New Milestone Dashboard
New Milestones Dashboard with interactive tiles for Milestones by Status, Milestones Past Due and Milestones Due. Filters include Deals, Properties, Assignees, Expected Completion Date range, Completion Date range, Incomplete Only flag and My Milestones Only flag.
Navigation: Pipeline > Milestones
New Space level Spec Lease information
The Budget Level Data tab on the Spaces screen now shows the Budgeted Rent, Budgeted NER, Budgeted IRR and Budgeted TI values for all spaces with Spec Lease Budget data. The ‘Calculate’ button can be used to show the latest budget data in these fields.
New Jobs tab on Unit Details flyout in the Proposal
Unit and Property jobs now display on the Unit Details flyout “Jobs” tab.
New Pop-Up Confirming Deletion of Deal Given Voyager Status
A new pop-up message displays when deleting a deal in Deal Manager, indicating that the proposals or amendments created for this deal will remain in Voyager.
New Space Page – Area History
Area History added to the ‘Tenant Info’ tab on the Spaces page.
New Properties Dashboard – Vacant Area, Available Area, and Deal Area links
Links have been added to the Vacant Area, Available Area and Deal Area property metrics. Users can click into the metrics and will be directed to the Spaces or Deals tab, respectively, with the data filtered to match the specified property metric.
Enhancement Commission Descriptions
Descriptions can now be added to Commissions from the “Show Detail” screen in the Commissions section of the proposal.
Enhancement Separate Rates and Dates – Approval Email update
Approval email updated for deals with separate rates and dates to better indicate the specific separate rate items.
Enhancement Separate Rates and Dates – View Child Data button
Proposal Comparison screen updated to show individual rates when expanding the summary using the new “View Child Data” button on the proposal.
Enhancement Budget column – Budget source info hover shows Sign Date on FLO Record
Spec lease sign date added to the data displayed when hovering over the Budget source info.
New Proposal – Additional Charges notes
Notes can now be added in the Additional Charges section of the proposal. To add notes, click into the pencil icon (“More Details”) on the line of the additional rent charge.
New Budget Mapping for Transaction Costs/Commissions to populate on Proposal Comparison for Secondary Budget
Budget Commission and Budget Cost mapping in Company Settings now populate on the Proposal Comparison for the Secondary Budget.
New Activity Dashboard – Activity Type & Subtype filters
Activity Type and Subtype filters added to the Activity Dashboard.
New Multiselect filtering
Activity types can now be multiselected when reviewing Activity Feed entries.
New Activity Subtypes
Activity Subtypes are now supported for all activity types. Activity subtypes are custom and can be created in Company Settings > General Settings > Deal Manager Config > Activity Sub-types.
New Activity Feed – Show property code for tours
The property code has been added to Tours within the Activity Feed.
New Attachment activity emails updates
Deal name, attachment name and “Go To Comment” link updated on emails for Attachment activity.
New Upload attachment on activity
Attachments can now be added to all various activities within the Activity Feed. Attachments will be displayed within the Activity Feed for all types.
New Ability to drag drop and move events within the activity calendar
Activities on the “Open Activity Calendar” can now be dragged and dropped to change the date/time that the event takes place.
New “Add New Activity” opens automatically
The “Add New Activity” menu automatically opens when clicking into the Activity Feed.
New Post approval information to Voyager
Deal Manager approval information is now posted to the Activity History tab on the proposal in Voyager.
New Approvals – Approvals count on Pending Approvals icon
The “Pending Approvals” dashboard icon now displays a count of pending approvals.
New Ability to assign the Deal leasing agent(s) as an approver on an approval step
“Add Agents As Approvers” flag added to the Add Approval Requirement setup screen to easily allow leasing agents to be added as an approver to a step.
New Approvals – Transaction Cost notes, Expense notes included in Approval Email
Notes added to Transaction Costs and Expenses are now included in the Approval Request emails.
New Leads Dashboard - Brokerage Leads tab
The Leads dashboard now contains a “Brokerage Leads” tab, allowing for users to sort the dashboard by the various brokerage lead types.
New Companies Dashboard – Customer Type filter
New multiselect ‘Customer Type’ filter to sort by Voyager customer types added under ‘More’ filters on the Companies dashboard.
New Tenant Dashboard - Export to Excel button for charge schedule
An “Export to Excel” button has been added to the Charge Schedule tab on the Tenant Information flyout.
New Tenant Dashboard - Next 12 Months expiration filter
“Next 12 Months” filter option added to the Lease Expiration filter on the Tenants dashboard.
Enhancement Benchmark import - Mapping for specific transaction costs
Cost name column added to the Benchmark import file to allow for specific naming of imported Benchmark costs.
Enhancement Benchmark import – Association method updated
Market Associations: Florida, Los Angeles
Submarket Associations: Florida|Tampa^Los Angeles|Silver Lake
Property Associations: disney, cnret01
Space Associations: disney|CA4,D1,D2^cnret01|E204,E207
Floor Associations: disney|Floor1,Floor2^cnret01|Floor1,Floor2
Deal Associations: B5B96CE8-7B53-48BA-AAE2-0A3016C5D57C,7A3AC8B1-C6B5-4D22-92DD-5411670F2605
New Benchmarks – Import/Export to update existing benchmarks
Benchmarks can be exported and re-imported to update existing Benchmarks.
New Milestone tab on Deal
New Milestone tab added to the Deal page.
New Hover over Milestone to reveal notes
Milestone notes are now revealed when hovering over the milestone, instead of having to click into the milestone to reveal the notes.
New Warning Label Upon Deleting Substages Attached To Milestones
A warning label shows when attempting to delete a substage that is mapped to a Milestone step. To delete the substage, all milestone steps with the specific substage mapping must be edited or deleted.
New Roles - Ability to import/export Element and Page Security
Role security for Element and Page security can now be imported and exported in Company Settings > Import/Export > CSV > Role Security.
New Roles – New security permissions
Role element security has been added for the following:
Tenants Dashboard: Exercising Options
Deal Economics: Commission dropdowns by type, Transaction Cost quick preview, Calculate NER, Holdover %
Floor plans: Create New Plan, Delete Plan, Edit Labels, Edit Mappings, Edit Spaces.
Deal: Tenant Legal Name
New Leasing Activity Report – Security Deposit column
Security Deposit column added to the Leasing Activity report.
New Leasing Activity Report – Unit square footage column separate from proposed square footage
Proposed SF and Space Area columns added to differentiate the proposed area for a deal and the actual space area.
New Leasing Activity Report - Sale deal Commissions
Landlord Rep, Tenant Rep, Internal Rep and Other Commissions compatibility added to the Leasing Activity report for Sale deals.
New Leasing Activity Report - Holdover %
Holdover percentage column added to the Leasing Activity Report.
New Leasing Activity Report – PriorLease Avg Rent Escalation (%)
The PriorLease Rent Escalation (%) column has been renamed to include the word “Avg” but displays the same data.
New Contact Export - Address, State, and Zip
The Deal Manager contact export will now include the address, state and zip code.
New Lease Expiry report – Industry filter
Industry filter added to the Lease Expiry report.
New User Login Report – Mobile App login
Mobile Login column added to the User Login Tracking Report.
New Listing Agreement report - Custom Status column
A Custom Status column has been added to the Listing Agreement report.
New Spaces Report - 'Unit Type' filter
Unit Type filter added to the Spaces report.
New Deal Stage History Report updates
Multiple columns added to the Deal Stage History report, including Property Attribute filter, Voyager ID for properties, and Deal Type.
New Contacts – Add to Property button
An “Add Contact” button has been added to the Contact record Property tab to allow users to add the contact to a property.
New Listing Agreements – Sale and Lease multiselect
Listing Agreement types can now be multiselected from the dropdown.
New Termination options - 'Initiated By' drop down added
‘Initiated By’ drop down menu added to the Termination option to indicate if the Termination option was intiated by the Landlord, Tenant or both parties.
New Ability to de-select a substage
Reset the deal substage from the Deal Stage change modal.
New Deal Export - Contact role name added to contact record
Contact role name added to the Deal Export.
New Requirement Fields - Desired Area Min (SF) must be greater than 0 SF
When the Desired Area Min (SF) is marked as a required field on the Initial Inquiry Information and a user attempts to enter 0 as the minimum, an on screen error message will appear, stating “The Desired Area Min SF must be greater than 0”.
New User Defined Fields - Numeric type for UDFs
Numeric UDF type added for all object types. Numeric UDF can be flagged for Approvals.
New Tour Activity Dashboard- Spaces filter
Spaces filter added to the Tour Activity dashboard.
New Company field added to Lead form
‘Company’ field added to the Add Lead form to allow users to search for existing Voyager customers.
New Requirement Fields - 'Other Commission' field
Added Requirement Field flags for the Other Commission field on the Proposal form. The Other Commissions field can now be marked as mandatory, read-only or hidden.
New Pending Signatures dashboard
New Pending Signatures dashboard added to the top right menu icons. The Pending Signatures dashboard will show the user’s pending signatures by default but can be filtered to show all pending signatures that are not waiting for the current user to sign. Documents can be signed through the “Sign Document” button and Signature reminders can be sent from the dashboard when “Show All” is flagged.
New eSignature Reminder Count + Request/Remind “Action by”
An eSignature Reminder count has been added to the Pending Signees screen for Legal Documents. By clicking into the Reminder count, users can view the Reminder details with time stamps and the name of the user who requested the signature.
New Ability to add multiple Witnesses for Tenant and Landlord signees
Multiple Witness signees can be added for Landlord and Tenant signees.
New Option Rent Step token
Option_Renewal_RentSteps_Annual
New Prior Lease Tokens
PriorLease_Rent_Escalation_Rate
PriorLease_OpexRecoverable
PriorLease_TaxRecoverable
PriorLease_InsuranceRecoverable
PriorLease ManagementFees Recoverable
PriorLease_UtilitiesRecoverable
PriorLease_OpexNonRecoverable
PriorLease_TaxNon_Recoverable
PriorLease_Insurance_NonRecoverable
PriorLease_ManagementFees_NonRecoverable
New AdditionalCharge_ChargeName
AdditionalCharge_ChargeName
New OptionTypeName
OptionTypeName