New Features and Enhancements
Email and Letter Templates Enhancements
Added ability to search for hot fields
List of selectable hot fields are now logically grouped to make it easier to locate
Preview option added to allow you to see what the template will look like.
Added additional hot fields that produce a table
Unpaid Charges Table
Unpaid Overdue Charges Table
Upcoming Charges Table
Move Out Reconciliation Table
Tenant Ledger Table
This hot field allows you to choose how many days of the ledger you want to show.
It defaults to show the last 30 days, however you can change the number of days to your preference
Added an advanced section when creating or editing templates
Template layouts (margins, page size, orientation) are now configurable on each template
Option to include a header. The header uses the information defined in the Branding section (Logo ,website URL, address, phone number).
The branding section can be found in the global settings in “Account Manager”.
Added ability to customize some notifications (listed below) by giving you the ability to choose your own email template as the notification that gets delivered
Work Order Submitted
Application Submitted Receipt to Tenant
Work Order Enhancements
The managed by/assigned user now gets notified for the following events below:
A note is added to the work order
A vendor accepts the work order
A vendor rejects the work order
Tenant adds a file to the work order
New Feature - Watchers
PM’s can now add themselves as watchers to work orders. This allows the Watcher to see all major events in the lifecycle of the object.
New and improved rendering engine
Newly uploaded PDFs are converted to much smaller size
Set a signing order for the parties on a document.
I.e. set all of them to sign at the same time instead of one at a time.
Improved “Hot Field” management - hot fields are now searchable.
Text Box field now handles multilines
Ability to replace form with another form but still keep the fields that were already defined.
New Feature - Portfolio Balance Notice
PM’s can now enable automatic email notices to owners if the portfolio operating balance falls below the total funds held (Total Funds Held = Reserves + Unpaid Bills + Work Order Estimates).
The default notification has a link that takes the owner directly to their owner portal to make a contribution.
Enhanced the Mass Email to allow filter by State and Portfolio (HOA)
Enhanced the 2022 1099 print to meet the required filing requirements
Added timeline to Late Fee and Owner Statement settings
Screening and Applications
Enhanced the Merge Process to bring over the screening reports
Added Email and Phone number to facilitate the creation of a lead in LeadSimple
Fixed format of the questionnaire to allow proper spacing for better clarity
Added ability to view a history of recurring charges when clicking on the amount
Added Move In Data to the filter list
Added County to the Mass Email feature
Added timeline to track activating and deactivating listing of a property
Added Pre-release to the Rently feed
Added “Dog” in the Other Pets for Showmojo
Added Hawaii time zone to the admin setting
Added Last 4 data values of the bank account or credit card to owner payment receipt (Money In)
Added timeline to Payment Batches
Added Description / Reference to the Bank Transfer report
Replaced all “External Unknown” message IDs with the actual email address associated with the message
Enhanced the messages page to show name of contact and to sort by last reply.
Added feature to print out Text messages
Added new report “Lease Tenants” - This report shows each tenant on a lease with contact information of each tenant on the lease.
Added Mass Email filter by State and Portfolio (HOA)
Added sorting and filtering to the Email and Letter Setting Feature
Added vendor trade to the vendor report with the ability to filter
Added Property Group filter and column to the property report
Fixed Email Template inputs
Fixed the Showmojo feed
Fixed reactivate multi property issue
Fixed Show Owner Bills issue - to properly work when not enabled
Fixed - Removed the work order tab from the owner portal if the Setting is disabled
Fixed Past Due Lease Setting to properly show if its enabled on a lease
Fixed Owner Payment view to work regardless of the payment method
Fixed Rentvine Logo “On Click” issue