1. Drag and Drop files from desktop to CRM to upload
Uploading any and all of your documents and images just became even easier!
Now you can simply select (one or more) documents or images from your PC and drag to drop them to the UPLOAD section. This function will speed up your work even more!
This new drag and drop function is available throughout the CRM system (Accounts, Owners, Companies, Offers, Sales, Properties, Projects, Bookings, etc. and for Support Tickets!).
2. Contract generation preview (browser cache removal required)
Throughout CRM where the Contract Generator is available, you can now first Preview the contract prior to Generating it. This will assure you that the generated contract indeed shows as you intended it. Generated contracts cannot be deleted as to not lose any…hence best to preview them first!
3. Commercial statistics of a property
You can now see all the available commercial statistics on any property (as long as you make use of the marketing, offers and sales functions):
This is just a small snapshot…go check it out!
4. Menu updates
We’ve made some improvements to the left menu as we’re introducing several new property types shortly (“Non-residential properties”: “Industrial properties” / “Commercial properties” / “Buildings” / “Land”).
For those of you using the Holiday Rentals module, the menu items can now be found under “Residential Properties”.
“Projects” was renamed to “New constructions” and collapses/expands when clicking.