Applicant Details

Bug Fix: Applicant - Currency

It is now possible to alter the currency on an applicants record once initially saved.

Bug Fix: Applicant - Due off date

It is now possible to save an applicant records without the Due off date field populated.

Bug Fix: Applicant - Last contact

Previously the Last Contact field would not refresh until the record was saved or the tab closed and reopened. The Last contact field on Dates tab now refreshes immediately when updated.

Bug Fix: Applicant - no due off date

It is now possible to save a new applicant without the due off date field populated.

Bug Fix: Applicant - Wizard - Salutation

The salutation field now auto-populates when adding an applicant to the system using the Wizard and tabbing into the salutation field.

Bug Fix: Applicant Wizard - Required From and To dates not saving

When adding a new lettings applicants and entering Required From and To dates, the dates weren't saved to the new applicant - this has now been resolved.

Bug Fix: Applicants - Dates - Last Viewing date

Last viewing date now updates as expected when saving a new viewing appointment.

Bug Fix: Diary - new applicant via an appointment - welcome emails

Previously, if an applicant was added to the system via an appointment, the user was not prompted to send the Welcome Email - this has now been resolved.

 

Applicant Selection

Bug Fix: Property Age on the Applicant Grid

This has been removed from the Applicant Grid.

 

Configuration

Bug Fix: Sales Pipeline - Total Commission

In Sales Pipeline the Total Commission Fee has been reinstated.

 

Contact Details

Bug Fix: Contact - financial - reference

It is now possible to save a reference to the Financial tab on a Contact.

 

Diary

Bug Fix: Diary - re-occurring appointment

There was an issue when setting up re-occurring appointments which have now been resolved. On editing a re-occurring appointment the settings previously saved are displayed rather than the default.

Bug Fix: Next Contact - No Date

Previously when a date was not entered, it would cause a server error to appear and would not save. This has now been corrected and will save with no-date, if one is not selected.

 

E-Mail

Bug Fix: Email Scanner - HTML in Folder Configuration

When previously mapping folders into the system, it would pull through HTML in the folder names, which was causing a few issues when the process tried to run. This has now been corrected.

Bug Fix: Error when trying to send to an invalid email

Previously when trying to send an email to an invalid email address, you were presented with a Server Error. You are now presented with a understandable prompt to let you know that the email address is invalid.

 

Financials

Bug Fix: Amounts with £0.00 showing in payments

This is now fixed as was related to a rounding issue.

Bug Fix: Finance - Landlord opening balances

When entering an opening balance for a landlord, the description entered will now be correctly displayed on the statement rather than defaulting to Opening Balance for Landlord.

Bug Fix: Finance - Unallocated funds tenancies

When allocating funds and saving within the 'Unallocated funds tenancies' report, the popup now closes as expected.

Bug Fix: Purchase invoices entered on property passed to Landlord

Purchase invoices entered on a property can now be assigned to a Landlord

 

General

Bug Fix: Applicant - Create Letter/Email/SMS

On entering an Additional mobile number to an SMS message, the message now sends successfully and appears as last text sent in Tools > Configuration > SMS Configuration.

Bug Fix: Configuration - Profile permission

Previously if the statistics permission were unticked in a user profile they were still available to be selected under the Tools menu. This has been resolved.

Bug Fix: Log Tasks

It is now possible to close/mark as complete Log tasks.

Bug Fix: Messages

When sending an internal message you are now prompted to select at least one recipient.

Bug Fix: Messages - delete

It is now possible to delete a message when selecting 'Delete Message' from within the message itself.

Bug Fix: Messages - Deleted

It is now possible to load Deleted messages from within the Messages window.

Bug Fix: Properties - Brochures - Rooms

The size text, when entering room details into the system, now displays correctly with feet and inch symbols.

Bug Fix: Properties - Marketing error

There was an issue with new agents not being able to market properties without an error message. This has now been resolved.

Bug Fix: Properties - wizard - Send emails

On adding a property via the wizard, once an email address is entered, the Send Email tick box is automatically ticked.

Bug Fix: Support - saving as status Open

The ticket reply pop up now closes as expected when changing the ticket status to Open and clicking on Save.

 

Homepage

Bug Fix: Home page - Offers pod

Options on Offers pod on Home page have been altered to reflect what is being displayed.

 

Landlords

Bug Fix: Properties - wizard - Landlord search

When adding a new property, it is now possible to search for an existing landlord when creating a Lettings property.

 

Letters / Templates

Bug Fix: Edit Work Template - Hidden Buttons

The form has been re-sized in order to show the buttons that were previously hidden and required the user to scroll down.

Bug Fix: HTML Letters on Smaller Resolution

When previously opening up the HTML editor on a smaller than suggested resolution, the Editor would truncate the page, leaving lots of white space. This will now display correctly on smaller resolutions.

Bug Fix: Merge codes - Negotiator

Previously, the Negotiator merge code used to pull through initials only. This has been resolved and is now live.

Bug Fix: Templates - cloning

When you clone a template, all details are copied across including notes and follow up task information.

Bug Fix: Word Brochure - Pound sign

There was an issue with the pound sign displaying as HTML code when creating a brochure. This has been resolved.

 

Lettings

Bug Fix: Property - Landlords - Add new landlord

There was an issue adding a Landlord to a property via the Add new landlord button - this has now been resolved and is live.

 

Matching

Bug Fix: Match - Update Last Contact

Update Last Contact has been reinstated within Match Events.

Bug Fix: Matching - Available From date

There was an issue where the Available From date of a property was not taken into consideration during the matching process when matching for an applicant who is looking for a property available within a certain range. This has been resolved and is now live.

 

Offer Details

Bug Fix: Offers - Update Last Contact

There was an issue when updating Last Contact from an offer and the Event type defaulting to 'Advert Placed'. This has been resolved and is now live.

 

Portals

Bug Fix: Fee notes - £ symbols appearing incorrectly on Rightmove.

There is now a Portal Fee Information field on the Details tab of the property which allows for HTML.

Bug Fix: Properties - Details - Portal Fee Info

Portal Fee Information field now allows HTML to cater for symbols going to Rightmove.

 

Properties

Bug Fix: Add property wizard - tenure

If Tenure is not selected at the point of adding a new property it is now saved to the system as 'Please Select' to ensure that the field is completed knowingly.

Bug Fix: Invoice - Reprint - Duplication issue

There was an issue when printing an invoice and the system duplicating the invoice in the list of invoices to reprint. This has been resolved and is now live.

Bug Fix: Map and Streetview - foreign properties

There were a number of issues regarding setting up foreign properties, as follows: 1) Country not saving when adding a new property. - This has been resolved. 2) When adding a property from a Landlord, details are not pre-populated. - This has been resolved. 3) If there is no lat long, have to get the lat long from an external site. - we have changed streetview set-up so that if there is no lat-long it takes a best guess for the starting point based on the address. 4) Cannot see map location from property details page. - This is available on presentation page and match criteria tab, so when you first go into a property you are on the right tab, and with the change to streetview you will no longer need to go to the details tab to enter a lat-long. 5) Show on Map not working from match criteria tab. - This is now resolved. Powering 2 1) if there is no postcode, the map is not displayed, even if there is lat long. - This has not been resolved as the demand for this functionality is small.

Bug Fix: MarketPlace

When selecting items via Marketplace you now only have the option to click on the right click menu to reveal 'Place order', 'Save and close' etc...prompting the user to Place Order rather than only Save and Close.

Bug Fix: Properties - spell check

The system now detects if there are spelling errors when editing Advert text etc..

Bug Fix: Properties - wizard - duplicate entry

The system now prompts you if you are adding a duplicate property.

Bug Fix: Property - Wizard - Advice to Client Notes

When adding Advice to Client notes on creating a new property record, the notes were being saved to the incorrect field. This has now been resolved.

Bug Fix: Room Images Incorrectly Assigned

There was a small issue with property images being assigned to Rooms that they were not selected to be assigned to. This has now been fixed.

 

SMS

Bug Fix: Offers - Send SMS - Events

When sending an SMS from an offer record, an event is now logged with details of the SMS.

 

Tasks

Bug Fix: Tasks - error opening old tasks

There has been an issue opening older tasks. This has now been resolved and is live on TOUCH.

 

Tenancies

Bug Fix: Tenancy - Review/Renew

On renewing a tenancy, the review/renewal now updates accordingly, as with the expiry date.

Bug Fix: Tenancy - statements

There was an issue when printing statements from the Tenancy > Statement tab - this has now been resolved.

 

Viewing Details

Bug Fix: New appointment - Applicant tab

Layout of Applicant tab on New appointment logging window has been corrected to display Department/Branch etc.. text.

 

Viewing Selection

Bug Fix: Appointments - Dashboard - Quick Statistics

In the Appointments dashboard the 'Total Viewings This Month' now reflects the correct data when selecting 'Show Office Statistics'.

Many thanks for your enquiry.

 

click here for our hidden "thank you for your enquiry" webpage

We're supporting a small charity called the Turing Trust which helps to educate in Ghana - partly through the donation of used computer equipment. We'd like you to help us.

 Turing Trust was founded by James Turing the great nephew of Alan Turing, founder of modern computing, hero of Bletchley Park Enigma codebreaking, and the subject of the recent film "The Imitation Game"

 

 

 

 

James Turing comments

'Of all the things afflicting those in the developing world, a lack of opportunity does the most to ensure that people do not break free from the cyclical nature of poverty. This became abundantly clear to us when we first travelled to Ghana in 2009 and saw first-hand the desperation in which so many live every day. Above all, we were shocked at how a local school managed to operate, let alone deliver an effective education, with only a single textbook to instruct over 50 students. Searching for a way to help the school provide a chance for its students to break free from poverty, we had only look to one of the founders’ great-uncle for inspiration, Alan Turing, father of computer science, who once said that “We can only see a short distance ahead, but we can see plenty there that needs to be done”.'

 

 

The Optional £1 per month donation - how it works and how to remove it

We add an optional £1+VAT per month donation on every direct debit payment. We've got nearly 1500 direct debits at present and we'd like to think we'll raise at least £500 per month for them

If you donate £1, we'll send you a press release that you can use to explain how you are helping. 

So, as well as feeling good, you'll get some practical benefit.

HMRC's rules regarding charity collection are strict. As we and you will derive some benefit from the donation (in terms of promotion or marketing), we have to levy VAT.

If you don't want to pay the £1+VAT donation, it is very easy to remove it from your direct debit.

Any super-user can follow the steps below:

 

 

1. Click the button to open your Expert Agent profile

2. Click View Invoices in the bottom right hand corner

3. Remove the tick in add £1 per month donation to Expert Agent's Chosen Charity.

You'll get a confirmation and you'll be able to click into your latest bill and reprint it without the donation either from the invoice list or from the billing notification email - both link to a "live" copy of the invoice. Once you've removed the tick, you won't need to do this again.

If you would prefer us to do it, please log a support ticket or email This email address is being protected from spambots. You need JavaScript enabled to view it.. However, we'd be really grateful if you would please have a go at doing it yourself - it will take less time than typing a ticket or email.