CommercialEdge – Deal Manager:
New Add Listing Agreements on Properties
The ability to track Listing Agreements have been added on Properties within Deal Manager. Users are now able to add for sale/for lease listing agreements with corresponding expiry dates on a property. Users can configure reminders for expiry date notifications via email.
New Listing Agreement Report
With the introduction of Listing Agreements, Deal Manager now features a Listing Agreements Report in the Reports section.
Enhancement Exercise Options from Deal Manager
Users are now able to exercise options from the Tenant flyout on the Tenant dashboard. When you click the ‘Exercise’ button, the system will open up a deal proposal form to fill out the option details and once the deal has been executed in Deal Manager, the system will mark the option as ‘Exercised’ in Voyager. To find out more, please reach out to the Support team.
Enhancement Add Attachments on Deals Without Proposal
Users are now able to add attachments to deals without proposals, including Leads and Tours.
Enhancement Downtime Field Added to Proposal
A new field on the Proposal form has been added to account for Downtime on a deal. First, users must enter a Possession Date, then add the number of months in the Downtime field, which then populates the Start Date for the Lease Term.
Enhancement Reorder Prior Proposals on Proposal Comparison
Prior Proposals are now able to be organized on a deal. Proposal Number field allows for the numbering of proposals. Note: Proposal Number 1 will show to the far right of all proposals.
Enhancement Flat Rate Rent Escalation
A Flat Amount Rent Escalation type has been added to the Rent Schedule drop down options to account for a flat amount of rent added to a lease. Note: The Flat Amount is added to the monthly rent amount based on the Starting Rent amount type ($/MO, $/YR, $/SF/MO, $/SF/YR)
Enhancement Ability to Copy a Role (User Admin)
Admin users are now able to create a new role using an existing role’s current Role Security permissions.
Navigation: Company Settings > User Admin > Roles > Add Roles > Copy Role Security From.
New Security Token for Deal Details
A security token for the Save button on Deal Details has been added to prevent Read Only users from editing the Deal Details page but to allow Read Only users to view the proposal and deal detail pages.
Enhancement Additional Security Permissions
New security permissions have been added for Milestones, Tenant Current Info, Deal Info, Benchmark Comparison and User Defined Fields (UDFs) for Landlord Rep, Tenant Rep, Sale and Fee deal types. Navigation: Company Settings > User Admin > Roles > Security > Element Security.
Enhancement Ability to Switch Renewal to Restructure/Blend Deal Type
Users are now able to switch the Deal Type of a Renewal deal to Restructure/Blend under Deal Details > Deal Type in Deal Manager.
Enhancement Add Additional Properties on “Add Lead” Form
Users are now able to add additional properties to a Lead upon creation within the “Additional Properties” field of the Add Lead form.
Enhancement All Option Statuses shown on Portfolio Encumbrances Report
The Portfolio Encumbrances report now shows all option types and statuses for superseded and active amendments.
Enhancement Activities from Child Company displayed on Parent Company
Users are now able to create activities for a Child company and have those activities show on the Parent company. Child company name is highlighted under the activity showing on the Parent company.
Enhancement Admin Users able to Edit User Email Addresses
Admin users are now able to edit user email addresses for users from User Admin > Users > General Settings > Email/User Code using the Pencil Icon. Upon changing the user’s email address, a “Reset Password” email will be sent to the new email address provided.
Enhancement SMS Notifications for Lead Creations
Users are now able to set SMS notifications for Lead Creations where they are the Leasing Agent for the Lead.
Navigation: My Profile > Notification Preference > Deal Manager Email & SMS Preferences > Deal/Proposal.
Enhancement SMS Notifications for Lead Creation
Users are now able to set SMS notifications for Lead Creations where they are the Leasing Agent for the Lead.
Navigation: My Profile > Notification Preference > Deal Manager Email & SMS Preferences > Deal/Proposal.
Enhancement Filter by Substage on the Leasing Activity Report
Users are now able to filter by Deal Substage on the Leasing Activity Report in Deal Manager.
Enhancement Exclude Inactive Properties filter on Leasing Activity Report
Users are now able to exclude inactive properties from the Leasing Activity Report in Deal Manager by using the “Exclude Inactive Properties” flag under “More” filters. By default, the Leasing Activity Report will include inactive properties.
Enhancement Filter by Substage on the Leasing Activity Report
Users are now able to filter by Deal Substage on the Leasing Activity Report in Deal Manager.
Enhancement End Date Column on Leasing Activity Report
The Leasing Activity Report now contains an End Date column capturing Deal end dates.
Enhancement Exclude Inactive Properties filter on Leasing Activity Report
Users are now able to exclude inactive properties from the Leasing Activity Report in Deal Manager by using the “Exclude Inactive Properties” flag under “More” filters. By default, the Leasing Activity Report will include inactive properties.
Enhancement Addition of Spec Lease Display Type “Spec Lease OR MLA”
Spec Lease Display Type “Spec Lease OR MLA” added to Company Settings > Deal Settings > Voyager Config > General Settings > Spec Lease Display Type dropdown menu.
New “Additional Charge” Tokens
Two new tokens for Additional Charges have been added to the available Merge Token library in Deal Manager:
<<AdditionalCharge_Charge Name_FlatAmount_Yearly_WOLabel>>
<<AdditionalCharge_Charge Name_PerArea_Yearly_WOLabel>>
Note: These tokens are similar to <<AdditionalCharge_(Charge_name) FlatAmount_Yearly>> and <<AdditionalCharge_(Charge_name)_PerArea_Yearly>> but do not include any text referencing yearly or per area.
Enhancement Description field added to Transaction Costs on Proposal
Users are now able to add a description to the Transaction Costs on a Proposal by clicking the Pencil icon labeled “More Details”.
Enhancement Property ID added to Approval Email Subject Line
The Approval Required email subject line will now feature the Property ID after the name of the Property that the deal is assigned.
New Security Token for Space Setup Tab
Two new Security tokens have been added to User Admin > Roles > Element Security. These tokens can prevent users from editing the custom fields of a space and prevent the deletion of a space in Deal Manager.
New Flag to Combine Cost and Commission Jobs by Type
A new flag is available to Combine the Cost and Commission Jobs if they are of the same Job Type.
Note: This flag is not set by default; Costs and Commission Jobs will not be combined by default.
Navigation: Company Settings > Deal Settings > Voyager Config > Deal Configuration > Combine Cost and Commission Jobs by Type
CommercialEdge - Legal:
New Signee Order Added to Company Settings
Users are now able to configure the order of Signees for Legal Documents. Default order of signees is Tenant, Landlord, Guarantor, Witness. Configuration settings are found in Company Settings > Deal Settings > Document Settings > Signee Configuration and can be established on the Company level and Property level.
Enhancement Signee Type Broker
A new Signee Type “Broker” added to Signee Type dropdown menu on “Add Signee” screen of Legal Documents.
Navigation: Deal Page > Legal Documents > Signee > Add Signee > Signee Type
Enhancement Search for Clause Groups in Legal Document editor
Users are now able to filter and search for Clause Groups within the built-in Legal Document editor.
Navigation: Deal Page > Legal Documents > Edit > Options tab (left of screen) > Search Clauses
Enhancement Ability to Manually Update Signature Status for Legal Documents
Users are now able to manually update the Signature Status for Legal Documents if they’re not using E-signature within the Legal module.
Navigation: Deal Page > Legal Documents > In Process Documents > eSign status > Change eSign Status.