May 2025 - New darwin.cloud Features and Enhancements

Updated on May 16, 2025

Enhancements / New Features

PEOPLE

When merging duplicate records, we have included the mailing address and phone number fields. This update ensures that these important pieces of information are retained and accurately merged, improving the completeness and usefulness of the final records.

NOTIFICATIONS

You can now incorporate the {MLSNumber} merge field directly into the subject line.
New Merge Fields Added: These merge fields will pull Buyer and Seller phone numbers with "Mobile phone type
- {BuyerMobilephoneNumber}
- {Buyer2MobilephoneNumber}
- {SellerMobilephoneNumber}
- {Seller2MobilephoneNumber}

LEDGER

1099: We have made it easier to identity terminated agents from active agents when doing 1099 batches. Terminated agents will display in RED

REPORTS

All Reports: The "Last 12 Months" date parameter has been incorporated into the filter options available for reports.
Profit & Loss by Month report:
- Added "account" parameter to filter options
- Able to multi-select company filter parameter
A/R Aging Report: Added "Active" parameter to filter by the following:
- All Agents
- Active Agents
- Terminated Agents
Office Production Analysis Summary Report:
- Ability to multi-select under status parameter
- New group columns added:
  - Property - People
  - Property - Sellers and Buyers
New Report Added: Profit and Loss thru Operating Profit By Month
Agent Basic Report: We have added a "Personal Email" column to the Agent Basic Info report, which allows you to track the personal email addresses of agents and staff. Additionally, we have renamed the existing "Email" column to "Work Email." This will help avoid any confusion when differentiating between personal and work email addresses.
Property Data Sheet: The Property Data Sheet now displays additional information from the property record:
- Property ID
- Pending Date
- Selling Price
- Trans Fee (each side)
- Company $ %
- Commission Notes (if applicable)
Pending Transaction Missing Financial Data: New columns added
- MLS number 1 & MLS number 2

SALES

Invoices: New Feature "auto billing" - This new feature lets you set a specific date to automatically run monthly billing. It will also automatically charge agents who have chosen to use automatic bill payment. This means that once an agent authorizes the payment, they will be billed on the set date without needing any manual action. Agents will have the option to opt-in to authorize auto billing.

SETTINGS

Setup: New Setting: "Turn off overrides for terminated agents" - The feature to deactivate overrides for agents who have been terminated has been successfully added.
Setup: Under Application Settings - A New setting "is onboarding finished" is added when adding a new agent
- TRUE - the "is on boarding finish" will be check off automatically once user add agent. So that new agent will not see the onboarding pop up window when they log in
- FALSE - the "is onboaring finish" will NOT be checked off. User needs to manually check off the "is on boarding finished" on the agent profile under People>Agent Basics

EMAIL CAMPAIGNS

In the Advanced settings, you will notice a message being displayed. This new feature enhances users' understanding of the information that recipients will access when establishing their report campaigns. Furthermore, users will be able to customize the report visibility according to each recipient's access level. This enhancement is designed to offer increased flexibility and control over report visibility, ensuring a more tailored experience for each recipient.

Below is the message:
- Include hyperlink in the email to open the following report
  By default, reports will filter data based on the companies and offices enabled on the recipient's user profile. Checking the box below will filter the data based on the settings of the person profile linked to the recipient's user account, if applicable. If there is no person account linked, the report will filter based on the user security permissions.

PROPERTIES