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26.2 Release Notes

Test Deployment: 05/18/2026, Live Deployment: 05/29/2026

Enhancement CC-35890: Show Spec Leases on Paused Budgets

Speculative leases from “Paused” status Budget Books can now be displayed in Deal Manager within the Budget Proposal Comparison column.

Enhancement CC-36727: Support for Explicit Secondary Benchmarks

Benchmarks can now be configured as Secondary Benchmarks, explicitly.


Enhancement CC-37412: Budget Setting: Spec Lease OR Contract Lease

Spec Lease Display Type option, “Spec Lease OR Contract Lease”, added to Budget configuration. If both records exist, the Spec Lease will display. If a Spec Lease is not available, an existing Contract Lease will display instead.


Enhancement CC-37793: "Restricted” Contacts

“Restricted” flag added to Deal/Lead Contact Role configuration. Restricted contact information cannot be edited.

Enhancement CC-29158: Confetti on screen for Executed deals

Confetti now appears on screen upon deal execution.


Enhancement CC-31789: Rent Schedule on Deal Export

Rent schedule added to the Deal Export. The rent schedule includes From/To Dates, Base Rent $/SF/YR, Free Rent $/SF/YR, Rent $/MO and Rent $/YR columns. Other Rent schedule shows when a deal has additional charges on the proposal.

Enhancement CC-33581: Favorite Deals

Deals can now be favorited to appear at the top of your Deal Dashboard.


Enhancement CC-35962: Tour activity - Property search for Tenant Rep, Sale, Purchase Transaction Types

A property search has been added to the Tour activity for Tenant Rep, Sale and Purchase Transaction Types.


Enhancement CC-36025: Auto populate Option Rent Steps End Date

Rent Steps End Date auto populates from the Start Date + the Term length entered on the Option Info tab.


Enhancement CC-37392: Separate Rates and Dates – Proposed SF and Starting Rent

Proposed square footage and starting rent amounts now post to Voyager for each unit on Separate Rates and Dates deals.

Enhancement CC-36953: Retail Sales Category for Existing Tenants

The Retail Sales Category now populates automatically on the proposal when creating existing tenant deals.

Enhancement CC-36965: Post Estimated Sales to Voyager

Estimated Sales now post to Voyager for Retail tenant deals.

Enhancement CC-37027: “Deal Name” for Sale, Purchase Transaction Type deals

“Tenant Name” field updated to “Deal Name” for Sale and Purchase Transaction Type deals.


Enhancement CC-36692: Watchers for Ad-hoc approvals

When adding an ad-hoc approver, users can now add watchers to their newly added approval step.

Enhancement CC-37282: External users as Approval Delegates

External users can now be added as approval delegates within an approval workflow.


Enhancement CC-37660: Approval Emails - Deal Stage and Substage changes

The deal name now precedes the deal stage and substage in all Approval email subject lines.

Enhancement CC-36756: Ability to add approver without approval step

“Add Approval” button shows on a proposal without an approval workflow to allow users to create ad-hoc approval steps.


Enhancement CC-32502: Rent Schedule on Approval Emails

Rent schedule and Other Rent schedule added to Approval Request/Remind emails.


Enhancement CC-36628: Updated Approval Email for Ancillary Tenant Document deals

Ancillary Tenant Document approval emails updated to remove the deal terms, deal economics, transaction costs and expenses.

Enhancement CC-37213: Failure message for large Approval Attachments

Failure message, “Attachment(s) exceeding the 20 MB limit were not included:”, to show within the Email Logs’ Failure Message column when an Approval Attachment document larger than 20 MB in size is sent with Approval emails.

Enhancement CC-37704: Approval Notes - line breaks updated

Line breaks will now be displayed when viewing the Approval Notes from the approval workflow and approval tokens.


Enhancement CC-35244: Filters - Multi-select User Defined Field values

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

Enhancement CC-36533: Spaces Dashboard – Availability/Listing Details column

Users can now update unit Availability and Listing Details in Deal Manager. Listing Details will be available to edit for Marketing Manager enabled properties/spaces only.


Enhancement CC-36788: Spaces Dashboard – “Never Occupied” tile filter

Dropdown options, “Never Occupied”, added to the Vacant Space Latency tile on the Spaces Dashboard.


Enhancement CC-36378: Leasing Activity Report - Additional Prior Lease and Benchmark metrics

Benchmark term, Prior Lease term, Secondary Benchmark Term, Prior Lease OpEx columns added to the Leasing Activity Report.

Enhancement CC-36385: Leasing Activity Report - Non Recoverable OpEx

Nonrecoverable Opex, Nonrecoverable Tax, Nonrecoverable Insurance, Nonrecoverable Utilities and Nonrecoverable Management Fees columns added to the Leasing Activity Report. All columns display the values in $/SF/YR.

Enhancement CC-36573: Spaces Report - Proposed Start Date, Tenant Code and Floor Columns

Proposed Start Date, Tenant Code, and Floor Columns Added to Spaces Report.

Enhancement CC-36789: Lease Expiry Report - Risk Level Notes

Risk Level Notes column added to the Lease Expiry report.


Enhancement CC-37358: Updated Element Security Tokens

Element Security:

· Lease Leads Export to PDF

· Lease Leads Export to Excel

· Tours Export to Excel

· Milestones Export to Excel

· Leasing Activity Report Download

Additional Element Page Security when “Is A Brokerage” is flagged in Company Settings:

· Brokerage Leads Export to PDF

· Brokerage Leads Export to Excel

Enhancement CC-36802: Page Security - Portfolio - Map Permissions

Page Security element, “Portfolio -> Map”, added to role security to provide or remove access to the Map in the Portfolio menu.

Enhancement CC-36804: Element Security – Change Email/User Code

Element Security token, “Change Email/User Code”, added to role security to prevent users from changing their Deal Manager email/user code.


Enhancement CC-32442: Activity Feed - Private activity label

“Private” label added to Private comments and notes within the Activity Feed.

Enhancement CC-34255: Tenant Attachment Type filter

Attachment Type filter added to the Tenant Information Flyout Attachment tab.

Enhancement CC-35757: Deal Export - Option Description column

Option Description column added to the deal export.

Enhancement CC-35760: Contact Requirement Fields – Hide Label

“Hide Label” requirement field added to the Contact object type.


Enhancement CC-36301: System Activities post to Voyager

Optional Parameter, “Post System Activities to Voyager”, added to Company Settings to allow for System generated activities to post to the Tenant record in Voyager.

Enhancement CC-36726: Benchmark Import Log

Benchmark Import Log added to the Benchmark CSV page.

Enhancement CC-36771: Benchmark Association search bar

Search bar added to the Benchmark Association tabs for each object type.

Enhancement CC-36809: Notification bell – Tasks Due

The Notification bell now shows a badge for the number of Tasks Due for the user.


Enhancement CC-37228: Milestone Status updates in Voyager upon completion in Deal Manager

The status of a Milestone task will now be updated in Voyager upon completion in Deal Manager.


Enhancement CC-33501: French Translation for Legal & Electronic Signature fields

Default Signee, Signature History, Signee Name, Signee Email and various signature Statuses translated for French Canadian language users.

Enhancement CC-34836: Company name in E-signature emails

Client company name added to the beginning of eSignature emails from Deal Manager.


Enhancement CC-36749: Request To Increase Color Differentiation on Signature Tokens

High contrast color options added for Signature Tokens.


New CC- 34907: Prior Lease 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

New CC-36600: BreakpointType

Prints “Natural” or “Unnatural” depending on breakpoint type entered.

New CC-36655: LongDate token modifier

“| LongDate” token modifier added to be used with date tokens to output the date in Month-Day-Year format with the Month spelled out.

Example Output:

May 13, 2026


New CC-37618: YDM_26.2 Schema Update

DMProposal.hParentCommamendment column added.


Case ID

Description

CC-28634

Replaced "Proposal" with "Deal" in approval emails and added property name/address and leasing agent info to brokerage deal approval emails.

CC-34801

"Go to Deal" link in approval emails now only appears for users with active Deal Manager access.

CC-35247

Added deal stage and substage to approval email subject lines for all approval email types.

CC-35440

Fixed intermittent Execution Timeout on the Property Detail Brokerage Deals tab in French translation environments.

CC-35758

Moved Security Deposit Notes to appear directly below Security Deposit Amount in deal exports.

CC-35930

Fixed Floor Plan Manager rendering errors for units without a Voyager Unit ID and improved the error message.

CC-36039

Moved Discount Rate field from deal form to proposal form with auto-population from company/property defaults.

CC-36141

Fixed lookup dialogs across CSV import/export tabs to display consistent column layouts and filter spaces by selected property.

CC-36164

Adjusted functionality to pick up budget rent overrides when Advanced Rent Schedule Entry is being used in Forecast Manager.

CC-36382

Corrected prior lease rent calculation on the unit flyout to use square footage from the active amendment.

CC-36523

Fixed Contact List modal to display full name immediately after adding a contact instead of only the email address.

CC-36555

Fixed Approval Notes formatting in watcher emails to preserve line breaks.

CC-36639

Milestones marked as "Inactive" no longer block deal stage advancement.

CC-36643

Updated deal import template terminology: added "Sublease," removed "Blend," renamed "Qualified Lead" to "Lead," removed "Returned," and added "LOI" stage.

CC-36706

Updated error messages for Lease Template uploads with consecutive periods, multiple extensions, and extra spaces in file names; added translation support.

CC-36724

Property Expenses will no longer pull in rounded values when displaying on the deal proposal comparison page.

CC-36745

Moved Discount Rate field from Deal Details to the Proposal form with auto-population from property/company defaults and 2-decimal precision.

CC-36873

Removed blank brackets on the Contacts Dashboard when Contact Code is not available.

CC-36915

Fixed Labels and Created Activity disappearing from Contact Dashboard when "Use Contacts From Deal Manager Only" flag is enabled.

CC-36921

Fixed deal-level UDF values not posting to Voyager for existing tenant deal type Leads until a proposal was created.

CC-36957

Required Contacts validation now enforces during approval auto-advance and deal creation, not just manual stage changes.

CC-36977

Approval Activity History tab now displays "No data to display" instead of a blank page when no data exists.

CC-36983

Share page for User and Team now shows "No Share" message instead of a blank page; increased delete icon size.

CC-37019

Fixed error when saving Property permissions for External ILS Users caused by undefined value in the API URL.

CC-37039

Removed the unused "Sync Deal Stages" tab from Import/Export.

CC-37049

Fixed Stacking Plan SIC filter not clearing when the Clear button is clicked.

CC-37056

Fixed property address not appearing in reports for Tenant Rep deals created via Property Search.

CC-37071

Updated Additional Charge tokens for Separate Rates & Dates deals to show $0 for all units when no amount is set.

CC-37173

Stacking Plan labels now honor the Preferred Area Column setting from Voyager.

CC-37190

Fee Template commission preset picklist now includes property-specific and property-list presets in addition to global presets.

CC-37212

Units with the same charge setup in Voyager are now grouped on a single proposal tab instead of auto-splitting when Separate Rates & Dates is enabled.

CC-37230

SpaceAddress1 and SpaceAddress2 tokens now trim trailing spaces from space names.

CC-37241

Fixed & displaying instead of & for Company names.

CC-37242

Fixed & displaying instead of & for Contact names.

CC-37247

Deal Type configuration is now honored on all "Add Deal" buttons, not just Add Deal → Existing Tenant without need to log out/in after changing client dropdown.

CC-37316

Fixed date column sorting on Portfolio and Space Encumbrances reports.

CC-37327

Mandatory Integer UDF fields on the Deal object now enforce validation during deal creation.

CC-37329

Removed duplicate Property link and info from the Lease Documents view where a separate Property column already exists.

CC-37343

Fixed Approval History Report timeout error when clicking Clear Filter for large datasets by preventing unfiltered queries.

CC-37362

Deal Substage setup now prevents assigning the same order number to multiple substages.

CC-37424

Fixed Floorplan tab Export button not functioning.

CC-37445

Fixed Floor Plan export error in live environments.

CC-37450

Added missing delete button on Expansion deal units and fixed incorrect unit merging behavior when Separate Rates & Dates is enabled.

CC-37466

Fixed MTD, QTD, and YTD filters on the Deal Dashboard returning inconsistent results.

CC-37469

Renamed "Natural Breakpoint (%)" field to "Percent Rent" for clarity.

CC-37472

Fixed comment token text getting cut off in generated documents.

CC-37510

Removed the unused "Sync from Voyager" flag on Deal Stage in Voyager Settings.

CC-37526

Now hide external user's internal client name from being visible when adding them to a team.

CC-37580

Added email notifications to DMSupport when the nightly sync job fails, including database move/upgrade failures.

CC-37593

Fixed Passkey login error for users.

CC-37656

Fixed Market dropdown on the Lead form showing 139 options from marketing data when Markets are not in use, and Market value not saving after deal is saved.

CC-37659

Updated approval email commission display to show /sf amount with full amount in parentheses, consistent with other cost line items.

CC-37662

External brokers will now be authenticated through YardiOne when the YardiOne flag is enabled for the client.

CC-37696

Improved approval request performance for steps with many external users.

CC-37722

Fixed Cashflow element security tokens (e.g., NPV) not honoring external user permissions; child client config no longer affects parent client proposals.

CC-37776

Fixed expense mapping screen getting stuck in a loading state when adding a charge code.

CC-37784

Fixed "Sign Document" button not working on mobile app by opening the signature URL in an in-app window instead of a blocked new window.

CC-37785

Fixed error when external users create a lead on another company by applying the DM-only Contacts flag using the object's company ID instead of the user's parent company.

CC-37796

Updated report Excel exports to output numeric columns as number data type instead of text across all reports.

CC-37801

Improved PDF viewer performance for large legal documents during e-signature token placement.

CC-37806

Fixed deleting a lease document to also remove all prior versions from Voyager, not just the latest version.

CC-37813

Fixed Benchmark ranking to maintain correct order when pulling matched Benchmark details and ran data fix for Lease Type display labels.

CC-37819

Fixed inactive proposal activation getting stuck in loading state when the deal is locked.

CC-37835

Fixed SharePoint deal document type not displaying after upload by correcting the file ID lookup logic for DM-native files.

CC-37840

Fixed contacts not detaching from leads/deals/company/tenant dashboards when DM-only Contacts flag is enabled.

CC-37854

Added email address display in the contact autocomplete dropdown for Email Activity To/Cc fields.

CC-37855

Removed redundant Property link and info from the Tenant column in Lease Documents view.

CC-37896

Fixed "Fully Signed" status not displaying on legal documents when the signed file reference was soft deleted or renamed.

CC-37898

Fixed fully signed legal documents not flowing to Deal Attachments by falling back to the original file ID when the signed file is deleted.

CC-37900

Fixed floorplan errors when using transparency slider and zoom controls.

CC-37943

Fixed an issue where selecting documents for e-signature in Deal Manager caused the document to duplicate, resulting in an error.

CC-37946

Approval emails now honor Benchmark Comparison element security per approver, hiding comparison data from users without access.

CC-37963

Removed Deal Terms, Deal Economics, Transaction Cost, and Expenses sections from approval emails for Assignment and Termination deal types, as these deal types do not include proposals.

CC-38020

For custom tokens with the same name, the bdisabled field is set when a new custom token of the same name is created, rendering the old custom token disabled.

CC-38171

Fixed auto-scrolling to the rent section instead of the top of the proposal form when clicking "Add Proposal" during deal creation.

CC-38175

Fixed false "Approver Missing" emails being sent and incorrect approval activity history entries when an approval requirement includes a Role with no assigned users. Placeholder records are no longer included in approval history, and the Missing Approver email no longer sends for steps that are already approved.

CC-38187

Fixed the Deal Dashboard failing to load (endless loading) for users with complex default saved filters. Multiple selected filter values are now passed in a more efficient manner to resolve loading error.

CC-38196

Fixed an issue where changing the proposal start date reset commission amounts regardless of whether the user clicked Cancel on the warning pop-up. The Reset button was not working correctly for expenses, and this has also been resolved.

CC-38220

Hidden the "Open SharePoint" button on tablet/medium-screen views in the mobile app, where SharePoint navigation is not supported.


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