Company > Notifications > resend: columns and fields needed
Company > Notifications > Easier way in re sending notifications
Added property address, property person role, and order total amount columns when re sending notifications
For the user to know easier which notification to send without leaving the screen to search for the voucher ID
Notification: Property entity - need additional merge fields for People/vendors
Added the following merge fields:
lender
appraiser
lawyer
attorney
title co
title comp
home inspector
home warranty
insurance company
escrow company
loan officer
mortgage
trans coord
Notification: Agent Entity - add merge field and issue with adding symbol
Added person custom field merge fields in the invoice entity and in condition
Notification: Property entity - add merge field for template and condition
{buyer1 lead source}
{buyer2 lead source}
{seller1 lead source}
{seller2 lead source}
{buyer1 lead generated by}
{buyer2 lead generated by}
{seller1 lead generated by}
{seller2 lead generated by}
Issues Reported Have Been Resolved (Fixed)
PEOPLE
People > find duplicates - error when merging: "This voucher cannot be modified because it is locked."
When merging person records that have accounting records linked, an error occurs: This voucher cannot be modified because it is locked.
Find duplicates: error when merging multiple records
When merging for person records using the "find duplicates" button and using the "People to Merge +" button to search for person records to be merged, we are getting an error:
"Transaction (Process ID ) was deadlocked on lock resources with another process and has been chosen as the deadlock victim. Rerun the transaction."
PROPERTIES
Properties > Agent Net List/Sell screen: Screen keeps loading and comes up with the "unknown error"
When users are updating the Agent Net List/Sell, the screen will start loading with the 2 dots and then comes up with an "unknown error".
Email > Notification issues
The list of campaign should include the Commission Notice notifications but it is not showing from the dropdown
The list of recipients isn't showing any recipients like agent's name, cobroke, etc.
BILLS
Duplicating vouchers and creating a new one creates an error message
When trying to duplicate or create a new voucher, the system shows an error message "An internal error has occurred"
LEDGER
Ledger > Periods > Merge duplicate records error: This voucher can not be modified because it is posted
User would like to merge supplier records. The supplier record would like to keep one recordand merge the other one - that has57 linked vouchers.
Fix error in Lock Period code that excluded Journal Entries based on GL account type
Updated the code for Locked Period to include ALL journal entries where the journal date is within the locked period
Office from a different company showing on journal entry
user created a journal entry where they were able to select an office that belongs to another company
BANKING
Bank stream issue: bank stream rules not applying to the newly imported bank transactions
When there's new imported bank or credit card transaction imported, the rules created to automatically classify them are not working
REPORTS
Terminated agents still showing on report even the report was run to "active agents' only
Net profit total not matching the total of each of the offices on the P&L by office report
The total showing on the net profit column does not match the total of the offices when added together
Agent Basic info report issue
The value provided for the report parameter 'officeID' is not valid for its type. (rsReportParameterTypeMismatch)
Updating custom report: changes in report grouping not saved
When updating a custom report, the changes that were made to Group 1 and Group 2 are not retained even after the user successfully saves it using the "update" button
Vendor Payments (bug) Not returning data + Add Company Filter
The report is not returning data
The report parameters should include a filter for "Company"
Issue with the filter parameter "team" of the Closings by Agent Quick
Team filter parameter: All Agents NOT on TEAMs and All Agents ON Teams is not working
Ranking Report for Awards Report showing blank pages
When the user tries to print this report, there are few pages that comes out blank
Reports > REP Cubes: Change the buttons "recalculate pendings" and "update totals" so that they run overnight instead of on demand
Custom totals not showing as a column in report
Closings by Agent vs. 1099 Gross Incorrect
COMPANY
Email Campaigns for Commission Notifications did not send out for the couple of days now
commission campaigns not sending out since September 25
Notification: {commissionbreakdown} merge field to follow the font style and size setup
Notification: Invoice entity - Agent Billing or Agent invoice statement set up
Added merge fields:
agent's display name
agent's familiar name
Email Campaigns using agent data sending multiple emails for agents who had changes to offices
Whenever Upcoming Agent Anniv & Agent Anniv Today sends out, it sends multiple emails that shows the same agent but the office is different
TOOLS
Letter printing issue: Cloud version prints smaller than Citrix
The letter print out from Cloud still looks smaller than the letters printed from Citrix
Adjusting the font size in the Cloud version to match it with the letter formatting in Citrix however, I noticed that there are some items that did not adjust to the updated font size
DARWIN CLOUD
Changing width in computer switches to mobile version
darwin Cloud being used in computer changes size (width), it changes to the mobile version
Multiple performance issues | Unable to log in, all sessions are now saying inactive if already logged in
Users have been experiencing multiple issues in darwin Cloud:
unable to log in
unable to search for people and property records
some of the menus are not loading or comes up with an error
Local charts are showing without labels
When local charts are vertical, the labels are not shown in the bars