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26.1 Release Notes

Updated over a month ago

Elevate – Deal Manager:

Major Enhancements

Enhancement CC-36675: Passwordless login options for Deal Manager

Passwordless login is available through YardiOne, Microsoft Authentication, Google MFA, Google Authentication, Secure Links and One Time Password sent via text message or email. Passwordless login is a security measure that elimiates traditional passwords and requires users to authenticate their identity before logging into Deal Manager. For additional information, please see the Passwordless Login Guide.

Deal/Proposal Level Enhancements

Enhancement CC-34279: Termination Deals – Spaces To Be Terminated field

"Spaces To Be Terminated” field is now displayed on Termination deals within the Deal Details page.

Enhancement CC-34437: Tenant Rep Deals - Property Lookup

Property Lookup now available on Tenant Rep Deals.

Enhancement CC-35624: Dates added to all proposal comparison columns

Proposal Comparison column dates update to reflect the active proposal start date. For deals with multiple units or terms, the Lease Term row will read “Multiple” within the comparison columns for Prior Lease, Budget, Secondary Budget and Market columns.

Dashboards

Enhancement CC-35244: Ability to multi-select values for User Defined Fields of type List on Top level filters

List UDFs can now be filtered by multiselecting the UDFs from the dropdown.

Enhancement CC-34545: Share Dashboard filters with other users

Saved dashboard filters can now be shared with other users in your environment through DM Settings > Saved Filters.

User Admin

Enhancement CC-32544: Element Security for Agent field

“Allow adding Agent” and “Allow adding Additional Agents” element security tokens added for additional user permissions within the Deal Details screen.

Reports

Enhancement CC-34828: Client dropdown filter added to reports

A Client dropdown filter has been added to all Deal Manager reports to allow for external users to filter client data within the report view.

New CC-35295: “User Property Security” Report

User Property Security report has been added to Deal Manager to allow for reviewing users’ property access within the environment. The User Property Security report can be exported to Excel from the Users screen within User Admin.

Enhancement CC-35487: Dead Deals Report – Property Attributes columns added

“Show Property Attributes” flag added to the Dead Deals Report to assist with filtering reports using property attributes.

Enhancement CC-35666: Tour Activity Export – Desired Area (SF) column

“Desired Area (SF)” column added to the Tour Activity dashboard export.

Enhancement CC-35681: Activity Feed Report – Deal Type column

“Deal Type” column added to the Activity Feed report.

Enhancement CC-36036: Leasing Activity Report – “Separated by property” alphabetical sorting

The Leasing Activity Report – PDF Export is now alphabetically sorted by default when using “Separated by Property” flag. Please note, the “Separated by Property” flag is only available when selecting multiple properties within the Properties filter on the Leasing Activity Report, then selecting “Print PDF Report”.

Other Enhancements

Enhancement CC-34474: Nightly sync updates Milestone Assignees with Voyager property contact changes

Milestone Assignees by property contact now update with the nightly sync process. Any changes to the property contacts assigned to an open Milestone will be updated overnight, and changes will reflect after the sync process completes.

Enhancement CC-35179: Requirement Field - Prorate First Month Rent

A requirement field for proration has been added to the Proposal object type to allow users to flag a deal for “Proration” which will show a separate, prorated first month rent step on the Rent Schedule preview.

Enhancement CC-35245: Approval setting - “Allow to Reset to Specific Approval on Counter”

New Approval setting “Allow to Reset to Specific Approval on Counter” added to allow users to specify to which step the counterproposal resets the approval workflow.

Enhancement CC-35303: Image preview for Deal images and Property images

An image preview button is now available on the Deal and Property “Images” tab.

Enhancement CC-35607: Copy Approval button

A “Copy” function has been added to the Company and Property Approval Requirement screens to allow for duplication of existing approval steps to then be edited upon duplication.

Enhancement CC-35612: Option to display Tenant DBA Name on Stacking Plan

Enhancement CC-36256: Milestone Template page redesign

The Milestone Template page within Company Settings has been redesigned.

Enhancement CC-36309: Custom Table “Edit” tool tip

An “Edit” tool tip now displays when hovering over custom tables to inform users that they can click into the row to edit the custom table data.

Elevate - Legal:

Major Enhancements

Enhancement CC-35748: Update Default Signee when proposal is resaved + Reset Signees

Any changes to the deal metrics affecting the default signees will now update the signees automatically upon resaving the proposal. To reset the default signees, users can press the “Reset Signees” button to reset default signees or reset all signees.

Enhancement CC-33269: Fully Signed appended to completed legal documents in Attachments

“(Fully Signed)” appended to completed legal documents that show within Attachments.

Enhancement CC-33863: New eSignature font option

SignPainter font added as an eSignature font option for legal document signatures.

Enhancement CC-32436: Reminder email for signatures

Company setting for “Send eSignature Reminder (Hours)” added to allow for automatic eSignature reminder emails to be sent out on a defined schedule.

Navigation: Company Settings > Deal Settings > Document Settings > Send eSignature Reminder (hours)

Enhancement CC-33995: Ability to name signature envelope

eSignature envelopes can now be named when the envelope is created using the Edit pencil icon next to the name of the envelope.

Enhancement CC-35232: “View Full Clause” info icon within document editor

Information icon added to the Lease Template document editor to provide a view of the full clause.

Enhancement CC-35682: Ability to resize signature tokens

Signature tokens are now resizable when using the drag and drop functionality. Only the Sign, Initial and Date tokens will adapt to the size of the token box; tokens requiring user input will remain unchanged.

Enhancement CC-35687: Ability to edit email address and resend to signee

“Edit Email” button added to the Pending Signees window. Individual signee email addresses can now be edited once the eSignature process has started, eliminating the need to void the eSignature process to correct a mistake within the signee’s email address.

Enhancement CC-35688: Ability to view signatures in mobile, tablet and desktop views

Added ability to view signatures in the mobile, tablet and desktop views. Signature tokens and other eSignature elements resized to the various screen sizes, respectively.

Enhancement CC-36056: Warning message for incorrect file type format

A warning message will display when an incorrect file type format has been uploaded for any Legal Document templates, listing the accepted file type formats.

Tokens

Enhancement CC-36035: Benchmark Tokens

Benchmark_FreeRentMonths

Benchmark_RentIncreaseType

Enhancement CC-33966: Request For Token Delimiter To Alphabetize Clauses Pulled By Name (Not Code)

Clauses_OrderByName

Full List of Tickets Here

Bug Fixes:

Case ID

Description

CC-32881

Property Level encumbrances will now count as they do in Voyager 8. A ROFO for 3 units will count as 1 encumbrance rather than 3.

CC-34456

Fixed an issue where duplicate signees would show on a deal if the deal was saved multiple times upon deal creation.

CC-34824

External users clearing filters will no longer clear the client dropdown.

CC-34825

No longer will show client from Add deal client dropdown if user does not have that client’s add deal access.

CC-34827

All dashboards will now preselect the client dropdown value for external users.

CC-34907

Added tokens: PriorLease_EndingRate_PerArea_Yearly, PriorLease_EndingRate_PerArea_Monthly, PriorLease_EndingRate_FlatAmount_Yearly, PriorLease_EndingRate_FlatAmount_Monthly, PriorLease_AverageRent_PerArea_Yearly, PriorLease_AverageRent_PerArea_Monthly, PriorLease_AverageRent_FlatAmount_Yearly, PriorLease_AverageRent_FlatAmount_Monthly

CC-34999

Deal list will not refresh when updating deal stage/substage.

CC-35246

Added a filter for inactive milestones and, by default, now exclude inactive milestones from being displayed on the milestone dashboard.

CC-35247

Stage and substage added to the approval emails subject line.

CC-35304

If there are no tenant roles mapped in DM, all tenant contacts will be read-only on existing deal types.

CC-35558

Proposal_ProposedSqFt token to show partial SF value if the client has enabled partial SF.

CC-35591

Inactive roles will now be hidden by default, and a dropdown to include inactive roles has been added.

CC-35610

Access to All Properties flag has been hidden to avoid confusion against Access to All DM Properties flag.

CC-35625

Multiple approvals by the same user on the same substage will now be allowed.

CC-35668

Internal rep commissions will now be posted to the dmdealeconomics table.

CC-35804

User Defined Fields added to the Approvals Report as columns that can be selected.

CC-35807

Tenant Information flyout will no longer close when an action is taken on the tenant’s legal document.

CC-35879

When calculating commissions on the sale transaction type, the calculation will now calculate off of expected sales price, and listing price only when expected sales price is zero.

CC-35920

Improved functionality for “Feedback” option on help center dropdown.

CC-35933

Added a token for the date of initial rent escalation titled EscalationStartDate.

CC-35938

When adding a lead with a main property, as well as additional properties, the system will now navigate to the main property rather than the last selected additional property.

CC-35940

Require approval notes is now honored correctly on the outlook actionable approval email.

CC-35966

Added token, TransactionType

CC-35967

MTM now supported for budgets.

CC-36024

Mobile app not being available on newer versions of android has been resolved.

CC-36032

On signee transfer email, the words “with notes-” will no longer appear when no notes exist on transfer.

CC-36033

Fixed alignment of token tooltip when placing tokens on a legal document in the legal module.

CC-36075

Updated “Current Version” and “Released On” fields in Company Settings > General Settings > Settings > About.

CC-36081

Fixed the transaction types scroll bar when adding a Milestone Template, to no longer be cutoff.

CC-36083

For Sales, Fees, and Purchases, approval email will now say “Deal:” instead of “Tenant:” for deal name.

CC-36110

Increased maximum proposal notes characters to avoid error from long proposal notes.

CC-36112

Deal Export to PDF will now show last approver date in the user’s timezone rather than UTC.

CC-36114

Added a flag to sync settings called “Delete DM Properties Not in Voyager Property List.”

CC-36128

Fixed an issue with the time stamps on the Pending Signees Popup, times will show correctly with user’s local time.

CC-36129

Resolved issue where TI and Commission amounts would show incorrectly in Cashflow for Separate Rates and Dates deals at times.

CC-36212

The term (months) field in the option form is now mandatory.

CC-36216

A field for Current Tenant name has been added to approval emails for Assignment deals.

CC-36232

Fixed an issue when an existing deal would combine units from separate amendments and add expenses rather than averaging them.

CC-36240

Fixed an issue where commissions would be removed from a Separate Rates and Dates deal when a commission was later added on a different unit tab.

CC-36259

Approval notes will now be limited to 2,000 characters to avoid missing character in activity feed.

CC-36298

The “For Entire Approval Process on Proposal” flag will now include delegate approval emails being sent to the Leasing Agent.

CC-36328

Fixed the report counts in the Reports page to dynamically match the number of reports.

CC-36346

Fixed token (ProposedFreeRentPercent) to successfully convert to words.

CC-36348

Notes are now required when rejecting an approval on outlook, as they are when rejecting through DM directly.

CC-36350

Tooltip added for rent escalation “Weighted Avg Rent Escalation” on proposal comparison page.

CC-36364

Fixed an issue where dead deals wouldn’t post a few lead fields to DMDeal table in Voyager.

CC-36384

Fixed an issue where additional rent was not correctly splitting rent into monthly buckets.

CC-36386

Pagination added to the Pending Signatures Page.

CC-36393

Resolved an issue where 2nd decimal place would not be rounded up if 3rd decimal was over 5.

CC-36541

Fixed an issue where a warning popup wouldn’t display when attempting to move a deal past an approval stage gate, if the deal requirement fields haven’t yet been saved.

CC-36542

Sorting on Dead Deal report date fields is now functional.

CC-36543

UDFs will now post to DMUserDefinedFields table on Ancillary Tenant Document deal type.

CC-36554

Fixed an issue with the Lease Expiration by year filter that would make it filter by incorrect criteria..

CC-36556

Fixed an issue where commission descriptions were not posting to their columns in the LAR.

CC-36575

Fixed an issue where create-your-own signatures would cut off completion certificate timestamps.

CC-36625

PDF Merge will now normalize page dimensions by scanning pages and matching smaller pages to largest page size.

CC-36626

Jobs will no longer post in UTC, but will now match the time zone of the job in Voyager.

CC-36641

Fixed an issue where assignment date could be saved as a date preceding the start date of the lease.

CC-36645

Fixed an issue where tenant custom table field tokens would output the table instead of the individual field in some situations.

CC-36657

Fixed a display issue on the spaces field when using the Select Deal comparison column.

CC-36691

Scroll bar added on approval actions pop-out when accessed through proposal > approvals tab.

CC-36693

Fixed an issue with the Year 1 Rent (Incl. Costs) criteria check that would not account for rent type selection, and treat rent input as $/SF/YR.

CC-36720

Fixed an issue with the space count for properties on the property dashboard when using minimum unit area sync setting.

CC-36799

Recalculate button on one benchmark column will no longer recalculate the other benchmark column (primary and secondary).

CC-36810

Signature envelopes can now be generated with only a Reviewer signee type.

CC-36907

Digest emails will no longer say “Qualified Lead”, replaced with “Lead” for consistency.

CC-36918

Token ClauseGroup_{GroupName} output fixed to correctly print each clause’s name before its clause text.

CC-36941

Fixed an issue where Deal Settings > Voyager Config > Deal Configuration setting “Lock Deal on Stage” would show a visual bug after changing config and refreshing.

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