GENERAL

• E-mailing now enabled! You can now email Transaction specific documents (i.e. Transaction Record Sheets, Agent Commission Statements, Check Stub Reports, etc)
• Gross Volume commission calculation added: Agent GCI divided by percentage (%)
• Enhanced Search query to support searching by Address or Transaction Number ONLY
• Enhanced Utilities to allow editing City field when additional space existed
• Enhanced Sales Tax automation with QuickBooks Online
• Enhanced Security to all menus and sub-menus via Access Maintenance

REPORTS & TEMPLATES

• Report “Transaction with Contacts” added to include various Contacts
• Report “Title/Escrow” added to include Escrow Number and Escrow Officer Name
• Report “D1 TRS” enhanced to include Transaction type and Contacts
• Fixed issue on “Transaction/Commission/Fee/Sales” report when Award allocation included and “Include Conditionals” selection set as default
• Fixed Letter Templates to populate with data as entered (ex. city, zip/postal)
• A fully customizable template:  “Agent Commission Statement” added

TRANSACTIONS

• Contacts tab added to allow tracking relevant Contacts on transactions
• Fixed the inability to attach a Commercial Commission Rule to transaction
• Review Closing screen enhanced to allow printing the Alternate Check Stub
• External Agents search has been fixed
• Trust/Escrow has been updated with this new icon:   

INTEGRATIONS

• Enabled integration from Docusign Transaction Rooms
• Enabled integration to Realogy’s DASH system for Coldwell Banker to send data for transactions, agents, employees, and teams
• Skyslope integration enhanced to import Sale Price vs. Listing Price
• The “Does Business As” field from quick!Office Commander has been enhanced to import Agents’ name