What's New

• Spotlights for Agents
• Fast and Quick Screen Loading
• Sales
• Banking
• Email Campaign
• Reports
• Security

• Users can now have a way to control the setup of Agent Spotlights
• Users with permission to Company > Spotlights Setup should be able to determine which features of the Agent Spotlights are displayed
• Users should only be able to select from Graphs, KPI and widgets that already exist on the screen - the setup screen should exclude items that are not currently available to agents
• Spotlight Groups should be disabled for Agent spotlights - they should only have one tab of spotlights available

The post screen will be much faster to open compared to the previous darwin.Cloud versions

Under Dropdowns > Other, a new screen is added called "Special Billing Categories". On this screen, users can create custom special billing categories.

• Banking > Reconciliation (New Feature) Make Reconciliation available for non-cash (Credit Cards) accounts associated with Bankstream
  • The dropdown list of bank accounts available on the Banking > Reconciliation screen is currently restricted so that it only includes Cash Accounts. If a client has Bankstream set up, GL accounts that are hooked up to a credit card on the Banking > Balances screen, it should be available to reconcile

• Email Campaign: Commission Notice- option on how to show scale plan as Company $ Cap limit of agents
  • a new merge field ({Agent_ScaleMaxAmount}) to show the Company $ Cap Limit is available for the commission notice campaign.

Agent Ranking, Agent Ranking All, & Team Ranking - AGCI closed list and AGCI closed sell column has been added

• Buyers/Sellers by Agent: A neighborhood column has been added and a sort button to columns like:
  • Close date
  • property address
  • assigned agent
  • Selling price
  • status
  • agent side
  • BuyerSeller first name
  • BuyerSeller last name
  • Lead Source
  • neighborhood

• Security > Roles (New Feature) Add a selection for "Start" screen to Security > Roles
  • A default screen for each role is made available and users can select which screen to display when they first log in to darwin.Cloud

SOFTWARE UPDATES in darwin

Users can view these lists and other enhancements at any time, in your darwin dashboard.

You may direct any questions or concerns to [email protected].