The following items were resolved in October 2020
- Clients > Notes – The search filter was not filtering but is working correctly now.
- Clients > Quick emails – Added important people from the record as options like Contact, Manager/Consultant, Office Manager, Assigned agent, and Referring Agent.
- Activities > AutoPilots – Created function for mass sending future AutoPilots.
- Clients > Search – The search by Client Name was having an issue and is resolved.
- Activities > Autopilots – AutoPilot display numbers now coincide with relo 1.0 display
- Activities > Responses – Huge update in response that does not drive people away from activities and allows you to see an d update Referral Status, List Price, Sale Price, Estimated Closing Date, Closing Date).
- Clients > To-Do List Attachments are processing (being included in emails) properly when creating a new to-do
- Home > Email tracking – Added Client Name as a column and have that link into the record for updating
- ***Client name on any page takes inside the record.
- Activities > Reminders – Updated the ability to edit the date of a reminder
- Activities > AutoPilots – Updated the entire section into tabs so users do not have to scroll when working in an area.
- Clients Display – Added fields for File#, Client Cell, add Client Email quick links added Transaction Address as searchable
- Clients Quick emails – in Quick Emails we now pass the FILE # and CLIENT NAME in SUBJECT line, multiple image upload function
- Clients Mass Email- Add the ability to MASS email all CLIENTS from an existing filter.
- Clients Add and Edit – updated Client tab records to all begin expanded to make them easier to find
- Activities – Esign – Finalized testing on electronic signatures, having relocation contacts, and assigned agents sign documents.
- Added notification tool (bell icon) inside the software. Video highlighting how to view relo2.0 alerts from the notification bell
Email firstname.lastname@example.org with any questions.