Portal Updates

Released 3/21/2024


Enhancements 

  • The PropertyBoss 'send letters for eSign' process was strengthened to better handle high-volume Client send requests. 
    • eSign media automatically attaches to the Notebook and no longer requires the media web activity to be executed. eSign media Web Activity now serves as a notification to the User of which documents were received. 
    • The activity reported on the A111 AutoPost Transaction Log displays the Property, Unit, and Lease Start Date for lease media and the File-As Name for Prospect media.
  • When creating new work orders from within the PropertyBoss program, Users are required to select an 'Account' type to submit the request.
  • For Clients using our Screening partner, Resident IQ (RIQ), Contact's postal codes submitted as part of the screening process must be domestic postal codes only. The code must be between 5-9 numeric digits in length.

 

Bug Corrections

  • When payment returns are processed in web activity, the report displays the prospect Name for the Prospect account and the Lease ID & Contact Name for the Resident account.
  • When changing a work order (WO) status to a category of 'Complete' within the PropertyBoss program, Users are required to enter completion comments to save the status change. 
    • When a WO status is changed from 'Complete' to a working status like 'In Progress', the previously recorded 'elapsed' and 'completed' date/time information is cleared but the completion comments remain for future editing. 
    • When a WO in a new or working status is changed to 'Complete', the date/time completed window opens with the current date/time auto-populated. Clicking 'Cancel' on this window discards the completion changes. Clicking 'Ok' fully saves changes.