Features
agentPA Reminders
We've added a new report to the Office section called agentPA Reminders, giving you an overview of any reminders you or colleagues have set using the agentPA function, and allowing you to filter, complete, skip or reassign those reminders as required.
Please note: To amend the content of a reminder you first need to allocate that to yourself using the Change Allocated Staff option. It will then appear in the PA section at the top of the record in question, where you can edit the details as needed.
Sales Service Type - Minimum and Maximum Fees
A new option has been added to Sales Service Types for a Minimum Fee and Maximum Fee amount, allowing you to set upper or lower limits on fee amounts.
Once set, these Minimum and Maximum Fee amounts will validate when adding fees to a new instruction or editing an existing one, meaning that any Fixed Amount or Percentage fees will need to adhere to those limits. If a fee is entered on an instruction that is outside of the Minimum or Maximum amount a warning message will be displayed, advising of the fee limits on that service type.
Improvements
Contracts Exchanged and Completed Confirmation Screen
A confirmation screen has been added when advancing Sales Instructions to the Contracts Exchanged and Completed steps, to confirm if you'd like to continue before proceeding.
Saved Documents Section Naming
The naming has been standardised in all document upload sections on profiles as Saved Documents.
Allied Irish Current 2022 Bank Statement Type
A new Bank Template type has been added for Allied Irish Current 2022 statement uploads.
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