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Universal Change History

Show below are the changes to the software for both sales and rentals:

Date Build Changes/Enhancements
18/02/2008
107

Both Systems (applicable to sales & rentals)

  • Tasks added to Sales
  • Task tab added to people and property
  • Tasks Shown in Diary
  • People History, Updated to Datagrid and notes popup
  • Postcode Lookup, Postcode Search feature added
  • HIPs enabled for Rentals
  • Users Access setting to stop users taking properties off the market
  • Negotiator Filter and report field added to correspondence reports
  • Added postcode to sms message from appointment to applicant
  • Various fixes
17/01/2008
104

Both Systems (applicable to sales & rentals)

  • New icons
  • Appointment History tab added
  • Viewings added and Viewings updated included in negotiator reports
  • Date filter added to task report
  • Allow printing of #app-sol# and #vend-sol# from reject/withdraw offer
  • Added country - Malta
  • Various fixes
27/11/2007
100

Both Systems (applicable to sales & rentals)

  • Allow property search, diary and reminders to be maximised
  • Valuation - find on postcode
  • Property history improved, add larger notes, better formatting
  • Refresh button added to diary
  • Added country - Slovakia
  • New Web reports feature added.  Web report viewer added to Tools menu
  • Allow minus figures to be entered in sales invoice
  • Record valuation SMS in history
  • Viewings report - group by property
  • People history report - filter by negotiator
  • Matching - Added system setting to have exclude check boxes checked by default
  • Added tag #deal-date-next-rent# for second period start date
  • Invoice Report - added radio button for paid and unpaid
  • Added statement ref field to people
  • Viewing follow-ups and unconfirmed viewings - same position kept when double click and change tab.
  • Show fax number in appointment screen
  • Send SMS to list of people
  • Added tag #prompt output message# where the output message can be changed
  • People list - changed to data grid
  • 5 new sample property templates added
  • People list - changed to data grid
  • New Google map feature allowing exact co-ordinates to be found for a property
  • Own branch access control added to Vendor and Valuation
  • People list - changed to data grid
  • Applicant and property branch filters added to viewing follow-ups and unconfirmed viewings
  • Various fixes
03/10/2007
90

Both Systems (applicable to sales & rentals)

  • Allow javascript in extramedia
  • Option added for full details gallery style
  • Setting for users to open in sales or rental mode
  • Contact via tel added to match flags
  • added webnotes, password, statement_ref columns, ni number and dob to people table
  • Added countries - Ecuador, Monaco, Indonesia, Venezuela, Nepal and Uruguay
  • Added tags #ll-dob#, #ll-ninumber#, #ten-dob#, #ten-ninumber# and #keycode#
  • Changed property list and History to Datagrid for better sorting and usability.
  • Postcode lookup added to quick add screens.
  • Co ordinates added to property screen so Geosearch is more precise and can work world wide.
  • Today button added to diary
  • Various fixes
10/08/2007
87

Both Systems (applicable to sales & rentals)

  • List email templates improved
  • Added Qatar to countries
  • Pipeline report, for sale, sold stc and sold check boxes added
  • Added tags #deal-rent-words-euro# and #deal-deposit-words-euro#
  • #full-address# tag added - shows address line 1 and 2, town and postcode for property
  • System setting for email templates or outlook added
  • Option added to remove beds/batch/receps from web
  • Added tags #user-branchname#, #user-branchemail#, #user-branchfax# and #user-branchtel#
  • Upload generated documents added to diagnostics
  • Can type in hex colours in property search settings
  • New slide show style added with maintenance options.
  • Block inputs on save
  • Email templates enabled for Valuations
  • Various fixes
10/05/2007
80

Both Systems (applicable to sales & rentals)

  • PDF name column added so link name can be changed on property search
  • Email templates section added to applicant and vendor
  • Hips tab added to property contains EPC generator
  • Added tags #epc-nnn# and #epc-text#
  • Added tags #branchname# #branchtel# #branchfax# #branchemail#
  • Find on people eyecatcher
  • Filter on eyecatcher for Vendor and Applicant
  • Remove and replace sample documents
  • Various fixes
24/04/2007
76

Both Systems (applicable to sales & rentals)

  • Added landlord source to kpi charts
  • User filter added to Viewings report
  • Show appointments for specific branch
  • System setting added for default valuation duration
  • Can set appointment duration in valuation
  • Withdrawn status removed if mode = rentals
  • Default to only rental properties when list properties in deals screen
  • Added date filter to Landlord prop/tenant report
  • PDF doesn't upload every time
  • Task Report Added
  • Town added on diary appointment
  • Added create solicitor from solicitor button
  • Applicant filter - name added
  • Filter vendors with email addresses
  • PDF upload max size set to 2mb
  • Various fixes
20/03/2007
74

Both Systems (applicable to sales & rentals)

  • Sales and rental check boxes added to app/val/prop lists
  • Email GEnerated Document as attachment
  • Can delete app if viewing cancelled
  • USA default added
  • #sol-app-dx#, #sol-vend-dx#, #sol-dx# tags added.
  • System setting to strip house number off address or not
  • Can set appointment duration in valuation
  • Applicant branch only access added
  • Confirm valuation check box
  • MAD currency added
  • Viewings report added
  • Valuations lost to report added
  • Eyecatcher added to people list
  • Modified Deals report
  • Various fixes
07/02/2007
65

Both Systems (applicable to sales & rentals)

  • Quick add applicant adds to mode
  • Show company on estate agent list
  • Branch filters added on viewings, viewing followups and unconfirmed viewings
  • Add chain notes to Vendor and buyer
  • Branches added to matching
  • Shortlist feature for property search, change in maintenance
  • Word add facility added to spell checker
  • DX number added to Solicitor
  • Various fixes
24/01/2007
60

Both Systems (applicable to sales & rentals)

  • Go to buttons added to chain
  • Various fixes
15/01/2007
58

Both Systems (applicable to sales & rentals)

  • Slide show fixed for different currencies
  • Check if any changes made when exit appointment
  • Solicitor eyecatcher tags added
  • Accepted offer report changed to accepted date
  • Various fixes
08/01/2007
57

Both Systems (applicable to sales & rentals)

  • Fixes and improvements for Windows Vista
  • Various fixes
03/01/2007
56

Both Systems (applicable to sales & rentals)

  • Slide show facility added
  • Go to shortcuts added to diary
  • System setting for time between slides on slide show
  • Comparables report filters added
  • Print labels and list for solicitors
  • Branch dropdown added to filter list of users in diary
  • Add estate agent to applicant (other contact)
  • Fixes and improvements for Windows Vista
  • Various fixes
14/12/2006
54

Both Systems (applicable to sales & rentals)

  • Property filter by complete and exchange dates
  • Record send sms in persons history
  • Print button added for offers
  • Popup reminders added
  • Two options added to stop popup reminders and to set for own user only
  • Report on paid invoices with totals for month and whole period added
  • System setting added for Diary start and end date
  • 6 Month Rent period added, list changed to include 6 months
  • Unconfirmed viewings tab added to Diary
  • Add price qualifier and rental period for rental properties
  • Print button added to unconfirmed viewings tab in Diary
  • Added unconfirmed viewing button to reminder followups
  • Advertising sort problems fixed
  • Valuations find address also finds on the address on the property screen
  • Various fixes
30/11/2006
51

Both Systems (applicable to sales & rentals)

  • Comparables report added
  • Notes max length changed to 50000
  • System settings for users to show in diary and default time interval
  • Letting fee not hidden when fixed fee on deal
  • Duration button added on deal
  • Button added to people form to goto solicitor and mortgage advisor
  • System setting added for Diary start and end date
  • Various fixes
20/11/2006
50

Both Systems (applicable to sales & rentals)

  • Locking fixes
  • Post letting fee to Quickbooks
  • Template locking on Anywhere, if another user generated, different prop
  • Valuation appointment wrong person bug fixed
  • #app-source-of-funds# tag added
  • Handles record is deleted errors
  • Various fixes
06/11/2006
49

Both Systems (applicable to sales & rentals)

  • Letting fee added to deals
  • Close recordset on finds, find all and form closing for people, props and vals
  • Spell check full details fixed
  • Added tick box to use persons salutation instead of names field on labels
  • Added #prompt# tag, prompts the user for text to replace tag with
  • Various fixes
26/10/2006
48

Both Systems (applicable to sales & rentals)

  • Data file spell check fix
  • Set email to Universal rather than outlook for vals on anywhere
  • SMS confirmation button added to Valuations and Appointments
  • Saving a property opens a new db connection and closes it to overcome locking
  • If can't get update and is mandatory then allow to use software.
  • Various fixes
21/10/2006
47

Both Systems (applicable to sales & rentals)

  • Merge generated docs
  • Info buttons added to some reports
  • SMS confirmation button added to Valuations and Appointments
  • Separate tags added for tel day, tel evening, tel mobile and fax for all people
  • Various fixes
15/10/2006
46

Both Systems (applicable to sales & rentals)

  • Locking fix for notes, open and close new connection
  • Various fixes
09/10/2006
45

Both Systems (applicable to sales & rentals)

  • Object invalid or no longer set fixed when prop manually deleted
  • spell check rte
  • sqlstr on reports to handle apostrophe
  • show tasks in demo mode on reminders
  • No edit os values in user list in diary
  • Logevent, open and close new db connection
  • check template folders and photos exist
  • Various fixes
02/10/2006
44

Both Systems (applicable to sales & rentals)

  • New countries added
  • New connection for delete ftp records
  • print before save new appointment bug fixed
  • lookup items can't be blank or string with spaces
30/09/2006
43

Both Systems (applicable to sales & rentals)

  • Branch Pipeline report enhanced
27/09/2006
42

Both Systems (applicable to sales & rentals)

  • Property branch access control
  • Valuation access control
  • Printing access control
  • Ireland country default added
  • Print tags added for vendor full names, work tels and other tels #vend-fullname1#, #vend-fullname2#, #vend-worktel1#, #vend-worktel2#, #vend-othertel1#, #vend-othertel2#
  • Performance changes
  • Added tags #val-valuer#, #val-negotiator# and #date DD MMMM YYYY# (shows full month name)
  • Various fixes
25/09/2006
41

Both Systems (applicable to sales & rentals)

  • Resized property, valuation, deals, match and maintenance to 800 X 600
  • #val-status# and #time# mail merge tags added
  • Auto close universal after 2 hours inactivity
  • Various fixes
19/09/2006
40

Both Systems (applicable to sales & rentals)

  • People form made to 800x600
  • Goto Valuation button added on appointments form for when appointment is a valuation
  • Other people added to create valuation from button
  • Various fixes
12/09/2006
38

Both Systems (applicable to sales & rentals)

  • Go to diary button added on Valuation
  • Access control added for users for Add, update and delete of Properties, Applicants,Vendors,Landlords, Tenants, Solicitors, Mortgage Advisors, Suppliers and Other Contacts
  • Add users screen changed for usability
  • Checks if another user is syncing when sync button is pressed
  • Added branch performance report
  • Branch pipeline prediction and accepted offer pipeline prediction
  • Various fixes
05/09/2006
36

Both Systems (applicable to sales & rentals)

  • Option to upload all word templates and photos for problem resolution
  • Templates added for tenants and tenants contact details in diary list
  • Various fixes
29/08/2006
31

Both Systems (applicable to sales & rentals)

  • KPI charts added to reports
22/08/2006
29

Both Systems (applicable to sales & rentals)

  • Various bug fixes
15/08/2006
28

Both Systems (applicable to sales & rentals)

  • Added branch drop down menus on multiple reports and property offers tab.
  • Various bug fixes
09/08/2006
27

Both Systems (applicable to sales & rentals)

  • Backup quickbooks datafile.
  • Added branch drop downs to lists on valuation and people.
  • Added branch drop down and branch section on reminders.
  • Various bug fixes
04/08/2006
25

Both Systems (applicable to sales & rentals)

  • Added branch drop down to property list tab, taken off filter.
  • Various bug fixes
01/08/2006
24

Both Systems (applicable to sales & rentals)

  • Merge database facility for multi branches wanting to use 1 database
  • Branch details added for people, valuations and users.
  • Various bug fixes
26/07/2006
23

Both Systems (applicable to sales & rentals)

  • Pull through Landlord tags on property
  • Delete ftp events on sync
  • Various bug fixes
19/07/2006
22

Both Systems (applicable to sales & rentals)

  • Edit local facility added (Universal Anywhere)
  • Various bug fixes
13/07/2006
21

Both Systems (applicable to sales & rentals)

  • Fixed Diary end date bug
12/07/2006
20

Both Systems (applicable to sales & rentals)

  • Initial production release of Universal.NET
  • New Graphical Diary
  • Reporting facility added
  • Automatic Updates

 

 

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