{"id":2456,"date":"2017-10-10T09:19:55","date_gmt":"2017-10-10T13:19:55","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2456"},"modified":"2017-10-10T09:19:55","modified_gmt":"2017-10-10T13:19:55","slug":"paperless-pipeline-october-2017-update","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/paperless-pipeline-october-2017-update","title":{"rendered":"Format emails sent from transactions, mark notes as private, bulk add tasks to checklist templates, and more!"},"content":{"rendered":"<p>Get ready to <i>fall<\/i> in love with brand new improvements from Paperless Pipeline:<\/p>\n<p><!--more--><\/p>\n<ul>\n<li><b>Format notes and send structured emails from transactions:<\/b> Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better control over the appearance of your transaction notes.<a href=\"http:\/\/help.paperlesspipeline.com\/help\/formatting-transaction-notes-emails\">Learn how to format messages here \u2192<\/a><\/li>\n<li><b>Mark transaction notes as private in Notes &amp; Sent Emails:<\/b> When sending or adding private notes from transactions, click &#8220;Make this note private.&#8221; This will make those notes visible only to the sender, admins, and internal recipients in the Notes &amp; Sent Emails section of the transaction.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\" aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/private-notes.jpg\" alt=\"Mark transaction notes as private in Notes and Sent Emails\" width=\"487\" height=\"165\" \/><\/p>\n<p><a href=\"http:\/\/help.paperlesspipeline.com\/help\/emailing-docs-notes-from-transactions\">Learn how to mark transaction notes as private here \u2192<\/a><\/li>\n<li><b>Bulk-add tasks to checklist templates:<\/b> When setting up checklists, paste in a list of existing tasks to save time and minimize errors.<a href=\"http:\/\/help.paperlesspipeline.com\/help\/bulk-add-tasks-to-checklist-templates\">Learn how to bulk-add tasks here \u2192<\/a><\/li>\n<li><b>Hide checklist completion percentages from agents to simplify agents&#8217; view of transactions:<\/b> Uncheck the company-wide setting &#8220;Show checklist completion percentages to agents&#8221; to prevent your agents from seeing checklist completion percentages across their transactions. This can eliminate confusion when the percentage reflects admin tasks an agent can not view.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/hide-checklist-completion.jpg\" alt=\"Hide checklist completion percentages from agents to simplify agents' view of transactions\" width=\"768\" height=\"40\" \/><\/li>\n<\/ul>\n<h2>Commission Module Updates<\/h2>\n<ul>\n<li><b>Drill down Commission Summary data:<\/b> Click figures on the Commission Summary report to see the Pending or Closed Transactions that were used to calculate those figures.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/ppipeline-media.s3.amazonaws.com\/media\/blog\/uploads\/2017\/commission-summary.jpg\" alt=\"Drill down Commission Summary data\" width=\"768\" height=\"295\" \/><\/p>\n<p><a href=\"http:\/\/help.paperlesspipeline.com\/help\/what-is-paperless-pipelines-commission-module\">Learn about Paperless Pipeline\u2019s commission module here \u2192<\/a><\/li>\n<li>We\u2019ve also released numerous other improvements and fixes to keep you working faster and more efficiently.<\/li>\n<\/ul>\n<p style=\"padding-top: 1em;\">So Pipeliners, what\u2019s your favorite new feature this fall? Email <a href=\"mailto:help@paperlesspipeline.com\">help@paperlesspipeline.com<\/a> and let us know!<\/p>\n<p>Want more ways to connect with us? Like us on <a href=\"https:\/\/twitter.com\/ppipeline\">Twitter<\/a>, <a href=\"https:\/\/plus.google.com\/+PaperlesspipelineHome\">Google+<\/a>, or <a href=\"https:\/\/www.facebook.com\/paperlesspipeline\/\">Facebook<\/a> to follow feature updates, news, and more from your Paperless Pipeline team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get ready to fall in love with brand new improvements from Paperless Pipeline&#8230; <br \/><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/paperless-pipeline-october-2017-update\" class=\"excerpt-continue-reading\">Continue reading <span class=\"meta-nav\">&raquo;<\/span><\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,4],"tags":[],"class_list":["post-2456","post","type-post","status-publish","format-standard","hentry","category-blog","category-features"],"yoast_head":"<!-- This site is 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