15th February 2022

[Release 3.69] The changes included in this release were: 

  • Upgraded the diary to include a view by staff member (a column per member of staff).  This view can be set as the default branch diary view if required.  To access this view in the branch diary, click on the "Switch to By Staff View" link in the top right-hand corner:

mceclip0.png

 

  • Added ability to colour code staff in the diary, and set their order in the “by staff” view.  This can be set of the staff details page:

mceclip1.png

  • Added ability to create “diary teams” so can view the appointments for a subset of staff.  Users can set a default team on their staff details page – the branch diary will then default to showing appointments for that team when they click onto it.  To set-up the diary teams, click on the "Manage Teams" link in the branch diary:

mceclip2.png

 

  • Add option to hide owner's contact details from diary printouts
  • Added permission to only allow Managers to add/edit/delete staff holidays by default (this can be changed if required)
  • Enabled maintenance and inspection emails/SMS from the diary
  • Added inspection SMS options (to tenant, landlord and supplier)
  • Added ability to create the maintenance job from all of the property management expiry alerts (as per gas alert)
  • Added email buttons to all of the property management expiry alerts (as per gas alert
  • By default, exclude suspended staff from the diary (they can still be included via the staff filter if required)
  • Added “Notify Landlord” SMS button on maintenance jobs
  • Add option to allow rents to be received into a nominated office account
  • Updated the Unpaid Supplier Invoices alert to include invoices for the last 12 months by default (previously 6 months), and allow this to be configured
  • Update Metro Bank receipts import format in-line with their latest version
  • Added Virgin Money receipts import format
  • Add additional sale fields to Sales in Progress export
  • Bulk email landlord statements (via bulk settle flow or landlord statements report) needs to check for landlord statement email subject override
  • Add break clause to lettings export
  • Added duplicate warning when adding tenant receipts (if receipt for same amount/tenant/date being added)
  • Include overseas landlord flag in landlord list filter; NRL fields in landlord export
Have more questions? Submit a request

0 Comments

Article is closed for comments.