New Features & Improvements:
- Deal/Commission - Sharing logic update. Enhance deal and commission sharing settings to support broker collaboration while maintaining security during changes in deal ownership or record deletions.
- Commission Privacy. Brokers can view relevant commission data while protecting sensitive information, aligned with role-based access and agreements.
- Show notifications for partial success and enable recalculation to ensure accurate commission data.
- Add an indicator to the Commission Layout for visibility into invalid privacy settings.
- Users can reorder or replace images to better organize and update visual content easily.
- Provide direct links on deal records to associated sale or lease records, enhancing navigation post-deal closure.
- New picklist values for "Business Source" enable accurate deal origin categorization by brokers.
- Rearrange Lease fields for an intuitive and logically organized form layout, aiding navigation and data entry.
- Define the precise scale for decimal fields used in rent table calculations, enhancing flexibility and accuracy in financial computations.
- Streamline rent table regeneration as a quick action to update data promptly after rent type changes.
- Sort Rent Table entries by "From Date" and alphabetically within each date for clear chronological presentation.
- Automatically fill "Tenant" and "Landlord" fields based on "Client" data to ensure accurate records.
- Admins gain more automation settings to control Deal field population during creation or updates.
- Add a quick action button for easy rent table regeneration to update data efficiently from the main page.
- Admins can enable/disable validation rules for Users and Commissions, allowing precise control over data integrity.
- Expand "Number of Locations" field to represent up to 99,999 locations, accommodating large-scale businesses.