Version: 1.50.
Release Date: 24th February 2020.
This article includes:
Zoopla Valuation Tool
Leads
The new Zoopla Valuation Tool leads are imported into Live in the same way as all other leads. In the notes field of the imported lead it will say ‘Zoopla Valuation Tool Enquiry’ and the drop down indicating the lead source will say ‘Zoopla Valuation Tool’.
Reviews
File note
A review date can now be added to any file notes for property or person records. The notes box has now been resizable.
The file note review will show in the diary reviews section and can be filtered on or off
Printing reviews
When printing reviews there are now options on how the reviews are output similar to the options when printing the diary.
Histories
Person removed from a property
When a landlord or tenant is removed from a property, an entry is made in the history log which includes the landlord or tenant name, when they were removed and who removed them.
Searching emails
When searching emails on a property or person history it is now possible to search on the ‘to’, ‘subject’ and the body of the email.
Property notice served
On the property event ‘notice served’ the ‘property available from’ date is no longer mandatory.
If dates are added in the tenant leaving or available date then these are recorded in the property history. 
Printing histories
Previously, when printing person or property record histories, this would be limited to a single page. Now multiple page histories are printed out in full.
To do list
Red flag checkbox
The To do List now has additional columns which include the created date, days open and a ‘red flag’ checkbox. Filters have also been added for complete/incomplete, date created and if ‘red’ flagged.
Improvements
Market appraisal duplicate check
When adding a new market appraisal the system checks for existing person records, under some circumstances the existing person record would not populate into the market appraisal which has now been rectified.
Uploading auction properties
The option to upload repossessed properties as ‘For auction’ rather than available until they became exchanged or completed is now only applied to new repossessed auction properties and not to properties uploaded at a previous date.
Performance
The speed of loading data has been improved in the following areas
- When matching/loading people or property groups
- When loading follow ups
- When loading a sale chain
- When loading an email from history