¶ Tangilla Deployment Release Notes
Tangilla typically deploys updates once every 2 weeks.
We'll keep this page updated with the relevant details of these releases on that cadence. Whenever possible, we will link to detailed documentation for each update to provide a comprehensive understanding of the new functionalities, should they exist.
Please note: there are times when we do realease 'hotfixes' outside the 2 week candence. Such fixes will be included with the notes for the deployment following the hotfix.
¶ May 28, 2025
- Removed Secondary Board In Common Check - Secondary membership may be granted to non-principal licensees who hold REALTOR® or REALTOR ASSOCIATE® membership in their primary association without any requirement that the designated REALTOR® they are licensed or affiliated with hold membership in the secondary association. However, MLS services are only available to secondary members if their office participates in the MLS.
- Open Ad-hoc Invoice Segment Filter - We now have a filter in People & Billing based on unpaid ad-hoc invoices called "Open Ad-hoc Invoices." This should make it easier to communicate with members who have not paid an ad-hoc invoice.
- 50 additional code releases and hotfixes.
¶ May 14, 2025
- Pending Ammendments Report - A brand-new report that lists every amendment still waiting for approval.You can find it in Reports > Members > Pending Ammendments.
- Posting Batch screen sort order - default sort updated so the newest items surface first.
- M1 Communication Changes - We made four changes to how we communicate with M1 that have had a dramatic positive impact on specific timeout issues with M1 that have been creating problems with our UL processes.
- 50 additional code releases and hotfixes.
¶ April 30, 2025
- Sentrilock integration updates – We delivered a round of updates to the lock‑box driver, tightening sync reliability and allowing a lockbox per relationship, not just per person record.
- EdConnect billing polish – Class invoices now show the correct paid date and future‑dated completions can no longer be created, so staff no longer need to chase down mismatched ledgers.
- Edit Segments On Duplicated Campaigns – You can now edit the segment on a duplicated campaign, so it can be sent to a different/new segment.
- 29 additional code releases and hotfixes.
¶ April 17, 2025
- Clas No Show report update - Added "location" and "room" columns for improved use.
- Segment filter combo fix - Complex AND/OR filter combinations in Segments now return the correct people set.
- 39 additional code releases and hotfixes
¶ April 3, 2025
- Office Creation in the Membership Application - now has office address & corporate license validation.
- Incident creation - is now enabled in the State product.
- Major "Thompson State" update - We released the final database changes for new Thompson State (non-REALTOR MLS access) functions.
- 35 additional code releases and hotfixes.
¶ March 19, 2025
- Duplicate IDX record prevention – stops duplicate record creation.
- Migration Reports - We now support new data cleanup reports for migration.
- 23 additional code releases and hotfixes.
¶ March 5, 2025
- New log item - We now log staff activity on Portal Form expiration date changes.
- State dropdown in MLS‑Only applications – the state selector now displays correctly on MLS‑Only application forms.
- State UL support - Added State Unreported Licensee Communications Support.
- 24 additional code releases and hotfixes.
¶ February 19, 2025
- Added a visual display to State Association Portal for over/underpayments.
- 29 additional code releases and hotfixes.
¶ February 5, 2025
- New table created to handle future Fair Housing Education requirements.
- Modal added to State Member Portal when user have multiple roles.
- Consolidated phone number formatting in the Paragon driver.
- 31 additional code releases and hotfixes.
¶ January 22, 2025
- Designated REALTORS® are now be able to move ULs to MLO offices in the portal in the same way they can move people to LFROs.
- Updated Transaction already in progress messages.
- Member Service model and refresh changes.
- Allow Manual Check Refunds for telecheck payments
- 57 additional code releases and hotfixes.
¶ December 13, 2024
- COE Suspension changes - Added termination date for incidents
¶ December 6, 2024
- State Product: Added Credit Request Info to Receipts Screen
¶ November 29, 2024
- Updated how we send office data to Flex.
- 2025 Restrictions added to Bill Run UL Reset Dates.
¶ November 8, 2024
- New RPAC Modal Window launched. Allows each association to set a message to anyone who deselects the optional RPAC contribution. Example below.
- Added support for Local Association Portal reports
¶ November 1, 2024
- Updated Paragon Driver - AllowAssumeIdentity.
¶ October 18, 2024
- EdConnect Product Launch: EdConnet product launched.
¶ September 6, 2024
- State Product Launch: Tangilla State Product Launched.
¶ August 9, 2024
- Office Notes! You may now add notes to an office record and the system will now also write notes to the new Office Notes panel.
- Brokers now have a new "Reports" menu in the member portal.
- We've separated Finance Configuration settings from General Finance settings and activities. Soon, user rights will be updated to reflect the new rights possibilities.
- Event Types are now called "Billing Types" and all documentation has been updated.
¶ August 2, 2024
- Deep links are now available for On Demand courses.
- We now display the Name, not the license number, of an unreported licensee in the mobile view of the broker's UL list in the member portal.
- Position availability period is now shown when filling a vacant committee position.
¶ July 26, 2024
- New Finance permissions for staff.
- A new process to report late cancellations and no-shows for Classes and Events.
- Event Names are now editable on active events.
¶ July 19, 2024
- Members And Subscribers may now easily add classes and events to their personal iCal, Google, Outlook and Yahoo calendars.
- We've added a new user right to allow refunds without access to Finance.
- Notes are now created for Staff RSVP creation and deletion.
- Autopay drivers have now been split by association.
¶ July 12, 2024
- Our Flex driver now supports detailed broker loads.
- Search has been added to Reports screens.
- Search has been added to Groups in communications.
- Notes have been added for course requirement completion.
¶ June 28, 2024
- When retiring a committee member, you may now select a date in the past.
- In associations that have an NVT Role that permits MLS access, there is now a Member Action for 'Add Vendor/Trainer MLS'
¶ June 21, 2024
- On-Demand New Member Orientation courses now properly updates orientation date.
¶ June 14, 2024
- Letters of Good Standing have been updated with new wording.
¶ June 7, 2024
- Invoices in the "writeoff" status now display the invoice number in the person profile.
¶ May 31, 2024
- Person navigation - - has been added to RSVP Screens.
- Create MLO Office form is now live.
¶ May 17, 2024
- Added segment filters for City and Zipcode.
- Course requirments now work even if there is no active class.
- Use Digital LOGS in application process (TX)
¶ May 10, 2024
- Added Location to classes screen. (https://app.tangilla.com/education/classes)
- Added "as of" date to Letter of Good Standing.
- Updates to new State Dues billing types
- We now generate notes for reactivated members.
¶ May 3, 2024
- We now have improved system notes.
- RPAC is now visible when paying multiple invoices.
¶ April 26, 2024
- We now post Finance records to M1 (CA).
¶ April 5, 2024
- We now inform users when a subscription will take effect through the portal.
- We now inform users that autopay will be applied on the next bill run.
- Added a default filter to forms.
¶ March 29, 2024
- Added Unreported Licensees Report Sorting.
¶ March 15, 2024
- Added a button in the Education tab to push education records to M1 via Tangilla.
¶ March 8, 2024
- Added IDP Username to "SSO ID" & add Related License to Segment Report Column Options.
- Added MLS Phone number (subscription) in segment columns.
¶ February 9, 2024
- Added affiliated license in license update action for states that have affiliated licenses.
- Reformatted how we show the license in relationships card.
- Added Front End of Choice capabilities.
- Log broker terminations.
¶ February 2, 2024
- Added a Member Action to change the status of a relationship.
- Renamed "Event RSVPs" Segment Filter to "Event & Class RSVPs" for clarity.
¶ January 26, 2024
- Billing Service POST /deprovisioning endpoint now checks if any incidents are open for that subscription
- Additional info was added to the product type column in the App for specific use cases.
- Data Feeds Updated.
¶ January 11, 2024
- You can now search inside of Education/Event RSVPs for faster checkin.
- Added Support in Member Application for seperate COE and NMO courses
- Field Of Business fields are now editable in association membership panel in APP
- New display fonts added to email creation.
¶ December 22, 2023
- Subscription Compliance (MLS and Lockbox).
- Async Reports enhancements.
- Support for Additional Association Course Requirement in Membership Application.
¶ December 7, 2023
- Requested Reports - Some reports that take longer to process will now be available as a Requested Report. These reports run in the background and will be available in the Reports Inbox once they have completed. (Documentation)
¶ December 1, 2023
- Scheduled Reports - Any report can now be turned into a scheduled report, which will be emailed to you at user defined intervals. (Documentation)
¶ November 17, 2023
- Office names now updated only by Association Staff.
¶ October 19, 2023
- Added Incidents grace periods. (Documentation)
¶ October 13, 2023
- Refunds report deployed.
- Notes now added to agents when office action Swap is executed.
¶ October 6, 2023
- We now create notes on change of auto pay.
¶ September 28, 2023
- Added MLS ID as an available column when running a report for segments.
- Added a new Send Group for post event Notifications for “Completed”.
¶ September 21, 2023
- Added post event CE Certificate Notice that can inform attendees that a certificate can be found in their portal.
¶ August 11, 2023
- Updated fields in the UI that needed a size change due to M1 specifications.
- Deployed a custom form integration to create a helpdesk ticket only if the person is creating a new office (on DR transfer and Application form).
¶ July 28, 2023
- Forewarn data feed adjustment - Add person.last_touched field to the report
- Updates to the subqueue processor to handle Mergers
- Update login page of the App
¶ July 20, 2023
- Improvements were made to the Committee Agenda and Minutes Links in the member portal to make them more noticeable.
- New look for the app.tangilla.com login page.
- Quick helper documentation added in a collapsable panel on various pages throughout Tangilla.
- Show upcoming meetings up to end time
¶ June 21, 2023
- Refactored migration NRDS data load to use M1 data dump process.
¶ June 6, 2023
- Added action to view parent incidents
- Unreported Licensees in portal can now be ordered by resolve by date
¶ May 30, 2023
- Multiple Ticket Booking for Events (Documentation)
- New Reports: Autopay, Saved Cards, Ad-hoc invoices for a date range, and Draft Bill Run Invoices.
- New Filters: Autopay Enabled
¶ May 23, 2023
- New Data Feeds: Member Roster
- Credit Card Expiration reminders have been enabled
¶ May 16, 2023
- Added the ability to execute the Auto Pay feature.
¶ May 9, 2023
- Added "Last Name" as a Merge Tag in the email designer.
¶ April 25, 2023
- Added "Person NRDS ID" as a Merge Tag in the forms designer.
- Added the following fields to the Active MLS Offices Report: street number/name, city, state, zip.
¶ April 11, 2023
- Added ability to download Committee History as .CSV in Member Portals.
- Added Manual Check Refunds as an option.
¶ March 28, 2023
- Added new RESO Data Feed reports.
- Added new API accessed Shared Feeds.
¶ March 16, 2023
- Institute Affiliates no longer need to be primary with the Association.
- Added an Office Action to swap NRDS ID.
- Classes and events now display the registration link (deep link) to its booking page.
- Added a Subscription filter that can pick any product type, including COCIE subscriptions.
- DAL subscriptions can now have incidents and amendments.
¶ January 11, 2023
- Due Dates on Invoice Batches are now a fixed date instead of an offset and Suspension and Write off dates are now limiting each other to ensure that the write off date does not take place before the suspension date.
¶ December 8, 2022
- Institute affiliates will now be updated whenever they are updated from NRDS.
- Forms that are retired will now also be automatically retired in the Portal Form related to them.
- We've added more clarity to refunds.
Instead of invoices paid via check appearing without a refund button, they will be available and will return an error clarifying why it cannot be refunded. - Added an operations report to check third party transactions:
- Can search by office nrds id or by person id.
- Shows all the messages sent to third parties (MLS for example) for the office or person used.
¶ September 8, 2022
- License overrides will last for three weeks instead of two
- Suspended subscriptions can now be activated if they don-t have any open incidents
- Course requirements can now be created on agents' registration tab
- Forgot password button added on tangilla login page to reset password
- Now displaying office MLS ID instead of zip in the brokerage roster portal menu
- Now only one email will be sent for all the brokers' ULs instead of one per UL
- Added office action to push office's members to MLS
- Implemented Communication Groups
- Added preferred name as a replacement option in forms
¶ Aug 4, 2022
- Created new Report Category for
Subscriptionsand moved all Subscription related reports there. - Added Prorate Charges check to bill run invoice add option
¶ July 27, 2022
- Added Bundles - The ability to package different courses and events into a single item. Bundles Documentation
- The "Get Certificate" button will now be hidden for Non Licensed Agents.
- Added the new member action "Remove Inactive Relationship."
- Added "Head of Office Transfer" form to allow affiliates to upgrade to head of office.
- Added column validation for payment reconcilliation summary to prevent issues during processing.
- A Role Change from MLS Only to Non Member Licensee is now available.
- Added NRDS Id to committee roster downloads.
- Added a "Committee Information" report.
- Classes and events capacity can now be edited on their details panel.
- Non Licensed Assistants applying for REALTOR® will now have their IDP username and mls login changed to use their license.
¶ July 20, 2022
- Added summary of late fees paid for bill runs.
- Role change for non member licensee to MLS Only is now supported. For agents with a MLS Subscription.
- Capacity for Classes and Events is now available for edit.
- When Non-Licensed assistants apply as Realtors their IDP username and mls login will use the license.
¶ June 29, 2022
- Staff can now add attendees to classes or events inside the Education Module in the App.
- Added non member licensee report.
- Contiguous states are now taken into account when checking ULs.
- Added the capability to add a UL to a broker's sponsored agents tab.
- Added "Add DAL" member action if DAL product is present on Product Config.
- Added a "duplicate campaign" option in Communications.
- A Role Change Member Action to go from Appraiser to Realtor and vice versa is now supported.
¶ June 22, 2022
- Added a configuration to enable links and portal tiles and messages to open in a new window.
- Form date completion now uses local timezones instead of UTC.
- Added a "View Settings" button to check settings on published forms.
- Added a new "Email Performance" report to Communications Reports.
- Added a new Segment Filter from the MLS data for "Sales Volume" under Module Type "Utilities & Licensing."
¶ June 15, 2022
- Added a Note to the process for Change Office form integration.
- The Committee Member effective date is now editable.
- Paused campaigns can now be sent back to Draft if nothing was delivered.
- Fixed scrolling issue on searches when zooming out.
- Fixed SSO stats records order.
- Non-licensed appraisers are now able to have multiple relationships.
¶ June 07, 2022
- Fixed sponsored agents search to work with every field.
- Added hyperlinks in virtual locations.
- Added hyperlinks in event descriptions.
- Added support for an evaluation URL on events.
¶ May 30, 2022
- Added a rule to validate that when an agent is transferring to another firm, office or DR that both share a common board.
- Added Segment Tags. Segment Tags Documentation
- Added required product field to product type panel.
- Added new child subscription that allows an association to split the local dues subscription from the national and state dues subscription.
¶ May 23 , 2022
- Added Office Action to reactivate offices.
- Added new Reso Office Type for institute affiliate offices.
- Course requirements are now shown on the portal.
- Updated LOGS to show both Current and Previous Ethics Cycle.
- "Your Recent Search" results (5) added to people and office search screens.
¶ May 11 , 2022
- Notes are displayed when blanking a user
Product Override.
¶ April 26 , 2022
- Created new section in the Person record for Tangilla SSO users called "SSO Stats & Info and removed the SSO report. ( SSO Stats & Info Documentation )
- Updated UX for Calendar in the Member Portal.
- Classes & Events now display in time order from earliest to latest.
- Added icons for more clear indication of in-person and virtual classes.
¶ April 19 , 2022
- Updated
Broker Delegationto allow more flexibility. (Broker Delegation Documentation) - Changed
Corporate Structureto not depend on M1 (more detailed Documentation)
¶ April 13 , 2022
- Added feed for On demand courses with direct links.
- Added visibility for Bill Run details.
- Added CSV download action on settlement invoices panel.
- Added Invoice Batches (batching) for Invoice Templates. ( Invoice Batches Documentation )
- Fixed inactive members with active licenses that have paid association fees so they do not show as ULs.
- Added IDP Username to the dropdown list for the Change Office member action.
- Added ability to Refund Class/Event invoices fot finalised classes
¶ April 5 , 2022
- Updated all Bill Run-based reports and filters to use a better label.
- Added System Notes report in the Membership category (eg: see everyone that had a role change last week)
¶ March 30 , 2022
- New Report : Office Roster
¶ March 24 , 2022
- Launched On Demand Courses
- Requires an integration with Thinkific- On Demand Documentation is in progress.
- New Report : Active (MLS) Offices
- New Report : Key Awaiting Provisioning
- New Report : Duplicate Emails
- New Report : Duplicate Corporate Licenses
- Updated Report : Add EC# to Contributions Report
- Fix Finance > Product Setup Screen
¶ March 17 , 2022
- Added new Forms Pre-populations
- office_nrds_id
- office_mls_id
- office_address
- office_roster
- New Report : Roles
- New Report : Dupe Corporate Licenses
- Added additional items to the Segment Report output
¶ March 10 , 2022
- Added support for PDF uploads of Files in Forms.
- Forced payment of all outstading invoice for a product
¶ March 3 , 2022
- Notes now added for all Member Actions
- New Note type : System Note
- Added support for New Role : Commercial Exempt
- Changed provider for status.tangilla.com
- Note now added for Phone Number changes on Profile
¶ February 24 , 2022
- Added MLSID to the Corporate Structure Screen
- Started data collection for MLS Data Segmentation
- Added support for Office Feeds with Billing
- Added support for daterange filters to reports
- Enables part hours for CE credits
- Completed Sponsorships backend (App)
- Added Report : Open Incidents
- Added Filter : New MLS Subscribers in last X Days
¶ February 17 , 2022
- Added "Download Notes CSV" option to the finalize class and RSVP windows.
- Added "Company Name" to the Event RSVPs Download.
- Fixed bug that was causing scrolling to stop functioning on Member Actions.
- Removed ability for inactive members to appear in member search in the portal.
- Added checks on form applications to prevent Salesperson licensees to apply for multiple MLS Subscriptions.
- Enhanced declined payment message on form applications.
- Deleting a posting batch now doesn't delete settled files. Deleting a settlement is now a separate action for each file.
- Mulitple Form updates.
¶ February 9, 2022
- Launched Product Config module
- Allows a visual overview of the product configuration for each relationship.
- View upgrade and downgrade paths.
- Product Configuration Documentation
- Updated Invoice design to better indicated PAID status.
- Added "Download Notes CSV" option to the finalize class and RSVP windows.
- Added "Company Name" to the Event RSVPs Download.
- Fixed bug that was causing scrolling to stop functioning on Member Actions.
- Removed ability for inactive members to appear in member search in the portal.
- Added checks on form applications to prevent Salesperson licensees to apply for multiple MLS Subscriptions.
- Enhanced declined payment message on form applications.
- Deleting a posting batch now doesn't delete settled files. Deleting a settlement is now a separate action for each file.
- Mulitple Form updates.
¶ January 18, 2022
- New Member Actions Added
- Change Role
- Update License
- Member Actions Documentation
- Settlement Detail Report Fixed
- Bill Run Receivables Report Fixed
- Fixed license number not autopopulating on change brokerage forms
- Change on how we push COEC education records: If a course is found for the previous cycle, add the record for the new cycle (eg C7) otherwise add for C6.
- Fixed issue where a DR transfer wasn't always updating the role for the downgraded previous DR
- Bill Run invoices can be written-off now
- Drivers license is autopopulated on telecheck payments now
¶ December 20, 2021
- COE Suspensions Addded => COE Suspensions Documentation
¶ December 14, 2021
- Continuing Education Certificates Lauched.
- Accessible via Member Portal under "Courses And Events > My Courses".
- Certificates Contain QR Code that lead to verification.
- Added COE to Letter of Good Standing.
- Added New Bill Run Invoices
- Updated "Manage Email Prefs" links
¶ December 7, 2021
- New Membership License module.
- You may search licenses available in Tangilla by State.
- Added support for Agent License Overrides.
- Licenses Documentation
- RPAC Contributions history updated.
- Fixes for membership applications:
- Fixed doubled fees for ULs
- Fixed doubled fees for CABR Local dues.
- Improved People Search directions to “You can search by name, mobile, NRDS, IdPUser, PID or lic#, just start typing...”
- Improved New Staff User invitation process.
- Improved NRDS and Relationship Status Badges for clarity.
- Updated Incomplete COE filters to match NAR specifications for Cycle 6.
¶ November 29, 2021
- New Segment Filter
- Demographics
- New Reports
- Members/Invalid Licenses
- Operations/SSO Activity (For Associations using the Tangilla SSO)
¶ October 26, 2021
- We now process payments asynchronously. This is a change made to eliminate many of the “lost payments” that were happening in the association portal.
- Staff members can now cancel pending amendments in the app.
- Pending ‘Add’ amendments are now visible in the subscription profile now
- We fixed an issue that caused Limited Referral Agents to not be provisioned correctly.
- We now allow reporting on Draft Segments. Segments no longer need to be published to run a report.
- RPAC events (like contributions) now require the contributor/attendee to declare if this is a Personal or Corporate contribution.
¶ October 19, 2021
- The “My Invoices” section in the association portal now only shows unpaid invoices.
- Posting Batches can now be unposted.
- Added Termination Date to the incident creation panel.
- Committee Meetings can be added to your personal calendar now.
- Fixed UL’s - LFRO Licensee Office dropdown was duplicating available options.
- Invoice search in the application by EC Control Number now also takes into account chargeback invoices.
- Affiliate Search fixes have been added.
¶ October 5, 2021
- Committees Tab Added To Members
- NRDS Driver should now trim home_street1 and home_street2 to 30 characters max
- Datatable screen component added on the front end
- RECN Transaction with result_code = 13 is now not considered on the check in place to return 409s in POST /recn_transaction
- On the Roster, the DR should not have Terminate, Broker Delegate or MLS Access options against their Profile.
- Make Expire Date optional for Portal Communication Items
- The timezone of the association is now used to fetch late fees for an invoice.
- Staff Amendments
¶ September 28, 2021
- Added Tax expense account to RECN and changed chargeback processing to take it into account when writing to the expense account.
- New UL Reports
- Removed DR upgrade logic that created a new relationship, the integration will no longer handle that. Changed name to “DR Transfer” in Billing and Forms and Portal
- Added Status Tags for Members
- Added New Education Tab
- Added “Email Services” filter to Segments
- Fixes on processes that handle members transferring to or from another association
- Member First Name can be up to 30 characters now.
- We now handle code 13 responses from RECN, which means the payment was not done even though an EC control number is returned
- Fixed Inactive Branches Appearing for DR in the Portal
¶ September 21, 2021
- Forms Module Complete
- Complete overhaul and redesign
- Forms Designer now available to appropriate staff.
- Forms Designer Documentation
- Added action in settlements to remove a payment reconciliation.
- Portal now displays Open Committee meetings.
- Now possible to ADD a meeting attendee from the RSVP & ATTENDANCE Panel
¶ September 14, 2021
- We now send MemberPrimaryStateAssociationId on member transfers from a different state
- Changes on how we process asynchronous tasks that relate to broker termination and change brokerage form applications which should prevent agents getting into an inconsistent state when they happen very close together.
- Fixed amendments for cancelations not putting the correct credit on the invoice for the office where the amendment is being applied.
- Fixed filter issue in the communications tab that caused the table to show up empty when no filter is selected.
¶ September 7, 2021
- Launched New “Actions” Tab for specific Member Actions (more to come):
- Member Deceased
- Terminate Staff
- Updated Date Range Options in Reporting (Last Week, Week to Date, Last Month, Month to Date, Last Quarter, Quarter to Date, Last Year, Year to Date & Custom. If custom is selected then the user is presented with the From and To options. For Weeks, they start on Monday. For Quarters, they are Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec
- Posting a bill run is now resilient to changes happening while the bill run process is running (people submitting forms or amendments).
- Added new Committees entitlement to provide different permission levels to Committee Liaisons.
- Launched Committee emails and updates.
- Resolved syntax errors in the application.
- Tangilla now ensures that people onboarding as non-members or to LFRO offices have their MLS and Supra subscriptions terminated.
- Removed duplicate rows in the UL report.
- Added Status to Forms Filter.
- Profile screen in the application is now resilient to NRDS being offline.
- Fixed the issue that made certain people not get pushed to Supra.
- We now store User Agent in RECN Transactions.
- UL Reminder messages set in place:
- Day -14 (14 days before the resolve by date... )
- Day -7 (7 days before the resolve by date... )
- Day -2 (2 days before the resolve by date... )
¶ August 31, 2021
- Committee App Module Launched
- Committee Member Portal Section Added
- Membership App Form Updated
- Supports Broker Dependency for MLS Products
- Supports asking for State and National Dues status for the current year and not charging if already paid
- Updated DR Dependencies
- Updated UL process to check using state_association_id
- Fixed classes not classified correctly on the calendar
- Subscription Incident Clean-up in preparation for the ABoR Sept Bill Run
¶ August 24, 2021
- Fix provisioning workflow for people that are reinstating their old subscription and creating a new office
¶ August 17, 2021
- New Reports
- Event No Show Report
- RPAC Contributions Report
- Top X Offices Report
- Small Offices Report
- Member Notes Report (useful for reporting Walk ins)
- Course/Class Revenue report
- Deferred Revenue
- Ad-hoc Invoice Ageing
- New Segments
- Number of years of membership
- Contributions Tab under Members
- Contributions Tab under Offices
- All Licenses Tab under Members
- Employee InTake/OutTake forms
¶ August 10, 2021
- We have added a way to send test emails for event notifications and modification emails.
- We now include a license card on Association Subscriptions
- We have added filter descriptions for segments where they are available to make it easier to understand exactly what a filter is doing.
- All Licenses Tab added to member to show all licenses that a member has in TX (past and present)
- DR Upgrade has been renamed DR Transfer and content added to provide greater clarity.
- DR Transfer button now available on the Portal for Brokers.
- Reports Added
- UL Report
- COE Outstanding (including NMO folks)
- Corporate Office Data
- MLS Subs Mismatch
- Numerous backend processes have been updated to ensure more accurate automated processing.
¶ August 3, 2021
- Similar to how classes have Instructors, events now have Speakers.
- An Event can have one or more Speakers, or none at all.
- Classes do not support Speakers
- Speakers are displayed in the same way Instructors are in the Portal
- Speakers are assigned to an event, with a sequence/order
- Launched Form Response Report (there are a couple of known errors, but ultimately this update solves both reporting and file access for photo/file questions)
- Fixed UL resolution code so that it’s not looking at supplementals
- License update to connect a person to all of their licences.
- Report RPAC/Foundation in the APP (New “contributions” tab in the member record and you may also " Download Summary as CSV” for this tab.)
- We’ve redesigned the login screen to reduce login errors for the app.
- Updated subscriptions layouts.
- Added an option for multi-select for report parameters to select/deselect all.
- ADDed the following columns to campaigns
- Scheduled Date : dd-mmm-yyyy (This will be blank for drafts)
- Scheduled By : (This will be blank for drafts)
- Fix for Settlements so that file 56308014 can be settled.
- Clicking outside of a class or event popup in the calendar will now close the popup.
¶ July 28, 2021
- Reports Module now live.
- Staff form complete.
- Corporate License added to appropriate applications.
- Removed UL’s from inactive or expired licenses.
- A number of small fixes and updates that are behind the scenes.
¶ July 20, 2021
- Change Broker form now appears for DR’s if they are the only person in an office.
¶ July 13, 2021
- Email Reporting is now live.
- Segment Updates (Segment owners are now displayed, Global & Only Me now works as you would expect. We now have a new role for Segment Admin and only Segment Admins can PUBLISH a segment for use. Currently nobody at ABoR has that Segment Aadmin role. We need to know who should be allowed to publish a segment.)
- Broker Delegates is now live..
- Ticket Supra Reinstates, helpdesk ticket.
- UL’s now look for expired licenses
- Salespeople Terminated from a Brokerage are now deactivated in services (Brokers are not)
- Portal Tiles are now live on the Portal
- Proxy to support complex Portal Tiles is now available (eg voting)
- Billing CC now available to edit on Portal
¶ July 6, 2021
- Added Billing CC to Member Portal
- Added an action from settlements to show a sub-panel of invoices that have invoice items included in that settlement.
- Segment descriptions are now optional. (The descriptions were often just a rewording or exact duplicate of the segment title.)
- Updated ELB algorithm (this DevOps, no need to advise)
- Better handling of Member Transfers (When a member leaves an association for another (member transfer) we are advised via the subqueue and the local_association_id on the member record changes. When this happens we now deal with the membership record based on a specific set of rules.)
- Segment Filters for Licensing to support UL Reporting and Management
- Portal Tiles (later this week)
¶ June 29, 2021
- Processing of manual checks. (See Payments & Settlements )
- Write Offs for Bill Run generated invoices.
- Class Changes & Notifications: The following actions result in a workflow (to manage refunds, for example) and notifications being sent to the member.
- Change of instructor (classes only)
- Change of speaker (classes only) - this will be live once “Add Speakers To Events” is complete.
- Change of location/room
- Change of date
- Canceling of a class/event
- Adding Segments to Events (help docs updated shortly)
- Adding Segments to Portal Forms (help docs updated shortly)
- Adding Segments to Portal Messages (help docs updated shortly)
- The ability to re-organize segments has been added. (help docs updated shortly)
- RECN settlement reporting for third party RECN destinations, for example, TAR.
- Update of Invoice indexes
¶ June 22, 2021
- Notes are now live.
¶ June 14, 2021
- Add option to resend communications when an incorrect email address was entered on the initial application.
- UL Process has been launched (documentation pending)
- Non-Member Registration Form is now available. (documentation pending)
- Membership Application checks for non-terminated subscriptions (reinstates) based on last name and cell phone number
- Identified and reported members with NRDS records that are not otherwise in Tangilla
- When a member logs into the portal it now triggers a refresh.
¶ June 7, 2021
- Can change price and description on published classes at any time.
- Improved People Search
- Improved DR Upgrade for Brokers that are affiliating an office with the Association
- Improved process to move a DR to another office. If the DR and they are the only active person in the old office THEN
- Downgrade the Role
- Make the old office Inactive if the office is PRIMARY.
- Better management of Supra subscriptions to ensure one sub per person
- Introduce a check for existing members for various forms (Applications, Non Member profiles)
- Add website to the MLS subscription settings in the Portal
- Ability to manage office details in the Portal
- We took the “logout” button from the portal since we don't actually log someone out of clareity.
- The contact manager is now CC-ed in all communications to a DR, except for the UL emails (deploying afternoon June 9)
¶ June 1, 2021
- Writeoffs and manual resolution for chargeback invoices that don’t relate to events or were generated by the bill run.
- Payments menu is now available on the member portal.
- Display primary association for all members on member card. This appears below their email address.
- Instructor Purchase Order PDFs and Instructor Purchase Order Screens have been redesigned for more clarity.
- The DR Upgrade now works when bringing an office in from another association.
- Fixed COEN NRDS push to show in the correct M1 tab. (NRDS Developer documentation was incorrect.)
- Deep linking for anything requiring a login. When a link is clicked, a user no longer has to re-click the link to get to the desired location after login is completed.
- New segment filters added:
- Members
- Designations
- Orientation Exceptions
- COE Completed
- Member Relationship Type
- Events
- Course RSVP’s
- Event RSVP’s
- Billing
- Lockbox Subscribers
- MLS Subscribers
- License Types
- Bill Run Invoices
- Members
- LFRO Office Identifier has been added.
- “Reply To” Option has been completed in Communications.See: From Addresses
- Optin Lists can now be seeded.
- Contact Manager now has the same access as the DR in the portal.
- Incidents and amendments display on the member page.
- Fixed ampersand display issue in communications.