WIP: Currently Addressing These Issues: Filter Date Range on Activities is going to 1 DAY AFTER Filter Selection Template Stats July 2nd, 2024 Fixes: Moves the 'Add New' popup slightly to the left, to avoid appearing under parts of the Calendar Fixes an issue where Activities due on a date outside of the date range set in the By Date filter could appear in the list of Activities on the left of the Dashboard Fixes an issue where the set date range may not be shown correctly in the Date Filter after the page is refreshed July 1st, 2024 Fixes: Improves and fixes issues with the Others filter popup in the list of Properties Fixes an issue where the Calendar page would change which dates are shown when the page is refreshed NOTE: This issue is still present on the Monthly view of the Calendar, but not on the Weekly and Daily views June 28th, 2024 Fixes: Fixes & improves the Sales Price filters for the lists of Properties and Transactions June 27th, 2024 Fixes: Fixes an issue where the Activities in the Calendar could appear at the wrong times, but by reverting a fix pushed yesterday which fixed the issue where the Calendar would change the dates after the page is refreshed Adjusts the Record Owners selection box in the Record Owners Assignments page to always be empty, to avoid the same list of Record Owners being shown twice June 26th, 2024 Fixes: Improves the formatting used when editing an address within a Checklist Fixes an issue where the Cancel button in the Contact Filters editor would act the same as the Next button, rather than canceling the filter Fixes an issue where the Calendar would change the dates being shown when the page is refreshed June 25th, 2024 Fixes: Fixes an issue where only part of the address could be included in the links for Google Maps Adjusts the placement for the X button next to Actions in the Workflow Editor Hides the currently selected Record Owners from being included in the drop down list of Settings > Record Owner Assignments Better aligns the Yes and No buttons in the "Are you sure you want to delete these Contacts?" popup June 24th, 2024 Fixes: An issue where the 'Setup a BombBomb Account' button could appear off the page An issue where, when starting a Workflow, clicking a date field and clicking 'Today' would not automatically fill in related date fields An issue where the Color dropdown in the Workflow Editor had an extra white option, making it appear larger than needed June 21st, 2024 Fixes: Fixes an where adding a new spouse Contact in the Relationship section could create an extra Contact June 20th, 2024 Fixes: Fixes an issue where scrolling through the list of Tags would list the same set of Tags over and over again, rather than listing the next set of Tags Fixes to start a new Dotloop Loop and syncing from Realvolve to Dotloop Adds the ability to sync the Landlord, Managing Broker, Property Manager, Tenants, and the Unit Number of the address between Dotloop and Realvolve June 14th, 2024 Fixes: Added MLS Number to Dotloop Syncing for Properties Note and Description editing in Existing Activities in the Calendar. June 7th, 2024 Fixes: Fixes an issue where the 'Add time' fields would not work correctly for Contact date fields June 6th, 2024 Fixes: Fixes an issue preventing Assigned Agent drop down list from showing in a checklist. June 5th, 2024 Fixes: Fixes an issue where some Checklist items that should have a drop down list had a text box appear instead. June 3rd, 2024 Fixes: Fixes an issue where the date filter in the Team Reporting Widget may not work correctly due to date format. Adjusts the instructions in an automated email to advise users to go to Settings > Integrations, instead of Settings, My Social Networks, when referring to BombBomb May 28th, 2024 Fixes: An issue where the Google Drive 'Save' and 'Cancel' buttons could appear outside of the popup An issue where the 'x' button connected to the 'Google Drive' button could appear too small An issue where editing a sub-user's permissions could cause the bottom of the page to be moved up May 25th, 2024 Additions: Additional Property and Transaction Fields, Dates and Party Members that have been requested by Realvolve users: Properties Electric Inspection Date/Time Tree Inspection Date/Time Drone Photography Date/Time Floor Plan Inspection Date/Time Pest Inspection Date/Time Well Inspection Date/Time Roof Inspection Date/Time Pool Inspection Date/Time Sewer Inspection Date/Time Mold Inspection Date/Time Window Cleaner Lien Holder 1 Lien Holder 2 Lien Holder 3 Lien Holder 4 Lien Holder 5 Condo Docs Company Transactions: Buyer Signing Date/Time Seller Signing Date/Time Window Cleaning Date/Time Loan Terms Deadline Date/Time Target Possession Date/Time Foundation Inspection Date/Time Radiant Heat Inspection Date/Time Electric Inspection Date/Time Tree Inspection Date/Time Seller Concession (Large Text Field with multiple lines) Window Cleaner Lien Holder 1 Lien Holder 2 Lien Holder 3 Lien Holder 4 Lien Holder 5 May 24th, 2024 Fixes: Fixes an issue where the Greeting merge field would not appear correctly when working with a Contact Fixes an issue where the Greeting merge field would not work in SMS messages May 21st, 2024 Fixes: A fix for some popup options being hidden behind the View All Contacts table header. May 20th, 2024 Fixes: Fixes an issue where Tasks would not load correctly on the mobile app May 17th, 2024 Fixes: Fixes an issue where Contacts/Properties/Transactions that had corrupted Activities on them would not be deleted correctly Removes the broken buttons for social networks from the login page Disables the broken LinkedIn integration to help clear up error messages Fixes an issue which could cause automatic Activities to not be completed automatically at the correct time May 9th, 2024 Fixes: Corrected an issue which could cause some activities that are set to send Manually to get sent automatically on older workflows. May 7th, 2024 Changes: New "Easy Access" Email Filters : With the removal of the Email Tab for accessing emails to/from contacts in your database, we felt it important to provide an alternative way to access those same emails. For those users which have Gmail, Outlook, or Exchange/Office 360, you can now click the easy access filters to open a separate browser window containing just those emails that have been sent to/from that email address. <img src="https://scontent-dfw5-2.xx.fbcdn.net/v/t39.30808-6/441935667_10160141402167894_8150221067182699754_n.jpg?_nc_cat=108&ccb=1-7&_nc_sid=5f2048&_nc_ohc=TfLCCAqm0DwQ7kNvgF_Q7eX&_nc_ht=scontent-dfw5-2.xx&oh=00_AfASaoCRGA5MSRgE67P5P9Bw_Fs9PwWbaXivY02LHRHpEQ&oe=66415678" alt="May be an image of 1 person and text that says 'JOE AGENT Realtor Realvolve Realty 0417-555-1212 A B C D info@realvolve.com MOO Last saved less than a minute ago Radar Contact Properties Transac'" /> May 6nd, 2024 Changes: Sunset the Email Tab/Setup : As part of our commitment to providing reliable and high-quality services, we have discontinued the option to connect and use a personal email address for sending emails. This decision follows persistent challenges with our third-party service provider, which have hindered our ability to maintain the feature at a standard we deem acceptable. We are working to provide an alternative to this feature which is more reliable and cost effective. May 2nd, 2024 Fixes: Corrected an issue where the floating buttons that appear within lists would to Convert and Copy templates gets put in the wrong location on the screen. Corrected an issue where clicking the Notes textbox in the Dashboard would not always open correctly Corrected an issue where the search in the Notes textbox in the Dashboard would not work correctly Corrected an issue where corrupted Activities could cause the Monthly view of the Calendar to not be able to load correctly Apr 29th, 2024 Fixes: Corrected the issue preventing workflow activities containing Every Weekday, Every Monday, Wednesday & Friday, Every Tuesday & Thursday repeating activities from starting Corrected issue preventing SMS Number selection in settings. Corrected Filter issue for user that prevented system from showing activities if no filter set. Apr 27th, 2024 Fixes: Corrected the 1 Day Off issue on existing data the the calendar. This includes Birthdays, Anniversaries, Workflow Activities from specific date fields. Apr 25th, 2024 Fixes: Fixed large checklists / actions when completing activities - previous popups would display off the screen. Apr 24th, 2024 Fixes: Fixed issue where Actions and Checklists couldn't be viewed when completing Activities on the left side of the Dashboard Fixed issue where the Workflow Wizard could disappear at times when starting a Workflow using an Activity Fixed issue where changes to the Daily Email Reminder settings would not be saved Fixed issue where the Relationship Score filter for Contacts could not be set Fixed issue where Activities that use an Action to start another Workflow would not mark the Activity as completed Apr 23rd, 2024 Fixes: Fixed issue where some Workflows could not be started due to repeating activity settings Fixed issue where the "Copy a Workflow" popup would stay on the screen, even after the Workflow had finished being copied Apr 18th, 2024 Fixes: Fixed issue where the Workflow Wizard could appear off the page when being ran as part of an Action Apr 16th, 2024 Fixes: Fixed issue where Contact related Merge Fields (ie Greeting) would not work in SMS messages sent from Properties/Transactions Fixed issue where emails viewed in the Emails tab for Contacts would "overflow" outside of the boarder, and can't be scrolled Apr 12th, 2024 Enhancements: Improves the width and position of the email popup for Actions in the Calendar, Radar tabs, Dashboard, and Activities tab. MUCH LARGER TYPING AREA! Fixes: Fixed the ability to use Actions and Checklists within the Calendar Fixes issues when importing dates and greetings which could cause the import to get "stuck" Apr 2nd, 2024 Fixes: Fixes issue where switching from the Monthly view of the Calendar to the Daily/Weekly view would hide the Completed Activities, even if the "Hide Completed" option was unchecked Fixes issue where the "Show Tasks" checkbox of the Calendar could get unchecked by leaving the page Fixes issue where the Calendar tab of a Contact/Property/Transaction would show unrelated Activities after a button within the Calendar tab was clicked Apr 1st, 2024 Fixes: Corrected issue which fixes the starting of workflows that stop workflows in actions Mar 31st, 2024 Fixes: Corrected issue which fixes the Adding / Removing tags in activity actions. Mar 29th, 2024 Fixes: Corrected issue causing the daily email notifications to be sent multiple times. Corrected issue which fixes the EVERY (X) Days/Weeks/Months/Years on workflow activities generated so it’s not EVERY 1 on generated activities Mar 28th, 2024 Fixes: Corrected issue causing the auto-sending of activity actions by specific time or daily time settings. Mar 27th, 2024 Fixes: Corrected issue causing some imports to fail Mar 25th, 2024 Fixes: Corrected issue causing birthdays to be created 1 day too early. Corrected issue preventing editing of contact fields like Address, phone, websites, etc. Corrected issue preventing tag removal Corrected issue preventing the sending of SMS from contact records Corrected issue from doing a View All on a filtered list of contacts. Mar 21st, 2024 Fixes: Corrected issue causing the completed activities to not show when they should be displayed as alternating colored diagonal lines Mar 15th, 2024 Fixes: Daily Email Notifications to include current date activities Mar 13th, 2024 Fixes: Corrected An issue where Notes would not be included in Exports Mar 12th, 2024 Fixes: Removed the eventLimit from the calendar so it shows all activities without the need to click the + button to show more. Corrected SMS reply logging issue which prevented SMS replies from showing in contact records Last Call Date checkbox in the contact notes will now update the last call date field correctly. Mar 7th, 2024 Fixes: Ability to select SMS numbers for new accounts Corrected issue preventing name/street address from getting added to Transaction dropbox link. Mar 5th, 2024 Fixes: Added Schedule Sync to better handle new method of handling activities stored in database. Corrected issue causing dashboard to overlap popup Corrected Tooltip issues containing HTML Increased font sizes on several screens to properly match previous settings. Fixed Email subject length on NEW templates which was causing it to wrap in the field until the template was saved Fixed CC/BCC label overlap in email actions of activities Start / End Time fields of Activities were obstructed when assigning the Schedule calculation of workflow activity. Feb 29th, 2024 Fixes: Fixed issue preventing Activities to load properly on right side of Dashboard Fixes an issue where some popups could be displayed behind the Widgets Feb 28th, 2024 Fixes: Addressing issues with Time Zones and stored Dates - Fixed Misaligned Delete buttons on Groups Fixed Subject line width on existing email templates which were too small and caused the subject to wrap when viewing/editing Fixed SMS body width on existing templates which was too small and caused body to be 1/3 width of screen instead of 100% Fixed issue causing problems starting of workflows with activities containing merge fields in the title. Fixed issue causing problems saving Transaction information including Commission Changes Fixed issue causing new Contacts to not be added via Zapier Cleanup "Add new template" dropdown Email popup being cutoff when viewing a Contact Feb 27th, 2024 Changes: The main focus of this update is on improving the Appointments/Calendar sections. We've updated the way activities are stored in the database to resolve issues that have been occurring for several months. Feb 13th, 2024 Changes: Updated OpenAI model to prevent connection errors Corrected Merge Field in Activity Titles Feb 7th, 2024 Changes: Updated Template Editor to the latest library version Added 'Close' button to Terms popup to allow it to close using a button Jan 19th, 2024 Changes: Corrected issue causing export to fail when user's full name not present Jan 16th, 2024 Changes: Corrected bad date format in popup calendar Corrected issue preventing Transaction filters from displaying correctly Corrected issue preventing workflows from starting when actions not correctly setup

Dec 19th, 2023 Changes: Reverted several changes from yesterday's update due to workflow challenges Dec 18th, 2023 Changes: Adjustments to how activities are stored and viewed in realvolve. Nov 2nd, 2023 Changes: Corrected Merge field issue Oct 24th, 2023 Changes: Corrected issue in Actions of activities from throwing a SORT error Oct 9th, 2023 Changes: Corrected issues preventing the deletion of property and transaction records Oct 4th, 2023 Changes: Time zone corrections based on Daylight savings time. Mobile app API Changes ot allow filtered fields to be accessed correctly. Oct 2nd, 2023 Changes: Additional signed URL changes for AWS s3 access for attachments. Sep 29th, 2023 Changes: Twilio auth token changes for A2P 10DLC changes http -> https in signed URL Activity View All List (Add 100px to right work pane for better presentation) Sep 20th, 2023 Changes: Removed unnecessary GoogleSync jobs from background to speed up system Fixed occurrence date time zone mismatch issue for repeating activities. Sep 18th, 2023 Changes: A2P 10DLC - Ability to add new SMS numbers to existing Accounts under the same subdomain. Sep 15th, 2023 Changes: A2P 10DLC - Compliance Changes for using SMS for outbound messaging Sep 13th, 2023 Fixes: An issue which prevented the pagination of contacts in the list so the numbers at the bottom to change pages and the view all list was not allowing the full list to display. Sep 12th, 2023 Fixes: An issue which prevented the STATUS field on a transaction from updating when the transaction was connected to a pending property record. Sep 11th, 2023 Fixes: An issue where Workflows may not start due to the Inspection Contingency Date An issue where searching for an Activity may not return any results An issue where "Filters" could be displayed, even though the filters are hidden Sep 6th, 2023 Enhancement: Adds the ability for Contacts to opt-in for receiving SMS messages from Realvolve. As per Twilio's "request," we're now required to ask each Contact to opt-in before any SMS messages can be sent to them. This happens automatically the first time a RV user sends an SMS message to a Contact from this point on. Aug 25th, 2023 Enhancement: Major changes for speed increase / long term stability of adding contacts, properties & transactions to the database. This change improves performance from 1;35 sec indexing to less than a second. Aug 14th, 2023 Fixes: Corrected issue preventing Earnest Deposit 1 & 2 merge fields from displaying values Corrected issue preventing workflows from starting when using [[Closing Location Details]] in the title of a Workflow Activity. Corrected issue with some transaction fields not saved consistently Aug 10th, 2023 Fixes: Corrected issue preventing completed activities from displaying. Corrected issue preventing workflows from starting. Corrected issue preventing checklists from displaying and checklist merge fields from showing their current value.Note: This release does introduce an issue where Activities cannot be deleted from the list on the left side, but can still be deleted from within the Radar tab of a record. We're working on fixing that issue. Aug 9th, 2023 Fixes: Corrected issue preventing workflow activity from showing the "Tagged with any of" selected tags - the tags were there, just not showing due to a recent change. Corrected issue causing multiple party member merge fields to not populate (Seller2, Buyer2, etc.) We had previously corrected the other party members but the multiples that had numbers at the end were not present. Aug 8th, 2023 Fixes: Corrected issue preventing workflows from starting when workflow uses a date that is not in the property/transaction record yet. This change properly adds the date into the record if not present Aug 7th, 2023 Fixes: Corrected issue preventing search field on templates from clearing when pressing the (x) button causing the filtered list of templates to still be filtered. Corrected issue causing party member merge fields to not populate (Still addressing issue for multiple party members like Seller2, Buyer2, etc. Corrected issue preventing workflows from starting Corrected issue preventing party members to transfer to transaction from pending listings July 27th, 2023 Changes: Performance Upgrade for background jobs July 26th, 2023 Changes: Performance Upgrade for filtering and indexing July 20th, 2023 Changes: Changes to prevent additional activities from showing in activity list. July 5th, 2023 Changes: Performance Upgrade when adding contact, property & transaction records - quicker access to search and view in the view list. Corrected scrollbar issue in Team Reporting widget on dashboard. June 29th, 2023 Changes: Performance Upgrade in Settings > My Accounts - No longer have the delay displaying the field contents after the agent photo/logo June 26th, 2023 Changes: Fixed issue caused by emails sent to deleted contact Corrected issues preventing user from seeing all activities in the View All screen. June 24th, 2023 Changes: Performance Upgrade when viewing Daily, Weekly, & Monthly Calendar. The performance increase is approximately 93% June 23rd, 2023 Changes: Performance Upgrade when viewing Contacts, Properties & Transactions as well as the dashboard containing notes when using personal server. The performance increase is approximately 99.71% when viewing contacts. The performance increase on Dashboard Notes is approximately 83.75% June 20th, 2023 Fixes: Fixes an issue where having a Reminder in an Activity could cause its Workflow to not be started successfully Fixes an issue where Notes would try to save changes, even though no changes were made Fixes an issue where SMS errors from Twilio may not be saved in the Contact's Notes June 14th, 2023 Fixes: Fixes an issue where the SMS error messages were not be added to the Notes Fixes an issue where the Closing Time could not be edited at the top of Transactions Fixes an issue where "&" characters in file names could cause Templates not to be able to be saved June 9th, 2023 Fixes: Fixes an error that could occur in the background after a user is timed out Fixes an issue where a Note wouldn't be created when a user sends an SMS message to an unsubscribed phone number Fixes an issue where "Included as cc in this mail" Notes could cause Contacts not to be able to load correctly June 8th, 2023 Fixes: Fixes an error that could occur when removing a Buyer/Seller from a Property/Transaction Fixes an error where Daily options could be displayed when setting the Repeat option for Activities, even though None was selected. June 7th, 2023 Changes: Added error messages to SMS notes if there is some error during processing - this will give the user and support information pertaining to the error to get it resolved. Fixed issue causing the dashboard widgets to not work properly during drag-n-drop movement. June 6th, 2023 Corrections: Corrected issue with transactions activity checklists not saving at times June 5th, 2023 Corrections: Corrected issues with our Email connectivity. Corrected issue with contact activity checklists not saving at times May 26th, 2023 Fixes: Fixed previews of emails in email tab Fixed Previous/Next buttons in email tab list Fixed Previous/Next buttons in email preview May 24th, 2023 Changes: Corrected visual UI issue when creating a new Activity in a contact workflow which should have defaulted to "Workflow Contact" but showed "None" instead. May 23rd, 2023 Changes: Added messages to notify user of invalid OpenAi API Keys May 19th, 2023 Changes: Corrected issue with dialer not connecting to user's phone in order to make outbound calls from contact record. Fixes an issue where Transactions could not be deleted from the Trash Fixes the ability to go to specific tabs directly (ie {yourdomain}.realvolve.com/properties) Fixes the "Street Address cannot be blank" message that should appear when creating Properties Removed Depreciated Hubspot API's May 11th, 2023 Changes: Corrected issue causing Import to not show as completed - they did actually complete but the status was not reset which prevented the ability to import other CSV files. Fixed issues caused when moving between transaction records that showed elevated error counts since the May 9th update May 10th, 2023 Changes: Added 'client_id' to the fields sent to a webhook Changed BombBomb integration sync process to be in a better background queue for processing. May 9th, 2023 Changes: Corrected issues involving Repeating Activities in the list View Increased performance of Activities and View All Activities Corrected issue causing wrong date to show in Activities List and View All List Optimized the database indexing to increase performance. Corrected checklist saving issue when the phone number is blank which prevented other fields from being saved. Added line break before inserting a signature template May 4th, 2023 Changes: Corrected popup calendar for custom date range on Team Reporting Dashboard Widget Corrected integration issue with BombBomb - you should now be able to connect your Bombbomb account using SETTINGS > INTEGRATIONS April 20th, 2023 Changes: Moves the Selective Merge from the low queue to medium to speed it up Fixes an error that could occur when removing a Contact from a Transaction Adds a scroll bar to the list of users within the Team Reporting setup when needed April 17th, 2023 Changes: Changed the background queue to handle individual record updates quicker. This performance update will help see changes to individual record changes much quicker when other background jobs are in the queue. April 6th, 2023 Enhancements: Upgraded to latest versions of development environment. March 25th, 2023 Fixes: Corrects an issue causing the popup calendar to be displayed lower in the screen of the milestone dates when starting workflow. Corrected an issue preventing the popup calendar from scrolling when the rest of the screen was scrolled up. Corrected an issue causing the selected date flips between the current date and Jan 20th, 2023 which could cause some workflow activities be assigned to an incorrect date. March 24th, 2023 Changes: Added the following Party Members for Properties & Transactions: Abstractor Building Superintendent Escrow Officer Assistant Qualified Intermediary Added a TIME field to the Pre-Marketing Date field March 16th, 2023 Fixes: Corrects an issue that prevented new documents/files from appearing to be added until the page was refreshed. March 13th, 2023 Fixes: Corrects an issue that prevented a user from renaming files when they are email attachments that have been automatically placed in the files tab. March 10th, 2023 Fixes: Corrects an issue that now allows users to disconnect and reconnect the MAPI email connection for their personal email account in SETTINGS > EMAILS March 2nd, 2023 Enhancement: Updated to ChatGPT 3.5 Turbo for faster processing and 1/10th the cost of previous GPT Responses. Fixes: Corrects an issue where new Notes could not be created when on the Dashboard Corrects an issue where the Notes & Correspondence section may not load due to an orphaned record Corrects an issue causing Google Maps not to load within Realvolve February 28th, 2023 Fixes: Corrected issue preventing monthly activities from getting removed from the monthly calendar after completion. February 24th, 2023 Enhancements: Used ChatGPT to create a OpenAI/ChatGPT integration into Realvolve. Settings > Integrations > OpenAI API Key (Enter your API Key HERE) Email / SMS Templates - created OpenAI logo that can be pressed to open a popup window to enter a prompt to generate a response and insert it into an email or sms template. Include Greeting - Adds the [[Greeting]] merge field to the beginning of the template Include Signature - Adds the [[Signature]] merge field to the end of the template Include Message - Will include the current message or selected text of the current message as part of the prompt and can be referred to as 'message' [Generate] button will generate the Response from the given Prompt and checked items Select Action - Action to take when the [OK] button is pressed Add To Message - will insert the response at the current cursor location that was present before displaying the popup window Replace Message - will replace the entire message area in the template with the Response text. February 9th, 2023 Fixes: Corrected issue preventing access to the Transactions placed in the TRASH. Enhancements to existing background processes to improve performance and reduce latency especially during high use times. Background job priorities modified to make important processes faster February 8th, 2023 Fixes: Corrected issue with editing party member information from the People tab of a Property or Transaction. It is important to know that the SAVE button will be disabled while editing the expanded address fields. If you make a change to an address then click into one of the other fields to allow the system to take the expanded address information and put it into the full Home or Work Address field then the SAVE button will be re-enabled. January 26th, 2023 Fixes: Corrected issue preventing the CONTACT LIST from displaying when assigning a contact from a checklist. Part 1 of 2 - Fixed: So that the list displays and is accessible. Part 2 of 2 - Fixed: if you scroll the screen up/down the list of contacts goes away so the list is not left on the screen detached. January 23rd, 2023 Fixes: Corrected issue preventing and "All Day" activity from being able to be changed to a "Due Date" activity so it shows as TASK in Google when sync'd. January 11th, 2023 Fixes: Corrected issue caused by manually entering a date in a date field of PROPERTIES instead of using the popup calendar. The system was setup to use 'dd/mm/yyyy' format instead of 'mm/dd/yyyy' format that we use in the United States. This was causing the dates entered as '1/10/2023' to be interpreted as '10/1/2023' = 'Oct 1, 2023' - this change will now display correctly as 'Jan 10, 2023' as it should. iOS Mobile App - Minor changes/fixes to stay consistent with required Android changes. January 10th, 2023 Fixes: Corrected issue caused by manually entering a date in a date field of CONTACTS instead of using the popup calendar. The system was setup to use 'dd/mm/yyyy' format instead of 'mm/dd/yyyy' format that we use in the United States. This was causing the dates entered as '1/10/2023' to be interpreted as '10/1/2023' = 'Oct 1, 2023' - this change will now display correctly as 'Jan 10, 2023' as it should. Android Mobile App - Available again on Google Play Store with a few fixes/changes to meet compliance. January 9th, 2023 Fixes: Corrected issue preventing activity "B" that is dependent on activity "A" being completed before assigning a calculated due date for activity "B" January 3rd, 2023 Fixes: Corrected issue preventing completed activities that have the " REPORT: YES " from going into the Seller Report section

December 20th, 2022 Changes / System Upgrade Fixes: Corrected issue preventing email editor from being displayed when running actions on more than one activity. Added Scrolling to All Day Calendar items to prevent display issues. December 15th, 2022 System Upgrade Fixes: Corrected secondary issue with Google Drive connectivity in the FILES tab preventing new folders getting connected. December 14th, 2022 System Upgrade Fixes: Corrected issue where the Calendar would not load December 13th, 2022 Changes / System Upgrade Fixes: Removed a setting causing future months to be disabled when using the Contacts 'By Date' Filter set to 'Without Year'. Corrected Email / SMS buttons on party members in the PEOPLE tab of Properties & Transactions Corrected Issues with Viewing Email / SMS buttons on Contact Cross Section & Referral Source Contact Details from Dashboard Widget December 9th, 2022 System Upgrade Fixes: Corrected issue with Google Drive connectivity in the FILES tab preventing new folders getting connected. Corrected issue preventing the [Next] button from enabling when all groups of the workflow are unchecked and only checking an individual activity. December 8th, 2022 System Upgrade Fixes: Corrected issue where the Subject line of emails could go missing when automatically sending emails that have tagged attachments. December 7th, 2022 System Upgrade Fixes: Internal Account Subscription when changed by sales team Corrected issue preventing activities from being displayed in the View All list December 6th, 2022 System Upgrade Fixes: Corrected issue where Tags could not be added to the Add/Remove Tags section when creating a new Action Corrected issue where a new email address could not be added to a Contact if extra spaces were added to the end of the address December 1st, 2022 System Upgrade Fixes: Corrected issue causing the + button to not work for some users for adding tasks November 30th, 2022 System Upgrade Fixes: Corrected end time calculation for activities that using a start/end time field from the database November 23rd, 2022 System Upgrade Fixes: Corrected issue with Search text is not getting removed when a tag is selected until leaving the field November 22nd, 2022 System Upgrade Fixes: Corrected issue causing Activity Priorities to not get set from the activity tab of a contact, property or transaction. November 17th, 2022 System Upgrade Fixes: Corrected issue causing Contact profile pictures to replace the user profile image. Added scrollbar to User List in the Calendar [More] options. Previously, some users were not visible and scrolling wasn't turned on. November 15th, 2022 System Upgrade Fix: Corrected issue causing Mass Update to the Contact Type Field November 14th, 2022 System Upgrade Fix: Corrected issue caused by tightened security on email sends preventing some high usage clients from sending emails November 10th, 2022 System Upgrade Fix: Tightened security on email sends: Emails sends are currently limited to 50 for users trialing realvolve but the limits can be lifted if requested from our sales or support. The purpose is to prevent spammers from taking advantage of our previously unlimited email policies. November 2nd, 2022 System Upgrade Fixes/Enhancements: Fixes the 'Select all' checkbox for the selected fields list when exporting to a CSV Client Priority selection has been renamed to Category ABCD and no longer case sensitive in the CSV IMPORT Fields added in selection list for CSV IMPORT Contact Type valid values: Client / Agent / Farm / Personal / Vendor / Hidden / Prospect / Team Member default: Client Stage valid values: Aware / Know / Like / Trust - default: Null Status valid values: Suspect / Prospect / Lead / Client / Past Client - default: Null Client Type valid values: Buyer / Seller / Seller & Buyer / Rent - default: Null Record Type valid values: Person / Company Lead Status valid values: New / Contacted / Won / Lost / Unknown / Closed Won / Closed Lost - default: Null Referred By Date Last Personal Note Date Rent / Own valid values: Rent / Own Year Moved Preferred Contact Method valid values: Phone / Email / Text Interested In Property Address Last Email Date Last SMS Date Next Appointment Date Lead Date First Contact Date Property Type valid values: Residential / Residential Lease / Investment / New Build / Commercial / 2nd Property / Recreational Property Probability number: 0 - 100 Prequalified valid values: Yes / No Prequalified Amount October 31st, 2022 System Upgrade Fix: Fixes the popup dialog issues that happens when editing workflow activities October 25th, 2022 System Upgrade Fix: Fixed the activity date assignment on completion of a dependent activity October 21st, 2022 System Upgrade Fix: Fixed the "Repeat Every (x)" feature - this fixes those workflow activities that need to repeat every (x) days October 19th, 2022 System Upgrade Fixes: Fixed issue causing Property/Transaction title from getting truncated when editing Fixed issue preventing a sort by Recently Updated date Fixed "see less" link to close up long notes Added Scrollbar on Team Reporting Widget for large teams Add Property / Transaction from a Contact Fixed Date selection issues on Seller Report Added popup calendar to Property / Transaction tab of contact to pick dates easier Phone numbers on Browse list of contacts not showing Added scrollbar to Bombbomb recording selection screen Fixed Import to allow tags & notes to have multiple mapped fields Added scrollbar to source view of message template editor Fixed Source Widget on dashboard so FILTER icon works and flip view September 22nd, 2022 System Upgrade Fixes: Workflow Start Issues (Partial Correction) September 21st, 2022 System Upgrade Fixes: Fixes issues with saving Seller Reports and Showings Fixes an issue with dragging and dropping Activities on the Calendar Fixes the full screen email editor September 19th, 2022 System Upgrade Fixes: Corrected CC/BCC options for emails from Activities Mass Email from Contact >> View All Screen API Connectivity Fixed Template Header Layout to prevent overlap of fields Adjusted Margins to Property/Transaction tabs of contacts to prevent overlap of buttons Changes for Webhook Contact Data Fixes an issue with Zapier notifications September 15th, 2022 System Upgrade Fixes: OAuth login Issues Workflow Activity saving issue when assigning the WITH field to TAGGED WITH ANY OF Workflow Wizard could appear off of the visible screen when starting a workflow from an activity Calendar would always begin at 6am, regardless of the user's set start time Transactions wouldn't be opened automatically after being created by a Property making it seem like the transaction wasn't created when it actually was. Added Scrollbar to " Login As " menu for Administrators with large teams Fixed uploads on files containing spaces in the name September 14th, 2022 System Upgrade Fixes: Popup Calendar in date fields for Transactions Popup Calendar issues on MS Windows devices that have touch screen preventing mouse use September 13th, 2022 System Upgrade Fixes: Preview and Export buttons would not always be auto enabled when the popup is displayed Enabled the TARGET option for links and changed the dialog button colors to blue within the Template Editor Prevent Export Contact getting stuck in Processing... September 12th, 2022 System Upgrade Fixes: Template Editor Content Not Displaying Correctly Zapier Integrations Party Member selection when starting a Workflow Paste buttons in the template editor Sending of SMS messages Improved error messaging when an SMS message fails to send. September 11th, 2022 System Upgrade Fixes: Display Issues with Widgets Bombbomb Integration September 10th, 2022 System Upgrade Fixes: Buttons appearing small or out of placed when adding or running Actions Setting the With field in Steps when building a Workflow could prevent the Workflow from starting Partially fixes some issues within the Email tab Preview Email within an Action. September 9th, 2022 System Upgrade Started: Our team completed a major system upgrade in order to improve system performance. There are a few visual issues our team is aware of and will be addressing over the weekend. Thank you for your patience as they continue to work through any outstanding issues. August 26th, 2022 Changes: Fixed issue for new users where dashboard widgets were not refreshing August 18th, 2022 Changes: Changes to Webhook fields August 15th, 2022 Changes: Mobile App Changes (Android: Available / iOS: Available ) Improved Contact List with Category Colors and Relationship Scores Updated Filters (Floating Date Filters) Ability to Edit Contact Relationship Settings Improved Template Editing Ability to update the last SMS date when sending an SMS Improved handling of Checklists & Actions in Calendar August 11th, 2022 Changes: (Internal Use Only) Added ability to stop a specific workflows on all records using that workflow August 8th, 2022 Changes: Fixed issue preventing the display of "View All" documents Additional Webhook Fields August 5th, 2022 Changes: Additional Webhook Fields for task and activity state of data being sent July 28th, 2022 Changes: Adds the Category and Contact Score to the contact list serializer in the UtilityAPI so that info can be included in the list of Contacts in the mobile app. July 26th, 2022 Changes: Fixes an issue where the Add Time field in Buyer Reports would display a date (January 1, 2020) before the set time. Fixes an issue where Activities could send messages to Contacts who used to have a set Tag July 25th, 2022 Changes: Added API features for upcoming Mobile App Changes. July 22nd, 2022 Changes: Adds the Firepoint logo to the top of each Realvolve Contact record so that Contacts added by the Firepoint integration can quickly access the same Firepoint Contact from Realvolve. July 14th, 2022 Changes: Additional API endpoints for 3rd Party features Fixes bug causing Activities set to repeat a specific number of times to not repeat July 11th, 2022 Changes: Fixes an issue causing Contacts Websites and Fax numbers to not update via Checklist items Fixes an issue causing the Prequalified merge field to not display the currently selected option within Checklist item July 8th, 2022 Changes: Fixes issues related to updating & displaying checklist items within the Mobile app June 28th, 2022 Changes: Fixes a case where the Action would not run if a user set as a Contact's Assigned Agent did not have a set Address Adjusts the nil case for Main Address to '' instead of "null" for Party Members in Property and Transaction Webhooks June 21st, 2022 Changes: Adjustments to which Merge Fields are hidden for Checklist items, emails, and SMS messages Fixes for Contact date fields June 9th, 2022 Changes: Fixes remaining issues with the InfiniteTasksJob Adds the rake task for mass completing non-Workflow Activities Adds assigned_agent details to Contact Webhooks May 26th, 2022 Changes: Fixes Template Previews Adds the Contact ID to each Party Member listed in a Property/Transaction Webhook Adjustments to UpdateActivityStatesForInfiniteTasksJob May 20th, 2022 Changes: Adds fields to Webhooks Fixes issue when uploading images within Templates May 19th, 2022 Changes: Fixes an issue where inactive Contacts were still receiving mass emails. May 17th, 2022 Changes: Adds the Last SMS Date to the list of dates available within the Contact Heat Graph (aka Contact Cross Section) May 12th, 2022 Changes: This fixes two security issues regarding uploading profile pictures. May 10th, 2022 Changes: Fixes security issue with importing CSV files May 9th, 2022 Changes: Adds the Company name to party members as well as record_id for Webhooks Adds Run Action Automatically feature to Actions that do not send emails Fixes bug where images could not be dragged and dropped for Contacts, Properties, and Transactions Adds XSS security for previewing Templates for the security review April 28th, 2022 Changes: Adds Administrator Party Member in the People tab of a Property or Transaction can be Assigned To Activities automatically. April 22nd, 2022 Changes: Resolves a number of security-related issues as requested by Leviathan/Google Security Audit Slightly changes the look of the Files tab Adds the Send Webhook ability via Workflows to the mobile app Fixes spacing between labels on Documents pages Fixes related to Icomoon assets April 5th, 2022 Changes: Fixes initial High level issues brought up in the 2022 security review Adds the Unspecified option to the Sex of a Contact, as well as the Their option for the Pronoun of a user. Mar 30th, 2022 Changes: Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts. Fixed "All Day" activities that are sync'd to google so they do not take up the entire day so services like "Calendly" can still assign activities to the calendar - this was done by setting the transparency option to "transparent". Adds entity_email to each entity's Webhook serializer as its dropbox address, and also updates the sample data. Mar 24nd, 2022 Changes: Fixes an issue where the Date Range set within the By Date filter for Activities would look like it's been reset, but would not actually be reset. Fixes an issue where a saved Contact Filter or All Contacts would show as being selected, but different results were being displayed in the list of Contacts. Sets the transparency option for Google Events created by Realvolve to be transparent. Adds entity_email to each entity's Webhook serializer as its dropbox address, and also updates the sample data. Mar 23nd, 2022 Changes: Fixes an issue where no Workflows were loading into the Workflow Editor after a search was entered, and not manually cleared. Mar 22nd, 2022 Changes: Ensures the full data is visible within date fields for Showings, Seller Reports, and Buyer Reports Fixes issue with Send Email, Send SMS, and Print to PDF popups looking blurry Adds info for the Contact stored in a Contact's Lender field to the Contact Webhooks. Also adds the Lender details to the Contact Webhook sample data. Mar 21st, 2022 Changes: Added "Lender" to the list of contact party members in the WITH field of a contact workflow. Added "Lender" to the list of CC/BCC party members in an Email ACTION If the selected lender changes on a contact record then any activities assigned to the WITH of lender will change Mar 18th, 2022 Changes: Adds additional options for the Assigned To field within Activities when building a Workflow Buyers Agent 2, Seller Agent, Seller Agent 2, Office Manager Fixes a bug where starting a Workflow would fail if the Contact's Assigned Agent were blank and an Activity in the Workflow were Assigned To that Assigned Agent Mar 17th, 2022 Changes: The Cancel My Account button not doing anything The Transaction Type field in the Commission tab of a Transaction acting as a text box instead of a select dropdown Party Members not being linked with the Assigned To field of Activities while Workflows are being started Adjustments to the sample Webhook data used by the Send Sample Data button Mar 15th, 2022 Changes: Adds the Send Sample Data button for Webhooks within the Actions in the Workflow Editor. Changes the wording for the "Google Account already linked" error to be more user friendly. Mar 10th, 2022 Changes: Better handling of the Referral process Mar 9th, 2022 Changes: Corrected Support CHAT window and allowed user to submit a support ticket when support is not available Mar 8th, 2022 Changes: Adds version 1 of our new Webhook ability, along with a couple minor bug fixes for it. Feb 12th, 2022 Changes: Added New Date/Time Fields - Property Date/Time Fields: Brochure Delivery Date/Time Listing Agreement Signed Date/Time Offer Submitted Date/Time Order Intake Date/Time Photos Received Date/Time Photos Rescheduled Date/Time Sign Install Date/Time Videographer Date/Time Transaction Date/Time Fields: Acceptance Date/Time Agent Evaluation Date/Time Appraisal 2 Date/Time Buyer Signed Contract Date/Time Cleaning Date/Time Delivery of Second Earnest Money Date Fire Inspection Date/Time Gas Inspection Date/Time Guarantor Signature Date/Time House Cleaning Date/Time Percolation Test Date/Time Roof Inspection Date/Time Pre-Drywall Inspection Date/Time Pre-Construction Meeting Date/Time Sewer Scope Date/Time Staging Removal Date/Time Survey Date/Time Title Signing Date/Time Windstorm Inspection Date/Time Jan 13th, 2022 Fixes: Corrected issue causing screen distortion when entering an Expiration Date - Corrected a user reported issue where the Listing Address block of data would drop below the Listing photo when entering an expiration date. Incorrect Date Display on Repeating Activities in the Activity List Corrected an issue which was displaying the original state date of a repeating activity in the left side activity list. When looking at the VIEW ALL screen on activities the correct date was displayed. Jan 7th, 2022 Changes: Prevented SMS Accounts from being created during the 14 day trial by default - Due to a deviant user that was creating multiple trial accounts and then setting up SMS accounts to use as a Phishing Scheme we have decided to no longer allow users to create SMS accounts during the 14 day trial unless they reach out to support and validate their identification. We apologize for having to do this but we want to keep the public at large safe from bad actors. Jan 5th, 2022 Fixes: Corrected the Contact Filtering Issue - This update fixed and issue which was causing display challenges when creating a custom filter. The COUNT and LIST OF CONTACTS where not displaying when creating a new filter. Once Saved, the user could select the saved filter was a work around but that wasn't the preferred method of operation.

Dec 13th, 2021 Changes: Corrected Referral Links on Website URL Dec 8th, 2021 Changes: Corrected SMS Sending Issue when sending Emojis Additional Date/Time fields in Properties Additional Google Sync logging to track challenges with Google Errors Nov 15th, 2021 Changes: Birthday Activities Do Not Get Created when you change a birthdate - When a user enters a birthday for a contact, an activity is automatically created as a reminder for that contact. We corrected a issue which prevented new reminder activities from getting created if a birthday previously existed and changed to another date. Make SMS messages with special characters not trigger the more expensive encoding format Corrected an issue which caused the special character for an apostrophe to take more than one message block to send the SMS. This resulted in multiple messages being sent via SMS which could have been completed with 1 message. Allow users to input .ca addresses into Checklist Fields Realtor.ca can now be entered and validated from a checklist item in an activity. Previously only Realtor.com entries were allowed.. this update corrects this problem and allows Realtor.ca Corrected dialer minutes monthly reset Dialer minutes were not accurately renewed each month on some accounts this fix corrects the issue Corrected Email Forwarding Feature previously removed by SendGrid When replying to emails the "REPLY-TO" field allows for multiple email addresses - however, Sendgrid removed this feature and this caused emails to not be sent to the correct recipients. This update corrects the issue so that all contacts and dropbox records can get copies of the email as needed. Additional Google Sync Logging Added This will allow engineers and support team to assist users with Google Sync challenges. Sept 23rd, 2021 Fixes: Add text about the order of Activities in the Workflow Editor - To help prevent customer confusion, some explainer text is now added to let people know that activities don’t necessarily execute in the order that they appear in the Workflow Editor. When editing a contact record's address field the SAVE gets stuck processing Previously, when editing an address, the map wouldn’t load and the SAVE button would be greyed out (appearing stuck). Now when editing an address, the map updates immediately and the SAVE button returns to the normal fashion. Sept 1st, 2021 Fixes: Export Permissions - The download button on contact exports is now functional, whereas before you would consistently get an “You are not authorized to access this page.” error when trying to download a .csv export. Aug 11th, 2021 Changes: New Google Contact Sync Connectivity - Google depreciated the Contacts API and replaced it with People API which required a rewrite of most of the Contact Sync feature. June 6th, 2021 Changes: Fix Left Sidebar Activity Rendering Activities in the left sidebar are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. Fix Activities Tab Activity Rendering Activities on the “Activities” tab for a contact are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. Fix Calendar Activity Rendering Activities on the “Calendar” page are now being rendered mostly from the database, rather than requiring Solr. Users should not notice any change in behavior. May 24th, 2021 Changes: Replaced Icon Hosting The icons we use in Realvolve used to be hosted by a service called Icomoon. Due to a couple of service interruptions with Icomoon, Realvolve completely lost its icons, leading to hours of customer impact. Now we host the Realvolve icons on our servers to prevent external service-related downtime. Cancellation Process in RV seems to be failing Account leaders can cancel their account on the My Settings page under the “Plan And Billing Info” section. First they click on the “Start Cancellation Process” button and then click on “Cancel At End Of Billing Period”. If they have not previously accepted a special offer a “Cancellation Wizard” is supposed to display. In some cases it was not properly displayed. Now it does. Option for team size in the trial sign up form are incorrect The trial sign-up form had a bunch of incorrect options for team size, because it was fetching from a HubSpot attribute that was configured incorrectly. This resulted in Chargify accounts not being created for some users depending on the option that was selected. This fix removes the dependency on Hubspot, and ensures that all options in the team size dropdown correctly create subscriptions in Chargify for new users. Apr 1st, 2021 Changes: Google Security Review Changes - Preventative measures taken to eliminate the treat of XSS, SSRF, IDORS and OAUTH exploits. Mar 8th, 2021 Fixes: Unknown Contacts created for received SMS messages that should have been added to existing Contacts Previously, when receiving a message to your realvolve-issued SMS number, country codes included in contacts’ phone number fields were not properly accounted for. This meant that a message coming in from +17745555555 would not match 17745555555 or 7745555555. The contact lookup code has been updated so that when messages come in from a number including a country code, it matches the right contact record and adds the Note in Realvolve as expected. Google Contacts Sync deleting contacts and not synching all contacts; all settings and tags checked. Google Contacts Sync no longer deletes contacts, even if they have been deleted from Realvolve. This means deleting a contact in Realvolve will not delete the contact in Google, and deleting the contact in Google will not delete the contact in Realvolve. Fix Contact Heat Graph Dashboard Widget The Contact Heat Graph Dashboard widget had a couple bugs remaining from the last pass of changes, notably the colors of the boxes being inconsistent as well as the text beneath the labels when hovering over boxes. Now, the boxes are correctly colored according to the max score of a contact in that box. When a box is red, that means that at least one contact in that box should be followed up with as soon as possible, because they have a high contact score and are more trusted than other contacts. (Previously, it was an average across each stage/status bucket, so very important contacts were sometimes shadowed by many new contacts in the same stage/status bucket. This now fixes that and essentially says - if the square is red, focus your efforts on those contacts first.) Feb 17th, 2021 Fixes: Fix Volume Report and Commission Pipeline Graph Widgets The Volume Report and Commission Pipeline Graph Dashboard Widgets were reporting either incorrect, or no data. This patch fixes them, and reports the appropriate data to the widgets. Fix Contact Source Graph Widget The Contact Source Graph Widget was reporting incorrect data. This patch fixes it, and makes it so the widget shows all of the relevant contact sources, not just one. Unknown Contacts created for received SMS messages that should have been added to existing Contacts This issue is partially resolved by this release. If Contacts have been reindexed recently, it may work. Otherwise, an Unknown Contact may still be created when receiving an SMS message. However, this does fix a similar issue when importing Contacts. Feb 8th, 2021 Changes: Replace pricing table with Customer Service message The pricing information is currently incorrect on the “Plan And Billing Info” section of the Settings > My Account page. We have temporarily replaced the pricing table with the message “ If you would like to make changes to your Realvolve plan, please click here to submit a support ticket.” Google Contacts This release addresses several under-the-hood problems with Google Contacts Sync, mostly centering around deleted contacts in Google. Suppose you have Marge Simpson in Google. If you delete her in Google she will now get added again next time you sync contacts from Realvolve. Note: Right now it appears that you have to manually click “Sync Now” in order to recreate a contact that was deleted in Google. Phone numbers not displaying when viewing Contacts from List of Tags Currently in production, there is an issue where opening the list of Tags on the left side of the Dashboard and then clicking on a Tag will display a list of Contacts and their main contact info. That works correctly for the most part, but only the Contacts that are initially loaded will display their phone numbers. This fixes that issue so that all Contacts in the list will have their phone numbers displayed, even after scrolling through the list. Feb 1st, 2021 Fixes: Dashboard Widgets The data for the dashboard widgets used to be stored in a holding area for speed. This led to a ton of problems where the Support Team needed to update graphs for some users daily. Now, all of the data for all of the graphs is stored in the database. This means users will have access to correct data and the Support Team will no longer need to update the graphs for users. Contact Cross Section Volume Pipeline Predicted Revenue Contact Source This will also correct problems displaying in the mobile app. Property and Transaction Sort Order Properties and transactions will now be sorted in the correct order when choosing the ‘Address’ option available in the Sort By field above the list of Properties or Transactions on the left side of the Dashboard. Property and Transaction Name In-Place Editor When editing the name of the property or transaction the information was not correctly showing the changes until the next screen refresh. Jan 22nd, 2021 Changes: Update Google Contacts Sync to only delete contacts deleted from Realvolve The most recent changes to Google Contacts Sync were intended to make groups in Google mirror tags in Realvolve. That meant any contacts not in Google that were not in Realvolve were being deleted. This change updates the behavior so only contacts actually deleted from Realvolve will be deleted from Google. This means that it is entirely possible for there to be contacts in Google that are not in Realvolve. Jan 7th, 2021 Fixes: Corrected Image/Attachment Upload issue on templates/emails This problem was caused by a Facebook Ad Pixel which was preventing the upload process from completing its process. We have removed the Facebook Ad Pixel to correct this issue. Changes: Google Contact Sync What’s the change? We will be moving to a one-way push of contacts from Realvolve to Google. We will no longer allow contacts to travel from Google to Realvolve . Why is this better? Realvolve has very little control on what Google does with your data, changes they make, or how other applications integrated with Google affect the accuracy of your database. This change will allow for a much higher level of data integrity. So what should I do moving forward? Moving forward, you will need to create new contacts and make your contact edits in Realvolve. The mobile app is the perfect tool to accomplish this on the go. Once a contact has been added, or a contact has been changed, those changes will be reflected in Google. If you have duplicate contacts in your database, utilize our merge tool from the view all screen or the Merge Wizard from your settings. Please be very intentional with any merging of contacts as this action cannot be undone once completed. Note: any merging or contact edits in Google will not be recognized in Realvolve.

Nov 5th, 2020 Fixes: Google Sheets Add-on - Corrected date issue causing some dates to be off by 1 day - this was due to a time zone conversion issue that wasn't being taken into account. ( Note : The updated version will load automatically the next time you run the add-on if it is already installed) https://gsuite.google.com/marketplace/app/realvolve_reporting/521185443630 Oct 21st, 2020 Fixes: Website validation - This allows users to add their realtor.ca links to Realvolve fields without showing an error. Corrected visual bug in Google Drive Corrected display issue on tasks list of active filters Corrected Google Calendar Sync issue due to deprecated google function. Sept 28th, 2020 System Update: Data Storage - Improved Data Storage for increased speed, reliability and stability. Aug 10th, 2020 Fixes: Notes - Corrected issue preventing Activity Notes from showing on individual Contact/Property/Transaction notes tab. Property/Transaction Date Filters - Corrected issue when start/ending dates are the same. Searching a single date would not return the correct list of records. July 22nd, 2020 Enhancements: Mobile App Changes Added the ability to store the contact list locally to help speed up the display of contacts after they have been retrieved the first time. Contact list refreshes automatically every 2 hours or use Pull to Refresh Added Pull to Refresh to Contacts, Properties and Transactions. June 23rd, 2020 Enhancements: Mobile App Changes Custom Filters in Contacts, Properties and Transactions Keep Filter settings until cleared Search Notes Search Party Members of a Property or Transaction Edit Emails before Sending Send Templated Emails via Realvolve or Device Email Send SMS to Party Members of a Property or Transaction Added SETTINGS option to "Stay Logged In" Added "Showing Instructions" information in the Private Details screen of Properties Corrected Login Issues due to Upper/Lower Case and Special Characters Added Dark Mode changes June 8th, 2020 Fixes: Corrected image display when printing a template to a PDF instead of an empty box. Corrected Potential Volume reporting in Volume Reporting Widget . Corrected an issue caused when creating a new workflow activity without an activity type. Corrected a display issue when clicking the new "Copy as a property address" button on a contact's address. Button would create a new property, but didn't create the appropriate infrastructure records to list the property on any of the Realvolve Dashboard pages, including but not limited to the properties page or its sidebar. May 8th, 2020 Enhancements: Added the ability to create a property listing from the Home Address of a contact as well as Additional Addresses including 2nd -5th Home. Added the ability to EXPORT 2nd-5th home information to a CSV file. Added the ability to EXPORT "Current Address" information which looks at the occupied date range to decide which address home, 2nd-5th should be used. Added the ability to IMPORT 2nd-5th home information from a CSV file. Fixes: When selecting a default Google Drive from Settings > Google Sync - you can now pick from Shared folders using the checkbox option above the list of folders. Corrected the SMS problems preventing users from sending messages. April 28th, 2020 Fixes: Google Drive Sync: Corrected issues with some folders not displaying in My Drive. Commission Calculations : Corrected commission reporting in dashboard widgets to accurately display when dealing with both Listing Side and Buying Side. April 23rd, 2020 Enhancements: Google Drive Sync: Added the ability to access SHARED folders on Google Drive to assist teams. March 13th, 2020 Mobile App Released: New Mobile App : Version: 2.0.4 Android: https://play.google.com/store/apps/details?id=com.realvolve.realvolvev2 iOS/iPad: https://apps.apple.com/us/app/realvolve-mobile-v2/id1491590504 Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account Manage notes for Contacts, Properties and Transactions View and track Email notes View Properties Listings, Showing Info and Party Members View Transactions and People information Search Contacts, Properties and Transactions Manage calendar appointments and tasks. Additional Help Information: https://help.realvolve.com/hc/en-us/articles/360040787591-Realvolve-Mobile-App-Version-2-0-4 February 23rd, 2020 Changes: New Chat feature on realvolve.com to help users and support staff. January 23rd, 2020 Beta Release: New Mobile App : Manage contacts i.e. Add, Update, Delete contacts. Keep contacts in sync with your Realvolve account Manage notes for Contacts, Properties and Transactions View and track Email notes View Properties Listings, Showing Info and Party Members View Transactions and People information Search Contacts, Properties and Transactions Manage calendar appointments and tasks.

October 17th, 2019 Changes: Added new contact fields and modified Contact tab to use dropdown buttons to expose sections of the screen to reduce scrolling. Classifications: Client Type : Buyer, Seller, Seller & Buyer, Renter Lead Details: Lead Date/Time: (When did the lead come in) Lead Status : New, Contacted, Won, Lost, Unknown, Closed Won, Closed Lost First Contact Date/Time: (Track when this person was first contacted) Property Type: Residential, Residential Lease, Investment, New Build, Commercial, 2nd Property, Recreational Property. Property Value: How much volume could you get out of this lead if closed? Probability : What is the probability of closing in % Assigned Agent: This allows you to assign a specific team member to this contact which should be assisting this lead. Workflow activities can now be assigned to "Assigned Agent" which will be changed if this field is changed to another team member. Contact Dates: Last SMS Date: when was the last sms sent to this contact. Lender Details: Lender: (select a lender to assign to this contact) Lender Referral Date: Prequalified : ( Yes/ No) Prequalified Amount: (Now much are they qualified for) October 8th, 2019 Changes: Added missing time options to transaction activities for new date fields. Disable the 'Use With' field after the workflow is first saved to prevent users from losing existing workflow activities since the option can no longer be changed. September 17th, 2019 Changes: Added template options for 32x32 and 48x48 Icons: When using the enhanced editor you can click on the Content Template icon in the toolbar to display several pre-built templates. Sizes of the social media options were limited so additional items have been added. Fixed performance on Activities with many contacts. September 12th, 2019 Fix: Contact pie chart: Corrected the screen position of the relationship pie chart which was lower than expected until the screen was resized - this has been fixed and should no longer be an issue. September 6th, 2019 Changes: Added Transaction Date/Time Fields: Adjustment Date City/RDOS Files SR Date Condo Condition Due Date/Time Contractor Repair Date/Time Deposit Due Date Deposit Received Date Due Diligence SR Date Electrical Repair Date/Time Final Home Inspection Date/Time Final SR Date/Time Financing SR Date Home & Fire Insurance SR Date Home Completion Date Home Inspection SR Date/Time HVAC Repair Date/Time Legal & Accounting SR Date Mold Inspection Time Mold Remediation Date New Home Orientation Date/Time Pest Inspection SR Date/Time Pool Inspection SR Date/Time Radon Mitigation Install Date/Time Roof Repair Date/Time Sale of Buyer's Home SR Date Septic Inspection SR Date/Time Strata Docs SR Date Survey Completion SR Date Title & PDS SR Date Well Inspection SR Date/Time Well Inspection Time WETT Inspection SR Date/Time Added Property Date/Time Fields Foundation Completion Date Foundation Inspection Date Home Completion Date Pre-Construction Meeting Date Pre-Drywall Inspection Date Aug 28, 2019 Changes: Removed Facebook Friends section from Import Contacts page to reduce confusion. Removed Facebook and LinkedIn from My Social Network page Corrections to rFactor widget on dashboard to properly reflect the correct rFactor. Don't count Agents, Vendors, Team Member, Hidden ONLY count Client, Farm, Personal, Prospect Upgraded portions of Infrastructure (Most tech jargon omitted) DNS Switching, Cloudflare changes, Aug 21, 2019 Changes: Improved description of using a personal email server on Settings > Emails. Improved description of limitations of using personal email server in Settings > Email. Improved description of Unknown Contact in Settings > SMS. Improved description of Google Drive folder syncing in Settings > Google Sync. Upgraded portions of Infrastructure (Most tech jargon omitted). Sqreen Gem, Solr 7.7.1, Cloudflare DNS changes, Aug 9, 2019 Changes: Added new property date fields (round 1 - more to come) HVAC Appointment Date Painting Date Septic Inspection Date Added new transaction date fields (round 1 - more to come) Accepted Conditionally Date Accepted Firm Date Attorney Condition Due Date/Time Attorney Signing Date/Time Buyer Home Sale Condition Due Date/Time Condo Condition Due Date/Time Existing Loan Termination Deadline Date Final Revisit Date/Time Finance Condition Due Date/Time First Revisit Date/Time HVAC Appointment Date/Time Home Inspection Condition Due Date/Time Inspection Termination Deadline Date Irrevocable Period Date Lead Based Paint Termination Deadline Date Oil Tank Inspection Date/Time Other Condition Due Date/Time Painting Date/Time Second Revisit Date/Time Septic Inspection Condition Due Date/Time Septic Pumping Date/Time Well Inspection Condition Due Date/Time Jul 10, 2019 Changes: Changes to Nylas integration to meet new Google requirements. Geocoding done with Geocod.io instead of Google. Increase security of the web app. Jun 19, 2019 New Fields: Added "Sewer Line Cleaner" and "Termite Treatment" party members to Transactions. Added "House Cleaning Company" party member to Properties and Transactions. Fixes: Correction for Address formats Additional changes for enabling Dialer plan for limited users. Jun 10, 2019 Fixes: Corrected issue for showing transaction date filter as active. Corrected issue for enabling Dialer plan for limited users. May 30, 2019 Updated: Zipcode Lookup Database (Added over 5000 new zipcodes) Changes: Allow user to complete tasks for others if they have rights. Removed the "Import Workflows from CSV" option from Workflows screen - This was ONLY for Advantage Xi users which have all been converted over. Improved performance for Google Task Syncs Disabled "Assign to My Contacts" when using "System Group: My Contacts" as a sync selection. May 01, 2019 Maintenance: Infrastructure upgrades for speed and updated development components. Apr 18, 2019 Maintenance: Additional maintenance and Infrastructure upgrades for speed and storage space. Mar 14, 2019 Maintenance: Removed "Grammarly" tags from Message Templates and Notes Mar 11, 2019 Maintenance: Infrastructure upgrades to development components. Feb 22, 2019 Changes: Changed OAuth scopes for Google credentials Feb 06, 2019 Enhancement: Added CORS support for API (Pending Reporting Add-On) Feb 05, 2019 Enhancement: Added Transaction commission information to API for Reporting interface. Jan 21, 2019 Fix: Changes to correctly retain line 2 to of google address in Realvolve Jan 17, 2019 Fixes: Corrected issues for Nylas email connection Jan 15, 2019 Changes: Added changes to retain the country selection in the new Google contacts UI Jan 08, 2019 Improvements: Split street number and direction from address line for contact google sync. Improved address splitter logic to retain additional details. (Phase 4 changes) API changes to Add/Remove record owner for contacts in iPhone mobile.

Dec 28, 2017 Enhancement: Detect and set time zone when signing up Invited Sub-Users will be assigned same time zone as Account Owner Fixes: Corrected small UI issue with Contact Source widget Improved activities performance Dec 27, 2017 Fixes: Set Property/Transaction street address as a loop name when creating a DotLoop connection and DO NOT update the loop name after created or when connecting to an existing loop. This allows user to have any DotLoop loop name they prefer and Realvolve will not overwrite. Dec 22, 2017 Enhancements: Added API connections for Property and Transaction filters for mobile application Fixes: Corrected template spacing issues when using copy/paste Dec 21, 2017 Enhancements: Several performance enhancements for scheduled email activities Dec 20, 2017 Fixes: Corrected sign-in using LinkedIn Better Google map API connections Corrected team reporting commission values Dec 19, 2017 Enhancement: Realvolve uses the contact cross section to display groups of contacts where the status and stage intersect. This identifies which stage of Aware, Know, Like or Trust each contact is in with relation to their contact status. Each intersecting square in the heat map displays the number of contacts in the groups and uses drill down capabilities to view additional details on the contacts. The contact cross section has two separate views which can be changed by clicking on the filter option in the upper right corner. The filtered view is used to identify which contacts should personally called or visited right away, the unfiltered view shows the overall count of contacts in the database. ( SEE VIDEO ) Dec 18, 2017 Enhancements: Added 'Internal Sales Associate' role for 'Assign To' field of workflow activity. - Selected role adds selected user's contact record as a party member. Added popup warning for users exporting emails under notes & correspondence - such data causes problems in excel due to field size. Dec 14, 2017 Fixes: Prevent Google Sync Contact failures that occur due to special characters Notes are now truncated to 100KB for each contact before sync - this is to avoid contact sync failures where data size exceeds 128KB Dec 13, 2017 Enhancements: Do not list locked users when using the Switch User feature Dec 06, 2017 Enhancements: You can now "Hide" completed activities from the week view or day view of the main calendar. https://help.realvolve.com/hc/en-us/articles/115005676203 When a new Dotloop is created for a property/transaction a message will display if the connection process is still in progress to prevent users from trying to make another loop. New Dotloop loops are automatically sync'd the first time to prevent extra clicks. Added checks to prevent duplicate of contacts when disconnecting and reconnecting loops Fixes: Corrected popover menu alignment for Alternate workflows started from the dashboard. Dec 05, 2017 Enhancement: Twitter enhancement: Increased character limit from 140 to 280 for entire application Twitter issue corrected on Reply form. Fixes: Corrected spinner icon from showing in Activities list of dashboard. Dec 04, 2017 Enhancements: Account owners and Administrators have the ability to login as other users quickly. https://help.realvolve.com/hc/en-us/articles/115005658363-Login-As Fix: Corrected a minor UI issue when previewing a twitter message template. Dec 28, 2016 Enhancement: Increased BULK EMAIL limit from 2000 to 3000 for all accounts. Dec 26, 2016 Fixes: Corrected issue for the SALES VOLUME YTD widget - A transaction was doubling its amount in the widget when multiple owner were assigned to it. Dec 22, 2016 Fixes: Corrected iOS 10 compatibility issue - users can now add/edit notes from iPad with current release. Corrected decimal placement on commissions tab for dollar amounts and percentages. Corrected issue causing some tags to be marked as 'Soft Deleted' which prevented them from being added as tags to a record. Corrected issue with email attachments with special characters like '#' in the filename. Dec 21, 2016 Fixes: AddressReport dropdown to select monthly/weekly is now working correctly. Google Sync issues dealing with tags. Corrected issue with upload restrictions. Performance Improvements: Increased performance for Dashboard notes and tasks. Dec 20, 2016 Changes: Enabled 'Note' Search - this feature was previously disabled to work on speed issues. CSV Import performance Improvements for Properties & Transactions Dec 19, 2016 Fixes: Prevent welcome wizard from reappearing after user links google account. Redirect user to correct subdomain to reset password from within an email. Dec 15, 2016 Enhancements: AddressReport Statistics and Widget for Dashboard and Contacts. Fixes: Google Sync issue for changed Groups. Dec 14, 2016 Improvements: Additional indexes to improve speed of MLS # search Performance improvements on image upload and cropping for Contacts, Properties, Transactions and Users to reduce upload time. Fixes: Corrected decimal place issue on Commission Tab. Corrected contact count issue when sending emails from tag screen. Dec 13, 2016 Improvements: Several performance improvements for CSV Importing, Searching, Dashboard to increase speed of application Dec 12, 2016 Improvements: Google Sync performances and optimizations - "Speed of Google sync is now much Faster" Dec 09, 2016 Fixes: Corrected duplication issue on the transactions tab of a contact. Dec 08, 2016 Enhancements: Added 'Referred To' field below the 'Referred By' field. Added 'Referred To' merge fields Added 'Assign To' placeholders: 'Buyer Transaction Coordinator', 'Seller Transaction Coordinator', 'Agent', 'Broker' Dec 07, 2016 Enhancements: Added the 'Additional Address' merge fields to Templates - most recent address is used. Improvements: Performance of Bulk adding of notes has been greatly improved Fixes: Corrected duplicate property creation when created from Transaction Corrected attachments not being able to Open/Delete Ignore 'Realvolve Contact' for merge when performing CSV import. Dec 06, 2016 Enhancements: Performance improvements for escrow creation. Improved tagging performance. Fixes: Corrected issue when sending attachments from email popover Dec 05, 2016 Improvements: Speed of Bulk tagging has been greatly improved and take a fraction of the time to complete. Dec 02, 2016 Fixes: Workflow Wizard: Fixed left pane of window to hide when portions of the screen when not needed for selecting of party members. Dec 01, 2016 Enhancements: Improved functionality of the Filter dropdown for Contact / Property / Escrow / Activity tabs. Dec 31, 2015 Change: Removed Zapier.com API Key from My Account Screen Change: Changed Zapier menu item in Settings to "Integrations" Enhancement: Added IDX Broker API Key field and Auto Fetch options into Integrations settings. The IDX Broker integration allows you to automatically import your "Featured Property" information available from IDX Broker. Basic information like MLS #, Price, Basic Features (Bedrooms, Bathrooms, Garage, etc) with photos. Dec 30, 2015 Enhancement: Added a new property status: "Potential" to allow you to enter property information for contacts that you might be able to list in the future. Change: When Adding a new property the status will now default to "Pre-Listing" instead of "Active". Fix: Corrected Frozen scroll bar issue in People Tab of Properties and Transactions. Fix: Corrected navigation using Tab and Shift+Tab of the people tab. Dec 29, 2015 Fix: Google Sync issue for activities created from workflows with dependent activities. Dec 24, 2015 Fix: Corrected Scroll bar issue preventing access to the [Save] button on the Action Screen. Fix: Corrected issue which caused small images to get stretched in Dashboard/Radar Notes Added: Craigslist icon for URL field. Dec 23, 2015 Change: UI field label "Closes" changed to "Closing Date" in Transactions Change: UI field label "Expires" changed to "Expiration Date" in Properties Fix: Corrected Scrollbar issue for the following screens: Contact/Property/Escrow filter - Scrolls the result instantaneously then the scroll bar disappears Workflow Create/Edit screen Activity Create/Edit screen Activity > Create/Edit Action screen Dashboard > Activity > Tag Contact > Assign Tags Fix: Corrected Open Email link to display in new Browser Tab. Dec 22, 2015 Enhancement: Added Facebook URL and Craigslist URL in Property Connections List Fixed: Corrected UI issue for editing an ACTION on an Activity (3 of 3) - the scroll bar is not allowing me to go down further to click [Save] Fixed: Added "Are You Sure" prompt before doing an UNDO on CSV Imports to prevent user from removing data by accident. Dec 21, 2015 Enhancement: Added Google Sync checkbox option to individual Activities and workflow Activities to allow user the option of not syncing to Google. (Default is ON) Fix: Add "System Group: My Contacts" tag when new contact is added form Seller Report and "System Group: My Contacts" option is turned ON. Fix: Corrected Google Sync issue related to Contact / Property / Transaction getting removed from activity after sync. Fix: Corrected UI issue "Undefined" with events on Calendar popup. Dec 17, 2015 Fix: Changed mouse scrolling settings to allow for a smoother scroll on lists (Site Wide) Fix: Changed mouse scrolling on Time Picker and Task Type Dropdowns Fix: Corrected issue of assigning new contact to "System Group: My Contacts" as needed when adding from the people tab of Property / Transaction, Referrer or Relationship fields. Fix: Solr index issue preventing access in list pane on New transactions created when Property is changed from Active to Pending. Dec 16, 2015 Enhancement: Increased speed and reliability of Thumbnail Generation. Dec 14, 2015 Enhancement: Added features to increase speed of notes access. Fix: Corrected issue related to manual entry of a date instead of picking from the calendar when starting a workflow. Fix: Corrected display issue on tasks connected to contacts that were imported with no first name. Dec 14, 2015 Enhancement: Added contact merge fields: ReferredBy, Source, SourceURL Enhancement: Added new party members: Termite Inspector, Escrow Officer, Sellers Title, Seller Agent 3/4, Office Manager Enhancement: Added new transaction dates: Seller Referral Date, Buyer Referral Date, Financial Commitment Date, Seller Settlement Date, Buyer Settlement Date, Title Signing Date. Enhancement: Added new property dates: Listing Appointment Date / Time Enhancement: Added new date field for Day of week [[CurrentDay-DOW]] - Sunday, Monday... Saturday Enhancement: Performance Improvements related to dashboard to stabilize production. Changed: Allow 3 decimal places in the property acreage field. Fix: UI Fix for Contact Heat Graph to correct placement of 'Aware' Dec 11, 2015 Enhancement: Tag View All - optimized for speed and memory to handle large list of contacts Enhancement: Mass Delete - Optimized for speed. Enhancement: Import - Optimized caching process to perform faster. Fix: Scroll-bar: Corrected disappearing problems in Contacts when immediately resetting a filter. Fix: Scroll-bar: Corrected disappearing problems in Property Tab of Transactions after adding the linked Property Fix: Scroll-bar: Corrected disappearing problem on People tab of Property and Transaction when a party member is added by name. The SAVE button was not accessible. Fix: Scroll-bar: Corrected disappearing problem on Seller Report tab when searching Contact. Fix: Corrected downgrade option - problem was caused by file size issue. Dec 09, 2015 Fix: Corrected activities which were marked as completed from coming back due again. Dec 08, 2015 Fix: Corrected font issue in Settings screen. Fix: Corrected Task list sync issue when user had multiple lists available. Dec 04, 2015 Enhancement: Added 'Support' button to the footer of www.Realvolve.com to chat with support. Enhancement: Added 'Support' button to the footer of Realvolve App to chat with support. Change: Notes Merge field to exclude email messages. Fix: Security Issue for Acreage field. Dec 03, 2015 Enhancement: Email Notification of Google Sync token expiration. Enhancement: Prevent Google Sync when token is expired. Enhancement: Increased inactivity timeout to 3 hours - which then requires users to enter login credentials again. Fix: Corrected transaction merge fields for geo state and sign at close. Fix: Corrected Google calendar sync issues when activity uses recurrence. Dec 01, 2015 Fix: Corrected download flag setting when copying workflows and templates. This issue caused items to not show when creating workflow packages. Change: Limited the note content to display up to 15000 characters to prevent timeout.

Nov 29, 2017 Fixes: Corrected issue to allow deletion of contact filters that have leading or trailing spaces in name Nov 28, 2017 Enhancement: Dotloop Integration - Allow Property/Transaction sync with New or Existing Loops https://help.realvolve.com/hc/en-us/articles/115005597183-Dotloop-Integration Nov 27, 2017 Enhancements: Added Category and Field Automations - This allows automatic updates of several fields including Contact Type, Stage and Status. http://go.realvolve.com/automation Nov 22, 2017 Enhancement: Added Drag/Drop ordering to Actions Added Drag/Drop insertion point for Checklists and Actions See Training Here: https://youtu.be/V0YUKXXnkNs See Help Article Here: https://help.realvolve.com/hc/en-us/articles/115005566406-Changing-the-Display-Order-of-Checklists-a... Fixes: Corrected issue when sending sms and email messages from activity actions immediately Nov 20, 2017 Fixes: Corrected Contact Type filter problem which prevented contacts from being displayed correctly. Nov 16, 2017 Fixes: Corrected issue with New Email tab where email was not getting sent to pre-populated email address in TO field of any email address where TO field is replaced. Nov 13, 2017 Enhancement: Added "Reauthorization" link for email user's that show a "closed" status on email connections. Nov 10, 2017 Fix: Prevent repeating activities from getting indexed with individual indexing process to speed up indexing process for other data. Nov 09, 2017 Fixes: Corrected issue causing the [PREVIEW] button on emails from showing when selecting a template. Improved performance on Google Syncing tag selection. Nov 06, 2017 Fix: Corrected issue causing contact notes created through Google to RV sync for new contacts from getting displayed correctly. Nov 01, 2017 Enhancement: Track email response time of each contact Confirmation popup before note deletion Filter for Propinquity Score (Relationship Scoring) Removed note max length of 2000 characters - no limit on notes. Nov 29, 2016 Enhancements: Enabled notification feature for Email Unsubscribe and Resubscribe along with performance improvements. Nov 18, 2016 System Upgrade Upgrades have been implemented for better stability and performance. We may encounter some post upgrade challenges due to the scope of this upgrade, however our engineers are watching all aspects of the system to deal with any challenges quickly. All Enhancements & Updates will be put on hold for the next 2 weeks while we monitor the system upgrades and fine tune settings to improve performance. Nov 02, 2016 Changes: Disabled animation on page load of dashboard to increase display speed. Home Purchase Anniversary filter to use Year Nov 01, 2016 Fixes: Corrected issue causing missing email content. Corrected issue causing incorrect file storage size. Nov 27, 2015 Enhancement: Added subdivision to import mapping list. Change: Acreage field will now allow comma and decimal Fix: Corrected UI issue with Contact Heat Graph for different resolutions including iPad Nov 25, 2015 Enhancement: Improved Import to process indexing faster. Fix: Corrected issue with assigning record owner when importing notes. Fix: Corrected Google Sync tag/group issue when changing/deleting tags in Realvolve. Fix: Added Support on dashboard to handle iPad display. Nov 18, 2015 Fix: Corrected memory issue when importing large numbers of contacts to prevent import error. Fix: Corrected formatting issue on price field when importing with $ Fix: Corrected issue on import when dealing with large future dates. Fix: Corrected import problem when uploaded filename contains special characters. Fix: Corrected default record owner for spouse entry when using alternate user as record owner. Nov 16, 2015 Change: Google sync will no longer soft-delete (Put in trash) a contact in Realvolve when deleted from Google - it will assign a tag of "Deleted from Google" so user can delete manually based on tags. This will prevent users from accidentally removing contacts from Realvolve. Pausing soft deletion of contact in Realvolve due to G.Sync will give us insights and hints about any data loss issue happening due to Google Sync. And we might have less or no cases of data loss like Jeff had, after pausing this paused code. This will also give us insights about what is happening in Users google account when any contact in RV is tagged as 'Deleted from Google’ and then we can ask user’s to give us more insights about their Google accounts if they have been in sync with other software or integrations or tools or services. Thus, its prudent to push this and monitor for next few weeks. Fix: Corrected pre-rendering issue when updating Contact/Property/Transactions which did not update list view correctly. Fix: Corrected display issue of group description - was not fitting correctly in the field - Added info icon Fix: Corrected font size issue in search field. Fix: Corrected Auto-Save feature on import mapping when user did not have any existing mappings. Nov 10, 2015 Fix: Preventing orphaned activities from showing up in list pane - some activities were being shown in list which should not because they were deleted from database. Fix: Corrected indexing issue on WebSolr which caused login issues for some users. Nov 05, 2015 Enhancement: Optimized google sync for handling tags/groups better. Enhancement: Added feature to sort Ascending/Descending on all sort fields. Fix: Corrected issue on recomputing incomplete workflow activities. Fix: Corrected issue on CSV Export Nov 04, 2015 Enhancement: Show timer when creating activity to prevent the perception of being stuck. Fix: Corrected attachment deletion Issue (Flickering) Fix: Remove < br > tags from tweet messages when completing an activity - caused display issues. Nov 03, 2015 Enhancement: Show Confirmation dialog box before deleting Contacts, Properties, Transactions from the list view. Enhancement: Added MLS number to property Search Fix: Corrected redirect issue when editing a calendar item from the contact/property/escrow(calendar) to return back to the correct location they started from. Fix: Corrected tasks due on same day to NOT have past due until next day. Nov 21, 2014 New Feature: Workflow Library. New Feature: Workflow imports. New Feature: Editable User's personal information. Added new dates to escrow transaction view and rename methods for user. Added all address type to export. Enhancement: to Email feature to provide "Template" and "Attachments" from all email popup screen's. Fixed Google Drive Export issue. Tagging Enhancement: Make case insensitive. Nov 12, 2014 Property: Allow state transition to any Status from any Status. Example - active to expired, pending to withdrawn, pending to active, and so on. Fixed bouncing effect on contact fields. Fixed issues related to sending email using Template popover being cut-off. Rename header 'Board Names' to 'Board/MLS #' on Property -> Listing screen. Nov 11, 2014 Changes to prevent stripping of apostrophes from CSV while importing. Fixed all DoS (Denial of Service) warning. Fixed all "Remote Code Execution" warnings. Zapier: Included name in lookup for contact. Fixed file upload issue. Creation of a recurring activity(for next 50 years), if a contact has a birthdate entry(via either of this CSV import/ Google sync/ Contact manual entry). Creating Birthday tag for birthday tasks. Anniversary/Birthday filter for calendar. Task type filter on Activity page. Nov 06, 2014 Sort contact source type alphabetically. Fixed Zapier issue: Fetch contact source types belonging to the account and to accept note when user specifies only attachment url of the notes.

Oct 31, 2017 Enhancements: Added confirmation popup message before note deletion on Dashboard Contact Filter on Relationship Score changed to total Propinquity points Removed max note length of 2000 characters Oct 26, 2017 Fixes: Corrected YTD transaction count of "Team Reporting Widget" Reduced delay in scheduing of depenent activities from 10 seconds to 3 seconds. Minor correction on Global Search field to display loader correctly. Oct 25, 2017 Enhancements: Never ending Repeating Activities now automatically created with 730 occurrences (same as Google ) Oct 24, 2017 Changes: Removed AddressReport icons from UI as well as Back-End (Depreciated) Enhancements: Added PREVIEW ICON for message templates on workflow Actions Fixes: Corrected Lifetime Values of Zero values to be automatically set to NULL (Nothing) Oct 12, 2017 Enhancements: Enabled "Referral" link in SETTINGS > INTEGRATONS Oct 11, 2017 Enhancements: Calendar Popup Enhancements: We've added a description field which is shown on the popup along with contact phone numbers and 3 most recent notes at the bottom. https://help.realvolve.com/hc/en-us/articles/115005154903 CSV Import - Added the Lifetime Value field to the available list of import fields. Oct 10, 2017 Fixes: Corrected notes display issue when imported from a zap so that new line characters were being ignored. Oct 05, 2017 Fixes: Corrected issue causing Graphs to not show on dashboard. Oct 04, 2017 Enhancements: Start Workflow Email - Subject and Body Modification to include workflow name and subdomain Performance improvements on tags Fixes: Fixed IDXBroker tag issue Rounding issue on fFactor Corrected Tag permissions for Account Owners Oct 24, 2016 Changes: Prevented property status change on IDX Broker update. Oct 20, 2016 Fixes: Prevent AddressReport icon from being available when feature is off. Minor Zapier issues. Oct 19, 2016 Enhancements: AddressReport Integration - Phase 1 (Invitations) Improved merge field validation performance in Template editor. Allow '+' character in email address for Settings > My Account and User & Permissions Oct 17, 2016 Enhancements: Zapier Round Robin feature allows record owner assignments to leads. Increased field length of the APN field. Oct 13, 2016 Enhancements: Increased SQFT field to allow larger values. Oct 12, 2016 Enhancements: NEW API for adding contacts to Realvolve. Fixes: Corrected property and escrow search issue. Oct 10, 2016 Enhancements: Added better failure status message for CSV import failure due to bad data. Better price filter/sort options for Properties and Transactions. Oct 05, 2016 Fixes: Corrected issue where contact tasks were not searchable after being restored from trash. Corrected error on email notifications for deleted contacts. Oct 03, 2016 Enhancements: Added new option in 'With' field to assign the contact in the 'Assign To' field. This allows users to be notified by email or SMS text message. Added option to delete MLS Number from a property. Oct 28, 2015 Change: From this point forward emails will be sent using user’s email id instead of via Realvolve for all non yahoo email ids. Yahoo email ids will continue to have via Realvolve for now. Note: This change in From email ids for all non yahoo users has potential to fail for email ids or domains that are blocked which we will need to whitelist one by one based the issues reported by users. Oct 28, 2015 Fix: Corrected issue with starting workflows with a very large number of tasks. Change: Added confirmation popup to prevent Activities from being deleted from Google when reinstating google sync. Oct 23, 2015 Fix: Prevent contact from being selected when typing in the People tab to add a contact and the user presses TAB key. Oct 16, 2015 Fix: Show selected contact on seller report tab of a property and link for quick access. If no contact selected then show record owner without link. Oct 15, 2015 Enhancement: Added a Reauthorization feature for Google and Evernote - to help users reauthorize and update their integration tokens without disconnecting and reconnecting which led to issues like duplicates and missing links. Fix: Corrected Search on Party Members in the People tab based on record ownership. The system was only allowing the contacts for the primary record owner to be viewed. Oct 14, 2015 Enhancement: Allow Admin users to access team details in settings > my account Fix: Corrected issue for Assignee of activity when sending emails, sms and twitter messages. Copied workflow actions were not getting completed by the correct person when copied. Fix: Several workflow related issues including recalculation failure, no date entered, current year recalculation, circular recalculations. Fix: Backfill of transaction dates. Fix: Corrected indexing of Relationship Anniversary Date to allow proper search. Oct 09, 2015 Fix: Corrected issue preventing the data for merge field [[Property#Mls_Url]] from working correctly. Oct 08, 2015 Enhancement: Speed improvements on Propinquity scoring. Fix: Notifications on radar when sending SMS fails. Fix: Duplication issue on Ambassador URL preventing new user logins. Oct 07, 2015 Enhancement: Upgraded servers for improved performance and reliability. Oct 01, 2015 Enhancement: Send email to the user when workflow package is approved. Enhancement: Improved code to increase performance for Emails. Fix: sentry error when Signature template is deleted or its body is nil. Fix: 'mark email read' issue when navigating from email preview pane. Fix: Open default radar tab for Realvolve contact. When moving from a normal contact last open tab 'Email' to RV contact - UI does not show email tab on that contact.

Sep 27, 2017 Enhancements: When a Zapier contact comes in without a name the system will now assign the name of "Unknown Contact" instead of sending a Zapier Error. Fixes: Zapier - Assign correct google phone type for new contacts. Sep 25, 2017 Performance Improvements: Fixed spikes due to Profile picture uploads which caused some slowdowns. Property and Transaction Filters - perform faster. Contact Filter speed improvements and unsaved filter confirmation popup that filters will be lost if they changed screens. Fixes: CSS Style issues on Emails Corrected copy workflow option based on security rights Fixed extra spacing in Email notes. Sep 21, 2017 Enhancement: Performance improvements when retrieving tag list for an account Sep 19, 2017 Performance: File uploads for Message templates Fixes: Corrected Average totals for Average Fields for Team Reporting Widget Corrected Rebuild full address after backfilling address from Geo-Coder Corrected Backfill street number field in street number field instead of putting it into street address using address splitter after Google Sync Corrected Transaction YTD volume for Team Reporting Stats Corrected Commission calculation for Pipeline Volume Graph Additions: Logging added for workflow Stops Sep 18, 2017 Enhancements: Major Ease of Use/Speed improvements on left navigation pane - Previous to this update the left pane was being changed when the right side changed - this update prevents the left pane from changing when links are clicked which opens the right side pane. Fixes: Corrected Team Reporting widget - break longer header names for team report in two lines Corrected property field width on Transaction's Property tab Notes on future activities Assign current user as creator when creating message templates Corrected issue for inconsistent Facebook and LinkedIn links Fix issue for loading files in files tab of enhanced editor file upload for message templates Sep 15, 2017 Fixes: Corrected Search Tip popup on higher resolution screens Corrected alignment issues on attachments Sep 14, 2017 Enhancement: Added a (?) icon to the search field when no text is entered. Clicking this icon opens a pop-up window with search suggestions for using the wild-card characters of Asterisk " * " or Question Mark " ? ". Sep 13, 2017 Enhancements: Performance improvements to Google Sync. (Includes some fixes) Sep 12, 2017 Fixes: Corrected Tag Delete issues on Workflows, Templates and Activities. Sep 07, 2017 Change: 'Search' feature - This change allows attachment notes to be searchable. Sep 05, 2017 Fixes: Corrected Note issue which caused some users to see spinners in Notes and Correspondence instead of showing the notes. Sep 04, 2017 Enhancements: A few months ago we changed how inbound SMS messages from unknown contacts were handled. Prior to that update, SMS messages were basically lost if the sender was not a contact in the database. To prevent this loss, we decided to create a contact named “Unknown Contact” with the associated SMS number. Realvolve then notifies the user with a link to the newly added contact. The challenge was that all automation stoped there. The user must lookup the contact and do all communication manually. As a result we decided to add another feature update which was released on Sept 4th. From SETTINGS > SMS SERVICES you can now assign a workflow to start when an Unknown Contact is created.See Video Here: https://www.youtube.com/watch?v=64MkUFpx93c We’ve added these options in the SETTINGS .. EMAILS section: •Email Notification For Start Workflow - allows notifications to be sent when workflows are successfully started or when a failure has occurred. Since workflows are started in the background and large workflows can take extra time show up in your calendar, the notification lets you know when that process is complete. •Email Notification for Incoming Email - allows notifications to be sent when incoming realvolve emails are received. This notification prevents emails from getting overlooked however some users prefer not to receive the notification.See Video Here: https://www.youtube.com/watch?v=o2pfPZspgbo Fixes: Corrected issue with Checklist merge fields inserting HTML code instead of merge-field values. Corrected issue with creating SMS correspondence notes if the Account is inactive or user has been deleted. Sep 01, 2017 Fixes: Made changes to ensure that notes were visible faster after being created. Sep 29, 2016 Enhancements: Added notifications for 'Opt-Out', 'Unsubscribe', 'Resubscribe', 'Bounce', 'Drop' and 'Spam' Sep 27, 2016 Fixes: Corrected commission and price formatting to Commission Tab on Transaction Tab. Fixed various UI issues on the view all screen (minor). Sep 21, 2016 Enhancements : From the View All screen of Contacts use the dropdown menu on the far right to Mass-Assign the following fields for the selected contacts. Category (A|B|C|D) Stage (Aware, Know, Like, Trust) Contact Status (Suspect, Prospect, Lead, Client, Past Client) Record Type (Person, Company) Sep 20, 2016 Enhancements: Changed template layouts and CSS to allow users more control over tables in HTML for better content placement. Fixes: Graph UI size changes to prevent text from being cut-off Sep 14, 2016 Enhancements: Show email note notification on unsubscribe and resubscribe Profile picture in upper right corner to show current user Sep 08, 2016 Fixes: Corrected Drag & Drop issue on profile pictures of Contact, Property & Transactions Sep 02, 2016 Fixes: Corrected issue on workflow action which caused an error when a workflow that was deleted was trying to be started from the action along with an email action. This was causing multiple emails to be sent when the workflow portion failed to start. Sep 01, 2016 Enhancements: Changed the View All menu area to add a new icon on the far right for dropdown options. Added user profile picture and logo to the My Account screen. Added profile picture to upper right corner to know who is actually logged in. Added option to REMOVE tags from selected contacts on the View All Dropdown Menu. Fixes: Corrected Volume widget to properly calculate total volume when agent represents both Buyer and Seller. Sep 25, 2015 Enhancement: Email Tab Added to Contacts Enhancement: Settings > Emails - allows user to assign an email account to realvolve. Enhancement: Added database indexes for contact for additional search features. Enhancement: Added merge field for Property and Transaction notes Enhancement: phone number display - # Based on the person type - company or person we fetch phone numbers work or home respectively. # If no numbers fetch based on person type check alternate home or work. # If no numbers in work or home, lookup additional numbers and select a recently added pair of additional mobile and additional phone Fix: Issue with Domestic Relationship feature. Fix: rent / own drop down option Removed: News Section in lower right Sep 24, 2015 Enhancement: Added New Dashboard with Widgets Fix: Corrected issue causing Groups to not be selected correctly when starting workflows. Sep 18, 2015 Enhancement: Added option to Settings > Email to automatically add Signature to outbound emails. Enhancement: Added prompt to confirm workflow activity deletion. Enhancement: Added community field to property. Fix: Workflow activity calculations when back dating workflows so they start in a previous year. Sep 16, 2015 Enhancement: Added Skip / Remove Duplicate Data when merging records. Change: removed the 'no-reply' and changed it to 'reply-to+(user name)@realvolve.com' to be a friendly solution. Sep 10, 2015 Fix: Corrected issue on invalid tag filters. Fix: Mass deletion of Activities when there are more than 1500 being removed. Sep 07, 2015 Enhancement: Added more Property and Transaction fields Enhancement: Sort documents in Files tab by reverse date order (Newest on Top, Oldest on Bottom) Enhancement: Added street name to merge fields - previously only had full address. Enhancement: Added links to Property/Transaction for quick access to connected records. Fix: Automatically change Transaction Status to 'Cancel' if we create a new transaction from a connected property by changing it's status from Active to Pending. (Cleanup Process)

FAQs Archive - Realvolve - Real Estate CRM

2024

WIP: Currently Addressing These Issues: Filter Date Range on Activities is going to 1 DAY AFTER Filter Selection Template Stats July 2nd, 2024 Fixes: Moves the 'Add New' popup slightly to the left, to avoid appearing under parts of the Calendar Fixes an issue where Activities due on a date outside of the date range [...]

By Lisa Crumby|2024-07-02T15:17:49-06:00January 23rd, 2024|Yearly|Comments Off

2023

Dec 19th, 2023 Changes: Reverted several changes from yesterday's update due to workflow challenges Dec 18th, 2023 Changes: Adjustments to how activities are stored and viewed in realvolve. Nov 2nd, 2023 Changes: Corrected Merge field issue Oct 24th, 2023 Changes: Corrected issue in Actions of activities from throwing a SORT error Oct 9th, 2023 Changes: [...]

By Lisa Crumby|2024-01-23T08:52:44-07:00January 3rd, 2023|Yearly|Comments Off

2022

December 20th, 2022 Changes / System Upgrade Fixes: Corrected issue preventing email editor from being displayed when running actions on more than one activity. Added Scrolling to All Day Calendar items to prevent display issues. December 15th, 2022 System Upgrade Fixes: Corrected secondary issue with Google Drive connectivity in the FILES tab preventing new folders [...]

By Lisa Crumby|2024-01-23T08:53:09-07:00January 14th, 2022|Yearly|Comments Off

2021

Dec 13th, 2021 Changes: Corrected Referral Links on Website URL Dec 8th, 2021 Changes: Corrected SMS Sending Issue when sending Emojis Additional Date/Time fields in Properties Additional Google Sync logging to track challenges with Google Errors Nov 15th, 2021 Changes: Birthday Activities Do Not Get Created when you change a birthdate - When [...]

By Lisa Crumby|2024-01-23T08:53:21-07:00January 8th, 2021|Yearly|Comments Off

2020

Nov 5th, 2020 Fixes: Google Sheets Add-on - Corrected date issue causing some dates to be off by 1 day - this was due to a time zone conversion issue that wasn't being taken into account. (Note: The updated version will load automatically the next time you run the add-on if it is already installed) [...]

By Lisa Crumby|2024-01-23T08:53:31-07:00April 28th, 2020|Yearly|Comments Off

2019

October 17th, 2019 Changes: Added new contact fields and modified Contact tab to use dropdown buttons to expose sections of the screen to reduce scrolling. Classifications: Client Type: Buyer, Seller, Seller & Buyer, Renter Lead Details: Lead Date/Time: (When did the lead come in) Lead Status: New, Contacted, Won, Lost, Unknown, Closed Won, Closed Lost [...]

By Lisa Crumby|2024-01-23T08:53:42-07:00August 6th, 2019|Yearly|Comments Off

December

Dec 28, 2017 Enhancement: Detect and set time zone when signing up Invited Sub-Users will be assigned same time zone as Account Owner Fixes: Corrected small UI issue with Contact Source widget Improved activities performance Dec 27, 2017 Fixes: Set Property/Transaction street address as a loop name when creating a DotLoop connection and DO NOT [...]

By RVadmin|2018-02-06T22:37:56-07:00February 6th, 2018|Monthly|0 Comments

November

Nov 29, 2017 Fixes: Corrected issue to allow deletion of contact filters that have leading or trailing spaces in name Nov 28, 2017 Enhancement: Dotloop Integration - Allow Property/Transaction sync with New or Existing Loops https://help.realvolve.com/hc/en-us/articles/115005597183-Dotloop-Integration Nov 27, 2017 Enhancements: Added Category and Field Automations - This allows automatic updates of several fields including [...]

By RVadmin|2018-02-06T22:36:39-07:00February 6th, 2018|Monthly|0 Comments

October

Oct 31, 2017 Enhancements: Added confirmation popup message before note deletion on Dashboard Contact Filter on Relationship Score changed to total Propinquity points Removed max note length of 2000 characters Oct 26, 2017 Fixes: Corrected YTD transaction count of "Team Reporting Widget" Reduced delay in scheduing of depenent activities from 10 seconds to 3 seconds. Minor [...]

By RVadmin|2018-02-06T22:35:49-07:00February 6th, 2018|Monthly|0 Comments

September

Sep 27, 2017 Enhancements: When a Zapier contact comes in without a name the system will now assign the name of "Unknown Contact" instead of sending a Zapier Error. Fixes: Zapier - Assign correct google phone type for new contacts. Sep 25, 2017 Performance Improvements: Fixed spikes due to Profile picture uploads which caused some slowdowns. [...]

By RVadmin|2018-02-06T22:34:54-07:00February 6th, 2018|Monthly|0 Comments