New Commission Manager-Deal Manager Integration: Post Commission Voucher from Deal Manager to Commissions

Clients licensed for Commission Manager will now be able to see Commissions vouchers posted from Deal Manager to Commissions upon deal execution and Commissions sync from Commissions tab on deal.

New Commissions Tab

The Commissions tab will show on the Deal page when the deal stage is set to “Executed”. This tab is informational and assists with keeping track of the status of the invoices. For more details, please reach out to the Deal Manager support team.

New Commissions Security Settings

Commissions security settings for Page Security and Element Security can be set by role by navigating to Company Settings > User Admin > Roles > Security > Edit.

Enhancement Activity Feed – Email activity with the ability to send Attachments

Users can now send Emails to contacts/users within their Deal Manager environment using the “Email” activity from the Activity Feed. Additionally, users can add an attachment to the email from their local files or from the deal attachments. The Email activity will then be logged as an activity on the Activity Feed and is available on the Email Log report.

Enhancement Deal Manager Support Chat Button Returns

The Deal Manager Chat Support button has returned on-screen when using Deal Manager. Please feel free to reach out via chat and our support team would be happy to assist you with any inquiries.

New Internal Rep Commission Preset

A fourth Commission option, “Internal Rep”, is now available from the Commissions drop down when setting Commission Presets on a deal under “Commissions”.

Enhancement Track User defined fields on Leads coming in through API

New flag “Show on Marketing” for User Defined Fields (UDFs) to show a UDF on Edge Marketing. When flagged, the UDF will be displayed on Edge Marketing and will be able to capture data from Marketing.

Enhancement Add Sign Date Filter to Deal Dashboard

Sign Date filter added to Deal Dashboard filters to filter for deals that have a sign date that is different than the execution date. Sign Date is populated on a deal under “Deal Details” and the Sign Date filter can be used as a filter for deals signed within a specified date range.

Enhancement Deal Manager Mobile App – Upload Photos for Tenants and Spaces

Photos can now be added for a Tenant or Space in Deal Manager using the Deal Manager mobile app. To download the Deal Manager app: Apple - “App Store” – search “CommercialEdge Deal Manager”, Android - “Play Store” – search “Yardi CommercialEdge”.

Enhancement ICS Code Numbers added to Pick List

ICS code numbers now viewable and searchable when selecting Industry from the pick list under Deal Details.

Enhancement Previous Approval Notes Show on the Approval Request Email

Approval notes from the previous approval step now show on the “Approval Required” email sent to the following approver.

Enhancement Attachments for Approval Emails

Document Type Mapping File Type “Attachments- Approvals” to indicate which files attached to the deal are to be sent with Approval Request emails. Configuration: Company Settings > Deal Settings > Documents Settings > Document Type Mappings. Deal Manager Document Type name is customizable but the File Type associated with this name must be assigned “Attachments- Approvals” in order to send the document with the Approval Request email.

Deal Attachments:

Enhancement Approval History Tab updated to include prior Approval History

Approval Activity History tab now shows approval history per proposal. Active proposal indicated as “Active” in green text. If “Copy Approval History on Counter Proposal” is flagged, previous proposal approval history will show on the counter proposal and on the proposal the approvals were originally made on.

New Milestones: Ability to prevent Stage Change until Task has been completed

Milestones now prevent a deal stage from progressing until the Milestone task has been completed. Milestone tasks can be mapped to a deal stage. If the task is required, the Milestone must be completed before progressing and changing the deal stage.

Enhancement Ability to assign Milestones to Users/Assign Users as Milestone Watchers

Milestones are now able to be assigned to Users. Watchers are able to be added to Milestones to be notified via email when the Milestone task is completed. Assignees and Watchers can be configured at the Milestone Template level or at the Deal level when the milestone is already showing on a deal.

Enhancement Show User Assigned to Milestone on Milestone Tab

Milestone assignees now show on the Milestone task under the expected date of completion. Users can be assigned to the Milestone task by clicking into the name of the Milestone or by setting the user as the Milestone assignee at Milestone creation.

New Sign Date for Budget from Custom Table in Forecast Manager Budget Column Source Information

Sign Date on the Budget Spec Lease now shows in Deal Manager using a Custom Table in Forecast Manager. The sign date is used to reflect the sign date of the speculative tenant on the Spec Lease.

In Forecast Manager, set up a Custom Table under Admin > Custom Tables with the following criteria:

Budget Column Source Information

Based on the Display Type configuration under Company Settings > Voyager Settings, the source of the Budget pulled from Forecast Manager/ABF will be displayed when hovering over the Budget column.

Enhancement Forecast Manager Spec Lease type shows when hovering over Budget Column

Spec Lease type is clearly denoted when hovering over the Budget Column. Spec Lease types include Contract Renewal, Spec Lease, New Spec, Renew Market Defaults, Renew Lease Type.

Enhancement “Budget Not Available” status for Spaces on a Proposal without Budget information

“Budget Not Available” status now shows when hovering over the Budget column to indicate that there is no budget information for a specific space on a proposal. The Spec Lease Display type established in the Company Settings configuration will display if a record is found, otherwise, this will read as “Budget Not Available”.

Enhancement Current and Historical Attachments able to move sections for Renewal Deals (SharePoint)

Existing tenant Deals on SharePoint enabled properties are now able to have Current and Historical documents move from section to section under Attachments. From one section, select the document and click the “Move to Historical” or “Move to Current” button to move the document.

New Escalations on Expenses for Total Rent (Incl. Expenses)

Escalations for Expenses calculated when Grow Expenses Each Year for NER is flagged. Expenses grow per Growth Rate (%) set in Company Settings > Deal Settings > Voyager Config > Expense Mappings. Escalated amounts show on Proposal Export under “Total Rent (Incl. Expenses)”.

New Escalations on Additional Charges for Total Rent (Incl. Expenses)

Increase/YR and Increase Type are now able to be set for Additional Charges on the Proposal form for a deal. Increase/YR is a numerical value and the Increase Type can be set to “/SF”, % or Flat Amount. The escalations will show on the Rent Schedule Preview.

Enhancement Proposal Export Shows NER of Individual Deal Terms

Proposal Export now shows NER columns for individual deal terms on a deal with Separate Rates and Dates.

Enhancement New Tokens for Retail Breakpoint Amount + Rent Schedule

<<Rentsteps_Period_Month_Retail>>token added for Retail deals. This token is similar to <<Rentsteps_Period_Month>>, but includes two new columns, 'Breakpoint Amount’ and 'Breakpoint (%)', after the Monthly BaseRent column, if Breakpoint > 0.

Token Output:

Enhancement Leasing Activity report: Stage Change Date filter

Leasing Activity report “Stage Change Date” filter can be used with the “Deal Stage” filter to show all deals that have changed Deal Stages to the specified Deal Stage during the set time frame.

Enhancement Added columns for Budget, Benchmark & Market columns on Leasing Activity Report

The Leasing Activity report now features columns for Budget, Secondary Budget, Market, Prior Lease and Benchmark comparison.

Enhancement Dead Deal Reasons as a Requirement Field

Dead Deal Reasons are now able to be set as a Requirement Field. By flagging this field as Mandatory, a Dead Deal Reason must be provided when updating a deal stage to “Dead Deal”. Navigation: Company Settings > General Settings > Requirement Fields > Page Name: “Deal Page” > Field Name: “Dead Deal Reason”.

Enhancement Voyager – Brand field on Tenant record now pulls Tenant into Company Hierarchy in Deal Manager

If a tenant record has the brand field populated instead of the customer field, the tenant will now show on the Company Hierarchy under CRM > Companies. If the Brand or Parent-Child customer relationship is established in Voyager, the hierarchy will be updated to match the configuration.

Enhancement Exclude Clauses on Lease flag now includes Expansion deal type

Previously, if the “Exclude Clauses on Lease” flag was set, Expansion deal types were exempt and included the clauses on the deal. Expansion deal types will no longer include clauses when “Exclude Clauses on Lease” is flagged.

Navigation: Company Settings > Deal Settings > Voyager Config > Copy Charges > “Exclude Clauses on Lease”.

Enhancement Activity requirement fields

“Add Tour Page” fields “Spaces” and “Desired Area” can now be set as Requirement Fields in Company Settings > General Settings > Requirement Fields.

Enhancement Added Security to Lock Deal at Stage/Substage by Role or for All Users

Deal Security by Role now allows for a deal to lock when a specified Stage/Substage is reached on a deal in Deal Manager. Deal Configuration > Lock Deal On Stage/Lock Deal On Substage is used to lock a deal for all users within your Deal Manager environment. Please note, you must select a Stage before setting a substage to lock the deal on.

Deal Security set for all users:

Deal Security tab to be set by Role:

Results for Deal Security:

Enhancement Team Security for Transaction Types based on Roles

From Team configuration, Manager and Agent roles will now have security for Transaction type based on the role assigned in a team.

Enhancement Restrict Deals by Team Dropdown for User Roles

Deals can now be restricted by Team assignment. User Roles are now able to be further restricted to “My Deals” or “My Team’s Deals”.

Enhancement Tracking Partially Signed Legal Documents by eSign Status

eSign Status for Legal Documents now show how many signatures have been made by the signees. When clicking into the eSign Status, Signature History will show for users to review who has made or needs to make their signature.

New Additional Signee Types Added to E-signature Signee Types

New Signee Types “Reviewer” and “Copy” added to E-Signature Signee Types. “Reviewer” signees can review the document and “Copy” signees will receive a copy of the signed document upon eSignature completion.

Enhancement E-Signature: Document Visibility Tab Relocation

Document Details tab has been relocated to the bottom of the eSignature Signee Config screen.

Enhancement Long Date Token added for Signature tokens

Long Date token, <<Tenant_Signee_LongDate>>, added for Signature tokens on Legal Documents. For example, <<Tenant_Signee_LongDate>> would pull the date into a document as follows: November 8, 2023.