Email Transaction Coversheets Directly and Mark Agents’ Assistants On Transactions

May has ushered in a couple of neat features:

Email transaction coversheets directly: Previously, you needed to download a transaction coversheet and send it out using your own email software. Now you can directly email it out from the system by checking the box “Attach this transaction’s coversheet” at the bottom of the Notes dialog box. When attached this way, the coversheet will not include the Contacts for the transaction (because we realize that you rarely want to give out your contact list to external parties). If you need to send the full coversheet with contacts, download the full coversheet to your PC and send it out using your email software.

Mark agents’ assistants: When adding or updating agents on a transaction, you can now click the “make assistant” button next to a selected agent to label those users as assistants. If you are a user of Pipeline’s Reporting & Commissions add-on, marking a user as an assistant on a transaction means that they won’t show up in the CDA generation process nor on any commission reports related to that transaction.