1.7.0

Release date: Feb 29, 2024

Improvements

  • Documents: Users can download documents prior to Completion (#1506)

  • Account Import Process: Process additional offices and MLS IDs as part of profile from Elliman API data feed using account import process. (#1505)

  • Documents: Users can download document for an archived journey. (#1401)

  • Workspace: Assign journey attachment as tasks. (#1434)

  • Account Import Process: Import an account designating both Agent and Employee as False, classifying it as a Non-Employee/Contractor. (#1513)

  • Journey: Employee improvement from feedback (#1525)

  • Journey: Configure view permission to journey attachments for Licensing and HR teams. (#1527)

  • Workspace Task Management: Make tasks available and notification based on priority order. (#939)

  • Journey: Improve previous account selection display to include email and username during re-boarding. (#1522)

  • Notifications: Agent onboarding and employee onboarding have its own email templates. (#1523)

  • Configurations: Location to inherit Journey templates from its region. (#1514)

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