Release Notes for Jan 4, 2024
Happy New Year 2024!
We're excited to kick off 2024 with our first major update, dedicated to enhancing your experience in managing prospects and property records. Your feedback has been invaluable, and we've committed ourselves to long hours and hard work to deliver the features you've been asking for.
What's New:
1. Team Management
We have improved team management, making it easier to manage your users and control their access.
- You can now reassign all tasks and property records to another user if you remove a team member.
2. Task Management:
We have redesigned the task management for improved functionality.
Including new features:
- Contact name and phone number with Click to Call/Text functionality.
- Status and User assigned filters. You can now search for the task title, property address, and contact name.
- Quick follow-up tasks on property records. This will automatically create a quick follow-up task with a due date based on the day increment you choose.
3. Settings
We have redesigned the settings to make navigating easier with a new sidebar navigation menu. Within here, you should be able to find company details, account settings, manage users, and billing.
4. Skip Tracing
We're excited to announce significant enhancements to our skip-tracing accuracy, ensuring you have the most up-to-date information at your fingertips:
Current Owner Identification: Our system now efficiently fetches the latest owner details for any property address, ensuring you have access to the most recent ownership information.
Updated Recommendations for Owner Information: We've upgraded our recommended options to provide you with the most current owner information for each property record. This feature is designed to streamline your search process and enhance the accuracy of the data you receive.
These updates represent our commitment to offering you a more efficient and reliable way to access property ownership information. Stay ahead in your property management efforts with our latest skip-tracing improvements!
Platform Fixes:
- Fixed issues with quality not being assigned on a record after list builder or file upload imports.
- Fixed an issue with apostrophe being removed from the contact’s last name on import.
- Fixed multiple issues relating to Team Management.
- Fixed multiple issues relating to Task Management.
Fixed an issue with search input not being considered when loading more leads and deals records in the pipeline view.
Fixed an issue with the Last Skip Traced Date for a contact being shown in the properties table when a record was skip traced.
Improved auto-mapping of fields from exported Invelo files during File Upload import.
And many more...🐛
