Property Vista Release Notes- February 2024

PV CRM

Highlight Feature

We are pleased to announce the rollout of significant improvements to the filter functionality within our CRM platform. In this release, the user’s browser now automatically saves the user’s filter configurations. This feature enables users to maintain their filter settings even after logging out of the CRM or experiencing system timeouts.


These enhancements streamline the user experience by ensuring that personalized filter settings remain intact across browser sessions, facilitating smoother workflow within the CRM environment. To continue using the functionality, please make sure same browser is used, change of browser will require adding the required filters again

 

New Features

- We are excited to announce a significant update aimed at streamlining batch item execution processes within our system. Here's what you need to know:

  • The batch item selection has been removed for Rent Increase Batch, Renewal Batch, and Move Out Batch. All batch items that are not canceled will now be processed automatically by the batch. 
  • Executed batches can now be re-executed for all non-cancelled items, providing users with increased flexibility and control over batch processing.
  • Each batch includes standardized status values (Created, Approved, Executed, Canceled) to streamline workflow management.
  • Users can now perform actions such as Approve, Execute, Print Batch, Service Batch, and View (post-execution) for enhanced batch management.
  • Batch items now feature selectors for easy management, with status options including Active and Canceled.
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  • Implementation of an automated notification system ensures timely communication with tenants when serving rent increase notices, enhancing tenant engagement and satisfaction. To enable this notification, go to Administration → Templates → Email Templates → Notice of Rent Increase, edit the template and uncheck “Disable template”.

 

- We are excited to announce the introduction of a new filter for Broadcast Templates: Lease from date range. This new broadcast filter allows you to narrow down the list of recipients based on the specified move-in date range. Now, sending messages to tenants who moved in during a particular time frame is more efficient and convenient. This enhancement aims to streamline tenant management processes and provide users with greater flexibility in accessing and organizing tenant information.

- In this release, we are implementing access restrictions to Document templates within the CRM to prevent unauthorized changes that may cause issues. The Document Templates link under Administration will now be hidden from the menu for all users to ensure access is restricted to the designated support team.

These changes aim to streamline access control and ensure that Document templates are only accessed and modified by authorized support personnel, minimizing the risk of inadvertent changes and potential issues. If you have concerns or require assistance regarding Document templates, please reach out to our support team and submit a support request for further assistance.

Improvements

- We have fixed the issue when downloading the British Columbia Condition Inspection Report RTB-27 when there is no move-in inspection present at the start of tenancy. You can now download the inspection report without any errors.

 

- In Lease Applications lister, we have renamed the Status filters to avoid confusion:

  • The default filter now refers to Lease Application Status.
  • The optional filter, accessible via the gear icon > Edit filter > Status filter, now refers to Lease Status.

- The Registered in Portal column is now available in the Tenant Security report when the “Export by Lease” option is selected.

- We have fixed an issue on the Lease lister not displaying any records when filtering “Closed” status. Users will now be able to filter closed leases without any issues. 

 

PV Accounting

 

Highlight Feature

- In this release, we are addressing the need to optimize the Purchase Order synchronization process with Yardi for Yardi-integrated PMCs:

  • A new mandatory picklist field named Yardi Expense Types will be displayed on the Purchase Order.
  • Users can select a value for this field when editing the PO in Draft Order Status, with the field becoming uneditable once the PO is submitted.
  • The default value for the field will be blank, and the list of values will be updated weekly along with the Yardi Vendor Import Process.
  • Error messages will prompt users to select a valid Yardi Expense ID if the field is left blank or if an invalid value is selected.

Additionally, on the Purchase Requisition, the Quantity Unit of Measure (QTY UOM) field will be populated with Yardi values. If Yardi's list of values is empty, the system will fall back to Vista values to ensure compatibility.

These enhancements aim to streamline processes and improve data integrity within the system, providing a smoother experience for users managing POs in Yardi-integrated PMCs.

 

Improvements

-  Resolved errors when submitting Purchase Requisition from Maintenance requests created through Turnover inspections. Users can now submit PRs without any issue.

 

- In this release, we are addressing an issue with error messaging related to expenses with a post date in the past. While the system behavior remains correct, the error message has been updated to accurately indicate that the issue pertains to the opening balance. This update ensures clearer error reporting, enhancing user experience during expense submissions.

- For PMCs which have enabled the Outbound Payments feature, we have addressed an issue regarding the system not reflecting the Payment Received Date for outbound payments. Now, the Payment Received Date on the Expense Payment will be automatically populated with the Completion Date from the Outbound Transaction Record once the transfer has been completed.

 

- Fixed error message when printing cheques from the Expense Payment page in Expense Payments. Users can now print cheques without encountering errors.

 

PV Web Experiences

 

Highlight Feature


- Previously, Marketing Floor Plans in the Property Vista CRM populated images in the corresponding ILS Feed using any images at the Marketing Floor Plan level as well as any images in the Associated Floor Plan level. These images have been streamlined to apply either images at the Marketing Floor Plan-level OR any images from Associated Floor Plans in the event no Marketing Floor Plan images have been loaded. As part of this change, the system will now pull images for a specific floor plan into the ILS Feed as part of the unit-level data.

 

New Features

- Inspector App: Enhancement to enable “Snow Log Inspection” as a default Building-level inspection type.

 

- Inspector App: Enhancement to display the Property Name in place of Property Address in “Select Location” menu.

 

 - Inspector App: Enhancement to auto-select Building in “Create New Inspection” workflow based on the Property identified in the “Select Location” menu after login.

 

- Inspector App: Enhancement to Set “Assigned to Me” filter by default for Maintenance Requests in the application.

 

- Tenant App: Enhancement to enable the new “Notices & Renewals” section to match navigation workflow in the MyVista Tenant Portal

Improvements

- ILS Syndication: Enhancement to apply floor plan images for a unit in the unit-level data within ILS Feed and to apply either Marketing Floor Plan images or any Associated Floor Plan images in the floor plan-level data within ILS Feed (previously the system used images from both locations).

 

- ILS Syndication: Enhancement to pull any available Concessions data from Yardi-enabled PMCs into Property Vista ILS Feed.

 

- Tenant Portal: Fix to error generated when clicking “View Billing History” for Yardi-enabled PMC.

 

- Inspector App: Fix to Maintenance Request images workflow for images added to a Maintenance Request after MR creation.

 

 

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