LetMC Agent System Release Notes 27/03/2019- v4.28.00

Improvements

Updated In-Tray Layout

• We have updated the layout of the in-tray, with a cleaner look and more information on display.
• Easier to see who has sent the email and the subject (This also includes reminders).
• All work items now have an icon for quick identification.
• The "Enable Out Of Office" button has been moved to the bottom of the grid to align the in-tray and filters.

Customisable Letter Salutation

• A new field has been added to all people which allows you to add a custom salutation.
• Eg. If you have one landlord record for two landlords, you can use this field to correctly type out a salutation to be used in your documents.
  • Mr & Mrs John and Jane Doe
• To use this custom salutation in your documents, you must submit a request to our Documentation team ([e-mail]) to specify what documents you would like the new field added to.

HSBC Bank Statement Template

• A new bank statement template for HSBC has been added.
• Fields used
  • Date
  • Description
  • Amount (Debit & Credit)
• An example file is attached to this guide.

Sales: "Negotiator" on Buyer

• A new field for "Negotiator" has been added to the "Buyer" record.
• When adding a new buyer, the "Negotiator" will default to the user who created the profile.
• The "Negotiator" can be updated at any time with any user on the system.

Sales: Fees Widget

• A new widget has been added to sales instructions, displaying the "Sales Fee", percentage or fixed amount.

Sales: Buyer Defaults

• We have updated the default selections on a buyer record for:
  • "Buying Position" to "Needs to Sell".
  • "Selling Position" to "Property not on market".

Sales: Renamed "Sales Instructions"

• We have updated the name "Sales Instructions" to "Valuations & Instructions".

Assign Progression Items to Staff

• You can now assign progression items to a member of staff using the "Assign Staff" action on a progression item.
• To un-assign a staff member, edit the item and remove their name from the "Assigned Staff" field.
• This can be done under "To Do List" in Lettings and "Progression Checklist" on a Tenancy.
• Filter items assigned to a staff member under "To Do List" with the "Assigned To" filter.
  • This will default to showing items assigned to the logged in user.

Assign Maintenance Job to Staff Member

• You can now assign maintenance jobs to members of staff.
• A new field has been added for "Assigned Staff".
• A new filter uses this information to show maintenance jobs assigned to staff members.

Electronic Signatures: Send to Staff

• Staff members are now available when using the "Add From Person" action on Electronic Signatures.

Repossession Cases: "Original Mortgage Balance"

• A new field has been added to "Exit Strategy" under "Repossession Cases" for "Original Mortgage Balance".

Repossession Cases: "Freeholder"

• A new field has been added to "Repossession Cases", allowing you to select a contractor as a "Freeholder".

Solicitor Tweaks

• The "Nationality" field has been removed from the "Solicitor" profile.
• The "Second Email Address" field has been moved under the "Email Address" field.

Rent Chase "Property Managed By"

• A new field, "Property Managed By" has been added to the "Rent Chase" grid, allowing you to see which member of staff manages the property.
• This works in conjunction with the "Property Managed By" filter.

Certificates "Property Managed By"

• A new field has been added to the main "Certificates" grid to display the member of staff who manages the property.

Tenancy Header

• The "Service Type" has been added to the header on a Tenancy record.

SMS Contractor

• A new action has been added to "Maintenance Jobs", allowing you to send a text message to the assigned Contractor (Given that you have a text number with us).

"Company Name" Field

• A "Company Name" field has been added to the records of Contractors, Solicitors and Estate Agents.

Bugs/Defects

Landlord Instructions: Multiple Owners

• Agent will now generate a landlord instruction for each owner of a property (More than a 0% share).
• Matching functionality from Classic.

Property Notes: Duplication of Data

• Removed the "Content" field which displayed the same data as "Property Note".

Missing Data From Tenancy Application Printout

• Added a number of missing fields from the Tenancy Application printout, including:
  • Organisation Name
  • Name fields on all contact types

Unresponsive Quick Search

• Fixed a bug where the quick search wouldn't open up a new tab for an object if you had already viewed that object during the day.