Nov 10 2021 Product Release

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New Features

Zipi users can now connect a bank account to their Purchase Settings through Zipi Financial. To do this, go to Company >> Settings >> Purchase Settings and select your bank under the drop down.

Note: Only certain permissions access allows for Purchase Settings to be shown.

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Zipi users can now add a Gross Commission modifier amount to a contact's virtual values. These fields give the Agent Contact values that pre-dated Zipi but are still factored into an Agent's Compensation Plans.

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Through Zipi Financial, users can now add a credit card to a Contact and select this option to pay bills. To do this, add the Credit Card to the receiver's contact.

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Use the "Bill Pay" method to complete a transaction:

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Enhancements

Imports

We've updated our Import feature for both Contacts and Profiles.

  • What's in it for you?
    • An enhanced import of data process from external sources or documents. This is coming soon to other areas of import processes.

Trade Sheets

Trade Sheet logic has been updated to include all incoming and outgoing money between Agents and participants on a deal.

Bug Fixes

Fixed: We've fixed the CAP Widgets to show any virtual values added to the Commission Calculation Modifiers (Gross Commission, Count of Deals, Sales Entity Split Total, etc.) under an Agent Contact.

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