{"id":2138,"date":"2015-11-02T09:40:24","date_gmt":"2015-11-02T14:40:24","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2138"},"modified":"2015-11-02T09:40:24","modified_gmt":"2015-11-02T14:40:24","slug":"october-2015-release-paperless-pipeline","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/october-2015-release-paperless-pipeline","title":{"rendered":"Set up a default format for the More Info field+ Copy over contacts to New Offer+ Filter unreviewed and unentered docs by their label+ Ability for agents to add commission notes to their transactions ______________________________= A feature packed release!"},"content":{"rendered":"<p>No tricks, all treats for you in this super sweet release! So, sit a spell and learn about all the goodies we just brought to you!<\/p>\n<p><!--more--><\/p>\n<ul>\n<li><strong>Provide a default value for the More Info field<\/strong><\/li>\n<li><strong>Copy over contacts to New Offer<\/strong><\/li>\n<li><strong>Filter unreviewed and unentered docs by their label<\/strong><\/li>\n<li><strong>Ability for agents to add commission notes to their transactions<\/strong><\/li>\n<li><strong>Reply to agents\u2019 doc-uploaded notifications directly by email<\/strong><\/li>\n<\/ul>\n<p><strong>Configure a default value for the More Info field<\/strong> &#8211; Want to teach your agents (and staff) to follow guidelines on the data they need to enter in the More Info field of their transactions? Now, you can set a default\/template value for that field. For example, if you need them to fill in Buyer and Seller sources and lock-box codes, you could set a default value of:<\/p>\n<p>Buyer Source: ___________<br \/>\nSeller Source: ___________<br \/>\nLock Box: _______________<\/p>\n<p><strong><a href=\"http:\/\/help.paperlesspipeline.com\/help\/set-default-value-for-more-info-field\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more here &gt;&gt;<\/a><\/strong><\/p>\n<p><strong>Copy over contacts to New Offer<\/strong> &#8211; Now when you use the New Offer feature to create a new transaction from an existing one, all contacts will be copied over so you don&#8217;t have to re-enter them. <strong><a href=\"http:\/\/help.paperlesspipeline.com\/help\/when-to-add-new-offers\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more about creating a New Offer here &gt;&gt;<\/a><\/strong><\/p>\n<p><strong>Filter unreviewed and unentered docs by their label<\/strong> &#8211; There&#8217;s a new option in unreviewed\/unentered docs that lets you filter those docs by a specific label. And as before, you can also sort those docs by their label.<\/p>\n<p><strong>Ability for agents to add commission notes to their transactions<\/strong> &#8211; Agents can now add a commission note to their transactions in Active, Listing or Pending statuses. If a commission note already exists, agents can&#8217;t overwrite it (only admins can).<\/p>\n<p><strong>Document-added notifications now come from the doc uploader<\/strong> &#8211; \u00a0By clicking reply from a doc-added email notification, admins can now directly email the agent who uploaded the doc.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>No tricks, all treats for you in this super sweet release! So, sit a spell and learn about all the goodies we just brought to you!<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-2138","post","type-post","status-publish","format-standard","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>October 2015 Release - Paperless Pipeline<\/title>\n<meta name=\"description\" content=\"No tricks, all treats for you in this super sweet release! 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