September 2024 Monthly Product Updates - Property Vista

PV CRM

Highlight Feature

We have enhanced the behaviour of Features & Concessions items pop-window when creating Leases or Lease applications by adding the Searchable items functionality.

 

Improvements

PV CRM will correctly generate auto-creation of pre-move out inspections in timely manner and ahead of Tenant Move-outs when the inspection policies are set up

 

PV Accounting

Highlight Feature

Yardi PMCs are now able to create Outbound refunds from Vista to a tenant, when the feature is enabled. Once the tenant receives the refund, a charge will be created in Voyager to confirm the completion of the refunds in Vista.

 

Improvements

In this release we made improvements to how deposits are managed for more flexibility and less ambiguity. The improvements include:

1. The original deposit amount can not be changed like before, by editing the deposit value. This is locked from editing for consitency
2. The deposit can be increased or decreased, by way of a deposit adjustment. A positive adjustment will increase it and a negative adjustment decrease it
3. The flexibility to cancel an adjustment up until its paid

 

 

PV Web Experiences

Highlight Feature

Vista Websites:

  • Enhanced promotions workflow to enable configuration of promotions from Property Vista CRM for transmission of listings via ILS feeds and Vista Websites.
  • Enhanced promotions workflow to enable configuration of promotions from Property.
  • Vista CRM for transmission of listings via ILS feeds and Vista

Tenant Portal:

  • Optimized design for buttons in “Latest Payments” section in ‘Billing & Payments’ workflow.
  • Enhancement to ‘Billing & Payments’ workflow to include a “View Payment History” button.
  • Enhancement to add a user notification when attempting to add an autopay method when autopay is already set at 100%.

 

Improvements

Vista Websites:

  • Fix to hide bullets in floor plan widget if Property Amenities are enabled and the property has no amenities configured.
  • Back-end update to apply property Salesforce ID instead of Vista property name for ‘external_uid’ field.

Tenant App:

  • Back-end updates to optimize transmission of direct banking account number and charge description data via API.
  • Back-end updates to optimize Yardi calls for TenantPaymentService.

Tenant Portal:

  • Fix to optimize calculations and totals in “Free Quote” workflow for Tenant Portal Reskin UI.

Inspector App:

  • Back-end update to split charge values via API instead of sending ‘all charges’ as a sum.
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