New Functionality

Minor Fixes/Bug Fixes

We designed a simple way in Deal Pipeline for users to send contact information housed in the Associated Parties related list by email.

To enable this feature, the system administrator will need to do the following:

Refer to the video clip below for guidance on the above process.

After the steps above have been completed, simply click the new Send Contact Email button within a deal to generate an email containing Associated Party information.

We added the ability to create Site Selections from within GEOsearch and associate them with pre-existing deals. To use this functionality, click the drop-down arrow in the GEOsearch toolbar and select 'Create Site Selection'.

Select the desired Record Type, then click Next. Select an existing deal to associate the Site Selection to or create a new deal by clicking Create New Deal.

Users are now able to opt in via a checkbox in property records to automatically override field data with newly fetched data from Cherre (our external data provider). These updates will be on a monthly cadence.

Checking this box in a property record will merge any missing field data; This will populate any missing data (via cherre) on the first of each month.

In order to use this feature, the 'Auto-Update via External Data' field must be added to property layouts.

The Stacking Plan component has an improved look for better visibility and legibility - both the layout and its rendered state as a PDF. Both new looks are shown below.

Stacking Plan:

Stacking Plan PDF:

When users search for properties in Rethink Search, they will now be able to see the parcel boundary for the record they are viewing. This will help ensure users know exactly what is included in the information provided (e.g. how many buildings are housed within the boundary).

Note: Both of the features below are dependent on whether Cherre (our external data provider) has information available for the zip code of the queried property.

Total Population is now included in the “Demographics” section when viewing expanded property information in Rethink Search.

Population Statistics is now included as part of the Demographics tab in Property Sites.

Rethink logos and login screen have been updated. The changes will be reflected in new orgs deployed after Sprint 7. This change does not apply to existing orgs.

Help center links on the Rethink home page component have been updated. The changes will be reflected in new orgs deployed after Sprint 7. This change does not apply to existing orgs.

The Nintex "Generate Documents" button has been removed from page layouts for all new orgs deployed after Sprint 7. This change does not apply to existing orgs.

When a user creates a new offer from within a deal record (via the New Offer button), they will now have the option to associate the offer to a property.

When a user creates a new inquiry from within a deal record (via the New Inquiry button), they will now have an option to associate the inquiry to a property.

Buyer Rep and Tenant Rep deals will no longer have Listing Inquiries options, as they are not applicable to these record types.

Seller Rep and Landlord Rep deals will no longer have Site Selection options. Site Selections has also been removed from Quick Links for these record types.

Renamed all the leads related list so they’re labeled “Inquiries/Requirements” in properties, spaces, deal pipeline, etc.

The Tasks tab has been added to the navigation bar for easy access.

The Recurring Task option has been added to the Task layout by default.

When using the list widget in conjunction with GEOsearch, users will now notice that their list is displayed first (alphanumerically) followed by the lists created by other team members. Users will also notice a faint visual line indicating the division between their lists and those other users have created. This will reduce clutter and disorganization for brokers and users who are heavily reliant on call lists in their business workflow.

Because Cherre (our external data provider) collects employment and unemployment data as separate fields, we made changes to the user interface so a bar graph will not be displayed if unemployment statistics are not available.

Instead, we added logic that subtracts the 'Employed' statistic from the total employment statistics to then display an “Estimated Unemployment” statistic bar.

Comps that are automatically created upon deal close will now include 'Zipcode' and 'Country' fields. These values will be carried over to the comp from the closed deal (as long as there are values present in the deal before the deal is closed).