- You can now sync the Escrow Number field in Zipi and SkySlope.
Note: This only works for Sale Transactions type deals in SkySlope.
What's in it for you?More enhanced fields to sync between Zipi and integration parters.
- If a user does not have the permission to create or update deals in Zipi, they cannot auto-create deals from SkySlope and Dotloop. The option for auto-create will be greyed out for such users with the message: "Auto-Create option not available. User does not have Role permission to create deals in Zipi".
An enhanced experience that better aligns a user's role and permissions with Zipi regarding integrations.
What's in it for you?
- The Apply Rules toggle on the edit deal page is now controlled by the Manage Override permission.
- You can now create, edit and delete Company reports and categories. Once a report category is deleted, the report(s) under it are moved to Uncategorized.
What's in it for you?An enhanced experience that better aligns a user's role and permissions with Zipi regarding deals.
Fixed: Not being able to remove disbursement instructions on a deal.
Fixed: Not being able to save a deal when adding additional participants.
Fixed: Not being able to change ledger account under Authorize.NET credentials.
Fixed: Not being redirected to the All Reports page after deleting a report.