8th Jan 2026

✨ New Permissions for Reporting Widgets

We’ve introduced granular permissions to control who can add specific reporting widgets in both Property Management (PM) and Dezrez CRM.

• 🔐 What’s new?
  A new section in Settings & Permissions lets you grant or remove access at agency, branch, or individual user level.
• ✅ Why does this matter?
  • ✔️ Keeps sensitive data secure
  • ✔️ Gives managers full control over reporting visibility
  • ✔️ Ensures only authorised team members can add key reports

If you don’t have permission enabled, you won’t be able to select the report via the dashboard widget selector.

📊 Sales Progression Report

We’ve added a brand-new Sales Progression report designed to make tracking property milestones easier.

• 🔍 What’s new?
  Filter properties by Purchaser and Vendor milestones (e.g., Sales Memo sent).
• 🚀 Why does this matter?
  • ✔️ Sales negotiators can quickly view properties at critical stages
  • ✔️ Speeds up communication with clients
  • ✔️ Helps keep deals moving and improves customer experience
    

✅ These updates give agencies better control, faster workflows, and clearer visibility—all aimed at saving time and boosting productivity. 💼✨

• Related Articles

• 29th Jan 2025

  New Feature: Withdraw Pre-Tenancy Properties from Property Management Users can now withdraw a Pre-Tenancy property from Property Management when needed. This provides greater flexibility and control over property status, ensuring that properties no ...

• 5th Jan 2026

  New Feature: Proof of Address Upload for Tenants We’ve introduced a new capability that allows letting agents to record and store proof of address for tenants directly within the system. This enhancement also empowers tenants to upload their proof of ...

• 22nd Jan 2026

  ? Group Hub Page – Fresh Design & Streamlined Experience We’ve given the Group Hub page a modern makeover to help UK estate agents work faster, stay organised, and make the most of every screen inch. Video: ...

• 21 Jan 2026

  Sanction checks now clearly visible in Property Management What’s new We’ve added a core Proof of Sanction check for landlords, tenants, and guarantors in Property Management. What this means for you It’s now much clearer whether required sanction ...

• 28th Jan 2026

  ? New: Automatic Nurture Campaign for Newly Created Contacts We’ve introduced a new workflow automation that automatically sends a nurture notification to every new person created in Dezrez. This is the first in a series of nurture notifications ...