System Release Notes 15th December 2014

Started by Caroline Sturtridge on 2014-12-15 20:08:20.497

Last night we updated the system with the following changes:

* You can now create a Property Sale from a Pending Offer. This marks the Offer as Accepted and allows you to track how the Sale is doing - i.e. what date the survey was done, when the target completion date is etc. This is the first step in implementing the ability to track Property Sale Chains. A new set of templates has been added for Property Sales, as well as a new report for Domus Pro customers which shows a chart of Sales By Month
* Property Sales have been created from certain Offers: 'In Progress' Property Sales from 'Accepted' Offers, and 'Completed' Property Sales from 'Contracts Exchanged' Offers (with a completion date)
* Offer statuses have been changed: Open becomes Pending, Rejected becomes Declined
* Floorplans are now automatically resized to a maximum of 1280 pixels on the longest side
* Viewing Event Notifications are now only sent to Applicants, they are not sent to vendors/landlords as well
* Reports have been renamed as Analytics.

Please comment below if you have any queries about this update.

Thanks,

Caroline

2 Replies

How/where do we edit Sales Milestones?

Ben Hollis ACABE on 2015-01-24 09:09:14.066

Hi Ben,

First find the sale by picking one from the list (Sales, Property Sales) - this will take you to the property sale page where you can see the milestones on the right hand side.

To edit the milestones just click on the price to go to the edit page.

It's also worth having a look at the Sales help section which we've updated to explain how the new property sales features work.

Jason Attfield on 2015-01-26 13:05:09.503

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