AscendixRE Release Notes

Tagged with: Release Notes

Release 1.24​

​Available September 21, 2021

New Features & Improvements 

  • User can copy activities and notes to already existing contact and account records during Inquiry conversion​
  • Inquiry Telephone field is mapped to Account Phone field during conversion 
  • Misc. bug fixes and other improvements 

Release 1.23

​Available August 23, 2021

New Features & Improvements 

  • Configurable Deal Close dialog based on Lightning Flow 
  • Admins can turn on/off individual calculations, automation, and validation rules 
  • Inquiry convert has improved support for duplicate detection
  • Prospective property deals now reflect the size of the related availability 
  • Deal Periods and Lease Periods have been renamed to Deal Rent Table and Lease Rent Table 
  • Misc. bug fixes and other improvements 

Release 1.22

​Available February 4, 2020

New Features & Improvements 

  • Modern Commission edit page 
  • Users can close a deal without an inside broker commission by default 
  • Property map now supports using Google maps without requiring a key 
  • Account or Contact is required for a prospective buyer 
  • Misc. bug fixes and other improvements 

Release 1.21

​Available December 14, 2020

New Features & Improvements 

  • Added help text to the MarketSpace components for Deals 
  • Added Client Comment and Star formula for rating fields to prospective property and updated duplicate check to consider Availability field 
  • Misc. bug fixes and other improvements 

Release 1.20

​Available October 1, 2020

New Features & Improvements 

  • Users can navigate to a deal room from a deal record via MarketSpace
  • Added field to listings to indicate broker responsible for the listing 
  • Filtered Deal Types picklist in the Convert Inquiry dialog
  • Misc. bug fixes and other improvements 

Release 1.19

​Available June 16, 2020

New Features & Improvements

  • Admins can configure MarketSpace integration 
  • Users can publish/sync (single and bulk) records with MarketSpace 
  • Updated documentation links to new Ascendix Knowledge Base in Admin Console 
  • Misc. bug fixes and other improvements 

Release 1.18 Update 1

​Available February 24, 2020

New Features & Improvements

  • User can select an availability when the property value is not specified in Inquiry
  • Misc. bug fixes and other improvements 

Release 1.18

​Available December 5, 2019

New Features & Improvements

  • Improved formatting of numeric values in Stacking Plan 
  • Misc. bug fixes and other improvements 

Release 1.17

​Available April 17, 2019

New Features & Improvements

  • Configurable placement of Image carousel in Image Viewer  
  • Misc. bug fixes and other improvements 

Release 1.16 Update 2

​Available December 6, 2018

New Features & Improvements

  • Admins can define new field mapping pairs
  • Users can view images full screen in Image Viewer 
  • Updated UI design of dialogs for Inquiries 
  • Misc. bug fixes and other improvements 

Release 1.16 Update 1

​Available October 10, 2018

New Features & Improvements

  • All the required fields are included in Inquiries during conversion
  • Check for duplicates is performed during conversion 
  • Misc. bug fixes and other improvements 

Release 1.16

​Available September 9, 2018

New Features & Improvements

  • New Disqualification dialog for Inquiries 
  • Users can track offers for Landlord Rep and Seller Rep deal types via Deals 
  • Account field is not required for Prospective Buyer 
  • Misc. bug fixes and other improvements 

Release 1.15

​Available August 10, 2018

New Features & Improvements

  • Improved workflow for Inquiries 
  • Improved Conversion dialog 
  • Users can copy activities and notes to the newly created account/contact during inquiry conversion 
  • Misc. bug fixes and other improvements 

Release 1.14

​Available June 20, 2018

New Features & Improvements

  • Modern Property Map with MapRight support 
  • Misc. bug fixes and other improvements 

Release 1.13 Update 1

​Available June 12, 2018

New Features & Improvements

  • Account field for contacts is optional during conversion 
  • Improved management of map configuration and Google API keys
  • OpenStreetMap is the default map provider for the Property Map 
  • Modified Contact filters allow contacts without accounts to appear 
  • Added Buyer Contact and Seller Contact fields to the Deal Close dialog 
  • Misc. bug fixes and other improvements 

Release 1.13

​Available February 20, 2018

New Features & Improvements

  • Modern Property Image viewer  
  • Ability to attach images to other object types 
  • Ability to specify a primary record image (Properties and Availabilities) 
  • Misc. bug fixes and other improvements 

Release 1.12 Update 1

​Available June 1, 2017

New Features & Improvements

  • Related deal is displayed instead of prospective customer for contact relationships (Connections)
  • Misc. bug fixes and other improvements 

How do I log into AscendixRE?

AscendixRE CRM is built on top of Salesforce CRM, so to access AscendixRE after you’ve started a trial or become a customer you can use https://login.salesforce.com/ and sign-in with the credentials either we’ve provided at signup or your admin has provided.

Tip: Save the website as a ‘favorite’ and click on ‘remember me’ when you login so you don’t need to re-type it every time

For the best mobile experience, use the Salesforce mobile app.

The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™.

What is in AscendixRE? App Menu Glossary

Tagged with: FAQ

Home

Default first tab that lets you view your day at a glance (upcoming tasks, or appointments/events).

Chatter

“Virtual water cooler” – collaborate with Salesforce users internally, not client-facing, works like Twitter, where you use @ (person’s name) to loop into the discussion.

Dashboards

Visual depiction of your data (pie charts, graphs, funnels etc.)

Inquiries

Leads, incoming via phone or email, leasing or buying interest in a building, or a way to capture general requirements for space.

Contacts

Individuals that are linked to Accounts, of varying roles (prospect, client, broker, etc.).

Accounts

or Companies, potentially connected to those Contacts.

Deals

Your opportunity pipeline whereby various business lines can capture their pursuits (example: Tenant Reps, Landlord Reps, etc.) *private

Properties

Building data (location, type, size, class, etc..)

Availabilities

Vacant units or suites within a Property.

Leases

Lease abstract data that captures Account (Tenant) info in Properties.

Sales

Recording of sale history of a Property.

Listings

Intended to capture the agreement/contractual info a listing broker has for a Property.

Calendar

Will display events/appointments that you have created within Salesforce (not synched with Outlook).

Tasks

Your deadline-driven to-dos created in Salesforce

Notes

Jot down notes on any of your data (related to an account, contact, etc…) It can be formatted and styled, even to include photos.

Reports

*Note: this app menu can be tailored (tabs can be removed or re-ordered).

How all the data connects…

Tagged with: FAQ, Data

The Property is the central core of AscendixRE. All other records are connected to the property by virtue of their relationship to it:
Leases represent the Company that is a tenant and the abstract info of the lease agreement.
Inquiries & Preferences are the desired terms of that space. Perhaps brokers or prospective buyers/tenants are inquiring about space that’s listed – or investors/companies have buying/leasing criteria.
Deals are your “pipeline” – Tenant & Buyer Reps work on site selection, Landlord Rep have spaces they need to fill with tenants, etc..
Accounts & Contacts – don’t necessarily need to be tied to a Property, but can be: Example: Property Owner, Finance, Asset Manager, Marketing, Property Manager, etc.

Ways to Search

Tagged with: Search
  1. Keyword Search:

2. Scan Search & Filter: Access the Property record, and find all related Inquiries, Availabilities, Deals & Leases to that Property.

Example: You can “view all” Leases in Merit Tower, or use filters to refine the views such as those expiring this year or filter Deals by a specific Stage. These filters are temporary (clear when you log out) and are personal.

User Default Views

Tagged with: List view, FAQ

When users access Ascendix, the default view for any Object will be “Recently Viewed” – which might show no data, because that user will not have recently viewed anything. There are other views a user can select, and pin as a favorite. See below:

Can I default my view to something other than “Recently Viewed”?

This is the #1 top question we get.

Yes! This is up to each user and what their default list is per tab.

For example, you set your Accounts default to “All Accounts” and your Contacts default to “My Contacts”.

Here is how to set a default view:

  1. Select the view you want to see (i.e. My Contacts)
  2. Click on the pushpin icon – and that’s it!

How Users can Create their own Custom Views

Tagged with: Configuration

To create personal views:

  • Select the Tab (i.e. Deals)
  • Select the existing view that most matches what you need (example: Open Deals)
  • Click on the Gear icon
  • Clone
  • Re-name your view (example: Deals Est. Close this Quarter)
  • Add filters (example: Est. Close Date = This Quarter)
  • You can add 1 or more filters to get a finite view of your data

Also, please see the following video: How to Create the Own View.

What’s an Inquiry?

Tagged with: FAQ

Think of an inquiry as an unqualified lead. You can capture Contact and Company info, and once qualified, they can be converted to full-fledged Contacts and accounts.

For Listing Brokers:

An inquiry would be a buyer rep or tenant rep broker reaching out to you on behalf of the listing, inquiring about the space. It could also be an end-user inquiring directly. The inquiry form allows you to link the interest to the Listing, so you have a grouping of all inquiring parties since you’ve won the Listing. It’s a good lead pipeline and a way to report to your seller or landlord on ‘foot traffic’.

For Buyer Reps/Tenant Reps:

The inquiry form also has an area where you can jot down investment or leasing preference. Price min and max, space requirements, Property type requirements, required move in or purchase date.

You convert an inquiry when you think it is appropriate.

*Note that any customized fields you add to the inquiry, will not be captured when you convert the records.

Learn more about Inquiries:

Further Reading

Inquiries Management | AscendixRE CRM

Inquiry Management with AscendixRE CRM

Tagged with: FAQ

Watch this video to learn how to manage Lease and Sales Inquiries with AscendixRE CRM.

Further Reading

What’s an Inquiry?