Table of Contents
New Functionality
Property Images High-Resolution Configuration Option
GEOsearch - New Tool for Editing GEOsearch Display Fields
Rethink Search - Create Comp Records from Rethink Search Results
Rethink Search - Allow User Assignment of Record Types in Rethink Search
Property Sites - Spaces/Units: Add Demographic Information From Rethink Data
Create New Contacts From Invoices Related List
Minor Fixes/Bug Fixes
Ability to Render Activity Report as PDF
Add Zip Code and Country to Comp Object
Kanban View Default in Deal Pipeline
GEOsearch Displays 'True' Total Number of Results Along With Displayed Results
Inquiry (Lead) Record Contact Sync
Property Sites Demographics - Adding Minimums to Low Percentages
Property Sites Demographics - Temporary Fix When Employment Information Does Not Return a Number
GEOsearch Queries for Deal Pipeline - Deal Record Pictures Not Carrying Over from Property Record
Fix Deal Probability in TSO (managed package) - Add Necessary Default Values for Deal Status
Add Zip Code and Country to Comps automation in TSO (managed package)
New Functionality
Property Images High-Resolution Configuration Option
The property image gallery previously had issues handling images with widths greater than 800 pixels. We have added a checkbox option within the configuration to help render these types of images correctly. The only consideration prior to enabling this option is that this will likely cause performance issues when it comes to loading times.
Steps for accessing this option:
Go into Setup
Type “Custom Settings” into the Quick Find search box, then click on Custom Settings
Click Manage next to REthink Settings option. (There will be two REthink Settings options in the list - choose Manage next to the one with Settings Type as List)
Click Edit next to Default
Scroll down to the bottom of the page and locate “Image Gallery Image Upload Size”
Input the new pixel size for the image
Click Save
New Tool for Editing GEOsearch Display Fields
Create Comp Records From Rethink Search Results
Transaction data results from property searches in Rethink Search can now be converted into Sales Comp records. For a transaction record to be eligible for comp creation, it must have a date and a sale price. Below we see how the fields will be populated from derived transaction information.
Field | Value |
Deal | Blank |
Comp Name | [Address] + [ Year ] + “ (Sale Comp)” |
Comp Source | “External” |
Buyer (Contact) | Look up or leave blank |
Buyer (Company) | Look up or leave blank |
Seller (Contact) | Look up or leave blank |
Seller (Company) | Look up or leave blank |
Property Name | Look up or leave blank |
Property Class | Blank |
Property Type | Property type field |
Year Built | Year built field |
Address | Address field |
Building Size (SF) | Building sq ft field |
City | City field |
State | State field |
Market | Blank |
Submarket | Blank |
Close Deal Date | Executed date field |
Price (Total) | Sale price field |
Price (PSF) | Price per sq ft field |
Cap Rate (YR 1) | Blank |
Cap Rate (Stabilized) | Blank |
Below we see steps for how to find this new functionality:
Allow User Assignment of Record Types in Rethink Search
This is for users who would rather select the record type themselves (Instead of having Rethink select it for them). There is now a new configuration that disables the Rethink Search Auto-Assign Record Type feature.
When this feature is disabled and the user saves a property to their database from Rethink Search, they can now choose the desired record type rather than Rethink automatically selecting it for them - see image below.
Instructions for enabling this feature are shown below.
Spaces/Units: Add Demographic Information from Rethink data to property sites
The Property Sites feature for Spaces/Units now contains the same demographic functionality that properties has.
Create New Contact from Invoices Related List
The Invoices related list in Deal Pipeline now allows users to create new contacts for invoices. Additionally, users will be able to lookup all contacts.
Duplication management will be handled by Salesforce's default Duplicate Management tool. Below are the steps for the system admin to enable this:
Go to Setup → Quick Find → Duplicate Rules
Click on Standard Rule for Contacts with Duplicate Lead
Activate
Minor Fixes/Bug Fixes
Ability to Render Activity Report as PDF
In Deal Pipeline, the Send Activity Report feature now allows functionality to download the report as a PDF.
Add Zip Code and Country to Comp Object
Zip Code and Country are now default fields in the page layout for Comp records.
Kanban View Default in Deal Pipeline
Note: this change only pertains to new clients/new orgs; Existing clients who want this enabled can have their system administrator make this change via the page layout configurations (reach out to support if instructions are needed).
Deal Pipeline will now be set to the “Kanban” view by default.
GEOsearch Displays 'True' Total Number of Results Along With Displayed Results
Previously, when querying results in GEOsearch, the result number was based on the scoped “view” or “zoom in” for the proximity of the map. GEOsearch will now display the true number of results next to how many are currently being shown based on the zoom proximity of the map. This will provide our users more accurate information regarding their query.
Inquiry (Lead) Record Contact Sync
Inquiries (leads derived from the Property Sites feature) will now associate with existing contacts in Rethink. Contact and Inquiry (/Prospect) records are matched based on email address.
Property Sites Demographics - Adding Minimums to Low Percentages
Corrected issues with the way the demographics information was displaying for both Property and Space/units.
Property Sites Demographics - Temporary Fix When Employment Information Does Not Return a Number
Previously, the demographics tab in Property Sites would display a 0% if our external data partner was unable to provide statistics on employment for the zip code associated with the property. We have added logic to hide this 0% display bar graph to avoid misrepresenting the missing information in this demographics page. This is considered a temporary fix as we plan to create logic to estimate this information when employment data is missing.
GEOsearch Queries for Deal Pipeline - Deal Record Pictures Not Carrying Over from Property Record
Previously, users experienced an issue where they would look up deals in GEOsearch and the image for these deals was not populating. We have corrected this so it pulls the image from the property record. The feature is turned off by default for performance.
We have added a checkbox option within the configuration to help render these types of images correctly. The only consideration prior to enabling this option is that this will likely cause performance issues when it comes to loading times.
Steps for accessing this option:
Go into Setup
Type “Custom Settings” into the Quick Find search box, then click on Custom Settings
Click Manage next to REthink Settings option. (There will be two REthink Settings options in the list - choose Manage next to the one with Settings Type as List)
Click Edit next to Default
Check the option “Enable Deal Display Property Images”
Click Save
Fix Deal Probability in TSO - Add Necessary Default Values for Deal Status
Note: This fix only applies to new clients/orgs
Previously the logic for this percentage was not correctly set. The fixed deal probability is now always defaulting to 0 when not in the proposal stage.
Add Zip Code and Country to Comps automation in TSO
Note: This fix only applies to new clients/orgs
Zip Code and Country are now autogenerated as part of the Process Builders that automatically generate Comps from closed deals.