YGL New Features & Updates

Posted on 9/27/2016

Summary

In this release we have spent time working on general improvements to enhance YGL's usability and a few additional features in direct response to users' requests. As always we welcome your suggestions and feedback.

Cheers! The YGL Team

Highlights:

1. Lead Status Update- Added Lead Status (A, B, C or Hot, Warm, Cold) to Task Search and Task Calendar!

2. Task Drop Down Usability- You now only need to click once when choosing options from the drop down lists in task details!

3. New Inventory Exceptions Report- For accounts that utilize YGL's inventory module this report is located in the Inventory & Occupancy reports section.

All Updates:

New Features

-Added Lead Status (A, B, C or Hot, Warm, Cold) to Task Search and Task Calendar

-Single click drop-down lists in the task details

-Ability to view either 15, 25, or 50 records on the sources page

-New Inventory report that shows exceptions and allows users to fix them

-Ability to filter and export a list of leads referred by a single source

General Improvements

-Users can now change the task type within a scheduled move in task

-Users should be able to see more columns on lead search such as inquiry date

-Move out task details should be imported from transfer out detail

-Transfer and Close details should import data from move details

-Source detail drop-down on lead search should be sorted alphabetically

-The professional source company should be displayed by the source name in the Lead's master record.

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