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