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)

Aug 30, 2017 Improvements: Performance increase to mobile app activities Improved tag loading on mobile app Added the ability to add multiple contacts to the "With" field of an Activity Added Contact Type to the contact screen Added several Visual Improvements to the mobile app screens to prepare for next round of updates to allow filters. See Video Here: https://www.youtube.com/watch?v=TWCvBfiY55c Aug 24, 2017 Enhancement: Added "Cancel" button to all Party Member data entry forms to close the form and ignore changes if needed. Aug 23, 2017 Fixes: Corrected issue with editing Property/Transaction address which caused an infinite loading problem. Corrected issue with validation errors not being shown when adding an incorrect email address in Party Members. Aug 17, 2017 Fixes: Corrected Transaction Date field formats to use "MM-DD-YYYY" by default. Corrected note issue when importing "Referred By" from CSV file. Aug 16, 2017 Enhancement: Added Party Members "Administrator" and "Virtual Assistant" to Property and Transaction screen. Aug 10, 2017 Fixes: Corrected the Property and Transaction Filter alignment - Minor UI issue. Sort users alphabetically by name on users & permissions page Aug 09, 2017 Fixes: Corrected issues in Notes & Correspondence due to BASE tags / CSS tags from emails that override realvolve styles causing links to not work correctly. Corrected Note indexing issues causing some notes to not show correctly. Aug 08, 2017 Fixes: Corrected YTD graph display due to recent upgrade changes. Aug 03, 2017 Enhancement: Performance Improvement to CSV import Fix: Corrected Solr indexing issue of notes with date/time stamps greater than 2038 Aug 02, 2017 Enhancements: Added workflow logging/reporting - when starting a workflow the system will now email and notify you when the instantiation has finished successfully or unsuccessfully. Additional Performance improvements Aug 31, 2016 Enhancement: Added new Transaction Dates Enhancement: Improved features for Zapier integration Fix: Prevent loss of message body when changing between Email-Marketing and Email-Transactional Aug 30, 2016 Enhancement: API Security Fix: Corrected sort order for property and transaction street numbers Aug 29, 2016 Enhancement: Added unsubscribe feature Enhancement: Added Email-Marketing and Email-Transactional options in VIA of Templates to handle unsubscribe based on type of template sent Enhancement: Added Property and Transactional Party Member types Enhancement: Added icons to contact phone numbers in top section of contact to show type of number. Aug 25, 2016 Fix: Corrected "Time" issue on repeating tasks when syncing with Google. Fix: Corrected Transaction Type, Buy Side Referral Source and List Side Referral Source to be shown as dropdown selections and not free-form entry. Aug 24, 2016 Enhancement: Email Notification to show highest priority status on all outgoing emails Aug 23, 2016 Enhancement: Added more Date/Time fields to Properties: Measurement Date/Time House Cleaning Date/Time Staging Preview Date/Time Builder Approval Date Sign Ordered Acquisition Close Date Ground Rent Due Date Listing Agreement Signed Date Offer Submitted Date Relisted Date Order Intake Date Order Photos Date Photos Received Date Photos Rescheduled Date Listing Agreement To Seller Date Listing Agreement Signed Received Date Order Coming Soon Rider Date Coming Soon Rider Installed Date Enhancement: BombBomb refinements Aug 22, 2016 Fix: Corrected issue for users having older versions of BombBomb videos which do not contain Animated GIF Fix: Allow user to reauthorize email connections for IMAP server Aug 19, 2016 Enhancement: Integration with BombBomb to quickly add Video Messaging to Emails and Templates (Phase 1) http://blog.realvolve.com/realvolve-integrates-with-bombbomb Fix: Corrected Signature issue when pasted in from a Microsoft Outlook copy. Embedded code was causing the system to lockup when the signature was being pasted into a template. Aug 17, 2016 Enhancement: Contact Source Widget now allows you to select a Filter icon in the upper right corner to select a time frame. Aug 16, 2016 Enhancement: Added merge fields [[Last Year]], [[This Year]], [[Next Year]] - not tied to any merge field but displays the correct year so generic activities can be announced each year without having to change the Year. Change: Change the display order of Completed Activities in the Activities TAB of Contact, Properties and Transactions so the newest dates are at the top and oldest are at the bottom. This prevents the need to scroll to the bottom each time you want to check on what was completed recently. Fix: Evernote Memory Leak preventing some Evernote notes from coming into Realvolve. Aug 11, 2016 Fix: Corrected issue causing activities assigned to 'Specific Date' which was NOT YET past due going to next year. With this correction if an activity assigned to a specific date is not past it will use the current year. Aug 10, 2016 Enhancement: Added 'Google Sync' to settings dropdown menu to quickly perform a Google Sync on demand. This will save several clicks of the mouse when you need to force a sync of changes made on Google to sync with Realvolve. Syncing from Realvolve to Google is Immediate but when changes are made on Google first are completed through a timer. This option bypasses the timer and forces a sync Immediately. Aug 08, 2016 Enhancement: Added the ability to Hide/Show Property and Transaction fields. This allows users to remove any unwanted fields from the screen which do not get used. You have the option to add the fields back to the screen on-the-fly. Enhancement: When dealing with merge fields or exports we have the following fields for Home, Work or Main... Main will be the same as Home or Work depending on the Record Type of "Person" or "Company". Home Street Number = 123 Home Street Direction = S Home Street Name = Main Street Home Street Address = 123 S Main Street Home City = Bolivar Home State = MO Home Zipcode = 65613 Home Address = 123 S Main Street, Bolivar, MO 65613 Fix: Corrected issue which when using the "Specific Date" on a workflow activity in the SCHEDULE field wasn't advancing to the next available date which was not past due. If the current date is Feb 25th 2016 and an activity of a workflow had a specific date scheduled for Jan 1st, 2016 - the system should now assign the date of the activity to the next available date which is not past due so Jan 1st 2017. This allows you to setup workflows for Holidays and the system basically ignores the YEAR and makes sure that the activity uses a valid "up-coming" date. Aug 02, 2016 Enhancement: This one is going to blow your mind at first but should be very helpful when needed. Many times we setup templates which need to be personalized with the contact name but also use "Pronouns" to describe the person like "he" / "she" / "they" etc... We have setup 4 different Pronoun merge fields (Personal Pronoun, Possessive Pronoun, Absolute Possessive Pronouns and Object Pronouns) for "Contact" and "WorkflowContact" WHY would we do this you ask? Let me show you... the words in brackets are merge fields. - Letter to a lender named john: Dear [[John]], We had an open house this week and [[Joe and Mary Smith]] came and were very interested. If you don't mind please get in contact with [[them]] at your earliest convenience. - Now try that same thing with a single guy or a single gal ... if you don't have the pronoun merge field then it would sound odd using [[them]] all the time instead of [[him]] or [[her]]. When the field is filled in it looks at the SEX field of contacts without a linked relationship contact to determine if the contact record is a "Male" or "Female" and then changes the pronoun as needed. The merge field has the pronoun options in the name so you know which one you should choose. [[Contact#Pronoun-Personal(he, she,they)]] [[Contact#Pronoun-Possessive(his,her,their)]] [[Contact#Pronoun-AbsPos(his,hers,theirs)]] [[Contact#Pronoun-Object(him,her,them)]] [[WorkflowContact#Pronoun-Personal(he, she,they)]] [[WorkflowContact#Pronoun-Possessive(his,her,their)]] [[WorkflowContact#Pronoun-AbsPos(his,hers,theirs)]] [[WorkflowContact#Pronoun-Object(him,her,them)]] Aug 28, 2015 Added SMS feature for Great Britain Aug 25, 2015 Added more Merge fields for Transactions Aug 19, 2015 Enhancement: Performance Improvements to entire system Fix: Image upload fix for Transactions Fix: Date filters popup issue when clicking outside the window. Fix: SMS character length issue to allow merge fields. Fix: Import issue on dates prior to 1900 Aug 17, 2015 Fix: Corrected Import for Top Producer files containing notes with dates before 1900. Aug 10, 2015 Enhancement: Allow SMS text messages to be longer than allowed length to compensate for long merge field names. Fix: Corrected image upload issue for Transactions. Fix: Corrected date filter display issue when clicking outside the popup date selector.

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.

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 Drop-downs 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 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. 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 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 its status from Active to Pending. (Cleanup Process) Aug 28, 2015 Added SMS feature for Great Britain Aug 25, 2015 Added more Merge fields for Transactions Aug 19, 2015 Enhancement: Performance Improvements to entire system Fix: Image upload fix for Transactions Fix: Date filters popup issue when clicking outside the window. Fix: SMS character length issue to allow merge fields. Fix: Import issue on dates prior to 1900 Aug 17, 2015 Fix: Corrected Import for Top Producer files containing notes with dates before 1900. Aug 10, 2015 Enhancement: Allow SMS text messages to be longer than allowed length to compensate for long merge field names. Fix: Corrected image upload issue for Transactions. Fix: Corrected date filter display issue when clicking outside the popup date selector. Jul 24, 2015 Fix: Corrected import for Contact Source field. Jul 20, 2015 Fix: Corrected Google Sync issue causing 'Mobile' to be converted to 'Home Mobile' Jul 15, 2015 Enhancement: Additional Contact fields in preparation of upcoming Dashboard feature. (Rent/Own, Stage, Contact Status, Known Since, Lifetime Value, Contact Score, Year Moved, Sex (M/F)) Enhancement: Seller Report tab on contacts to allow information on NON-LISTED properties. Enhancement: Relationship choices added: Single, Divorced, Separated Enhancement: Relationship changes handled automatically - when contacts change from Married to Divorced or Widowed, the secondary contact record is updated also. Performance: Changed how message templates are loaded to increase performance. Fix: Cropping issue on Transaction Photos. Jul 07, 2015 Enhancement: Added Tags to Google and CSV Export. Enhancement: Added Ambassador Referral System. Enhancement: Added Browser Support Screen for Incompatible Browsers. Enhancement: Added Zipcode Lookup API to Find Unknown Zipcodes. Fix: Miscellaneous User Interface Fixes. Jul 02, 2015 Enhancement: Added link to easily disable daily notifications. Enhancement: Added workflow name to activity lists. Fix: Corrected merge field for Client Services. Fix: Corrected issue with workflow wizard screen. Fix: Corrected time zone issue on workflow activities using immediate actions. Jun 25, 2015 Enhancement: Added link to Daily Email to direct users to login screen to turn off. Fix: Corrected workflow issue caused by a date/time value selected when only date was needed. Jun 22, 2015 Enhancement: Added Buyer Reports tab to Transactions which functions similar to Seller Reports. Enhancement: Workflow Import modifications to allow deeper migration for Advantage Xi users. Enhancement: Additional Party Members Added to Transactions: Paralegal renamed to Buyer Attorney Paralegal, Seller Attorney Paralegal, Inside Sales Associate, Tenant 2, Auction Representative Enhancement: Additional Party Members Added to Properties: Inside Sales Associate, Tenant 2, Auction Representative. Change: Activity Type: 'Lunch' has been renamed to 'Meal' so it could be used at any time of the day. Jun 19, 2015 Enhancement: Added contact search to include email addresses. Notifications: Added user notifications about the disabled Facebook and LinkedIn message feature. Change: Changed the default time for daily notifications which had no value to 8am. Jun 18, 2015 Fix: Corrected Google Sync issue when deleting sub-user. Enhancement: Added error handling and user notification to Evernote integration. Fix: Corrected errors which happened during automatic activities. Fix: Corrected time-zone issue for Daily Notification emails. Fix: Corrected time-zone issue on radar activities. Jun 17, 2015 Enhancement: Allow users to select party members while sending emails from Property and transaction email link. Enhancement: Emails sent from Realvolve now include the user's email in the 'Reply-To' meta tag. Change: Disabled Facebook API validations for Facebook URL field. Change: Added notification to user that Facebook and LinkedIn feed being unavailable. Change: Added 'Realvolve' to the subject of daily notification emails to prevent spam issues. Optimization: Improved contact deletion procedures to better handle errors and exceptions to prevent orphaned activities. Optimization: Improvements to user experience (UX) and validation of Daily Notification Emails. Fix: Corrected issue on Workflow popup window. Fix: Corrected user reported issue on property and transaction emails where the template subject was being overwritten with basic address. Jun 13, 2015 Enhancement: Added lockbox location field below lockbox number in showings tab of property. Optimization: Additional optimization changes to improve performance for Sidekiq jobs. Fix: Set a default timezone on registration if no timezone identified for user. System will send a reminder email to user to set the correct time zone for their location. Jun 11, 2015 Fix: Removed the internal "Deletion Flag" which is no longer needed - This will ensure that records are visible in the trash once it is deleted. A problem existed that allowed data to be orphaned. Fix: Correction to Transaction screen which caused problems when there was a delay in creating transaction dates. Fix: Corrected 'flicker' when hoovering over filter links. Fix: Corrected transaction saving issue when transaction dates were updated. Jun 10, 2015 Enhancement: Added the ability to have multiple record owners in Contacts, Properties and Transactions. Enhancement: Additional sorting options using a drop down menu. Enhancement: Added Sorted fields to View All screen (Category, Entry Date, Last Call Date) Enhancement: Added the ability to sort Ascending and Descending to fields of View All Screen. Fix: Corrected export issue dealing with combining couples. Jun 09, 2015 Optimization: Additional Solr indexing changes to boost performance. Enhancement: Reduced opacity of all un-selected filters so that selected filters are more prominent and visible. Fix: Corrected issue with sorting MLS field in Property. Fix: Corrected display issue of positive quotes on daily reminder emails when viewed in mobile device. Fix: Corrected contact count display which was getting set incorrectly when deleting activities from a contact. Fix: Corrected security issue preventing sub users with admin rights from using the [Delete Selected] button. Jun 08, 2015 Optimization: Added new Solr Indexing refinements to boost performance. Optimization: Scaled up Sidekiq processes from 3 to 4 to boost performance. This provides more power and performance in background jobs for features like imports, Google sync, bulk deletes, etc. Jun 04, 2015 Enhancement: Added Realvolve Dropbox Email Address merge field to all party members. This allows others to send email to you which automatically gets placed in the Party Member's contact record. Fix: Corrected Time Zone issue when starting a workflow in the evening hours. Dates were being calculated incorrectly due to Time Zone settings. Jun 03, 2015 Fix: Corrected issue with editing activities containing specific contacts in the "with" field that are later deleted. Jun 02, 2015 Enhancement: Added the ability to enter additional emails addresses when running actions on completed activities. Enhancement: Added the ability to select which email address is used on contacts with more than one email. Fix: Corrected issue with activity popover box when completing an activity with checklists on larger screens. May 30, 2015 Enhancement: Added several new connection fields to Contacts / Properties / Transactions Dropbox Google Drive Email Folder Animoto Instagram Savvycard Enhancement: Improved indexing for quicker google sync and import process. Enhancement: Added the ability to add additional connections by user. Enhancement: Added the ability to Reassign "assign to" field for selected tasks in Activities View All screen. Enhancement: Added the ability to Search / Replace "assign to" field in workflow setup screen. May 27, 2015 Enhancement: Added new property types: Co-Op Condominium Enhancement: Added option in settings to handle Canadian address format of direction "123 Main Street S" instead of "123 S Main Street". Enhancement: Added "Pre-Listing" status to properties. Fix: Corrected issue that caused a new group to be created when trying to rename an existing group. Fix: Corrected issue with starting a workflow from the view all screen reported by user. May 20, 2015 Enhancement: Added the ability to have MULTIPLE contacts in the WITH field for "A Specific contact". Enhancement: Added the ability to select TAGS for contacts in the WITH field - This allows a user to select a TAG like "Local Agents" which could be emailed to when a new listing is submitted. Enhancement: Changes to the Activities filter to use checkboxes instead of highlighting to be consistant with other areas of the system. Fix: Corrected Google Sync issue which removed the Custom labels - Custom labels on phone, emails are now retained. When user moves the mouse over the phone/email icon of a contact record a popup will display the Google Custom Label. Fix: Corrected Zapier Import issue caused by extremely large contact names - normally caused by incorrect mapping of email parser. Fix: Corrected zipcode lookup issue when using ZIP+4 format. May 13, 2015 Enhancement: Added support for large file uploads in Contact, Property, Transaction and Documents. Enhancement: Added a sort option to the Settings > Trash. User can sort trash by Name or Date Trashed. Enhancement: Additional Security measures added to prevent (DOS) Denial of Service attacks. Enhancement: Added Daily Email Notifications Feature. Settings > Emails now has an option to turn ON/OFF Daily Notifications of your Important Dates, Birthdays, Appointments, Tasks, Uncompleted activities from the past day. Enhancement: Added internal indexing of Templates for more accurate display. Enhancement: Added the [Edit] button to all editing of calendar events when using Drag Selection of time. This makes it easier to create the activity and make changes in less clicks. Enhancement: Speed related enhancements when creating Transactions from Pending Properties to make it faster. Fix: Corrected an issue with the Seller Report merge field which prevented the Seller Notes from displaying in the email. Fix: Corrected Timestamp display issue caused by user Time Zone setting. May 08, 2015 Enhancement: Added following Party Members to Properties and Transactions. Copy Writer Seller 3 Seller 4 Buyer 3 Buyer 4 Enhancement: When transferring a Property to a Transaction the Property Notes are now transferred. Fix: Corrected issue in Workflow wizard with dependent activities. Facebook friends import feature is currently unavailable due to Facebook's recent API changes where they no longer allow access to Friends from ALL 3rd party applications. May 06, 2015 Fix: Corrected Email Issues with Merge Fields - User reported that the seller report merge fields were getting filled in. The issue was only for additional email addresses that were added when sending emails. Fix: Corrected Email Issue when sent from the dashboard - Some contact merge fields contained User Information instead of Contact information. Fix: Corrected Google sync and email errors after adding relationship contacts. Fix: Corrected Dashboard issue to prevent future activities from being shown. May 04, 2015 Enhancement: Allow emails with domains like .realtor, .technology for the sign-up pages. May 02, 2015 Changes: Default Google Sync Tag was changed from 'All Contacts' to 'System Group:My Contacts' to prevent the mostly garbage contacts of 'Other Contacts' from being sync'd by default. This change will allow any contacts assigned to the 'My Contacts' group of Google to sync with Realvolve by default. Enhancement: Automatically apply the tag "System Group: My Contacts" to new contacts if the checkbox for "Assign to My Contacts" is checked. This makes sure that new contacts are synchronized to Google when the 'My Contacts' are being sync'd. Fix: Corrected an issue with long google notes and retain the new line tags. Apr 30, 2015 Enhancement: In Contacts, user can now filter by Date Created or Date Updated. Enhancement: Added "Listing Coordinator" to Property Party Members. Enhancement: Added "Buyer Signed Contract Date" to Transaction Dates. Enhancement: Changed time format on activity creation popup to be am/pm instead of 24 hr. Improved performance of 'Export to Google Drive' feature. Fix: Corrected issue with automatic emails being sent from assignee instead of record owner. Fix: Corrected the display order of names being exported. Export now uses the same order as selected by user. Fix: Corrected issue when exporting combined contacts from the TAG list. Primary/Secondary contacts were not being combined when exported. Apr 27, 2015 Enhancement: Added the property address to the "location" field of Google Activities dealing with properties and transactions for activities. Since Google Tasks do not have a location field we have added the Property Address to the top of the Notes field. Enhancement: Increased the field size for "summary" and "unique features" of properties. Enhancement - Added property Merge Fields to templates Apr 24, 2015 Enhancement: Added 'Edit' button to the Create Activity Popover on Calendar. This allows the user to edit or add details to the activity before it is created to speed up entry. Fixed: Security related issues dealing with uploading attachments. Apr 23, 2015 Enhancement: Added Property Subdivision field and Filtering options. Enhancement: Added 'Backfill' of specific date fields in Property and Transaction when associated with appointment times. If a user changes the date/time of activities the field in the database will be updated as well. Enhancement: Added more 'Assign To' place holders in workflow activities. Enhancement: Added time-stamps to security permissions. Enhancement: Added Filter to Contact Records for 'Date Created'. Fix: Property Acreage now allows decimals. Fix: Corrected Week and Day View Activity issue that was preventing few users access by some users. Fix: Corrected Google Sync Duplicate Activity issue. Fix: Corrected email attachment issue involving multiple recipents. Fix: Corrected issue which prevented special characters in notes from being sync'd with Evernote. Apr 16, 2015 Enhancement: Improved Pre-rendering engine to increase display speed. Fix: Corrected space issue on new user invitation and resend invitation emails. Apr 15, 2015 Fix: Corrected Contact Merge issue when contact record contains no last name. Fix: Corrected time zone issue when staring workflows late at night. Apr 07, 2015 Enhancement: Added the relationship Anniversary date for couples to the list of dates in Workflow dates. Enhancement: The Drop down list of people and dates are now listed alphabetically. Enhancement: In the Import section, the drop down list of pre-assigned mapping formats are now in alphabetical order. Enhancement: Added the Ability to show/hide the list of Tasks in the "All Day" section of the Calendar. Daily tasks that do not have times assigned but ARE NOT true "All Day" Day Activities can take up too much space in "All Day" area of Calendar, this feature allows you to save space by hiding the tasks. Fix: The Primary MLS number now gets getting transfered from a property to a transation when the property status gets changed to "pending". Fix: Corrected the issue that caused HTML sytle settings on Tables from getting placed in the message template. This was causing borders to show on tables that were designed with no borders and detracted from the design. Enhancement: Added the (Key Date) Time option when setting up "Schedule" field of a workflow Activity. Some (Key Dates) like "Photography Date", allow for a time to be assigned. In those cases, an option like "Photography Time" will be available in the drop down to select. This tells the system to assign the time of the activity to the (Key Date) time so that When the photography time field in the database is changed then the activity will be CHANGED as well. Security Fix: Corrected issue which prevents "Export Contacts" to be available as a choice when user does not have rights to export. Enhancement: Added table header sorting options for Property and Transaction View All windows. Each column of the table can be sorted both Ascending and Descending. Fix: Corrected minor issue with Commission calculations in Transactions. Fix: Corrected display issue in seller report list - the list was not in reverse date order. Enhancement: Added a "Save" button in the People tab on property and transaction when manually changing contact information to help usability. Enhancement: Additional Property Party Members - 'Sign Installer', 'Pre-Listing Home Inspector' and 'Asset Manager'. Enhancement: Additional Property Dates - 'Pre-Listing Home Inspection Date / Time'. Enhancement: Added lots of additional Transaction Dates. Enhancement: Transaction Sorting in the list view has been added. Users can now view the list of Transactions in the following order: [Street Name, Street Number], [Street Number, Street Name], [List Date], [Expiration Date], [Status], [Seller Name, Street Number, Street Name], [List Price], [MLS #] Enhancement: Added the Showing Info to Seller Report Area. When the Seller Report type is set to Open House, Showing, Showing By Agent, Preview By Agent or Agent Tour then the Additional fields to pick a Contact, Rating (0-10), Feedback and Agent Note will be available. When picking a contact the Showing information will be shown in the Showings tab of the Contact. Enhancement: Feedback and Rating fields of Showings are now included in the "Seller Report" merge fields. Fix: Corrected a Date/Time issue when creating workflows late in the evening which caused activities to be assigned the next day instead of the current date. (Time Zone Issue). Enhancement: Settings > Set Default Fields - Order Dates and Parties Alphabetically. Mar 25, 2015 Enhancement: Added following merge fields from the Contact screen to Templates and Checklists. Contact#AnniversaryDate, Contact#BirthDate, Contact#LastCallDate, Contact#LastPersonalNoteDate, Contact#LastPersonalVisitDate, Contact#ReferredDate. Enhancement: When exporting contacts to Google Drive or CSV, the option to export all contacts individually or to Combine Primary and Secondary contacts into one record allows duplicate Addresses from being exported. Enhancement: Added a search field for Tag Filters. Enhancement: Added the ability to Filter Contacts that don't contain selected tags using the "No" option. Fixed Google sync issue for multiple owners, one contact can have same google_id as some other contact in some other account. Fixed indexing issue when bulk deleting extremely large numbers of contacts. Mar 20, 2015 Enhancement: Added the ability for the record owner of a property and transaction to assign ownership to another user. Enhancement: Added the [[Header]] and [[Footer]] merge fields to templates. Enhancement: When starting a workflow from an activity the "Choose a Contact" now defaults to the contact in the "WITH" field of the current activity. Enhancement: Added tool tips to the Delete icon of "Delete Contact" or "Delete Property" or "Delete Transaction". Enhancement: Added the ability to modify tags in an action when the 'use with' was setup for (Transaction/Property). This means that you can now add/remove tags to the party members of a transaction or property now. Enhancement: The "Start a Workflow" action now allows the user to pick the current workflow to allow a continuous loop. Enhancement: Added the "Today" button below the date selection popups on date fields. Enhancement: Added the automatic loading of activities as you scroll down the list. Enhancement: Added the ability to "Select All Activities" in the view all screen to allow more than just the viewable records to be selected. Fixed an issue with Workflows starting on the wrong date on some activities. Fixed Duplicate Notes: When running an email action on an activity, the system was creating duplicate notes of the email notification sent (only 1 email was sent but 2 notes were created). Mar 18, 2015 Fixed bug related to notes disappearing for one of the user. Fixed "duplicate" note issue on Radar. Added cancel button to close action wizard in Workflows thereby preventing it to close by document click. Mar 12, 2015 Party member saving for the first time was unsuccessful when filled with all details especially newly added fields. Fixed a bug - Notes added from "view all" screen was not appearing on dashboard. Fixed a Zapier issue - "Contact Workflow" selection in Zapier was not showing the workflow name but it was only showing the ID. Fixed a bug related to Template scrolling issue. Mar 11, 2015 Feature to copy a Template. Auto-Sender feature. Additional filters for contacts. Fixed issue related to repeated emails being sent when tokens expire for LinkedIn, Facebook, Twitter and Google. Use Correct Address on Party members of Properties and Transactions. Relationship Feature - Auto-Update Primary/Secondary Contact details. Fixed bug with commission calculations. Mar 05, 2015 Remember default tab i.e. 'Radar' or last opened tab by User in work pane. Workflows in sorted orders after search. Mar 03, 2015 Feature to copy a Workflow. Enhancement: Add "Record Owner" as a workflow activity "Asssign To" place holder. Enhancement: When Adding an Activity to the Activity TAB - need to show the "Assign To" field for selection. Feb 27, 2015 Fixed Address import issue. Added more transaction date fields to import. Fixed preventing saving or updating of shared mappings. Feb 25, 2015 Enhancement: Added contact fields to workflow calculations (Birthday, Anniversary, Referral Date, Last Call Date, Last Personal Note, Last Personal Visit). Added feature to fill individual address fields from full address field. Fixed issue with editing a template when running an action. Enhancement: Prevent future notes from showing on radar until today. Added 'Year' to Workflow Calculations. Enhancement: Moved all dates on property to the "Important Dates" section. Enhancement: Default "Set as primary" to TRUE when entering the 1st MLS#. ZAPIER Enhancement: Add the ability to assign the Record Owner. Enhancement: On demand Pre-rendering for Activities section. Feb 19, 2015 Fixed mark completion issues for activities. Enhancement: Added Tags filters for Zapier. Fixed Google Sync birthdate related issue. Added Facebook Import Tag. Fixed User security related issue on Properties and Transactions. Feb 16, 2015 Performance improvement in UI for filters. Fixed issue refreshing trash count after deletion. Fixed the screen width in list view as delete action button drops to next line. Feb 13, 2015 Corrected ordering of tags by not being case specific. Fixes for Google Sync - contact deletion issue reported by user. Corrected mailing name format on couples. Feb 12, 2015 Added "My Contacts" to the list of choices for Google sync. Facebook: fixed the code in facebook feeds, to check if fb_uid exists or else generate it. Removed validation for "Last Name". Fixed Activity Dates that do not seem to be getting updated when the associated date field is changed. Added Login validation for cancelled accounts. Fixed critical sentry issues for Date Fields. Feb 07, 2015 Added new Property Date fields and Transactions Party members fields. Feb 03, 2015 Improved message for contact bulk delete from "view all" screen and other related messages for Tags and Notes. Enhancement: Allow upto 20 groups (workflow functions) in workflow screen. Jan 30, 2015 Fixed commission calculation. Performance improvements for Dashboard notes and activities. Performance improvements for recently viewed items on Dashboard. Jan 23, 2015 Property Status change actions for creating Transactions. Default Start Time 7AM for date-time fields. Enhanced Transaction screen.

Jul 31, 2016 Fix: Corrected issue preventing SMS Numbers from loading into the Compose SMS Screen. Fix: Only show SMS Numbers (not other numbers) in the Compose SMS Screen. Jul 28, 2016 Enhancement: Added a NOTIFICATION bell in the top navigation bar of Realvolve which shows "behind the scenes" > Contacts imported from Zapier > Incoming Emails > Incoming SMS's > (more will be coming soon) Jul 27, 2016 Fix: Corrected issue causing "all-day" and "due-date" showing RED (past due) until the next day. If the activity does not have a TIME then the activity is not PAST DUE until the next day. Jul 25, 2016 Enhancement: Save the last search type selection and retain for future searches by default. Added: Added Escrow City Inspection Time field to the existing date field. Fix: Correct issue causing some trashed items to not show for sub-users which were co-record owners. Jul 21, 2016 Fix: Corrected issue preventing some email notifications from showing that were sent. Fix: Corrected issue causing data in Contact, Property and Transaction tabs from showing - was due to a TAG named "content" which was a HTML keyword. Jul 19, 2016 Enhancement: Added a FLIP SIDE to the Predicted Revenue to show how it is calculated. Enhancement: Added a FLIP SIDE to the Predicted Transactions to show how close you are to your goal Enhancement: Added a Goal section to SETTINGS to allow you to setup annual goals. Jul 19, 2016 Fix: When only a single contact is in the "With" section and the workflow is setup for Prompt/Specific/Tagged then the email will go to the Workflow Contact - previously it would be skipped. Jul 18, 2016 Fix: Corrected email notification status for emails which had similar email addresses in CC/BCC section Fix: Corrected issue on deleted attachments being allowed to send anyway. Jul 15, 2016 Enhancement: Trash page performance to make it quicker to display Jul 14, 2016 Fix: Corrected Address import issue for Advantage Xi users on Transactions. Jul 12, 2016 Fix: Email attachment issues. Jul 11, 2016 Enhancement: Security enhancements to prevent cross site scripting issues Enhancement: Anniversary Date calculations based on actual anniversary date, not the most recent date available. Fix: Corrected issue of sticky dashboard tooltip Fix: Delete icon not showing correctly Jul 06, 2016 Fix: Corrected SMS error causing message to be displayed on Party Member screen when sending SMS Jul 05, 2016 Enhancement: Show TO/FROM indicator on SMS numbers in the Radar and always reply to the contact's SMS number. Jul 04, 2016 Enhancement: Added mini-icon on Address field to allow you to copy the full address Fix; Corrected issue with loading notes using "more..." feature. Jul 01, 2016 Fix: Copy/Paste changes to templates was not being saved if no other changes were made.

Jun 30, 2016 Optimized: Corrected CSV and Google Export Fix: Corrected Google Sync issue for selected contacts Fix: Corrected sendgrid notification on some contacts after recent update. Jun 29, 2016 Enhancement: Added the ability for the user to see the progress of the of an email that is sent from Realvolve. Processed : Email has been submitted to our SMTP Server and is being processed to be sent to its destination Email Server. Dropped : This indicator shows when an email has been dropped. This could happen if we’ve found spam content (if spam checker app is enabled) or we see the recipient has unsubscribed previously. There are a number of reasons why your email will not even be sent to a recipient for delivery. Bounced : This will be shown if the receiving server cannot or will not deliver a message. Bounces often are caused by outdated or incorrectly entered email addresses. Many times you won’t know a bounced email address until it bounces. This indicator help you ensure it doesn’t bounce again by removing it from your contact. You should remove bounced and unsubscribed email addresses to keep your sender reputation high. Deferred : When an email cannot immediately be delivered, but it hasn’t been completely rejected, the deferred event fires. Sometimes called a soft bounce, We will continue to try for 72 hours to deliver a deferred message. Delivered : Shows when an email has been accepted at the receiving server. This DOES NOT guarantee that the email was placed in the recipient’s inbox. Unsubscribe : One of the most important statuses is when a recipient unsubscribes from your mailings. Reacting immediately to an unsubscribe by removing the email from your lists can pay long term dividends in fewer spam reports and a higher engagement rate. Remove bounced and unsubscribed email addresses to keep your sender reputation high. Spam Report : This indicator shows when we receive a spam notification so that you can react appropriately–or at the very least, never send another email to that address. Opened : An opened email is the first step toward the action you want your recipient to take. This indicator shows every time the email is viewed with images turned on. Like all email service providers, Realvolve uses a transparent image beacon to track opened messages. This beacon is currently the only way a sender can tell if an email has been opened. Clicked : The pinnacle of an email engagement is the 'click'. This indicator will show if the recipient of the email clicks on your 'call to action' link. Fix: Corrected issue causing emails in Email tab showing incorrectly due to an email with a missing email address. Fix: Corrected issue causing changed data to not be copied correctly from the spouse record. Change: Google Sync process only happens when specific fields which google has available to help speed up the sync. Previously we would initiate a google sync anytime a record is changed. Jun 28, 2016 Two Great improvements were pushed to production today: Ability to "Skip Questions" when using Alternate Workflows. When you have an "Alternate Workflow" selected in a realvolve workflow, the system will allow you to start a different workflow. We've added the "Skip Questions" option which will AUTO-START the workflow and skip all questions from the workflow wizard. This is useful for those workflows which need no adjusting to dates or information when starting the workflow. An example use case would be to have an Alternate Workflow of "New Buyer" on the "New Buyer Lead" workflow. When a new buyer lead is entered into your database and the "New Buyer Lead" is started, at some point they may decide to become a client instead of a lead. This means you should "STOP" the "New Buyer Lead" workflow before it is complete and start the "New Buyer" workflow automatically. The 'Skip Questions' option will start the "New Buyer" workflow without any questions asked. Added "Workflow Contact" features and merge fields to help solve a typical problem. When starting a workflow on a new contact, there are times when you want to have one or more activities that use a "With" selection of someone other than the contact you are starting the workflow on. An example would be to introduce your contact to your Lender so you select the "WITH" option of the activity to "A Specific Contact" and select your Lender's Contact Record. Previously an email or text being sent from the activity would go to BOTH the Contact and the Lender which was selected in the "With"... We have changed this so that if anyone besides the "Workflow Contact" is selected, it only goes to the selected contact(s) and NOT the "Workflow Contact". In addition, we've added merge fields like [[WorkflowContact#Greeting]] which references the contact which the workflow was started and the [[Contact#Greeting]] references the contact(s) from the "With" selection. This allows you to send an email to the Lender "John" which references the new contact "Sam".... "Dear [[Contact#FirstName]], Just wanted to introduce you to [[WorkflowContact#Greeting]]" would be merged as "Dear John, Just wanted to introduce you to Sam" Jun 23, 2016 Enhancement: Added the "flip side" to the rFactor widget to display the rFactor description and average chart. Fix: Corrected issue which caused spinning timer to display for an extended time while creating an activity from the Dashboard. Fix: Corrected issue caused when user tries to replace a relationship of a contact with a new contact. Jun 22, 2016 Enhancement: Improved performance for Notes on Dashboard Enhancement: Improved performance of TRASH section for Deleted Data. Enhancement: Added TRASH option to restore deleted activities Enhancement: Old Activities get removed from the trash automatically after 3 months Enhancement: Google Deleted activities are now sent to trash instead of hard deleted. Fix: Corrected issue for recurring tasks that caused activities to be created which were previously complete. Jun 21, 2016 Fix: Corrected issue on repeating Activities created in google with an END ON or AFTER # of occurrences option set which prevented the activity from being searchable in Realvolve calendar. Fix: Corrected Email attachment issue when sending which prevented the attachment from being seen in editor screen. Jun 20, 2016 Fix: Email Attachment Issue - Prevent Removed attachments from being sent. Fix: Search issue for never ending calendar occurrences. Fix: UI correction on Calendar which was defaulting to Year 0000. Jun 18, 2016 Enhancement: SOLR disk upgrade for expanded usage. Jun 17, 2016 Enhancement: Commission Graph. Fix: UI Issue for All Day Section of Calendar. Jun 16, 2016 Change: Zapier Contact Merge Feature (lookup by email/phone) Fix: Fixed failure on an SMS send Action. Jun 15, 2016 Fix: Corrected scroll issue for checklist view on activities list pane. Jun 14, 2016 Enhancement: Contact Heap Map - Better features for drill down data and information display - added option to email/text and change dates - description of action needed. Change: Skip special tags of 'Imported from Google', 'Deleted from Google', 'Imported from Facebook' when changing a spouse record. Fix: Corrected missing occurrence on first date of recurring task. Fix: Restoration of blank groups in google contacts due to soft deleted tags. Fix: Corrected Time Stamp issue on notes of dependent activities - this will prevent newly created workflow activity notes from showing on a contact/property if they are dependent on another activity being completed. Jun 09, 2016 Enhancement: Added double chevrons to email view of Dashboard to hide the email body until the chevrons are pressed. Enhancement: Additional Solr optimisations to increase performance. Fix: Daylight Savings Time issues fixed to properly show time of activities before/after DST Jun 06, 2016 Fix: Corrected heat map to refresh on-demand Fix: Corrected duplicate activity display issue on calendar when activity deleted from calendar Jun 03, 2016 Fix: Corrected issue causing duplicated activities when syncing with Google on Repeating appointments that were changed using "All / Following" options. Fix: Corrected issue for google tasks which were not syncing for dates dates. Fix: Corrected issue for google all day which were not syncing for (Central time zone) Fix: Corrected issue causing previously completed activities to come back as incomplete - there are known issues which can be caused on repeating activities where exceptions created causing dates to be changed. Fix: Corrected issue where Activity name was showing outside the activity popup in calendar. Fix: Corrected "never ending" flag in RV when google flag is set. Fix: Corrected display of linked contact when using very long names. Jun 01, 2016 Fix: Corrected Daylight Savings Time issues Fix: Corrected new attachment issue on custom emails - attachments are now retained.

May 31, 2016 Fix: Small UI fix for incorrect notification message. May 30, 2016 Fix: Corrected Event exception issue on activities created by another user. May 27, 2016 Enhancement: Contact Address Entry - removed popup and used embedded entry. May 26, 2016 Enhancement: Additional Solr improvements to increase speed and reliability. Fix: Corrected Calendar Day of Week header issue. May 24, 2016 Change: Corrected email issue so mass email for valid emails do not break due to invalid email or other SMTP errors in Sendgrid. This will ensure valid emails go through and invalid ones are isolated. May 19, 2016 Enhancement: Additional fields added to Property - APN, Property Tax, Average Monthly Utility Cost, Last Sold Price, Source Enhancement: Additional fields added to Transactions - Option Fee, Loan Number, Appraisal Number, Escrow Number, Access Information, Occupancy Information, List-Side / Buy-Side Sources Fix: Corrected workflow scrollbar issue. May 18, 2016 Fix: Corrected email not previewed/sent when currency field values are empty. Fix: Corrected tag deletion on workflow actions. May 17, 2016 Enhancement: Dashboard Graphs: Contacts Flip Side - Summary of contacts in ABCD, Contact Status and YTD Referrals. Enhancement: Added Drag/Drop of items in Most Recently Viewed List. Fix: Corrected issue with wrong signature used when a user is deleted and transferred. Fix: Corrected TAG search issue in calendar items from workflows. May 15, 2016 Enhancement: Performance increase for "Delete All" and "Restore All" Change: Google Sync flag defaulted to True on Manually Entered Activities and False for Workflow Activities - user can still change on demand. May 12, 2016 Fix: Under Activities tab of Contact Activities , the color of Activities which are already marked complete are being incorrectly changed from Black to Red. This happens when user clicks on the Activities link in List View Pane or does a search for activities or creates a new activity on the Activity tab for the contact. May 10, 2016 Fix: Corrected Currency field formatting for emails to include $ and commas. Fix: Sort order correction on Activities list view. May 08, 2016 Enhancement: Added "Sort By Address, Due Date" to the list of dropdown options in the Activities List View. This allows all activities with the same property address to be sorted together so users can process activities together easily when dealing with properties and transactions. May 04, 2016 Enhancement: Added 'None' option to Contact Status and Stage drop downs menus. Enhancement: Added party members for Properties: Graphic Designer, Seller Attorney 2,3,4, Bankruptcy Attorney, Gas Company, Water Company, Electric Company, Trash Company, Measurement Services Enhancement: Added party members for Transactions: Seller Attorney 2,3,4, Bankruptcy Attorney, Loan Officer Lender 2, Mortgage Broker 2, Trash Company, Measurement Service, Closing Agent, Settlement Company. Fix: Zapier integration to prevent duplicate workflows Change: Solr changes for better stability. May 01, 2016 Added '14 Day Trial' option to system

Apr 29, 2016 Enhancement: Added logging changes to system for tracking. Fix: Corrected Note Time Stamp Issues. Apr 27, 2016 Fix: Corrected Zapier integration to prevent existing tag deletion when existing contact is merged. Apr 25, 2016 Fix: Corrected app freezing issue on Repeat option in workflow activities. Apr 22, 2016 Fix: Additional changes to prevent activities coming back after completed. Apr 21, 2016 Enhancement: Added 'Next Appointment' Date/Time for Contacts. Change: Moved Address Format Setting to Account level to prevent format conflicts. Fix: Corrected issue causing Activities coming back after marked completed. Apr 20, 2016 Enhancement: Asynchronous Typekit Font to reduce page load time and increase performance. Apr 19, 2016 Enhancement: Added 'Postpone Contact Date' to contact tab - allows you to indicate a date to hold off from any contact until. Enhancement: Solr improvements for increased performance. Fix: Allowed upper case letters in user provide for website. Apr 18, 2016 Added: Additional Date fields - Lease End Date, Lease Sold Date, Print Advertising Date, TV Advertising Date, Brochure Deliver Date, Price Reduction Date. Fix: Corrected issue causing Tag count to be off in Tag View. Apr 15, 2016 Enhancements: Solr improvements to increase performance. Fix: Corrected issue which prevented additional actions from being displayed on an activity which had already been completed. Apr 07, 2016 Enhancement: Added CC / BCC options to the Compose Email screen so copies of the email can be sent to other contacts. Enhancement: Added a icon in the upper right corner of the Compose Email screen to open in a new larger window that resizes. Fix: Corrected ENTER key on Search field when used on an iPad with hardware keyboard. Apr 04, 2016 Fix: Corrected user name issue on notes which were added from a checklist note merge field. Apr 01, 2016 Fix: Correct issue causing the "Incomplete Checklist" option to not be available when first adding an activity - users had to first save and re-edit the activity to make it show correctly.

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. 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. 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. 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. Aug 31, 2016 Enhancement: Added new Transaction Dates Enhancement: Improved features for Zapier integration Fix: Prevent loss of message body when changing between Email-Marketing and Email-Transactional Aug 30, 2016 Enhancement: API Security Fix: Corrected sort order for property and transaction street numbers Aug 29, 2016 Enhancement: Added unsubscribe feature Enhancement: Added Email-Marketing and Email-Transactional options in VIA of Templates to handle unsubscribe based on type of template sent Enhancement: Added Property and Transactional Party Member types Enhancement: Added icons to contact phone numbers in top section of contact to show type of number. Aug 25, 2016 Fix: Corrected "Time" issue on repeating tasks when syncing with Google. Fix: Corrected Transaction Type, Buy Side Referral Source and List Side Referral Source to be shown as dropdown selections and not free-form entry. Aug 24, 2016 Enhancement: Email Notification to show highest priority status on all outgoing emails Aug 23, 2016 Enhancement: Added more Date/Time fields to Properties: Measurement Date/Time House Cleaning Date/Time Staging Preview Date/Time Builder Approval Date Sign Ordered Acquisition Close Date Ground Rent Due Date Listing Agreement Signed Date Offer Submitted Date Relisted Date Order Intake Date Order Photos Date Photos Received Date Photos Rescheduled Date Listing Agreement To Seller Date Listing Agreement Signed Received Date Order Coming Soon Rider Date Coming Soon Rider Installed Date Enhancement: BombBomb refinements Aug 22, 2016 Fix: Corrected issue for users having older versions of BombBomb videos which do not contain Animated GIF Fix: Allow user to reauthorize email connections for IMAP server Aug 19, 2016 Enhancement: Integration with BombBomb to quickly add Video Messaging to Emails and Templates (Phase 1) http://blog.realvolve.com/realvolve-integrates-with-bombbomb Fix: Corrected Signature issue when pasted in from a Microsoft Outlook copy. Embedded code was causing the system to lockup when the signature was being pasted into a template. Aug 17, 2016 Enhancement: Contact Source Widget now allows you to select a Filter icon in the upper right corner to select a time frame. Aug 16, 2016 Enhancement: Added merge fields [[Last Year]], [[This Year]], [[Next Year]] - not tied to any merge field but displays the correct year so generic activities can be announced each year without having to change the Year. Change: Change the display order of Completed Activities in the Activities TAB of Contact, Properties and Transactions so the newest dates are at the top and oldest are at the bottom. This prevents the need to scroll to the bottom each time you want to check on what was completed recently. Fix: Evernote Memory Leak preventing some Evernote notes from coming into Realvolve. Aug 11, 2016 Fix: Corrected issue causing activities assigned to 'Specific Date' which was NOT YET past due going to next year. With this correction if an activity assigned to a specific date is not past it will use the current year. Aug 10, 2016 Enhancement: Added 'Google Sync' to settings dropdown menu to quickly perform a Google Sync on demand. This will save several clicks of the mouse when you need to force a sync of changes made on Google to sync with Realvolve. Syncing from Realvolve to Google is Immediate but when changes are made on Google first are completed through a timer. This option bypasses the timer and forces a sync Immediately. Aug 08, 2016 Enhancement: Added the ability to Hide/Show Property and Transaction fields. This allows users to remove any unwanted fields from the screen which do not get used. You have the option to add the fields back to the screen on-the-fly. Enhancement: When dealing with merge fields or exports we have the following fields for Home, Work or Main... Main will be the same as Home or Work depending on the Record Type of "Person" or "Company". Home Street Number = 123 Home Street Direction = S Home Street Name = Main Street Home Street Address = 123 S Main Street Home City = Bolivar Home State = MO Home Zipcode = 65613 Home Address = 123 S Main Street, Bolivar, MO 65613 Fix: Corrected issue which when using the "Specific Date" on a workflow activity in the SCHEDULE field wasn't advancing to the next available date which was not past due. If the current date is Feb 25th 2016 and an activity of a workflow had a specific date scheduled for Jan 1st, 2016 - the system should now assign the date of the activity to the next available date which is not past due so Jan 1st 2017. This allows you to setup workflows for Holidays and the system basically ignores the YEAR and makes sure that the activity uses a valid "up-coming" date. Aug 02, 2016 Enhancement: This one is going to blow your mind at first but should be very helpful when needed. Many times we setup templates which need to be personalized with the contact name but also use "Pronouns" to describe the person like "he" / "she" / "they" etc... We have setup 4 different Pronoun merge fields (Personal Pronoun, Possessive Pronoun, Absolute Possessive Pronouns and Object Pronouns) for "Contact" and "WorkflowContact" WHY would we do this you ask? Let me show you... the words in brackets are merge fields. - Letter to a lender named john: Dear [[John]], We had an open house this week and [[Joe and Mary Smith]] came and were very interested. If you don't mind please get in contact with [[them]] at your earliest convenience. - Now try that same thing with a single guy or a single gal ... if you don't have the pronoun merge field then it would sound odd using [[them]] all the time instead of [[him]] or [[her]]. When the field is filled in it looks at the SEX field of contacts without a linked relationship contact to determine if the contact record is a "Male" or "Female" and then changes the pronoun as needed. The merge field has the pronoun options in the name so you know which one you should choose. [[Contact#Pronoun-Personal(he, she,they)]] [[Contact#Pronoun-Possessive(his,her,their)]] [[Contact#Pronoun-AbsPos(his,hers,theirs)]] [[Contact#Pronoun-Object(him,her,them)]] [[WorkflowContact#Pronoun-Personal(he, she,they)]] [[WorkflowContact#Pronoun-Possessive(his,her,their)]] [[WorkflowContact#Pronoun-AbsPos(his,hers,theirs)]] [[WorkflowContact#Pronoun-Object(him,her,them)]] Jul 31, 2016 Fix: Corrected issue preventing SMS Numbers from loading into the Compose SMS Screen. Fix: Only show SMS Numbers (not other numbers) in the Compose SMS Screen. Jul 28, 2016 Enhancement: Added a NOTIFICATION bell in the top navigation bar of Realvolve which shows "behind the scenes" > Contacts imported from Zapier > Incoming Emails > Incoming SMS's > (more will be coming soon) Jul 27, 2016 Fix: Corrected issue causing "all-day" and "due-date" showing RED (past due) until the next day. If the activity does not have a TIME then the activity is not PAST DUE until the next day. Jul 25, 2016 Enhancement: Save the last search type selection and retain for future searches by default. Added: Added Escrow City Inspection Time field to the existing date field. Fix: Correct issue causing some trashed items to not show for sub-users which were co-record owners. Jul 21, 2016 Fix: Corrected issue preventing some email notifications from showing that were sent. Fix: Corrected issue causing data in Contact, Property and Transaction tabs from showing - was due to a TAG named "content" which was a HTML keyword. Jul 19, 2016 Fix: When only a single contact is in the "With" section and the workflow is setup for Prompt/Specific/Tagged then the email will go to the Workflow Contact - previously it would be skipped. Jul 19, 2016 Enhancement: Added a FLIP SIDE to the Predicted Revenue to show how it is calculated. Enhancement: Added a FLIP SIDE to the Predicted Transactions to show how close you are to your goal Enhancement: Added a Goal section to SETTINGS to allow you to setup annual goals. Jul 18, 2016 Fix: Corrected email notification status for emails which had similar email addresses in CC/BCC section Fix: Corrected issue on deleted attachments being allowed to send anyway. Jul 15, 2016 Enhancement: Trash page performance to make it quicker to display Jul 14, 2016 Fix: Corrected Address import issue for Advantage Xi users on Transactions. Jul 12, 2016 Fix: Email attachment issues. Jul 11, 2016 Enhancement: Security enhancements to prevent cross site scripting issues Enhancement: Anniversary Date calculations based on actual anniversary date, not the most recent date available. Fix: Corrected issue of sticky dashboard tooltip Fix: Delete icon not showing correctly Jul 06, 2016 Fix: Corrected SMS error causing message to be displayed on Party Member screen when sending SMS Jul 05, 2016 Enhancement: Show TO/FROM indicator on SMS numbers in the Radar and always reply to the contact's SMS number. Jul 04, 2016 Enhancement: Added mini-icon on Address field to allow you to copy the full address Fix; Corrected issue with loading notes using "more..." feature. Jul 01, 2016 Fix: Copy/Paste changes to templates was not being saved if no other changes were made. Jun 30, 2016 Optimized: Corrected CSV and Google Export Fix: Corrected Google Sync issue for selected contacts Fix: Corrected sendgrid notification on some contacts after recent update. Jun 29, 2016 Enhancement: Added the ability for the user to see the progress of the of an email that is sent from Realvolve. Processed : Email has been submitted to our SMTP Server and is being processed to be sent to its destination Email Server. Dropped : This indicator shows when an email has been dropped. This could happen if we’ve found spam content (if spam checker app is enabled) or we see the recipient has unsubscribed previously. There are a number of reasons why your email will not even be sent to a recipient for delivery. Bounced : This will be shown if the receiving server cannot or will not deliver a message. Bounces often are caused by outdated or incorrectly entered email addresses. Many times you won’t know a bounced email address until it bounces. This indicator help you ensure it doesn’t bounce again by removing it from your contact. You should remove bounced and unsubscribed email addresses to keep your sender reputation high. Deferred : When an email cannot immediately be delivered, but it hasn’t been completely rejected, the deferred event fires. Sometimes called a soft bounce, We will continue to try for 72 hours to deliver a deferred message. Delivered : Shows when an email has been accepted at the receiving server. This DOES NOT guarantee that the email was placed in the recipient’s inbox. Unsubscribe : One of the most important statuses is when a recipient unsubscribes from your mailings. Reacting immediately to an unsubscribe by removing the email from your lists can pay long term dividends in fewer spam reports and a higher engagement rate. Remove bounced and unsubscribed email addresses to keep your sender reputation high. Spam Report : This indicator shows when we receive a spam notification so that you can react appropriately–or at the very least, never send another email to that address. Opened : An opened email is the first step toward the action you want your recipient to take. This indicator shows every time the email is viewed with images turned on. Like all email service providers, Realvolve uses a transparent image beacon to track opened messages. This beacon is currently the only way a sender can tell if an email has been opened. Clicked : The pinnacle of an email engagement is the 'click'. This indicator will show if the recipient of the email clicks on your 'call to action' link. Fix: Corrected issue causing emails in Email tab showing incorrectly due to an email with a missing email address. Fix: Corrected issue causing changed data to not be copied correctly from the spouse record. Change: Google Sync process only happens when specific fields which google has available to help speed up the sync. Previously we would initiate a google sync anytime a record is changed. Jun 28, 2016 Two Great improvements were pushed to production today: Ability to "Skip Questions" when using Alternate Workflows. When you have an "Alternate Workflow" selected in a realvolve workflow, the system will allow you to start a different workflow. We've added the "Skip Questions" option which will AUTO-START the workflow and skip all questions from the workflow wizard. This is useful for those workflows which need no adjusting to dates or information when starting the workflow. An example use case would be to have an Alternate Workflow of "New Buyer" on the "New Buyer Lead" workflow. When a new buyer lead is entered into your database and the "New Buyer Lead" is started, at some point they may decide to become a client instead of a lead. This means you should "STOP" the "New Buyer Lead" workflow before it is complete and start the "New Buyer" workflow automatically. The 'Skip Questions' option will start the "New Buyer" workflow without any questions asked. Added "Workflow Contact" features and merge fields to help solve a typical problem. When starting a workflow on a new contact, there are times when you want to have one or more activities that use a "With" selection of someone other than the contact you are starting the workflow on. An example would be to introduce your contact to your Lender so you select the "WITH" option of the activity to "A Specific Contact" and select your Lender's Contact Record. Previously an email or text being sent from the activity would go to BOTH the Contact and the Lender which was selected in the "With"... We have changed this so that if anyone besides the "Workflow Contact" is selected, it only goes to the selected contact(s) and NOT the "Workflow Contact". In addition, we've added merge fields like [[WorkflowContact#Greeting]] which references the contact which the workflow was started and the [[Contact#Greeting]] references the contact(s) from the "With" selection. This allows you to send an email to the Lender "John" which references the new contact "Sam".... "Dear [[Contact#FirstName]], Just wanted to introduce you to [[WorkflowContact#Greeting]]" would be merged as "Dear John, Just wanted to introduce you to Sam" Jun 23, 2016 Enhancement: Added the "flip side" to the rFactor widget to display the rFactor description and average chart. Fix: Corrected issue which caused spinning timer to display for an extended time while creating an activity from the Dashboard. Fix: Corrected issue caused when user tries to replace a relationship of a contact with a new contact. Jun 22, 2016 Enhancement: Improved performance for Notes on Dashboard Enhancement: Improved performance of TRASH section for Deleted Data. Enhancement: Added TRASH option to restore deleted activities Enhancement: Old Activities get removed from the trash automatically after 3 months Enhancement: Google Deleted activities are now sent to trash instead of hard deleted. Fix: Corrected issue for recurring tasks that caused activities to be created which were previously complete. Jun 21, 2016 Fix: Corrected issue on repeating Activities created in google with an END ON or AFTER # of occurrences option set which prevented the activity from being searchable in Realvolve calendar. Fix: Corrected Email attachment issue when sending which prevented the attachment from being seen in editor screen. Jun 20, 2016 Fix: Email Attachment Issue - Prevent Removed attachments from being sent. Fix: Search issue for never ending calendar occurrences. Fix: UI correction on Calendar which was defaulting to Year 0000. Jun 18, 2016 Enhancement: SOLR disk upgrade for expanded usage. Jun 17, 2016 Enhancement: Commission Graph. Fix: UI Issue for All Day Section of Calendar. Jun 16, 2016 Change: Zapier Contact Merge Feature (lookup by email/phone) Fix: Fixed failure on an SMS send Action. Jun 15, 2016 Fix: Corrected scroll issue for checklist view on activities list pane. Jun 14, 2016 Enhancement: Contact Heap Map - Better features for drill down data and information display - added option to email/text and change dates - description of action needed. Change: Skip special tags of 'Imported from Google', 'Deleted from Google', 'Imported from Facebook' when changing a spouse record. Fix: Corrected missing occurrence on first date of recurring task. Fix: Restoration of blank groups in google contacts due to soft deleted tags. Fix: Corrected Time Stamp issue on notes of dependent activities - this will prevent newly created workflow activity notes from showing on a contact/property if they are dependent on another activity being completed. Jun 09, 2016 Enhancement: Added double chevrons to email view of Dashboard to hide the email body until the chevrons are pressed. Enhancement: Additional SOLR optimizations to increase performance. Fix: Daylight Savings Time issues fixed to properly show time of activities before/after DST Jun 06, 2016 Fix: Corrected heat map to refresh on-demand Fix: Corrected duplicate activity display issue on calendar when activity deleted from calendar Jun 03, 2016 Fix: Corrected issue causing duplicated activities when syncing with Google on Repeating appointments that were changed using "All / Following" options. Fix: Corrected issue for google tasks which were not syncing for dates dates. Fix: Corrected issue for google all day which were not syncing for (Central time zone) Fix: Corrected issue causing previously completed activities to come back as incomplete - there are known issues which can be caused on repeating activities where exceptions created causing dates to be changed. Fix: Corrected issue where Activity name was showing outside the activity popup in calendar. Fix: Corrected "never ending" flag in RV when google flag is set. Fix: Corrected display of linked contact when using very long names. Jun 01, 2016 Fix: Corrected Daylight Savings Time issues Fix: Corrected new attachment issue on custom emails - attachments are now retained. May 31, 2016 Fix: Small UI fix for incorrect notification message. May 30, 2016 Fix: Corrected Event exception issue on activities created by another user. May 27, 2016 Enhancement: Contact Address Entry - removed popup and used embedded entry. May 26, 2016 Enhancement: Additional SOLR improvements to increase speed and reliability. Fix: Corrected Calendar Day of Week header issue. May 24, 2016 Change: Corrected email issue so mass email for valid emails do not break due to invalid email or other SMTP errors in Sendgrid. This will ensure valid emails go through and invalid ones are isolated. May 19, 2016 Enhancement: Additional fields added to Property - APN, Property Tax, Average Monthly Utility Cost, Last Sold Price, Source Enhancement: Additional fields added to Transactions - Option Fee, Loan Number, Appraisal Number, Escrow Number, Access Information, Occupancy Information, List-Side / Buy-Side Sources Fix: Corrected workflow scrollbar issue. May 18, 2016 Fix: Corrected email not previewed/sent when currency field values are empty. Fix: Corrected tag deletion on workflow actions. May 17, 2016 Enhancement: Dashboard Graphs: Contacts Flip Side - Summary of contacts in ABCD, Contact Status and YTD Referrals. Enhancement: Added Drag/Drop of items in Most Recently Viewed List. Fix: Corrected issue with wrong signature used when a user is deleted and transferred. Fix: Corrected TAG search issue in calendar items from workflows. May 15, 2016 Enhancement: Performance increase for "Delete All" and "Restore All" Change: Google Sync flag defaulted to True on Manually Entered Activities and False for Workflow Activities - user can still change on demand. May 12, 2016 Fix: Under Activities tab of Contact Activities , the color of Activities which are already marked complete are being incorrectly changed from Black to Red. This happens when user clicks on the Activities link in List View Pane or does a search for activities or creates a new activity on the Activity tab for the contact. May 10, 2016 Fix: Corrected Currency field formatting for emails to include $ and commas. Fix: Sort order correction on Activities list view. May 08, 2016 Enhancement: Added "Sort By Address, Due Date" to the list of dropdown options in the Activities List View. This allows all activities with the same property address to be sorted together so users can process activities together easily when dealing with properties and transactions. May 04, 2016 Enhancement: Added 'None' option to Contact Status and Stage drop downs menus. Enhancement: Added party members for Properties: Graphic Designer, Seller Attorney 2,3,4, Bankruptcy Attorney, Gas Company, Water Company, Electric Company, Trash Company, Measurement Services Enhancement: Added party members for Transactions: Seller Attorney 2,3,4, Bankruptcy Attorney, Loan Officer Lender 2, Mortgage Broker 2, Trash Company, Measurement Service, Closing Agent, Settlement Company. Fix: Zapier integration to prevent duplicate workflows Change: SOLR changes for better stability. May 01, 2016 Added '14 Day Trial' option to system Apr 29, 2016 Enhancement: Added logging changes to system for tracking. Fix: Corrected Note Time Stamp Issues. Apr 27, 2016 Fix: Corrected Zapier integration to prevent existing tag deletion when existing contact is merged. Apr 25, 2016 Fix: Corrected app freezing issue on Repeat option in workflow activities. Apr 22, 2016 Fix: Additional changes to prevent activities coming back after completed. Apr 21, 2016 Enhancement: Added 'Next Appointment' Date/Time for Contacts. Change: Moved Address Format Setting to Account level to prevent format conflicts. Fix: Corrected issue causing Activities coming back after marked completed. Apr 20, 2016 Enhancement: Asynchronous Typekit Font to reduce page load time and increase performance. Apr 19, 2016 Enhancement: Added 'Postpone Contact Date' to contact tab - allows you to indicate a date to hold off from any contact until. Enhancement: SOLR improvements for increased performance. Fix: Allowed upper case letters in user provide for website. Apr 18, 2016 Added: Additional Date fields - Lease End Date, Lease Sold Date, Print Advertising Date, TV Advertising Date, Brochure Deliver Date, Price Reduction Date. Fix: Corrected issue causing Tag count to be off in Tag View. Apr 15, 2016 Enhancements: SOLR improvements to increase performance. Fix: Corrected issue which prevented additional actions from being displayed on an activity which had already been completed. Apr 07, 2016 Enhancement: Added CC / BCC options to the Compose Email screen so copies of the email can be sent to other contacts. Enhancement: Added a icon in the upper right corner of the Compose Email screen to open in a new larger window that resizes. Fix: Corrected ENTER key on Search field when used on an iPad with hardware keyboard. Apr 04, 2016 Fix: Corrected user name issue on notes which were added from a checklist note merge field. Apr 01, 2016 Fix: Correct issue causing the "Incomplete Checklist" option to not be available when first adding an activity - users had to first save and re-edit the activity to make it show correctly. Mar 31, 2016 Enhancement: Actions on Email/SMS Activities which are set to send "Immediately" are now sent as soon as the Workflow activity is created - The activities are no longer in the automatic queue which were set to go out ever 10 minutes. This means that as soon as the workflow is started, Immediate activities are SENT (No Waiting) Fix: IDX Broker Address import correction which was causing the city / state to be populated incorrectly. Fix: Corrected MAP display for Properties and Transactions when City / State not populated correctly. Mar 30, 2016 Enhancement: Expanded the most recently viewed list to contain 10 items instead of 5 Fix: Corrected Full Street Address which contained extra commas instead of spaces Mar 24, 2016 Fix: Corrected View All Filter issue which allowed non-filtered data to show after refreshing the View All screen by clicking on the double-chevrons ">>" Mar 22, 2016 Fix: Corrected Delete All TRASH issue. Fix: Corrected Signature template issue which caused it to load in the wrong location. Mar 17, 2016 Fix: Corrected Mouse/Touch Pad scroll speeds for both Microsoft Windows (made it faster) and MAC (made it slower) to give better scroll control to users. Fix: Corrected how Fax Numbers are sync'd with Google. Home Fax and Work Fax are now correctly labeled and sync'd. Fix: Added Missing Merge fields for Party Members: seller3, seller4, additional inspector. Change: Added user messaging in Google Sync settings which indicates when Re-authentication needs to be performed. Mar 16, 2016 Fix: Corrected Today's incomplete activity which was not displayed on Dashboard /Radar. Mar 15, 2016 Fix: Action popup not displayed correctly on an Activity. Mar 12, 2016 Fix: Corrected UI issue on the left side of the screen for Internet Explorer / Edge users. Fix: Corrected Tag Search issue. Mar 10, 2016 Enhancement: Improved performance of Bulk Tagging Fix: Formatting issues with price values - allow max price up to 1 Billion for Property and Transaction records. Fix: SMS Count reset monthly Fix: Activity list view was incorrectly showing future dates even when a date range criteria was selected. Fix: Activity Security issue preventing sub users from accessing Properties/Transactions when activities are assigned to them. Mar 09, 2016 Improved Product Update list (This List) to have a new look and allow user to filter by Month / Year Mar 08, 2016 Enhancement: Commission related enhancements for Miscellaneous fields. Enhancement: Improved performance on sending Automatic emails. Fix: Corrected Address build issue when creating a new address from the [...] button. Fix: Dashboard graph fixe on "Potential, Clear to Close and Contingency" transactions on closing date. Mar 05, 2016 Enhancement: Added a dropdown to the search field to search by specific fields (by Name, Company Address, Phone, Email) as well as a global option to continue to search as previously designed on anything. Fix: Corrected an issue which removed spaces between paragraphs of a template when user changes "use with" before saving. Mar 03, 2016 Fix: Corrected issue causing Attachments to not be received by the first contact in the list only when user sends the email to multiple contacts and uploading new attachments prior to sending. Feb 29, 2016 Enhancement: Added new Transaction Dates: Third Party Approval Date, Gas Inspection Date, Gas Inspection Resolution Date, City Inspection Date, Retrofit Inspection Date. Enhancement: Added new Multi-line Transaction Fields: Access Information, Occupancy Information. Enhancement: Added Merge fields to Activity Checklists: Transaction Address and City Enhancement: Export to CSV and Google - Added "Main Address" fields to use instead of Home/Work which is filled based on the Record Type: Person or Company Enhancement: Export to CSV and Google - Added "Full Street Address" to available fields Change: Removed COUNTRY field from Full Address field - users can add the Country Merge field below the full address if desired. Fix: Corrected default assignee when starting a workflow that uses 'Record Owner' as the Assignee Placeholder. Fix: When sending automatic messages - the system now checks the settings of the ASSIGNEE and not the CREATOR of the workflow... this was preventing some users from sending emails automatically. Feb 24, 2016 MAJOR SERVER UPGRADE: We have change away from WebSOLR Services which was causing many issues and switched to our own SOLR indexing server. The result of this is an increase of performance by as much as 4 TIMES at a fraction of the cost. The benefit to the user is quicker search speeds, reduced updating issues and allow further growth with less issues. Feb 23, 2016 Change: Made the order of the relationship dropdown so that standard status items like 'Married' , 'Single' , 'Divorced' were listed first to prevent scrolling. Change: Added 'Other' to the relationship status field. Feb 22, 2016 Fix: Corrected date recalculation issues on 'Acceptance Deadline Date' and 'Acceptance Date' Feb 20, 2016 Fix: Security Issue causing users with limited rights from seeing activities in list view (left side) yet they did show correctly on dashboard. Feb 18, 2016 Fix: Corrected distortion of calendar days of the week and dates when using Zoom settings in browser. Feb 17, 2016 Fix: Corrected template font change issues on merge fields. User must fully select the merge fie for this change to work. Feb 16, 2016 Enhancement: Party member search now displays all contacts which match search instead of just the top 5 results. The list will scroll to see more names in the list. Feb 15, 2016 Change: Open 'mail to' links in new tab Change: Better message and email text on reset password instructions. Fix: Multi-tag feature to skip if tag already exists Feb 12, 2016 Fix: Corrected 'View All' chevron for iPad view. Fix: Corrected security on contact task issues. Fix: Allow email attachments containing '%' sign Feb 11, 2016 Enhancement: Added better validation and user notifications on checklist items for fields requiring specific data. Fix: Corrected spacing issue between words in email templates on Preview and Send. Fix: Corrected YTD Dashboard Graph calculation. Fix: Corrected Copy feature for Spouse Records relating to Street Number and Direction when user wants to keep them in sync. Fix: Corrected decimal values for Commission values. Fix: Corrected file attachment issue where the name contains '&' when sending emails. Feb 10, 2016 Change: Allow [Sales Price] for Properties / Transactions to be up to 1 Billion Change: Allow [Original Price] for Properties to be up to 1 Billion Feb 09, 2016 Change: Only reset the start/end date activity filters on logout so that other filters remain and don't have to be reassigned after user logs back in. Feb 08, 2016 Fix: Corrected Note PIN issue - Pin icon was getting hidden so users could not tell the note was Pinned which caused the list of notes to look as though they were out of date order. Change: Allow users to login to Realvolve without worrying about email address having mix case- UPPER and/or lower Case are ignored allowing smoother login process. Feb 06, 2016 Fix: Corrected export issue for bad address data. Fix: Corrected security issue preventing access to (A/B/C/D) categories for contact from view all > grid view. Fix: Corrected the User & Permission Screen - added scroll-bar on security permission table. Added proper scroll focus after clicking on any button, link, after saving the permissions and after creating new sub-user. Feb 05, 2016 Enhancement: Preview of PDF file in a new tab instead of direct download. Fix: Corrected issue causing transactions from being searchable when Property Marked (Active -> Pending) Fix: Corrected issue for notification emails. Fix: Corrected workflow issue which prevented newly added activities from being included and tags not added. Fix: Corrected calculated date issue on workflows. Feb 03, 2016 Fix: Corrected icon distortion when switching between Dashboard / Workflow / Message Template sections as well as after deleting search content. Fix: Email Preview issues which were showing double spacing on some lines. Change: Adjusted speed setting on scrollbar to help MAC users. Feb 02, 2016 Fix: Corrected tag save to happen automatically when leaving the tag field. No longer need to press [TAB] multiple times. Feb 01, 2016 Enhancement: Search results are now twice as fast. Change: Moved the realvolve dropbox email address from BCC to CC so replies are properly handled. Fix: Corrected email address link on a contact (Upper section of the screen) to send correctly using gmail. Fix: Corrected search bar for Firefox and Internet Explorer. Fix: Corrected dashboard save to prevent multiple messages from flashing when saving. Jan 28, 2016 Change: Calendar validation message for users with Read Only rights. Fix: Prevent multiple contact records from being created when when pressing [TAB] or [ENTER] in the people tab of Property or Transaction. Fix: Corrected minor errors for Google Sync. Jan 27, 2016 Enhancement: Added [Today] button on calendar popup in workflow checklists to make it easier on data entry. Fix: SOLR indexing issues affecting record counts in Property and Transaction modules. Fix: Minor issues generated during Graph processing. Jan 26, 2016 Change: Dashboard graphs now update on-demand. When data is changes that is used in the graphs the system sends a message to the dashboard to update. This process can take up to 3 minutes depending on the update queue but we no longer need to wait 24 hours. Jan 23, 2016 Enhancement: Tag Security - You can now specify who has the right to add tags in the Settings > Users and Permissions Enhancement: Multi-select Tags - when you click into the Tag field it will down show a dropdown list to choose from - you can pick from the list to add the selected tag to the tag field. Press ENTER to accept all tags. Enhancement: If user has the security right to add tags then typing into the tag field and pressing [Enter] will Add it. If you do not have rights to add the tag then nothing is added. Enhancement: Google contact sync performance optimizations Change: Search process is now performed when you press [ENTER] after typing into the search field instead of as you type - this allows system to search quicker. Change: Transaction/Property Note Merge field now uses all note types. Jan 21, 2016 Change: Added a Horizontal line divider between each note of Transaction and Property Note merge field Change: Add new Transaction Date Fields - Offer Deliver - Offer Expiration - Satisfaction of Inspection Contingency - Delivery of Earnest Money - Status Certificate Ordered - Status Certificate Delivered to Lawyer - Status Certificate Contingency - Lease Agreement - Loan Application Due - Association Application Due - Association Approval Deadline Jan 20, 2016 Enhancement: Added option to select the default status on new listings. (Pre-listing or Active) Enhancement: Allow user to be notified on incoming SMS messages by Email and/or SMS Enhancement: Google Sync Address components for individual fields. Enhancement: Added owner label to notes. Change: Added instruction link to screen of import contacts. Fix: Corrected issue with freezing of note input field while creating or editing an activity. Fix: Fixed template line spacing issue Jan 19, 2016 Enhancement: Increased speed for Notes and Tasks Fix: Corrected scroll bar issue in workflow wizard. Fix: Corrected permission and security issue on transactions. Jan 16, 2016 Enhancement: Google Sync optimizations Fix: Corrected IDX Broker import errors and validations Fix: Corrected template spacing issue. Jan 14, 2016 Change: moved email and sms sending jobs to High Queue to be done quicker. Jan 11, 2016 Change: Modified the Facebook and LinkedIn buttons in the headers to link to the contact's profile screen of the respective site. Change: Modified the [Enter] key to go to the next line instead of a 1.5 paragraph spacing. Change: Modified notes to display date/time stamp instead of "time ago" Fix: Corrected indexing issue for contacts so that they are properly searchable after they have been created from party member screens. Fix: Corrected a display issue in the "View All" screen where Entry Date and Modified Date were inaccurate due to timezone settings. Jan 08, 2016 Fix: Corrected message on unauthorized delete of property. Fix: Image upload when user only has update permissions. Jan 07, 2016 Change: Re-arranged the contact tab to make data entry easier. Fix: Image cropping issue Jan 06, 2016 Enhancement: Added Unique ID for each Contact Record for Zapier Index Action as per suggestions by Zapier Team Fix: Corrected key scrolling on Property and Transaction Tab in Contact. Fix: Corrected scroll issue on message templates. Fix: Google Drive export to prevent garbage values showing in Label Generation. Added SPACE instead of leaving blank cells. Fix: Fixed a few UX Issues and typos in prompt messages. Jan 05, 2016 Enhancement: Added prompt during deletion of property to let user choose proper removal of transactions. Fix: Allow (*) in Tags Fix: Corrected display of properties and transaction addresses in list view for STATE to be in upper case. Jan 04, 2016 Fix: Fast Scrolling issue in people tab of property. This will ensure that view frame is scrolled properly when opening party member form after saving.

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 Fixes: Corrected a minor UI issue when previewing a twitter message template. 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. 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 scheduling of dependent 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 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. Aug 30, 2017 Improvements: Performance increase to mobile app activities Improved tag loading on mobile app Added the ability to add multiple contacts to the "With" field of an Activity Added Contact Type to the contact screen Added several Visual Improvements to the mobile app screens to prepare for next round of updates to allow filters.See Video Here: https://www.youtube.com/watch?v=TWCvBfiY55c Aug 24, 2017 Enhancement: Added "Cancel" button to all Party Member data entry forms to close the form and ignore changes if needed. Aug 23, 2017 Fixes: Corrected issue with editing Property/Transaction address which caused an infinite loading problem. Corrected issue with validation errors not being shown when adding an incorrect email address in Party Members. Aug 17, 2017 Fixes: Corrected Transaction Date field formats to use "MM-DD-YYYY" by default. Corrected note issue when importing "Referred By" from CSV file. Aug 16, 2017 Enhancement: Added Party Members "Administrator" and "Virtual Assistant" to Property and Transaction screen.

FAQs Archive - Page 2 of 3 - Realvolve

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

August

Aug 30, 2017 Improvements: Performance increase to mobile app activities Improved tag loading on mobile app Added the ability to add multiple contacts to the "With" field of an Activity Added Contact Type to the contact screen Added several Visual Improvements to the mobile app screens to prepare for next round of updates to allow [...]

By RVadmin|2018-02-06T22:33:45-07:00February 6th, 2018|Monthly|0 Comments

2014

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 [...]

By RVadmin|2019-08-07T15:36:28-06:00February 6th, 2018|Yearly|Comments Off

2015

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 #, [...]

By RVadmin|2019-08-07T15:35:28-06:00February 6th, 2018|Yearly|Comments Off

July

Jul 31, 2016 Fix: Corrected issue preventing SMS Numbers from loading into the Compose SMS Screen. Fix: Only show SMS Numbers (not other numbers) in the Compose SMS Screen. Jul 28, 2016 Enhancement: Added a NOTIFICATION bell in the top navigation bar of Realvolve which shows "behind the scenes" > Contacts imported from Zapier > [...]

By RVadmin|2018-02-06T22:24:45-07:00February 6th, 2018|Monthly|0 Comments

June

Jun 30, 2016 Optimized: Corrected CSV and Google Export Fix: Corrected Google Sync issue for selected contacts Fix: Corrected sendgrid notification on some contacts after recent update. Jun 29, 2016 Enhancement: Added the ability for the user to see the progress of the of an email that is sent from Realvolve. Processed: Email has been [...]

By RVadmin|2018-02-06T22:23:16-07:00February 6th, 2018|Monthly|0 Comments

May

May 31, 2016 Fix: Small UI fix for incorrect notification message. May 30, 2016 Fix: Corrected Event exception issue on activities created by another user. May 27, 2016 Enhancement: Contact Address Entry - removed popup and used embedded entry. May 26, 2016 Enhancement: Additional Solr improvements to increase speed and reliability. Fix: Corrected Calendar Day [...]

By RVadmin|2018-02-06T22:22:01-07:00February 6th, 2018|Monthly|0 Comments

April

Apr 29, 2016 Enhancement: Added logging changes to system for tracking. Fix: Corrected Note Time Stamp Issues. Apr 27, 2016 Fix: Corrected Zapier integration to prevent existing tag deletion when existing contact is merged. Apr 25, 2016 Fix: Corrected app freezing issue on Repeat option in workflow activities. Apr 22, 2016 Fix: Additional changes to [...]

By RVadmin|2018-02-06T22:21:17-07:00February 6th, 2018|Monthly|0 Comments

2016

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 [...]

By RVadmin|2019-08-07T15:26:40-06:00February 6th, 2018|Yearly|Comments Off

2017

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|2019-08-07T15:09:09-06:00February 6th, 2018|Yearly|Comments Off