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

🏦 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

📅 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

👨‍👩‍👧‍👦 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

📄 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

📍 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

📍 INDENT PARAGRAPHS

• Indent individual lines, paragraphs and numbered/bulleted points
• Works in Email Campaigns and Special Conditions