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We've done our best to squeeze as much as possible into our last OPEX update for 2024 and added some great features requested by you... and a few fun surprises of our own. 😊
Additional Documents: You can now add 'additional documents' AND reorder them directly on the preview screen before issuing a contract.
Reminder Emails: Reminders will now be sent to purchasers if they don't sign a contract, or they sign it and don't "submit" it.
Contract Action Buttons: Have moved from under the status panel to the top centre of the preview screen.
Contract History: The status panel has been replaced by a new "History" panel which combines all the status features, version control, reminder emails and more.
Change Purchase Details: You can now change the purchase price and deposit details of an exchanged contract.
Project Type: A project can now be set as "Apartments" or "Land Subdivision" via the Project Details screen.
Lot Screen: New fields have been added to the lots screen, including some specific fields for land subdivisions including block "width" and "depth".
Agent Setting: You can now control if Agent users can return contracts to draft via an option in Project Settings.
Date of Birth: A new input and merge field has been added for a purchasers "Date of Birth".
...continue reading for all the details.
Additional Documents
The "Additional Docs" wizard step has been removed
You'll find a new "Add Document" button under the index on the preview screen
You can add multiple PDF files, and/or pre-configured additional documents
Use your mouse to drag and drop your additional documents anywhere in the contract
Reminder Emails
Reminder emails are now sent to purchasers who do not sign or submit contracts
By default, reminders are sent every day for five days
Navigate to the new "reminder emails" section of Project Settings to change the default settings at the project level
Contract Action Buttons
Action buttons have moved from under the status panel (now called "History") to the top centre of the preview screen
Version control has now also moved to the new action bar
Where an approval is needed a balloon 'call out' will help show the user where to approve the contract
Contract History
The Status panel has been renamed "History"
The History panel now shows the entire history of a contract, including
Contract actions
Approvals
Version changes
Email reminders
And more
Change Purchase Details
You can now change the "Purchase Details" of an exchanged contract
Navigate to the "Contract Details" step on an exchanged contract and scroll down to the purchase details section
Click "Replace Purchase Details" to change the purchase price, deposit details, matter number and more
A history of all changes is retained for audit purposes
Project Type
You can now specify if a project is "Apartments" or a "Land Subdivision"
This defaults to apartments, so if you have land subdivisions, please navigate to Project Details and change the setting
This setting impacts the "Lots" screen
Lot Screen
We've split this screen across
Lot Details
Registration Details
Additional Documents; and
Notes
The "Lock" option has been renamed "Remove from available stock"
There are now fields for "Land Subdivision" projects for
Lot Width
Lot Depth
Total Area
Type
Allocated Sub-Lots
Apartment projects also have new lot fields for
Type
Allocated Sub-Lots
Agent Setting
You can now control if agent users can return contracts to draft for a project
This setting is "true" by default
Change the default setting in the Options section of Project Settings
Date of Birth
A new "Date of Birth" field is present on the Purchaser Details screen
There is also a related merge field so it can be added to contracts
