Features

• A new feature ensures that applying a template no longer overwrites filled fields with blanks, but a warning remains for filled fields being overwritten by template data.
• Feature: Unified the 'New Client' button across user experiences to offer streamlined client creation options, changing 'Client Group' to 'Multiple Clients' in both limited agent and paying user flows.
• A feature has been added to update the external offer submission flow by replacing the "Link" button with a "Submit" button to prevent confusion, as external offers don't require linking to a listing.
• Feature: Implemented automatic autofill of client names into the signature block's 'client name' field, reducing manual errors and ensuring alignment with backend data.
• Feature implemented to hide offer details and display only "offer linked" with the agent's name when an offer is linked but not submitted.
• Feature: Added "Agent Name" in the UI to display the listing agent's name during the offer linking process.
• Feature added: Implemented a manual "copy original documents to this folder" button with a wizard interface for users to select original documents for copying, addressing confusion about document duplication and signature box issues.
• Feature: Added a "link transaction" button to manually connect projects in GIC to GIC transactions before an offer is submitted, creating necessary folders on both sides once linked.
• Feature: Introduced a "+TC" button to the message model, allowing agents to easily insert the TC email into messages when a TC is involved in the transaction.
• Feature added: A "Resend Invite" button has been introduced to the client profile, allowing agents to resend email invitations to clients.
• Feature: Added the ability to include a link to the contact sheet when sending a message from a transaction.
• Feature added: A download button has been implemented on the contact sheet accessible via the public link.
• Feature added to enable sharing of 'Transaction Templates' with others, similar to existing template sharing functionalities.
• The "Stripe Webhook Handling" feature updates GIC billing records in response to subscription status changes in Stripe.
• Feature added to enable license search functionality to ignore special characters, allowing seamless lookup regardless of character presence in the license number.
• The new feature streamlines the signup flow for vendors invited to GIC, ensuring a smooth and relevant onboarding experience to facilitate collaboration with their agents.
• A new "notes" tab has been added to transaction screens, allowing agents, TCs, and workspace admins to privately share and view notes, separate from message history, without visibility to guests or vendors.
• A new feature has been added to allow the application of email templates when sending invitation emails from a client's profile.
• Feature added to set the default co-agent visibility to "off" in client profiles, requiring agents to manually grant document access.
• Feature: Updated the visibility tooltip button copy within the client profile to clarify document access controls for different transaction parties.
• A new feature has been added that allows agents and TCs to rearrange the order of documents within a transaction for better organization.
• Feature: Implement field acceptance for document locking and allow admins to choose when specific fields are locked after a signature.
• Added a feature to display user roles beside email addresses in the dropdown menu within transactions to help users identify parties when sending emails.
• A new feature automatically includes the transaction address in the email subject line for users sending emails from within a transaction.
• A feature has been added to include date/timestamps for document creation, assisting users in differentiating between similar documents, especially useful for managing multiple home transactions in the system.
• Feature: Implemented functionality from CTMe allowing the contract date to remain editable after a document is signed, streamlining pre-signing and updating processes without unlocking the entire document, aligning workflows and saving time for agents, TCs, and clients.
• Feature implemented to enhance the signature system by disabling autosave during guided entry, changing save behavior to occur upon confirmation, locking documents post-signature, and adding a pop-up warning for page exit.
• Feature: Added filtering options for client tabs, allowing users to quickly view recently added clients, active transactions, and filter by groups, individuals, or entities to assist those less familiar with client names.
• Feature: Enhanced Net Sheet tool allows agents to calculate estimated seller proceeds, auto-fill data, and generate customizable PDFs to manage client expectations during transactions.
• A new feature has been added allowing templates to be utilized across multiple workspaces, enabling agents and TCs to retain access to their personal templates when moving between brokerages.
• Feature: Introduced customizable "seller signature" fields in external offers, allowing agents to choose an unlimited number of signature lines to accommodate multiple signers.
• Feature: Implemented a mechanism to localize updates to only the edited fields, preventing the overwriting of unchanged fields when documents are saved in the background.
• Feature added to display the names of signatories when hovering over partially executed documents for better user experience.

Bugs

• Fixed a bug where linking offers with listings had multiple issues, including improperly adjusting signature blocks, missing seller information in contracts, duplicate disclosures, incorrect modal messaging, and sending redundant emails.
• The "Transaction Linking Epic" ticket resolves issues related to offer submission visibility, incorrect button states, and document copying permissions to ensure seamless transaction management and communication between agents in real estate transactions.
• Fixed bug where the co-agent's name was not autofilling into the CBS signature block as expected.
• Bug fix implemented to ensure documents and signatures are retained when disclosures from the originals folder are copied to the offer folder.
• Bug fixed: Message history for sent messages and invitation emails within the client profile is now accurately displayed.
• Fixed a bug where clicking the "sign" button after configuring signature fields did not initiate the signature flow in external offer documents.
• Bug fix: Resolved an issue where re-adding a deleted CBS to the originals folder resulted in duplication in the offer folder on the buy side.
• Bug fix: Resolved an issue where only the first buyer's name was auto-filled in the signature box, ensuring all three buyer names now appear correctly.
• Fix: Resolved an issue where the legal entity signers' names were not auto-filling into the signature boxes on the ERB form, ensuring that all expected fields are populated correctly.
• Fixed bug where a listing's status did not update from "terminated" to "under contract" when a new offer was fully executed.
• Bug fix implemented to disable and update the "submit offer" button text when an offer is under contract on the buy side.
• Fixed a pagination bug in the D&D tab of transactions where certain deadlines were not appearing consistently across pages unless the row count was expanded.
• A bug has been fixed by adding a 'Restart Subscription' button for users with cancelled subscriptions, allowing them to resubscribe without creating a new billing record.
• Fixed a bug where adding a new ERB document to a client profile incorrectly carried over the date from the existing ERB.
• Fixed a bug where the dropdown menu in the transactions tab showed the client's name instead of the agent's name when sorting by agent.
• Fixed bug where the "signable docs" tab on the client home screen was not displaying all documents that needed to be signed.
• Fixed bug where MEC closing date was not displaying in offer details on external offers, while hard dates were displayed correctly.
• Fixed a bug in the staging environment where unselected documents were being sent when submitting an offer to a GIC listing.
• Fixed a bug in the Client Profile where selecting 5 transactions per page did not update correctly, and 18 transactions were displayed instead.
• Bug fix implemented to enforce valid phone number input, preventing incorrect data entries like names in phone number fields.
• Fixed a bug where documents were not duplicated when duplicating an offer, despite selecting the option to duplicate both people and documents.
• Fixed a bug where the agent filter was not displaying all agents in the workspace in the staging environment.
• Bug Fix: Listings that are terminated as part of a transaction will now automatically revert to a "published" state to allow for the acceptance of new offers, resolving the issue of listings being completely locked.
• Fixed a bug where filtering the Client List by agent in the staging environment caused the list to become blank.
• Fix implemented to ensure the download loading state remains visible while scrolling through a PDF document.
• Implemented a feature to enhance the "Send To" dropdown by filtering out clients and displaying vendor names alongside email addresses for a clearer selection process when adding third parties to transactions.
• Updated the email "To" field to automatically recognize and separate email addresses entered in a comma or semicolon format, removing the need for a "+Create" button and replacing it with a "+Add" feature for clarity and improved user experience.
• A bug causing the Exclusive Right to Sell autofill to incorrectly pull in another agent's information instead of the correct agent's details has been fixed.
• Fixed a bug where manually created listings did not display the address in the autofill despite being entered, within the "address" project context.
• The bug where users could update their signature field after completing the signing process has been fixed to ensure the field is locked post-signature.
• Bug fix: Admin view of project documents now correctly displays the web view instead of the PDF, allowing real-time updates for customer service.
• Fix for bug: Ensured all original CBS dates transfer correctly upon counter-signing in offers submitted through GIC, rather than only the edited date.
• Fixed a bug where D&D from the original offer were not pulling through upon executing an external counter offer.
• Fixed a bug where the transaction price did not update after a price change in an executed counter.

SUMMARY:

• Fixed a bug where the termination button would freeze and fail to send the termination notice when clicked.
• Fixed a bug in transaction pagination where incorrect item count and misleading "Rows per page" display led to unnecessary page navigation and inaccurate row information.
• Fix implemented for bug causing documents not to copy over when duplicating an offer, even when selected to include.
• A spelling error in the Net Sheet, where "Etimated Net Proceeds" was corrected to "Estimated Net Proceeds," has been fixed.
• Fixed a bug where the pizza tracker did not update to "offer accepted" when a transaction went u/c.
• Bug fixed: Duplicate active transactions erroneously appearing in a client group profile have been resolved, ensuring only the correct transaction is displayed.

Features

• Added a feature for workspace admins to view client records with an "agent" column and a filter for "my clients" to improve management and visibility of agent-client relationships.
• Feature: Enables users to initiate a transaction directly from the client tab with a streamlined client-focused flow, enhancing the process for buy/sell documents and integrating client-specific elements.
• The "Dashboard state & search filters" feature ensures that user preferences like dashboard widget selection and search filters are stored in the database instead of in session.
• Implemented a feature that preserves user preferences such as sorting, filters, widget selection, and pagination settings across sessions and page navigations.
• The "Client Page/Documents Rework" feature introduces a client-specific document management system with buyer/seller context folders, and updates the client page to separate client objects from transactions, impacting document mapping, messaging, and notes.
• The profile settings feature has been updated to hide the "My TC" default option for transaction coordinator accounts to prevent confusion.
• Added a feature that allows workspace members with no transactions to view all workspace addresses and clients in the transaction filtering screen until they add their own transaction, after which only their own transactions and clients are displayed.
• Feature added: Updated the setup text for limited agent accounts to reflect that there is no longer a restriction of 10 offers and introduced messaging about free trial limitations and upgrade options.
• Feature added to improve agent workflow by highlighting the importance of inviting clients before sending documents, using large red and bold text prompts in the client creation interface.
• Feature added: Implemented required field indicators in messaging to inform users why the Send option may be unavailable.
• The Transaction page tooltip has been updated to provide clear instructions on creating and managing seller-signed disclosures and buyer-signed documents across different folders.
• The "Co-Agents in Representation Transactions" feature now allows agents to add co-agents (both internal and external) to representation transactions in staging.
• Feature: Improved workspace admin and member dashboard functionalities, including tailored transaction visibility, enhanced client list with agent differentiation, and a refined transaction page for users without personal transactions.
• Feature Added: The client profile now displays an "invitation sent" confirmation after sending an invitation, with the option to resend the invitation available in the message history tab.
• Feature: Added a flag to prevent intercom sync from running in development mode unless explicitly enabled by the user.
• A new feature has been added to display date/time stamps on emails sent from the client tab, similar to the transaction message UI, to enhance the client email interface.
• Feature: Added the ability to search for clients by name or email when creating client groups, with fields auto-filling based on selection to enhance user convenience.
• A new feature was added to only render timestamps for V3 documents.
• Feature added: Updated the "Submit Offer" flow to ensure documents are copied, not moved, into the offer folder, preventing project duplication issues with those documents.
• A new feature has been added to ensure that the registration flow autofills brokerage information using the 'signupkey=' from custom onboarding links.
• A new script feature has been added to remove "TimeSignDateTime" fields from all contracts and set the "Signature" field to full width on all document types.
• A feature was added to trigger specific banners for "terminated," "withdrawn," and "closed" statuses in transactions, similar to the existing "under contract" banner functionality.
• Feature added: A tool tip has been introduced to guide users on selecting "team member" versus "team leader" when creating a team, providing clarity on roles and permissions.
• Feature: Automatically select buyer or seller client type based on the "Offer or Listing" option during transaction creation.
• The "Widget Updates" feature assigns unique sets of dashboard widgets to each user type within GIC, tailored to their specific use cases, while evolving the roles for Broker Owner, Workspace Admin, Individual Agent, Transaction Coordinator, and Client.
• The feature ensures that TC accounts are granted full access upon accepting a workspace invitation without requiring a subscription payment.

Bugs

• Bug fix: Ensured transactions created within a client profile are now correctly displayed under "active transactions" in the client profile.
• Fixed bug where radio groups lost their value when clearing signatures.
• Added functionality to upload sourcemaps during build/deployment for Sentry integration.
• Updated backend logging to include URLs in HTTP status error reports for improved traceability.
• Fixed the issue where running the dev server resulted in deprecated warning spam regarding the "loader" argument, by implementing the recommended "register()" approach.
• Bug fix: Corrected the autofill feature to ensure it pulls accurate information when writing offers on listings already under contract with offers.
• Fixed a bug where the default TC was not being auto-added to new clients upon creation.
• A bug fix was implemented so that when a listing agent uploads an external offer, a shell transaction is created with system-generated email addresses as the default owner, preventing issues like duplicate documents and duplicated dates in the widget.
• Fixed a bug where the Master Calendar failed to display dates and deadlines for an accepted external offer.
• Fixed a bug where the backend user worker would throw an error if the Intercom API key was not configured.
• Bug Fix: Established a connection within the app to link manual listings and public offer submissions after the "submit offer" button is clicked.
• Fixed a bug where the manually entered address in the "Manually Created Listing" did not appear in the autofill using an Exclusive Right to Sell.
• Bug fixed: Document name changes now correctly update in the dropdown list.
• Bug fix: Removed the 'send message' button from the agent profile message history when viewed by clients, as clients cannot send messages within the app.
• Standardized page title behavior to consistently display titles like "Page Name
• Get In Contract" across the site, correcting inconsistent and unclear title displays during navigation and page loading.
• Fixed bug where the "send" button in the offer folder did not allow the CBS to be attached or automatically added to the email when the message modal popped up.
• Fixed a bug where dates and deadlines from terminated, withdrawn, or closed transactions were incorrectly displayed in the Dates and Deadlines Widget on the dashboard.
• Fixed a bug where the "seller documents" dropdown incorrectly displayed duplicate client documents and buy-side documents.
• Fixed a bug where the "Forgot Password" function failed to send a password reset email.
• Fixed a bug where notes would disappear when navigating away from and returning to the notes tab in the client profile.
• Fixed a bug where only buyer documents were shown instead of seller-specific documents under the seller docs section in the client profile, and resolved the issue with the document quick start button being blank.
• Bug fix: Resolved an issue where the phone number field incorrectly allowed name entries, which caused last names to be overwritten and not displayed correctly when clients were selected by email.
• The "My Dates and Deadlines" widget bug was fixed to allow sorting by "day to day" and "upcoming" and to update checkbox statuses without refreshing the page.