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Associate Feature Release 01/29/2025

As of 01/29/2025, Resimplifi has released the following features for Associate™.

Updated over 5 months ago

Major Additions/Features

  • Ability to create and add Contacts to Lists

    • Users will now be able to add contacts to specific lists

  • Ability to upload Contact lists - CSVs

    • Users who may have contacts saved within a CSV can now upload them to a list

  • Ability to add contacts to Static Reports

    • Within the Report edit page, users can add contacts to Static reports. When there are changes or updates to the Static Report, subscribed contacts shall receive an email, notifying them of the change.

Minor Additions/Features

  • Location filters are now dependent on data within the system versus pre-defined lists.

  • Added "Select All" button for card selection within Map Search

    • After selecting one listing within Map Search, an option will populate to "Select All" cards that are displayed

  • Warning pop-ups for files or images that may be too large

    • If a large file or image is uploaded that is not within the permissible size limits, a warning pop-up shall appear to notify the user.

  • Ability to sort listings within Dynamic reports

    • The user can now sort through listings within a Dynamic report, using Sorting capability.

  • Added HTML-editable field for Notes section with Contacts

    • Within the Notes field in the New Contact creation or Contact edit, HTML edit options such as bolding or italicizing text are available.

  • Add to Report button on Listing page

    • When users are viewing listings, they have the ability to select the "Add to Report" button directly from the listing page

  • Update PDF warning is displayed when user adds or removes listings from a report

    • After a listing is added or removed to a report, a warning populates asking the user if they'd like to update the attached PDF

  • Create PDF button changed to Download PDF on report actions in map search

    • In Map Search, the "Create PDF" button has been renamed to "Download PDF" to better represent the action

  • Broker Contact form is hidden after submission

    • After a user submits the Broker Contact form on a listing page, the form is hidden.

  • Tracking for Contacts with listing views and downloads shall populate within Listing tracking information

Bug/Hot Fixes

  • Listing Card - price per acres and price per SF fields weren't showing correctly

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