Release notes: November 15th 2022
Release date: November 15th, 2022
Solution: MoveDashboard
- New Enhancement: Finalizing Tasks Via MoveDashboard
- Normal & Admin users will no longer be able to finalize a move task within the MoveDashboard, apart from a SurveyVideo. Only the Move4U team can do this as a last resort upon request. With this function, we can prevent users overwriting Pro App data in open move tasks.
- New Enhancement: Task Date Now Added To Survey Inventory List
- To cater for certain industry requirements, the survey task date is now visible on the survey inventory list document.
- New Enhancement: Adding Move Roles in the MoveDashboard
- Companies can now assign 'Move Roles' when allocating/working alongside agents or external partners . For example: Origin Agent, Destination Agent, Vendor etc.
- New Enhancement: Claim Automatic Share Option
- In the ClaimApp settings, the automatic share option has been added. This means, once a company is selected, all claims will automatically be shred with this company up a claim submit. Only once the setting is filled in, the automatic share will work.
- New Enhancement: Automatic Document Sharing Upon Finalizing
- Upon finalizing a task, documents via email can now be shared automatically to a company. To do this, Settings > ProApps > PDF Settings > Document General Settings > Email Reports.
- New Enhancement: ClaimApp Invite & Re-initiate BCC Option to Coordinator
- Claim coordinators can be included as BCC when both initiating and re-initiating a claim. This means coordinators will receive the same email as the client with instructions, helping them assist.