Release Notes for Version 2.4.0

Release Notes for Version 2.4.0

We are excited for the release of a new version of the IRE System.

The Version 2.4.0 release provides a new and simplified UI for the admin area, specifically focusing on:
  • Lead Detail Improvements
  • New Admin/Back-Office Menu Navigation
  • New Menu Options for Admins
  • Transaction Center Sync Improvements
  • Canada Localization Improvements
  • New CRM API
  • Other miscellaneous improvements
The following updates, along with general improvements and fixes, were released in this version:

Lead Detail Improvements
We've made some pretty big changes to the layout of the lead modal based on a lot of feedback from our customers. This includes:
  • Changing lead 'groups' to lead 'tags' and making all tags public. It is now very easy to add tags right from the lead modal. When you select the tag box you are show a quick dropdown of tag hints that you can select and the hints will change as you type your own tag.
  • New options to select a color-coded status of the primary phone number so you can quickly know if the phone is valid or not.
  • New options to select a color-coded status of the primary email so that you can quickly see if this lead is unsubscribed or has replied to recent emails.
  • We've changed the way you edit more details for a lead, it will now open a new window that makes it easier to edit specific fields for the lead or return back to the lead modal.
  • We've added a "log a call" option to manually log calls and enter call notes for a lead.
  • There is a new "more" button and menu at the top of the lead modal where you can take any actions you need to for a lead - add a task, call, note or new search alert.
  • We've completely redone the mobile view of the lead details to make it very easy to navigate a lead's information and take actions from your mobile device.

New Admin/Back-Office Menu Navigation
We've simplified the menu navigation for the backend of our customer's websites. This is one of the most visible changes we've made this sprint. There is now one menu with simple sub menu's that allow you to access all areas of the system. We've also created a simple more limited version of this menu for mobile devices.


New Menu Options for Admins
Company admins will now have additional menu options that they didn't have before. They will be able to:
  • Adjust lead distribution settings for agents, both basic and advanced options.
  • Adjust notification templates and frequency settings.
  • For those users that have our "Transaction Center" they will have specific settings for their transaction provider and coordinator.
  • We have a new set of "White Label" options that allow enterprise-level account admin's to set logo, colors and footer text for the entire backend area. Admin's can also adjust any of the help links or video contained under the help menu.


Transaction Center Sync Improvements
We've made a number of improvements to our transaction center based on customer feedback that includes:
  • More frequent syncing.
  • Improvements to limited access to transactions based on your user role.
  • Searching for assigned agent and lender improvements.
  • Ability to launch new action plans based on transaction status or type changes.


Canada Localization Improvements
We've adjusted a number of elements throughout our front and back end to account for customers that are based out of Canada.


New CRM API
We've created an public API that allows access to our CRM features. This allows Enterprise Account customers that have controls to use our CRM functionality, which will include all of the activity - property views, favorites and saved searches that the visitors perform on the front end website and make it all available in their Inside Real Estate CRM and automated marketing system.

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