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Classic - Release Notes 144- 6/1/23

Classic - Release Notes 144- 6/1/23

Owned by Rebecca Kornblum
May 03, 2024
2 min read

New Features/Enhancements

Highlights

AgentConnect

What does this mean to Organizations and Admins?

  • Ability to manage real estate partners

    • A new section called Connections, Manual, and Archive was added to the My Realtor Network section that allows users to edit/create connections/archive real estate partner profiles.

       

Content Library

What does this mean to Marketing Managers, Admins, and Sales Teams?

  • Task Management Decline Notes

    • If a task is declined, approver notes are required to help the submitter understand the decision.

       

  • Content Settings

    • Creators of the content have access to a toggle to select if the content can be edited.

Bugs

inTouch - Content Library

Content Library Pilot

  • Selecting Approval Status

Issue: When trying to select an approval status, some content is not loading.

Status: Resolved

  • Editing Content

Issue: When a user edits content, they cannot approve the content to move forward.

Status: Resolved

  • Pending Approval Emails

Issue: The email to approvers when content is pending approval was not going out.

Status: Resolved

  • Task Management

Issue: Users could see content outside of their branch permissions.

Status: Resolved

Encompass TPO Branches and Contacts

Issue: Encompass TPO is not creating some branches and assignment errors for contacts.

Status: Resolved

Preset Reports

Issue: Preset reports visible to users without the permissions

Status: Resolved

inFlow: Change Status Action Tool

Issue: Users could see status and activities not enabled for the user and role.

Status: Resolved

Integrations

  • Ring Central Call Recordings

Issue: Users cannot play call recordings in inFlow from Ring Central.

Status: Resolved

  • Encompass TPO

Issue: Encompass TPO is not creating some branches and incorrectly assigning some contacts.

Status: Resolved

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