New Features

Add Saved Search Templates to the Property Search

• Staff can now create and use saved search templates for property filters, making it easy to quickly apply commonly used search criteria. This feature streamlines the property search process for both the sheet and property search pages.

Create Settlement Anniversary Tasks for Buyer Agents

• The system now automatically creates annual anniversary tasks for buyer agents to contact clients after settlement. These recurring reminders help maintain client relationships and ensure timely follow-up.

Staff Reset Password on Behalf of Clients

• Staff can now reset passwords for clients and receive the password reset email to their email instead of the client by using the Self Auth tool in the staff portal.

Improvements

Contacts - Align with User Table Field Names

• The contact management system has been updated to use consistent field names, such as replacing “first_name” with “name” and adding a country code field. This change improves data consistency and integration across the platform.

Bug Fixes

Map on Kanban is Broken

• Fixed an issue where the map view on the Kanban board was not displaying correctly, ensuring users can now see property locations as intended.

Property Details Not Displayed in Map View for Campaign 1104

• Resolved a bug where property details were not showing in the map view for a specific campaign, restoring full visibility of property information.

Postcodes on authority to act results was not displaying

• Fixed a bug that caused postcodes to be missing in some scenarios during the authority to act process. Postcodes now display correctly in all cases.

Fix - Client password reset issue

• Addressed a problem where clients were unable to reset their passwords. The reset process now works smoothly and redirects users to the client portal upon completion.