancy only returned the tenant's on the current tenancy.