Release Webinar - July 29, 2019

Block Ledger Flag

This flag gives management companies the ability to block account access on the Owner's Portal, and customize, on the association-level, what messages owners see instead of their ledger.

New Mail Formats

• Mailing Address Only: This is the default mailing format, where letters/ statements are only generated for the primary mailing address on the account.
• All Addresses- Overlay for #10 Envelope:
  
  • This format will generate a letter for each mailing address on the owner's contact record.
  • The letter generated for the property address will be addressed to the Homeowner Name, such as George Washington.
  • The addresses will be placed in a predefined location on your letter template, suitable for #10 envelopes/ double window envelopes
• All Addresses - Mailing Address with Name Tag:
  • This format will generate a letter for each mailing address on the owner's contact record.
    
  • The letter generated for the property address will be addressed to the Homeowner Name, such as George Washington.
  • The addresses will be placed wherever the merge tag «Mailing Address With Name» is placed in the letter.
• All Addresses- Overlay for #10 Envelope (Current Resident):
  
  • This format will generate a letter for each mailing address on the owner's contact record.
  • The letter generated for the property address will be addressed to "Current Resident"
    
  • The addresses will be placed in a predefined location on your letter template, suitable for #10 envelopes/ double window envelopes
• All Addresses - Mailing Address with Name Tag (Current Resident):
  • This format will generate a letter for all mailing address on the owner's contact record.
    
  • The letter generated for the property address will be addressed to "Current Resident"
    
  • The addresses will be placed wherever the merge tag «Mailing Address With Name» is placed in the letter.

Follow-up Dates now auto-fill based on Action Item Duration

When a step in an Action Type has a Duration filled in and at the same time the Additional Action “Hold Until Follow Up Date” selected, this step will automatically fill the Follow Up date based on the Duration if that field is empty in the Action Item.

Ability to Retry Print Jobs

Any Print Jobs that fail due to connectivity issues or the otherwise, can be retried, using the Retry button on the Mailroom -> Print Queue page

Owner's Portal Attachment Upgrade

The Owner's Portal now supports up to 10 MB file size uploads! We have also added an error message for those times when users try to submit files that are too large.

Pay Invoices Screen Enhancements

We have added the Bank Account to the GL Detail tab of the pay Invoices screen, making it easy to see which bank account invoices are being paid from. We have also significantly improved loading and processing time on this page!

New Reports!

• All Board Members: Excel exported list of anyone and everyone, across all associations, with the role of "Board"
• Balance Sheet (Funds) with codes: You guessed it, we added the GL code to that Balance Sheet.
• Full Invoice List: This is an excel export of all invoices