Updates to Prop Data Manage 2.16.2 - 2.16.5

Updates include necessary bug fixes as well as any enhancements to the application.

Enhancements

Valuations
  •  You will now have access to properties registered on the same title deed and have the flexibility to show and hide these from the CMA template.
Referrals
  • Inclusion of a referral declined reason drop down select. Specific options are available per referral type. 
  • Referral expiration logic, based on site settings configuration, each referral will have a referral expiration date calculated from the date of acceptance of a referral. This date will determine if a referral is automatically included as an off the top commission deduction on the forthcoming deal module.
  • Serviced location search parameters are now cached based on previous searches when reviewing branches and agents to select as referral recipients.
Domains - Website Search Groupings
  • You are now able to create alias website listing search groupings and link multiple areas to these groupings to allow for easier user search experience. e.g. Search grouping = 'Southern Suburbs' linked to multiple suburbs Constantia, Newlands, Kenilworth, Bergvliet etc etc.
Users
  • Users employment history, you are now able to capture the internal resignation branch from a drop down list to more accurately record employment history between your branch network.
  • Capturing new users will now automatically allocate their Display Branch if they are linked to a singular Active Branch.
  • Creating new users automatically links a singular linked branch as the display branch.
Listing Profile Matches
  • You can now see which branch a particular listing match is linked to.
Seller Feedback Report
  • Property alert count now includes counts from all sources and not just brands own data.
Listings
  • Added 'Nutec' as an option for exterior feature.
  • Bank Assisted Sales, have now included a ‘Bank Assisted Programme’ drop down to select the relevant programme per bank.
Login
  • User token if not refreshed by internet connection disruption will quietly retry until new token is retrieved. This should avoid a sudden logout experience.
  • Added tracking to SSO OAuth buttons
Syndication
  • MyProperty feed now released to EOS4.
  • Listing portal toggles for both Property 24 & Private Property  will now show in a pending state post a listing being saved and syndication triggered. These portal toggles can only be deactivated once a portal reference number is fed back to Prop Data.

 Bug Fixes

  • Referrals, linked listing not showing on accepted referrals records.
  • Referrals, creating a valuation record from a referrals threw an error on save.
  • Referrals, as a referrals manager you were unable to change the referring user.
  • Referrals, referring user list was only returning a subset of user records linked to the referring branch. 
  • Referrals, permission issue with 'View Own' perm setting resolved.
  • Listings leads tab, lead interactions filtering was not showing all records correctly.
  • Bulk archiving listings now does not abide by listing update/create validation.
  • Bulk re-assigning listing from one office will not validate against service locations and agent associations to an office.
  • Bulk archiving offices/users//listings now ensures that syndication portal configs are not archived prior to syndication updates are complete.
  • Bulk re-assigning listings to another user now prevents the user from being linked twice to the record.
  • Duplicating a project listing no longer replicates plan names as these are uniquely required per project.
  • Rented listing additional capture fields and commission fee calculation corrected.
  • Listing report, sort by portal status error resolved.
  • Facebook timeline feed, image resize logic corrected.
  • Generate brochure button on mobi view not visible.
  • Create new branch record, status drop down field erroneous behaviour.
  • Create new branch, issue resolved unable to uncheck display on website until record saved. 
  • Main dashboard, listing values widget, default timeframe filter set to 30days to optimise volume of data being calculated. Widget is being further optimised.
  • Listing summary screen, can now sort by JamesEdition portal status.
  • Listing details card, description paragraph formatting now resolved.
  • Branded vehicle search and filter issues rectified.
  • Lead details page - stage link, if lead is not linked to a listing (buyer/tenant) then lead stage link should simply point to the lead details page.
  • Profile / Listing matches interfaces, various styling issues.
  • Valuations, show only my records filter issue resolved.