Rezi  Release Notes

Property Location: We have resolved a bug which impacted the map view and the ability to pin points of interest on the map.

Portal Feed:  We introduced a fix which ensures the correct property type is sent to the property portals. The bug fix ensures when a user selects the property type of 'Retail Property(High Street)' within Rezi , the value 'Retail Property(High Street) '187' is sent to the property portal.

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Integrations:  We have introduced a new web-hook which is trigged at the point in time a new valuation is recorded. Web-hooks allows you to develop bespoke software solutions to extend Rezi capability. If you are interested in finding out more, please contact [email protected]. 

Leads:  We have implemented a change which allows Rezi to gather customer leads from Zoopla, OnTheMarket and Rightmove.  You no longer need to manually copy and paste customer details or leads details from emails into Rezi. Our leads engine checks for customer leads every 15 minutes. Once we have gathered your leads, they are made available within Rezi, so you and your team can manage and convert these leads from within your CRM. 

Converting a lead to a contact is simple and straight forward.  Simply, select the lead:

*Please note telephone and email address has been removed form image above.

From here you can convert the lead to a Rezi purchaser, vendor, or customer record. 

Requires Feedback Widget: We have resolved an issue with the 'Requires Feedback' dashboard widget. When you selected the Vendor notified checkbox, there was an UI issue, which made it appear your previously edited feedback notes were reverted. We have resolved this issue going forward.

Sales Progression:  From within the 'Revise Asking Price' dialog within the sales progression page, there was a defect which resulted in the purchases details not being correctly removed from the Sales property when the offer was rejected.  We have updated the functionality to resolve this defect and to also automatically direct the user into the fall through flow, when a offer is rejected.

Performance Improvement:  It was identified that when a user creates a new letting property search, there are excessive API calls to the Agency and Region endpoints.  We have made changes to ensure only the required API calls are made.

Password Reset:  It has been identified, a number of customers were unable to use the password reset functionality within Rezi.  We have made a change to ensure this works for all.

Property Portals:  We have resolved a bug that resulted in the UPDATE_DATE not being sent across to the property portal when the property had an offer accepted.

Rezi POST & Generate Pack: We have resolved a defect where the search (within the generate pack dialog) was not correctly searching across multiple pages.

Rezi POST: We have released a bug fix, that ensures the merge fields («PROP_salesfeevalue» «PROP_salesfeevat» «PROP_salesfeetotal») when used for a address which has multiple for sale or lettings properties.

People List: We have resolved a defect which meant people who did have a search preference, were not being returned when using the 'Has Search' filter the People List.

People List: We have resolved a defect which meant people who did have a search preference, were not being returned when using the 'Has Search' filter the People List.

Web Hooks: We have resolved a defect which meant the InboundLeadCreatedSubscriptionNotification web hook was not being fired when a lead is created.

Rezi POST & Pre-instruction fee: We have updated the Rezi POST field VALU_preinstructionfee  to now support pre-instruction fees for Letting properties.

Single Property Send: You can now send any property to any person. This could be used to showcase your latest properties or to tailor a list of applicants or investors with opportunities. Click the link to see a guide on how to use our new feature. 
Please see the following link for more details.
     https://my.dezrez.co.uk/portal/en/kb/articles/sending-out-individual-properties

Property Searches:  We have released a fix which ensures when you populate search criteria as part of creating/editing a person, this search criteria is available via the Person details page.

Twitter support: We have implemented a fix that ensures the Twitter integration works as you would expect.   Twitter integration is available from the actions menu on the property page.

    

Valuation Appointments: We have resolved an issue within Valuation Appointments. Previously, in some limited cases, if you updated a Valuation appointment, it would hide the vendor details from the appointment.

Notes & Activities   We have made a bug fix, that resolves: 

An applicant that has been attached to a Lettings property via an accepted offer will have notes displaying on their timeline that have been added to the property

Property Hub:   We have made a bug fix, which ensures the updated location pin information from within the property write up is pushed to the property portals.

Rezi POST: We have resolved the following bug: when confirming timeline activity using the Generate Pack Wizard/Modal, the applicant that has submitted the offer is missing from Timeline Event

Viewings: We have resolved the following bug: Notes added to a Viewing Feedback when using the Requires Reporting List does not leave a note on the viewing event.

Rezi Premium Users:  We have released a change which now adds the event associated with the marketing of Letting properties to the web hooks.  This means, you can now create custom integrations which allow you to trigger actions on the marketing of a letting property.

Sales Progression:  We have made a change that ensures withdrawn properties can still be added to the property chain.

Property Features: When inputting property features, it was identified the auto-complete was incorrectly creating the incorrect feature. We have implemented released a change to resolve this issue.
Completed or Exchanged Property:  Within the Sales Progression page for a completed or exchanged property, there was an option that allowed a user to mark the property as fall through/withdrawn.   This scenario was not valid and as such, we have removed the option for Completed or Exchanged properties.
Brochures: We have introduced a dialog that informs the user they are attempting to email a brochure that exceeds the allowed size.
Fees & Negotiators: There was a defect that was preventing the user from being able to update the instructing negotiator for a given property. We have implemented a fix for this defect.

Diary:  It has been identified in some instances the diary was not showing previously booked appointments, we have made a change which ensures appointments are always displayed.  This includes the dairy view when booking a valuation, general appointment and viewing.

Property Write up:  Within the EPC sub tab there was a Actions button which presented a Create EPC option, which when click, did not perform any action.  We have removed this dead link.  Please note, you can still generate the EPC Image using the Details section on the screen.

 

Customer Matches: Rezi provides the ability to match customers to protentional properties, e have identified and fixed a issue where the count presented for matched customers, differed from the number of customers actually displayed.

 

Valuation appointments:  Cancelled valuation appointments were causing the property to state “Previously valued” when adding another valuation appointment. We have implemented a fix for this issue.

Property Search:  In some instances the Owning Branch linked with the property was incorrectly displayed within the property search. We have implemented a fix for thsi issue.

Property Details: In certain scenarios the save button which allowed you to save changes to the acreage associated with a property, did not appear,. We have nresolved thsi issue.

 

Rezi POST & Property Fees: A small number of customers have experienced a issue when trying to display the valuation fees within a Rezi POST template. We have implemented a fix for this.

Rezi POST & Appointments: We have implemented a change which ensures the event date associated with the appointment always appears.

Property Details - Viewing Tab: We have identified and implemented a number of performance improvements in relation to the Viewing tab. Some customers reported when there are 10+  viewings, the tab can appear to be slow loading.

Pre-Tenancy Hub & Sales Progression:  We have resolved a bug where the checklist on the sub tabs were not saving or presenting in a consistent order. 

Pre-Tenancy Hub:  We have implemented a change which ensures the Money Check-list appears for all users. In some scenarios, the check-list was being hidden.

If you have any questions or feedback, please reach out to [email protected].

Diary - Calendar Sync: We have resolved an error where the sidebar advises that “your account has not been set up correctly for Calendar Sync”, however, this is not the case.

If you have any questions or feedback, please reach out to [email protected].

Sales Progression:  Taking onboard feedback from a number of customers we have made a number of minor changes to the Sales Progression page.  The aim of the changes are to improve consistency with other areas of the product and to also reduce the likely hood accidental pressing of buttons. Please see summary of changes below:

- Options to Revise offer price and change predicted dates, is now available from within the Actions menu.

 

- We have removed the large plus icons and added specific buttons for the Add Vendor and Purchase's Contacts. We have also updated the styling of the headers and made minor alignment changes on the details.  

New Locations:

  

- We have also moved the location of the Reset milestone button, to prevent the accidental clicking of the button.  The reset milestone functionality is now available by the action menu identified above.

If you have any questions or feedback, please reach out to [email protected].

Dairy:  In some limited circumstances, the user was unable to confirm valuation appointments. We have released a change which resolves this matter.

Settings & Preferences:  We have introduced back-end changes to improve the stability and performance of the Billing section within Settings & Preferences.  The billing section can be used to view and manage the allocation of file storage for your agency.

Property Marketing: We have identified and resolved a defect which result in the unexpected enabling of the Unique Marketing Preferences, when the user uploaded a MISC document.

Property Marketing:  It has been identified that some customers are experiencing unexpected errors when uploading virtual tours which are in excess of 250MB.  To improve stability of the Rezi product, we have imposed a file upload size of 250MB.  When a user uploads a virtual tour file in excess of 250MB they will be presented with the following dialog:

 

If you experience constraints with this file limit please reach out to the support team and we can advise alternative approaches, which result in better performance.

Pre-Tenancy Hub: Simplifying and improving is one of our main corporate principles. Taking this into consideration, we've made a big update that allows you to upload numerous tenancy documents at once. Drag and drop your property, landlord, and tenant paperwork from your computer to Rezi.

When you navigate to the pre-tenancy hub, you will find a new Actions menu option called 'Bulk document upload'.

 

Once selected you are taken to the Bulk Upload Documents screen.  From here, you simply need to drag and drop documents from your PC into the correct areas.  

 

Once you have completed selecting and uploading your documents, they will appear against the tenancy as expected.  No fuss and no excess clicks.

Diary: Following feedback from the users, we have implemented a new checkbox to the diary.  This checkbox will control the display of people and their associated appointments. When unchecked (default) appointments for users who are inactive are not displayed.  If checked, appointments for users who are inactive are displayed.

 

 

Branch Performance Report: A defect has been resolved which means the report now shows the correct number of calls.

Property Portals: We have updated the Rezi  to send the material information presented by the local authority information to both the Rightmove and HomeFlow property portals. Please note, we are in the process of updating our other property portals to include this information.

 

 

If the property is Mainland UK, then the value is taken from the Council Tax Band field, however for Northern Ireland the band amount is used for the Domestic Rate Amount.

Pre-tenancy Hub: If you are a user of both Rezi and Rezi PM, you can now access the corresponding Rezi PM Tenancy directly from within Rezi Pre-Tenancy hub. This will make it easier to navigate between both products.

 

Settings & Preferences: Some users were experiencing a 'Connection refused' error when you try and make an amendment to a negotiator Job title in settings and preferences, we have identified the root cause and have implemented a fix for this issue.

Property Hub: We have updated the text on the valuation tab to display the correct information when a valuation has been performed on a property.

Pre-tenancy: We have resolved an issue where removing a landlord from a group of landlords (specifically for a property for let) is not reflected within the pre-tenancy screen.

Dairy: A very limited number of users have experienced issues within the dairy, where the allocated contact details were incorrect.  We have made a change to resolve this issue.

Address: We have implemented a code change which resolved a bug which prevented the use of a non-UK postcode.

Diary: We have introduce a change which ensures the diary summary view is ordered by the appointment start date.

Property Hub: We have updated the UI design of the Photo and Brochure tabs used within both the For Sale and For Let tabs. The hope is the change of design will help align the look and feel of property hub. This change includes improvement to the aspect ratio of the photo thumbnails and also minor changes to the ability to amend photo descriptions. 

Setting & Preferences : We have added the ability to change the Contact name for a Negotiator. This will now allow for updating of the negotiators name to be less formal i.e. you can remove the Mr/Mrs.

Property Hub: We have updated the UI design of the Overview section used within both the For Sale and For Let tabs. The hope is the change of design will help align the look and feel of property hub.

Property Hub: We have updated the styling used within the Documents tab to follow the same styling as photos and brochures. We hope the UI changes will help align the look and feel of the product.  There was no  change to the logic or functionality which supports documents.

Property Hub: We have updated the styling of the Virtual Tours tab to follow the same styling as the rest of the property hub.  No changes to existing functionality.

Diary: In some limited instances, users were being presented within incorrect contact details within the diary summary. This has now been resolved.

Marketing Price: We have resolved a defect which resulted a small number of properties having their asking price reverted to the marketing price.