Please review the list of the updates we have implemented over the last month. All of these updates are live in our system now.
Our enhancements include:
- Upload bio images to contacts or use a Gravatar by default if there is no image
- Remove interim form step when creating a contact
- Add agent ID to Digital Flyer if the account has an agent ID under My Account
- View the Contact Details page in other agent accounts under broker when sharing contacts
- Display document size in the document upload grid and document selection panel
- Selector to share or mark private documents when using broker portal
- Put Showing Type in showing emails sent to Showing Contacts
- Action to unmark activity as completed in activities grid
- Click to Call with CRM Pro
- Auto-check the “Primary?” box when a user adds a Telephone and Email Address
- Document Attachment in Emails
- Chat Live with Pro Agent Solutions
- Button to go to the next/previous contact on filtered contacts
- Ability to add a subscription for additional 10 packs of Digital Flyer Text IDs in My Account>Subscriptions
- Selector to add multiple selected contacts in the contacts grid into a contact strategy
- Update top-level menu to remove redundant Dashboard section and move marketing functions from Setup to Marketing
- Assign a contact to another agent for lead routing when using the broker portal with a team
- Change the PAS logo to an agent account Broker/Logo image in Digital Flyer if it exists
Our Bug Fixes Include:
- Listings not importing possibly due to duplicates
- Exception error when adding a new contact for agents under a broker account
- Phone number and email address not being saved
- Start/Date time change not saving at Edit Activities form for Schedule Pro Showing/Activity
- Emails go into a retrying state without sending
Watch out for more enhancements…
- A platform and a user interface indicator for generating user notifications such as email opens/clicks