Version 1.9.3 🎄

Our last update for the year includes a number of great client requests. 😃

• Support for multiple trust accounts at the firm level

• You can now decide how you want the "Contract Date" to be calculated (when all parties have signed, or when it's approved for exchange)

• All dates that are calculated from the contract date will calculate based on the specified "Contract Date" calculation method

• The "Purchasers Name" merge field now formats better for Email Campaigns and Special Conditions where there are multiple purchasers

• A new "Contract Merge Fields" report has been added to the reporting module

• The Settlement Calculator has been updated so the calculation methodology matches the PEXA calculator

• The "MCP Dealing Expiry Date" is no longer mandatory when creating a project in PEXA Projects in Victoria

• The project map now shows where each purchaser signed their contract

• You can now "indent" content in Email Campaigns and Special Conditions

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🏦 MULTIPLE TRUST ACCOUNTS

• Add multiple trust accounts to "Settings > Trust Account Details"

• Give each trust account a logical name

• When creating a project you can select a trust account to add to the project

• Tag a trust account to not be allowed to be added to a project for old or defunct accounts

• Audit logging on all trust account changes

Support added for multiple trust accounts at the firm level.

📅 CONTRACT DATE SETTING

• There's a new section in "Project Settings > Options" to allow you to specify how you want the "Contract Date" to be calculated for the project

• Options include

  • The date that all parties have signed the contract

  • The date the contract is approved for exchange

You're in control of the contract date calculation method at the project level.

👨‍👩‍👧‍👦 PURCHASER NAME MERGE FIELD

• Where there are multiple purchasers the "Purchaser Name" merge field formats more cleanly

• For two purchasers it will format as "Leslie Leahy & Karen Olsen"

• For three purchasers it will format as "Leslie Leahy, Karen Olsen & Jennifer Ivosevic"

• And so on for more than three purchasers

• This works in Email Campaigns and Special Conditions

Improved formatting of merged purchaser names.

📄 CONTRACT MERGE FIELDS REPORT

• Exports a list of all merge fields that can be inserted in a project contract

• Shows the merge field category and name

• Can only be accessed by Administrator and Legal users

The new "Contract Merge Fields" report.

📍 PROJECT MAP

• The "Map" project dashboard shows a green pin where each purchaser signed their contract

• Hover to see the lot number, and name of the purchaser

The project "Map" indicating the location of purchasers when they sign their contracts.

📍 INDENT PARAGRAPHS

• Indent individual lines, paragraphs and numbered/bulleted points

• Works in Email Campaigns and Special Conditions

Indent content in Email Campaigns & Special Conditions.