Please note: The information in this newsletter is correct at the time of publishing
Online walkthroughs
Our online walkthrough tool has been added to the following financial pages, introducing interactive tours for the landlord and contractor payment run processes.
Property balances
Contractor summary
Unassigned lines
Marketing display address
An optional 'Alternative display address' field has been added to lettings and sales property records (shown below), allowing users to set how the address will be displayed on the marketing portals.
If left blank, the system default display address will be used.
Please note some portals construct their own display address, which we have no control over.
Adding new locations
The Admin > Manage areas page has been updated, allowing users to add new locations (shown below). The option to add new areas is still available.
As part of this update, the page was renamed Add locations and areas page.
Previously, new locations were added by our Account Management team.
For further information, please click here.
Room description templates
Users can now create room description templates, removing the need to re-enter similar room descriptions for multiple properties.
For further information, please click here.
Lettings property overview
The following items have been added to the lettings property overview:
+ Add correspondence (available from the left sidebar)
'Viewing feedback' tab (available to the right of the existing 'Viewings' tab)
Branch filter on Viewings and Viewing feedback pages
A new filter option has been added to the left sidebar of both the Viewings and Viewing feedback pages allowing users to filter data by branch.
Work order authorisation limit
The work order authorisation limit is now displayed when adding new maintenance reports.
Users can set the work order authorisation limit for a lettings property within the 'Finance' tab of the property record. Your system default limit (typically £100) will be displayed where this field has not been populated. If you want to change your system default authorisation limit, please contact [email protected].
For further information, please click here.
Emailing property brochure to owner (Estate Agency)
Users can now email a brochure link to the owner through the Sales property overview. Within the 'Owners' tab of the overview, expand the 'Action' dropdown and select 'Send brochure/schedule'.
