Product updates
Release ·
Version 1.9.0 🎃
Today's update we've given you more control over which projects your users can access, made it easier to manage system settings, provided a very advanced "settlement date" function and implemented "screen specific" help articles AND videos! 📺
▶️ Screen Specific Support
- Clicking the help icon (top right of OPEX) now opens the support article for the screen you're looking at
- You'll now see a "Play Video" icon on some screens, click it to see a video related to the screen you're looking at
🛡️ User Security Enhancements
- Ability to restrict Legal users to specific projects
- Ability to restrict Developer users to specific projects
- New "User List" screen that combines all user types
- New user role for "Legal" user (replaces "Law Firm - User")
- Option to prevent "Legal" users accessing system settings
- New user role for "Administrator" user (replaces "Law Firm - Admin")
- User profile screen UX improvements
⚙️ System Settings
- New and improved dashboard navigation for system settings
✉️ Document Reminders
Applies to OPEX Projects & OPEX for Business.
- Daily reminders for unsigned "Documents" are now automatically sent for up to five days
- Reminders can be seen in the "History" of a Document
📅 Advanced Settlement Date Options
- More advanced options for Settlement Dates
- Configure user-defined strings with merge fields
- Allows for complex options such as "Settlement due on X days from date of sale or Y date, whichever is the latter"
- Super configurable, supports just about any set of options
- Provides a simple user interface for people creating contracts (agents etc)
👍 General Improvements
- Support for fractional numbers for the "Bedrooms" and "Bathrooms" fields for project Lots
- Vendor "Power of Attorney" string fields moved to Project Settings (previously in the "Vendors" screen)
- Purchaser label for "First Name" changed to "First & Middle Names"
Want these updates on your projects?Book a demo