v5.30 Release Enhancements Agent Level Enhancements

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1 Quick Search Search Save Criteria Values v5.30 Release Enhancements Agent Level Enhancements New! This release adds customization to the Quick Search widget on the Home Page. For those that frequently search using the same criteria, a Save Criteria option has been added. This function also allows the MLS to set Default Criteria for the MLS. Rename Listing Carts For improved workflow users can now rename Listing Carts. A Rename button has been added to the blue menu bar. Clicking on the Rename button will open a new modal with the existing Listing Cart name auto-populated into the Description container. Contacts Listing Image addition trigger new Notifications New! A new notification trigger called notify on initial photo is available in Client Connect Preferences and Notifications. If an Agent adds a listing photo (when there previously was none) to a listing already included in the saved search results set, a notification will be generated. Note: No other listing photo addition or change will be notified on except for the initial photo addition. Date Added field added to Contact Record You asked we listened! A new column has been added to the Contacts grid to now have the option to view and sort by the Date Added. Reports Agent Website URLs and Addresses now display as hyperlinks on reports For ease of access to important data, Reports that contain Agent Information, Office Website and Address will function as a hyperlink when viewed in a web browser. BKFS MLS Solutions Internal and Client Use Only 1

2 Mapping CMA Improvements to the return of Map Results Backend improvements have been applied to the Bing Map Search in order to improve the return time for a map search which may contain a large results set. Cosmetic Change to Step 1 of the CMA Checklist For better visibility, additional spacing has been added to Step 1 of the CMA Checklist. Search Field to filter Saved CMA s For ease of use, a new search control has been added to the CMA List interface. Users now have the ability to search for existing CMA presentations by providing a portion of the Saved CMA Name or the Assigned Contact name. Quick Search Save Criteria Values New! This release adds customization to the Quick Search widget on the Home Page. For those that frequently search using the same criteria, a Save Criteria option has been added. This function also allows the MLS to set Default Criteria for the MLS. Force Password Changes Search MLS Customizations and Administration Ability for the MLS staff to manage Force Password Changes MLS Administrators (Lvl 8) can now quickly and easily enforce a bulk Force Password Change for MLS users without the need to contact their SSM. MLS Defined Search Fields Previously we introduced new search fields in Paragon that allowed a user to search for all listings assigned to an Agent, Office or Firm regardless of that party s participation in the listing or selling side of the listing. This functionality has been enhanced to allow for further filtering of Agents, Offices or Firms based on additional values in the Agent or Office record. BKFS MLS Solutions Internal and Client Use Only 2

3 Notifications Notifications for Expired Listings can now be sent to Co-list Agents A new configurable option is now available to include Co-List Agents in expiration notifications for listings that have an approaching expiration date. Ability to configure Price/ApxSqFt for Notifications A new configurable option is now available to include Price/ApxSqFt field (or the equivalent MLS field) in and Client Connect notifications. Hotsheet Update to Hotsheet Comment Display The default online hotsheet comment when a listing is maintained via Paragon Mobile needed to be updated. Prior to this release it read "Updated by reinsightmobile". This was changed to "Updated by Paragon Mobile". Statuses Automatic Listing Status Change based on specific date A new status rule option has been added to allow for the creation of status rules that will automatically update the status of a listing once a specific date has passed. The new status rule will run as part of the nightly processes and will check for listings within the specific status, comparing the selected specific date related to the status, then once that date has passed the listing status is changed. Custom Advertising Framework in Paragon RETS Advertising Options MLS can soon work with their SSM to configure advertising displayed within the Paragon application via a reusable framework. Currently, advertisement options are available via Cerulean Media, formally REALM. Note: Paragon pricing for this function is forthcoming. Updated to RETS Fields Several new updates have been implemented for RETS International Updates CDOM, Property History, and Address Validation updated to support new Canadian Address fields For our International Customers, several new configurable options are available to accommodate their unique requirements for address fields. BKFS MLS Solutions Internal and Client Use Only 3

4 Corrected Issues Corrected Issues Software Corrections Photos displayed in modal windows where displaying in lower corners In limited instances users were unable to edit remarks via the Quick Action link. 404 Error had displayed Year to Year report in Statistical reporting had displayed an error after clicking Generate Copy/Clone listings was not copying remarks fields Saved Search Name did not display on Contact Record Phone 3 description typo correction in RETS BKFS MLS Solutions Internal and Client Use Only 4

5 Quick Search The following section contains changes that are active system wide and will be available to system users based on their assigned security levels. Save Criteria values Agent Level Changes New! This release adds customization to the Quick Search widget on the Home Page. For those that frequently search using the same criteria, a Save Criteria option has been added. By clicking on the cog-wheel and selecting the Save Criteria option, a user can save their Quick Search criteria and have it appear by default each time they access the Quick Search. BKFS MLS Solutions Internal and Client Use Only 5

6 Property Search Rename Listing Carts For improved workflow, users can now rename Listing Carts. A Rename button has been added to the blue menu bar. Clicking on the Rename button will open a new modal with the existing Listing Cart name auto-populated into the Description container which can be edited. Date Added field added to Contact Record You asked we listened! A new column has been added to Contacts grid to include the option to view and sort by the Date Added. BKFS MLS Solutions Internal and Client Use Only 6

7 Reports Agent Website URL s and Addresses now display has hyperlinks on reports Reports that contain Agent Information, Office Website and Address will function as a hyperlink when viewed in a web browser. The address and website for each listing and selling office may be added to the reports. The My Info address and website fields will also be displayed as hyperlinks. The reports for notifications, Client Connect and IDX Smart Framing will display the website and address data as a hyperlink. When the hyperlink is selected the target website will open. For addresses, the default client on the local machine will be opened. BKFS MLS Solutions Internal and Client Use Only 7

8 Mapping/Geospatial Changes Improvements to the return of Map Results Backend improvements have been applied to the Bing Map Search in order to improve the return time for a map search which may contain a large results set. Formerly, if users where trying to search by an exceptionally large result set, the map may have taken an extended amount of time to complete the display or in limited cases cause the search to time out. CMA Updates to Step 1 of the CMA Checklist For better visibility, additional spacing has been added to Step 1 of the CMA Checklist. BKFS MLS Solutions Internal and Client Use Only 8

9 Search Field to filter Saved CMA s For ease of use, a new search control has been added to the CMA List interface. Users now have the ability to search for existing CMA presentations by providing a portion of the Saved CMA Name or the Assigned Contact name. Notifications Listing Image addition triggers new Notifications New! A new notification trigger called Notify on initial photo is available in Client Connect Preferences and Notifications. When an Agent adds a listing photo to a listing that does not have any existing photos (to any position, not limited to the Primary photo) within the listing images for a listing already included in the saved search results set, a notification will be sent. Once this has been sent, no further notifications will be sent when photos are updated or added to the listing. This will allow clients who are interested in a listing but it did not include photos and the chance to be notified once photos are added. Important: This is off by default and the user will need to activate to receive notifications for Initial Photos A new setting has been added to Preferences for Agents to choose to be notified by this option. By default, this option is not enabled for Agents. Any Agent wanting to use this for their clients must activate it for new notifications. BKFS MLS Solutions Internal and Client Use Only 9

10 The notification will display just like all of the other notifications in the system. s will have a new notification trigger label called Initial Photo Added. Client Connect will display Photo within the blue banner in reports. BKFS MLS Solutions Internal and Client Use Only 10

11 MLS Customizations and Administration All options in this section are either configurable via MLS Administration controls or configurable only by your System Support Manager. Force Password Changes Ability for the MLS staff to manage Force Password Changes This release introduces new functionality within the Paragon Administrative Menu that will allow users with a security level above 8 to force a bulk password change on a group of users. The group of users which will be forced to change their password is determined by performing a search similar to many existing membership reports. Once the list of users is displayed just select the Force Password Change option. This functionality selects the Force Password Change on Next Login option for the selected group of users. BKFS MLS Solutions Internal and Client Use Only 11

12 Before the Password Change is enforced, the Admin will be prompted to confirm the action. Search MLS Defined Search Fields Previously we introduced new search fields in Paragon that allowed a user to search for all listings assigned to an Agent, Office or Firm regardless of that party s participation in the listing or selling side of the listing. This functionality has been enhanced to allow for further filtering of Agents, Offices or Firms based on additional values in the Agent or Office record. If the customer has designated an additional display field to be used with the MLS Defined Search fields (License ID or NRDS Number for agent records and National Number for Office and Firm records) then the values in that field can also be used to filter records when using the auto complete function. Notifications Notifications for Expired Listings can now be sent to Co-List Agents A new configurable option is now available to include Co-List Agents in expiration notifications for listings that have an approaching expiration date. Co-List Agents will receive both the notification along with the alert message in the Market Monitor located on the Paragon homepage. By default, this option will be enabled but can be disabled by the MLS through a configuration change. Contact your SSM to have this option configured to off. BKFS MLS Solutions Internal and Client Use Only 12

13 Ability to configure Price/ApxSqFt for Notifications The ability to use Price/ApxSqFt (or the MLS equivalent field) for Notifications is now available. Hotsheet Update to Hotsheet Comment Display The default online Hotsheet comment when a listing is maintained from Mobile has been updated for clarification. The comment formerly read "Updated by reinsight Mobile" and has been updated to "Updated by Paragon Mobile". Listing Input and Maintenance Require Street Designation For MLS that use Street Designations the field within the Input and Maintenance forms can now be made required by the MLS. A new value for None will also be available if a listing address does not have a Designation in order for the field requirement to be satisfied. Contact your SSM to have this option configured. BKFS MLS Solutions Internal and Client Use Only 13

14 Statuses Automatic Listing Status Change based on specific date A new status rule option is being added to allow the creation of status rules that will automatically update the status of a listing once a specific date has passed. The new status rule will run as part of the nightly processes and will check for listings within the specific status, comparing the selected specific date related to the status, then once that date has passed the listing status is changed. This new rule option includes several small layout and display changes to the status rule form including the addition of a new Specific Date option under the Auto Maintain Type field. When the Specific Date option is selected, two new fields will appear on the form: Status Date Field and Clear Date at Update? The new Status Date Field allows you to choose a specific multi-class custom date field that the rule is based on. When the Clear Date at Update? field is checked, once the specific date has passed and the listing status is automatically updated, the system will also purge the date value in the selected status date field. If the option is NOT selected, then the date value in the Specific Date Field should remain. An example of the modified Status Rule form with the new Status Date Field and Clear Date at Update? checkbox is below. BKFS MLS Solutions Internal and Client Use Only 14

15 Custom Advertising Framework available in Paragon MLS can work with their SSM to configure advertising displayed within the Paragon application. Currently, advertisement configuration in Paragon to support customers that have a partnership with Cerulean Media, formally REALM. Implementing other advertising source partners may be requested and will require additional fees for implementation. Login Page Advertisement: One advertisement will be available on the Paragon login page. Note: Customers who use the Clareity SSO solution will not be able to use the login page advertisement. System Advertisements: Two advertisements will be available for configuration within each of the following functions: Class specific and Specialty Search Pages Detail Report Views- All custom and legacy report views where space is available for advertisements, specific report views cannot be excluded LIM- input and maintenance data forms Tax Search Pages Tax Detail Reports Agent Mailing Label Search and Result pages Agent Roster Search and Results pages Membership Roster Search and Results pages Not ready for Configuration: Currently, pricing for this option is under review and a follow up communication will follow once the pricing structure has been finalized. Example of advertisement locations: BKFS MLS Solutions Internal and Client Use Only 15

16 RETS Expose new Listing Field: first_photo_add_dt When the ability to notify contacts when the first photo was added to a listing was implemented, a field was added to track the date that first photo was added to prevent users from deleting and adding photos to create unnecessary notifications. We have added this field to RETS in case other Third Parties may have use for the field. The field is also needed in RETS for photo update transactions especially if the listing and photos are submitted from a 3 rd Party input application that posts to RETS directly. Update to Mapping/Geospatial Searching in RETS We updated all geospatial searches to resolve problems with large polygon searches. This RETS portion just made the search functionality consistent with the functionality in other modules. Tour and Open House RETS Table Update functionality has been implemented for the Tour and Open House Table in RETS. RETS Admin: Search and Sort Columns The RETS Product Admin module did not initially allow the columns in the maintenance grid to be sorted. This functionality just made the column headers work like other result grids in Paragon. Click column headers to sort International Updates CDOM, Property History, and Address Validation updated to support new Canadian Address fields Several new configuration settings have been added to accommodate the previously introduced international address element fields while matching listings for CDOM and Property History purposes. Additionally the address fields may be removed from the CDOM/Property History/Address Validation matching processes. Contact your SSM to have this option configured. BKFS MLS Solutions Internal and Client Use Only 16