Ticket ID

Description

CC-26651

When Automatic Approval Flow is turned on, the most recent approver will no longer show as the requestor on the next step. Will show deal creator.

CC-27852, CC-29813

In the absence of SharePoint Folder Mappings, we will now utilize default folders for posting attachments and images.

CC-30283

Users now have the option to receive or decline emails regarding activities they create and assign to themselves.

CC-30431

The New Activity Dashboard will operate correctly with the global filter set to ON.

CC-30927

On approval rejection or reset, the Return To dropdown will display only substages that are part of the approval workflow.

CC-31191

Property Attribute Filters will now successfully transfer when Global Filter is set to ON.

CC-32352

Clearing the filter on any page now effectively removes global filters.

CC-32481

Tenant Dashboard Export now displays the ending rent.

CC-32710

The Proposal Comparison screen will display rent based on the unit designated as the default billing amount, period, and type specified in Company Settings.

CC-32814

User multi-select is now functional when assigning users to a team.

CC-32833

Added property links to the external DM users property assignment screen.

CC-32849

Fixed the “See All Proposals” count on the Pending Approval screen.

CC-32863

The Activity Feed Report User Lookup feature has been enhanced to provide error messages for incorrect usage and to filter results more accurately based on specified criteria.

CC-32872

Resolved the issue where the Deals by Market tile displayed broken text when there were no matching data entries.

CC-32881

Lease encumbrances count will now align with that of Voyager 8, eliminating confusion caused by the frequent multiple counts of encumbrances.

CC-33100

Total Transaction Costs appear as fixed pop-ups on inactive proposals, mirroring the appearance of pop-ups on active proposals.

CC-33309

Imported deals will now respect default values for UDF fields.

CC-33320

On Activity Feed Page, future events will display for tagged team members on Upcoming Events tab

CC-33332

Element Security “Tenant Financials on Deal” set to Hidden or Read Only now prevents users from saving tenant financials.

CC-33359

Popups for contraction proposals will no longer display the unit being contracted.

CC-33376

Property attributes now successfully display when flagged on the Portfolio Export report.

CC-33393

Updated tokens RentSteps_MultiUnit and RentSteps_MultiUnitDates to accommodate for free rent.

CC-32423

Users can now multi-select substage gates for custom tables.

CC-33424

Users can now deselect the deal stage gate on a custom table.

CC-33429

Milestones may now only be assigned to users who have access to the property on which the milestone template and the deal are created.

CC-33430

Fixed text cutoff on the lead stats tile within the leads dashboard.

CC-33476

When logging a tour, the deals will also display the property name and Deal ID, provided that show Deal ID is enabled.

CC-33482

Resolved an issue where exporting a proposal to PDF shortly after creation resulted in an error.

CC-33487

Removed the greyed-out save button from the amendment selection when creating a relocation deal.

CC-33558

The Unit Details Flyout will now be positioned between the Expenses and Transaction Costs sections on the proposal form.

CC-33567

Resolved the issue where an error would appear, yet the milestone would still be marked as completed when no expected completion date was provided.

CC-33580

For external users, the Deal ID will appear on the Deals Dashboard depending on whether the company for which the deal is created has the Show Deal ID flag enabled, rather than the Parent Company.

CC-33588

Adding a new contact on specific objects set to hidden will no longer conceal the "Add New Contact" button from the dashboard. Only the "Add New" button on contacts security will affect this button.

CC-33629, CC-34051

Resolved an issue where the prior lease column on the proposal comparison screen displayed incorrect amounts when the prior lease included additional units.

CC-33731

Improved Performance of the Activity Calendar

CC-33806

Resolved an issue where a contact's name reverted to an earlier version when a property was added to a lead associated with that contact.

CC-33869

Adjusted the spacing between the Industry and Assignment Date fields on the Assignment deal form to match the size of the spaces between other fields.

CC-33908

Resolved an issue in the Deal Details page where assignment date constraints were not enforced.

CC-33929

Resolved an issue where a vacant unit would not revert to Available status after being marked as Unavailable through the Deal Stage Make Unit Unavailable functionality.

CC-33947

Fixed an issue where users would get an error when attempting to view a Contact from the Global Search.

CC-33956

Resolved an issue where external users could not see and utilize activity sub-types.

CC-33969

Fixed an issue with the Create Job on Stage field in Voyager Config -> Deal Configuration

CC-33989

Resolved the issue where the License Agreement amendment type was not honored on the Stacking Plan.

CC-34006

When the sign date is mandatory and approval auto-advance is enabled, final approval cannot occur until a sign date is included in Deal Details.

CC-34014

Fixed a bug that was including an irrelevant field on the Add Lead form when “Contact Only” was turned on

CC-34020

Resolved an issue that prevented external users from using the Lease Expiration Report

CC-34024

Resolved an issue with the Retail Estimated Sales Amount Type text getting cut off on proposal form.

CC-34025

Small formatting change to the spaces section on deal proposals page

CC-34027

Resolved an issue where the charge schedule on the tenant flyout displayed incorrect values for Separate Rates and Dates tenants.

CC-34061

Fixed an issue where Reset Previous Approvals option would show for a few frames when setting was turned off and user was rejecting an approval.

CC-34133

Fixed an issue where role security permissions export/import would create duplicate security tokens

CC-34134

Resolved an issue where an existing tenant expiring on the current date did not appear in the existing tenant search while creating a deal and displayed as 0sf on the tenant dashboard.

CC-34195

Removed additional blank section that would appear on sale deal types.

CC-34215

Added the missing Possession Date column to the deal import csv file

CC-34217

Resolved an issue where pressing PgDn on the keyboard disrupted the UI on the clause bulk editing screen within the legal documents tab.

CC-34224

Fixed an issue where the clause group token tab in Company Settings would not display the clauses added to the clause group.

CC-34300

Resolved an issue that caused a discrepancy in rent amounts when comparing the tenant abstract and the prior lease column.

CC-34312

Fixed an issue where the “return to” dropdown would not appear on pending approvals dashboard in some cases.

CC-34319

Resolved an issue where the proposal number element's security was not properly enforced for external users.

CC-34320

Resolved an issue where Sublease and Ancillary Tenant Document deals did not appear in the Deals by Type - Existing section of the Deals by Type tile. The existing deal count now aligns with the tile's count.

CC-34323

Resolved an issue where a 1 to many custom table would not show on the contact object

CC-34328

Fixed an issue where year 1 base rent would not convert to the proper unit on proposal comparison on some deals.

CC-34348

Fixed an issue where when copying a deal, the expenses would clear off of the newly created deal once it was saved.

CC-34351

Detaching a task from a milestone is now referred to as deleting the task. This action will remove it from the activity feed.

CC-34352

Resolved issues with the activity type dropdown in an object's activity feed.

CC-34358

Resolved an issue that hindered job creation when automatic job creation was enabled in certain instances due to an incorrect date condition.

CC-34373

Element security for add company and add contact will now correctly apply to Listing Agreement page.

CC-34382

Fixed token RentSteps_FirstStep_BaseRent to always correctly show in $/SF/MO with correct unit showing.

CC-34385

An issue was resolved where the last activity and last subcomment displayed the same redundant information on the Leasing Activity Report PDF when the last subcomment was also the last activity.

CC-34387

Fixed the filtering functionality on the jobs tab on deal page.

CC-34404

Resolved an issue where business parks displayed inaccurate data in the property screen metrics section.

CC-34411

CommLeaseBut custom tables will now show on deal object.

CC-34415

Fixed an issue where approvals in the executed stage would not show on pending approvals dashboard.

CC-34464

Resolved an issue where default signees at the property level did not populate tokens when documents were generated for the property.

CC-34478

Resolved an issue where a company was unable to have deal stages set up.

CC-34487

Milestones with names over 250 characters will now truncate but not cause an error.

CC-34512

Fixed an issue with market attribute being duplicated in one company’s environment.

CC-34513

Fixed an issue where the Go to Deal link on approval emails would take some users to the login page, rather than the deal.

CC-34525

Resolved an issue where the Deal Stage History tab would occassionally show an incorrect order of stage change on a deal.

CC-34539

Fixed an issue where the option to customize the display of properties in the Leasing Activity PDF Report would sometimes not appear when running the report.

CC-34572

Resolved an issue with Listing Agreements Report on some client environments.

CC-34579

Resolved an issue where the Administrative Reports counter was not matching the number of reports in the section.

CC-34615

Resolved a performance issue on a client's stacking plan screen throughout their portfolio.

Ticket ID

Description

CC-24482

Optional Configuration: Disable Future Approval Notification Emails Once I approve

CC-26917

Incorporate Percentage Rent into NER for Retail Deals

CC-27027

Add Cashflow Link/Tab in Deal Manager to show the cashflow in Deal Manager vs Excel

CC-28820

Role security token for Is a Brokerage deal type

CC-29011

Could the stage and substage for the approval step be reflected in the approval email

CC-30236

Add Commission breakout to Listing Agreement

CC-30537

Optional Parameter - Prompt for Deal Stage change after approval made on Pending Approvals screen

CC-30956

[Token Request] Option Count token to show amount of options on deal

CC-30980

Track of deleted deals/undelete them

CC-31115

Add Ability to Modify Pro Fee % from Proposal

CC-31224

Either Export Tenant Retention Report For All Properties Or Create Separate Tenant Retention Report

CC-31372

Ability for Approval Step Watchers to receive Approval Request email, Approval Completed email or Both

CC-31373

'Listing Agreement' Listing Page

CC-31374

'Fee Template' Listing page

CC-31390

Enhancement - Lead Dashboard

CC-31470

Add Daily Digest To The Reports Dashboard In Deal Manager

CC-31532

Enchancement - Use a token to pull in Exhibits/Addenda where needed in a Lease

CC-31741

Populate Option Preview With Lease Term

CC-31790

Can we update the approval required email?

CC-31793

Create New Activity Dashboard Page within Deal Manager Activities

CC-31914

Teams need to be added to the Email Functionality

CC-31915

Ability to add new contacts in the contact filter pop-up within Email Activity

CC-31945

Deal Manager To Support Options for ROFO, ROFR, and Custom Options for Spaces On Differing Properties

CC-31948

Additional Benchmark column in the Proposal Comparison

CC-31975

Request To Create ROFO, ROFR, Custom Options For Floors/Buildings/Properties

CC-32045

Milestone Enhancements: Due Date Auto Updates

CC-32185

Populate Tenant Current Information if doing existing tenant deal

CC-32198

New Voyager table DMDealStageHistory

CC-32384

YardiOne full implementation for All DM clients

CC-32403

Token for Mobile Phone Number

CC-32410

Add Escalation to the Approval requirement in the Acceptable Variance Range

CC-32451

Add Deal ID Number to Proposal PDF Export

CC-32455

Required for contacts to be added to a deal based on the role for new and existing tenants

CC-32518

Prompt Attachment upload to allow for Document Type to be added right away

CC-32530

Make 'Commissions URL' field Mandatory to be filled when 'Commissions Manager' flag is turned ON

CC-32598

Benchmarks should pull property expense information into the comparison

CC-32684

Can we Add Optional Configuration to Remove Additional Agents from Approval Email

CC-32698

Add Unique Deal ID to Approval Emails

CC-32753

DM<>CT - Commission for Sale Type deal should be calculated on basis of Listing Price in CT

CC-32789

[Token Request] Tenant level token for Rent Steps

CC-32793

Request to not allow duplicate file names in Images tab in Deal Manager

CC-32802

Ability to override discount rate on a deal by deal basis

CC-32807

Copy Signee - Allow for Copy signee to follow order of signees, not only receive at the end of the esign process

CC-32810

Sale/Purchase and Fee need their own approval email

CC-32811

A new Deal Transaction Type of Purchase

CC-32886

Looking to Isolate Roles To Only New Deal Types In Company Settings

CC-33057

Add 'All' Option for Last Modified Field on Leasing Activity Report

CC-33079

Passwordless login - YardiOne full implementation for All DM clients (External User)

CC-33080

Create new Access to All DM Properties field on User Management

CC-33122

Add 2 approval criteria to support Sale & Purchase transaction types

CC-33124

Track product version on admin screen within Deal Manager for audit purposes

CC-33149

Update Logo and Color Scheme of Deal Manager Production Site

CC-33222

Add option to opt out of Milestone Notifications being sent on Company and User Level

CC-33224

Add Deal ID To Leasing Activity Report and all other Standard Reports in Deal Manager

CC-33338

Can we improve the design of adding Clause Group tokens

CC-33339

[Enhancement] Add pagination to all dashboards in Deal Manager.

CC-33413

Sync properties from 0 iPreviousMaxrowVersion

CC-33425

Approval requirements - allow to make approval notes mandatory at approval requirement level

CC-33426

Purchase & Sale deal transaction type forms - add field for additional costs

CC-33427

Can We Make the Tenant Name Read Only When Adding Deals?

CC-33507

Log eSignature emails in log database

CC-33602

Contact Address Posting To Voyager With Incorrect Country

CC-33635

Add Stage Filter to Milestone Dashboard

CC-33700

Space tokens not working for multi-unit deals, only pulls one result

CC-33732

No Export to Excel option present on Milestone dashboard

CC-33767

When activating an older proposal, is it possible to auto-update the stage to match the approval workflow

CC-33843

Add Filter to Milestone Dashboard to include Dead Deals (By Default dead deals should not be included in the Milestone Dashboard)

CC-33846

Remove Tasks and Milestones from showing up on the Activity Feed by default

CC-33848

Add Market filter to the Approval Dashboard

CC-33850

Add Document Description to the Legal Documents Tab

CC-33855

Update Approval Notifications via existing "Entire Approval Process" Flag on user settings

CC-33859

Add DMDeal.hProperty column

CC-33930

Stacking Plan showing incorrect $/sf/yr number when tenant is across multiple units

CC-33938

Users with specific space access cannot run Custom Reports with the property they have specific space access to. Can we open this up so that property is selectable in the custom report. Ok that we don't honor the space level security there.

CC-33997

Translation - Add missing keywords

CC-34008

25.3 Pre/Post Deployment Steps

CC-34164

Additional fields need to be translated into French- Canada language

CC-34325

Add vertical scroll bar to Cashflow Details page