Ticket ID

Description

CC-21960

Added Blank dropdown option on customer relationship manager role dropdown.

CC-31222

Stacking plan rent format will now display based on property default or company default if property default is undefined.

CC-31906

Fixed an issue where refreshing would reset filters on the Maps dashboard.

CC-32616

Disabled dropdown for commission handling of free rent when amount type is not %

CC-33267

Resolved an issue where expired options could be exercised.

CC-33428

Adjusted deal import file to include more fields to better be able to import leads.

CC-33834

If initial inquiry information is required, it will not be required when creating a deal initially with proposal terms.

CC-33970

External users can now add contacts on activities they log.

CC-34166

Deal export on sale transaction type deals will now show all relevant fields.

CC-34214

Ancillary Tenant Document will now be automatically hidden from new non legal companies' deal types.

CC-34219

Sale/Purchase deals “Feasibility Period Expiration Date” and “Effective Date of Contract” fields are now date fields rather than text.

CC-34279

Added spaces being terminated to Deal Details on termination deals.

CC-34403

Updated tenant retention calculation to include early renewals.

CC-34457

Numeric field types will now print with decimals consistently, and a new type, integer, has been added to display without decimals.

CC-34544

Later versions of documents now have to be the same file type.

CC-34756

When an external user creates a company, it will always be created under its parent company.

CC-34758

Dropdowns and Lookups will now state “No Data Available” when a search brings no results.

CC-34762

Added popover buttons to preview commissions and expenses on tenant rep transaction type deals.

CC-34768

Leads dashboard will now correctly only show lease leads under the lease deals tab.

CC-34771

The deal will now move back to a stage before the first unapproved approval step when an older proposal becomes re-activated.

CC-34851

Fixed an issue where clearing the global filter would not clear across certain dashboards.

CC-34922

Fixed issue where email activity was not an option when adding an activity from the Company summary page.

CC-34934

Fixed a small display issue on the property detail page in certain tabs.

CC-34937

The Current/Ending Annual Rent field on tenant information flyout will now always show an annual value.

CC-34969

Updated contact address field character limit to match Voyager.

CC-35021

Can now make Move Out Reason a required field on termination deals.

CC-35034

Updated menus to match the dashboard names.

CC-35052

Fixed alignment of fields with check boxes on the User Admin page.

CC-35060

When an approval is rejected and moved backwards, it will now always be moved to an earlier stage within the approval workflow if applicable.

CC-35092

Fixed alignment of the lookup when using the tenant filter on the Activity Dashboard.

CC-35130

Fixed a small alignment issue with the tiles on the Activity Dashboard.

CC-35172

Resolved issue with approval email not handling special symbols in stage gate name.

CC-35210

Sub-comments will now be displayed in the activity feed export to excel.

CC-35283

When an approver is delegated to another user, this is now recorded in the approval history.

CC-35296

When a deal has been recently executed, and the amendment is pending activation in Voyager, the deal will show on the tenant dashboard for that tenant.

CC-35302

Security deposit notes will now be posted to Voyager even when a deal has no security deposit.

CC-35343

Removed milestones from the deal dashboard’s last activity column, removed milestone creation date from daily digest email.

CC-35422

When adding a user through YardiOne and selecting the Access to all Properties flag, the user will now have the Access to all DM Properties flag enabled.

CC-35441

Removed the Aging column from the tenant tab on the property details page.

CC-35473

The Transfer Signee page is now consistent across all areas where it can be accessed from.

CC-35485

Fixed an issue where pressing cancel when bulk deleting clauses would cause the delete button to disappear.

CC-35508

Renamed “Additional Purchase(/Sale) Cost” to “Additional Cost” on purchase and sale deals.

CC-35548

Fixed occasional alignment issue of rent variance metrics on proposal comparison screen.

CC-35557

Fixed token <<Security_Deposit_Amount>> to print as $0.00 when there is no security deposit, to retain consistent format.

CC-35559

Fixed filtering order of deal stage column in Leasing Activity Report, will now be Executed, Negotiation, (LOI), Proposal, Tour, and then Lead

CC-35580

Tooltip on LOI disable button provides more clarity based on flag being enabled or disabled.

CC-35599

Fixed the alignment of the Edit tooltip on milestone edit from deal dashboard.

CC-35606

Fixed a bug where turning off access to a document type in document security would still allow users to see document on deal dashboard.

CC-35616

When adding a new User Defined Field, the order field now populates with a number one higher than the highest existing order value.

CC-35621

Fixed an issue with property area display when importing a property with a different area type than the default area type.

CC-35627

Fixed an issue where contact roles would be overwritten elsewhere when attaching to a deal in Deal Manager.

CC-35628

Renamed approval setting “Allow All Users to Edit Proposal After Approval” to “Allow All Users to Edit Proposal Prior to Approval”.

CC-35630

Fixed a bug where all signee tokens were populating as mandatory, now only signature and initial tokens will be required by default.

CC-35646

Fixed an issue where external users could see contacts from both their external and internal environments at once.

CC-35679

Fixed an issue where signatures would be misaligned after a document was completed.

CC-35680

Fixed an issue where events sent to outlook via Deal Manager would display in UTC when being edited.