Smoother owner workflows and stronger reporting
This release improves several high-visibility experiences across owner operations, CRM, and reporting. The biggest wins are expanded owner-facing CRM capabilities — including co-owner navigation, dashboard filters, templates, and onboarding flexibility — along with new reporting tools such as saved reports in owner statements, occupancy rate reporting, and clearer reallocation details.
Enhancements
- Added co-owner navigation to make owner CRM workflows easier to move through.
- Added support for required conditional fields in the owner portal.
- Added owner dashboard filters for faster access to relevant information.
- Added the foundational owner page setup needed for the broader owner CRM experience.
- Added support for moving a contact to a portfolio during onboarding without requiring a portal invite.
- Added templates as part of the CRM V2 experience.
- Added saved reports to owner statements.
- Added occupancy rate reporting.
- Added clearer amount handling in reallocation workflows.
- Increased session times for techs and residents on the backend to reduce unnecessary logouts.
- Removed the ability to add or edit renewals after acceptance.
Fixes
- Fixed an issue where Rentsign was creating duplicate documents.
- Fixed an issue where Rentsign was preventing fields from being entered.
- Fixed an issue for users who were unable to use the prorated rent calculator.
- Fixed the ability to upload photos or files on mobile devices.
- Fixed the Budget save button.
- Fixed a save button issue on email and letter template edit pages.
- Fixed notification generation so contact-level notification flags are respected.
- Fixed a calendar issue where users could not search or scroll.
- Fixed Pet Screening and DV integration issues in the latest feature branch release.
- Fixed the ability to release security deposits through the release deposit flow.
- Fixed an issue where account and personal notifications were not saving.
