Any questions you have about an enhancement request you have made, please email technology@therae.com.
What's New
- Enhanced Access to Integrations and Paragon Tools
- Updates to Expiring Client Notifications
- Saved Property Searches - Date Modified Column
- Listing Input Maintenance
- Collaboration Center
- User Interface Clean Up
- Condo Names Update
Enhanced Access to Integrations and Paragon Tools
Does your Action Icons column look like the following?
Wouldn’t it be nice if you could view more data and fewer icons but still have access to the integrations and tools? Well, you’re in luck.
In this release, we enhanced the way users access Integrations and other Paragon System Actions from the spreadsheet search report as well as the detail views. The Action Icons column of the spreadsheet has been modified to display a single icon (
) to provide access and more viewing space for data.
In addition to the column in the spreadsheet, a new Actions button has been added to the menu bar.
This does a couple of things. First, the spreadsheet report view provides access to actions that users can take when multiple records are selected. The Actions pop-up window includes logic to display the available options based on whether one or some records are selected.
Second, it makes Integrations and Paragon Tools available from ConnectView and any other detail view. Clicking on the button will display all the available options for the record in view.
This effectively removes the need to have the icons embedded into custom reports. Before this release, if the icon was not present in the current report being viewed, users would have to return to the spreadsheet search report or pull up the All Fields Detail or another report containing icons in order to access the action.
Other Menu Changes
In addition to adding the new Actions button, the previous Actions menu was renamed More since it includes the overflow of menu options that do not fit in the toolbar.
Before:
After:
In summary, the following are the benefits of this great new feature:
- Access to integrations from ConnectView or any other detail view
- All integrations accessible from a central location
- More space for listing data on spreadsheet due to narrower column in spreadsheets
- Actions button in the toolbar is context-sensitive
(i.e. displays single-option integrations when only one listing is selected or multi-option integrations when multiple are selected) - Access to integrations from any detail view even if Action icons are not in the report
- No need to hover over an icon to “discover” what it is – the label is displayed with the icon
- Action icons are no longer needed in custom reports
Updates to Expiring Client Notifications
To Simplify and improve user experience, the expiring notifications pop-up window has been enhanced to include the Contact Name, the Last Accessed and Last Notified Dates. Also included is the ability to click disable (toggle) or extend the notifications for another year with a single click!
Additionally, when a search is extended, Paragon will run the search against current prospecting restrictions and return the usual error message if any criteria in the search are now prohibited.
IN FRONT New Expiry Notifications Pop-up Window
Saved Property Searches Date Modified Column
To assist members with managing saved searches, a Modified date column has been added to the grid in Search > Saved Property Searches. The grid can be sorted by the Modified date by clicking on the column header.
Listing Input Maintenance
New Listing Navigation Simplification
When maintaining a listing in the past you had to save your listing in order to see the additional options available such as adding or maintaining photos, adding an open house etc. Now for both Partial and Full when adding a listing you will have all of the additional navigation options available to you without having to save first.
IN FRONT New Listing Navigation Options
New Listing Button
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Already on the Listing Maintain screen? Now you can quickly start a new listing by clicking Add. |
Collaboration Center
Client option to Text Listing
The Collaboration Center is excited to announce that text messaging from a mobile device is now available. When on a detail report you or your client can now go to the Options icon and see a new Text Message option.
This will open your default native texting app on your mobile device. It will then generate a link to the public version of this report and paste it into a new message. From there, your client can choose who to send the text message to.
Agent Preview – Reminder to Approve Listings
| When using Agent Preview with Collaboration Center, listings do not appear in Collaboration Center until they are approved by the agent. To remind agents that they must approve their listings, so they appear in Collaboration Center, a new warning message displays when the Collaboration Center Welcome Email is sent initially or resent via Resend Invitation. The warning remains on the screen until the user closes it. |  |
User Interface Clean Up
Reports – Listing Report Menu Enhancements
The Listing Reports Menu now indicates your preferred default reports for viewing your search results. You can also change your default preference by clicking on the gear (
) to the right of the report name.
Results Preferences
Result Options page in User Preferences and in the Preference Wizard has been reorganized so that related options are grouped together, and unnecessary text has been removed to create a more user-friendly layout.
Condo Names Update (Effective March 2, 2021)
New Condo Names
- Haddow Landing (Haddow, Edmonton)
- Broadmoor Lake (Broadmoor, Sherwood Park)
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Know of a condo/community/mobile home park that is new or not on Paragon? Email the name, legal description, address and Listing ID# (if available) to technology@therae.com. |