CRM
Custom Triggered Task Assignment
Take control of how triggered tasks are assigned. Tasks generated by appointment-related trigger events can now be assigned to the agent assigned to the appointment, the agent assigned to the prospect, or to a specific agent within your property management company.
Source Listing Column Filters
Simplify your Source view! In the Settings section’s Origins/Sources tab, Admin-level users can now build their desired Source List View using column build options, streamlining the view to only display columns relevant to their company’s needs.
Character Counter for Showing Result Comments
Say ‘goodbye’ to character limit guesswork! When logging a showing result inside Anyone Home, users will now see a character counter under the Comments section of the module. This counter exposes the total number of characters used out of the max 255-character limit.
Reporting
Invalid Leads in Lead Progression Report
Get insight into invalid leads! The Lead Progression report available inside Anyone Home will now feature an Invalid Leads column, detailing the number of invalid leads created during the filtered date range.
Next Release Date:
August 27, 2024
Future Releases
CRM
- Dashboard Enhancements: Changes are coming to the Anyone Home Dashboard, including new KPIs and a refreshed look. Stay tuned for more details!
Maintenance
- SMS Emergency Dispatching: Anyone Home Contact Center will soon offer service technicians the ability to accept emergency service requests via SMS.
