CRM

Release 2.31.

New Features and Updates: TRREB: New Filter/Display Fields for Water Features and Property Access Water Features A new filter is being introduced to allow users to filter listings by water features. This update refines search criteria, enabling users to locate properties with specific water features easily, enhancing their search experience and providing more relevant results. […]

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Release 2.30.

New Features and Updates: DDF: Garage Spaces Remapping and Total Parking Spaces Removal Update Details: The Garage Spaces field will now show “Yes” or “No” to indicate the presence of a garage. Previously, this field used values of 1 or 0, which could be confusing as it implied a count of parking spots rather than

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Release 2.29.

New Features and Updates: CMS – Agent Info: Adding Secondary Number & Email and Displaying in Widgets On the Agent Info page (within the Site Manager), we’ve added two new fields: Secondary E-mail Address Secondary Cell Phone Number Default Behaviour: These fields are empty by default, requiring manual input from the user. Functionality: When the

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Release 2.28.

All release items for 2.28 are back-end technical fixes that do not affect the CRM or website experience. Need help with our new features?  If you have any questions or feedback, please feel free to contact our support team at support@agentlocator.ca, and we will be happy to help! Facebook Twitter LinkedIn WhatsApp Telegram Email

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Release 2.27.

All release items for 2.27 are back-end technical fixes that do not affect the CRM or website experience. Need help with our new features?  If you have any questions or feedback, please feel free to contact our support team at support@agentlocator.ca, and we will be happy to help! Facebook Twitter LinkedIn WhatsApp Telegram Email

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Release 2.26.

New Features and Updates: CRM – Zapier – Update Lead by Email When an agent uses the “Update Lead in AgentLocator” action for the AgentLocator CRM, leads will now be matched by email instead of lead ID. This will make the functionality more useful to agents. Additionally, agents will be able to add tags to

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Release 2.24.

New Features and Updates: CRM – Tasks – Notification Prior to Task Due Date We are introducing a new feature that allows users to set reminders for individually created tasks. Users can choose to receive notifications at various intervals prior to the task due date. Here’s how it works: Key Features: Customizable Reminders: Users can

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Release 2.23.

New Features and Updates: CMS – Featured Listings – Criteria Should Work in Combination with Agent ID/Brokerage/City The results will be returned based on a combination of Agent ID, Brokerage, and City alongside the specified listing criteria in the Featured Listings widget settings. This means that: Listings will be filtered to match the Agent ID/Brokerage/City

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Release 2.22.

New Features and Updates: CRM – Shortcodes – [LeadVisitedUserWebsite] Integration We are introducing a new shortcode, [LeadVisitedUserWebsite], which allows clients to dynamically insert the URL of their legacy website into various communications within the CRM. This improvement aims to improve automation and provide clients with more flexibility in communication strategies. Key Features: Dynamic URL Generation:

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