2021-02-07 Product Release

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Enhancements 

  1. You can now see the Sales Expense on the agent Preview Card under Split.


    What's in it for you?

    A better breakdown of where compensation numbers are coming from.

     

  2. You can now invite existing Company Contacts to Zipi by selecting Invite to Customer Portal.

    What's in it for you?

    Enhanced transaction capabilities. It's now easier to connect with vendors through Zipi itself for payments and invoices. 

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    If the Contact accepts the invite, the company icon will update to show the cloud icon

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Note: This option is not available for the main (broker) Company Contact.
 

Bugs Fixes

Dotloop

Fixed: Admin users in Zipi were receiving an error when clicking Open in Dotloop for deals they were not part of.
 

Invoices

Fixed: The download PDF for Invoices was showing far too many contact details. The download PDF invoice is clean and presentable. 
 

Google Data Studio

Fixed: The authorization error for Google Data Studio required continuous re-authentications. There is now no need to re-authenticate each time the user connects to Google Data Studio.
 

Deals

Fixed: Confirm Payment Received was failing mid processing.
 

Sales

Fixed: Duplicating invoice numbers were present in system. Each invoice is now unique in number.

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