2023 Changes

4th December 2023

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.

29th November 2023

Group Search: We have implemented a fix which resolved a defect on a group, where editing the budget 'from' and 'to' fields and saving the new search. When viewing matches the previous searches results remain.

28th November 2023

Group -> Activity Timeline: We have resolve a bug which resulted in the checking of the Mailout option not being saved, when the user presses save to default.

22nd November 2023

Property Information:  We have introduced a UI change to the property page. When the user selects to start marketing a property,  a label and associated date is in the For Sale tab.  We hope, providing the start marketing date, provides key information at the point it is required and simplifies usage.

16th November 2023

Diary:  We have fixed a defect, which resulted in the user having to re-apply the agenda view when booking an appointment. Now, when a user navigates to the diary and selects the agenda view as their default view, the same default setting are used viewing the diary via the appointment booking dialog.

7th November 2023

People:  We has resolved a issue which prevented a person from being selectable if they have the marketing settings of 'Do Not Contact'.

25th October 2023

Home Report (Scottish Agencies):  We have resolved the following defect relating to the home report valuation: 

When you go onto instructed sales property, on the instruction overview. The Home report should show next to the price, but it does not on first load.

23rd October 2023

View and Edit Group Styling:  Over the coming weeks we will be incrementally rolling out an update to the View and Edit Group screen. The aim of the UI changes is to provide more UI space for you to view customer details and to align the like and feel with the property pages.

22nd October 2023

Styling:  We have updated the Rezi styling to make best use of UI space.  We have removed the left  and right empty columns. For example, the dashboards now use the full available width:

EPC:  We have added support for the generation of EPC for commercial properties in England and Wales.

Property Viewings: We have resolved a bug that resulted in the wrong negotiator being displayed when you create a property viewing.

Property Search:  we have resolved a issue within the property search. When a user selected a location for the search, it was not updating the display to show it as selected.

9th October 2023

Data Migration from DR1:  A data fix has been implemented for customers who migrated from DR1 to Rezi. Sales properties migrated from DR1 are being assigned a PriceType of "Flat Price" incorrectly.

29th September 2023

Date Last Contacted: We have resolved a bug that resulted in the days since last contacted being displayed as Never, within the people list.

Change property Owner: We have resolved a minor bug with the Change Property Owner functionality.

20th September  2023

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.

15th September 2023

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.

13th September  2023

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.

7th September 2023

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.

1st September 2023

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.

Sales Progression: We have resolved an issue which resulted in the magnifying glass being un-useable. We have also resolved a defect which meant when an externally advertised property was added to the sales progression, a corresponding offer of £0 was added.

Offers: We have resolved an issue within Offers, which meant the offer price was being reverted to a previous set value.

Dairy: When a 'Day Off' appointment was created for multiple days, it could in limited circumstances span an additional day. We have resolved this issue.

Property Portal: We have updated the Web Portal Feed to include the values associated with local authority band.

16th August 2023

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.

2nd August 2023

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

31st July 2023

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

25th July 2023

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.

6th July 2023

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

15th June 2023

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.

14th June 2023

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.

31st May 2023

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.

17th May 2023

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.

27th April 2023

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.

5th April 2023

Rezi POST:  There was a defect which was preventing a snapshot of the Google Map location from being displayed within a Rezi POST notification. You can now use the merge field 'prop_google' within your letters or emails to “return a snapshot of the google map for the property's location”. 

4th April 2023

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. 

29th March 2023

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].

28th March 2023

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].

10th March 2023

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].

6th March 2023

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

23rd February 2023

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.

22nd February 2023

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. 

21st February 2023

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.

29th Januaury 2023

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.

26th Januaury 2023

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.

25th January 2023

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.

3rd January 2023

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.

 

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