2021-13-08 Product Release

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New Features

  1. 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. 

Enhancements

  1. 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".





    What's in it for you?
     

    An enhanced experience that better aligns a user's role and permissions with Zipi regarding integrations.
  2. The Apply Rules toggle on the edit deal page is now controlled by the Manage Override permission.

  3. 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.

Bug Fixes

Deals

Fixed: Not being able to remove disbursement instructions on a deal.
Fixed: Not being able to save a deal when adding additional participants.
 

Marketplace

Fixed: Not being able to change ledger account under Authorize.NET credentials.
 

Reports

Fixed: Not being redirected to the All Reports page after deleting a report.

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