28th May 2025

Keep track of what's new, improved, or fixed in our platform. Each release note includes detailed information about new features, enhancements, bug fixes, and other technical changes so you can stay up to date and make the most of the latest improvements.

CRM RELEASE
28 May 2025 - Version 2.29.0
New Features

Improved Printing for Calendar List View
The calendar printing functionality has been enhanced to make it easier to share and
keep records of your upcoming appointments and events.
Previously, printing your calendar in List View would only produce a single page—no
matter how many entries were visible. Now, all entries will be printed across as many
pages as needed, ensuring you always have the full picture when printing your schedule.
This update is especially useful if you rely on printed calendars for meetings, team
coordination, or record-keeping.

Consistent Purchaser Details Across All MOS Methods
We’ve enhanced the Memorandum of Sale (MOS) process to ensure a more consistent
experience, no matter how you choose to generate the document.
Previously, purchaser details entered manually into the Offer Chain would appear in the
MOS when using ‘Generate Letter’, but not when using ‘Send MOS Email’. We’ve now
standardised this process—manually added Purchaser 2 details will appear in both
versions, whether you generate a letter or send it via email.
This improvement ensures all key buyer information is captured and communicated
clearly, regardless of how you choose to send your MOS.

Improved Calendar Performance with Smarter Recurrence Limits
To help keep calendars running smoothly we’ve introduced a limit on how many times a
recurring appointment can repeat.
Previously, it was possible—often by mistake—to set an event to repeat up to 9,999
times, which could significantly slow down system performance and delay users’
calendar events.
To avoid this and improve reliability, recurring events are now capped at a maximum
of 50 repetitions. This helps ensure calendars remain fast, efficient, and easy to
manage for everyone.

Landlord Insurance Tracking on Property Records
We’ve added a new feature to help you stay on top of landlord insurance requirements
and reduce risk across your managed properties.
You can now record whether landlord insurance is in place for a property, along with
the policy renewal date—giving you greater visibility and control when managing
multiple properties and compliance obligations. You can set these on your Lettings
properties in the ‘Other’ tab of the Property Details page.

Rightmove Click Stats Now Visible on Vendor Portals
We’ve improved the Vendor and Landlord Portals to ensure property performance
data is always visible and up to date.
Vendors can now see how many times their property has been viewed on
Rightmove—directly from their portal—providing greater insight into buyer interest
and overall market performance.
This enhancement supports better communication with your clients and ensures a more
transparent.

Scheduled Management Fees for Consistent, Predictable Charging
We’ve introduced a new Scheduled Management Fee option to give you greater
control over how fixed management fees are applied—regardless of rent collection or
landlord payment activity.
With this new option, you can now set a fixed management fee to be charged at
regular intervals (e.g. monthly or quarterly) directly on the property ledger. This
ensures you charge one consistent fee per period, even if there are multiple
payments—or no payments—made to the landlord during that time.
You’ll find the new Scheduled Management Fee section under Lettings Property >
Details, where you can set the fee amount, frequency, next charge date, and whether it
should apply during vacant periods.
The original fixed fee setup remains unchanged for those who prefer the current
behaviour—so you have the flexibility to use whichever method best suits your
business.

Additional updates & General Improvements
We’re making further improvements to enhance speed and performance alongside
system stability.

For more information or support call: 01865 860 871