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Jack Crane

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Recent activity by Jack Crane
  • Record a Loan and Repayment

    Step 1: Set up a liability account to record what you owe First, set up a liability account to record the loan: Select Company > Finance > Chart of Accounts. Select ‘+ Create’ to create a new acco...

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  • 2020-06-19 Product Release

    Deals If a user has permission for the Deals module, but has not created a board yet; Zipi will create a default deal board automatically based on permissions. This board will either allow a user ...

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  • 2020-06-02 Product Release

    Insights Improved the User Interface including widget titles and standardized the page layout. Deals Fixed an issue with the Queue manager that would cause the calculation to fail in some scenar...

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  • 2020-05-29 Product Release

    Deal Compensation Calculations Manually Enter Commission Splits - When a deal does not have a compensation plan assigned to it (or the end-user removes the compensation plan through Deal > Overrid...

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  • 2020-05-22 Product Release

    Deals Adjusted Sales Price - In some scenarios the sales price that is used for calculations needs to be different then the sales price that is recorded on the contract. The Adjusted Sales Price f...

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  • 2020-05-15 Product Release

    Deals Improved the 'Revert' workflow process for Deal Payouts and now Void previously issued Invoices or Bills instead of deleting the reference entirely. Sales & Purchases Payout Invoices and B...

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  • 2020-05-08 Product Release

    Deals Deal board layout improved with active card detection.  Deal board performance enhancements. Additional Deal Board filter options added and changes to filter layout. Allow Form for Requestin...

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  • 2020-03-30 Product Release

    Deals Dual Deals released for General Availability, this addresses the common dual agency scenario that many brokers support for their agents. Introduced a new deal status type known as 'Processed...

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  • 2020-02-03 Hotfix Release

    Element Parameters for Conditions (Finance>Compensation) 'Source of Business' has been added as a parameter. This is in addition to the SOB type that has already been available as an option in Dea...

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  • 2020-02-10 Hotfix Release

    SkySlope Sync Closed Deals Search Improvements Zipi Pay Same Email Address for Multiple Accounts when a user has access to multiple Zipi companies Bill Pay improvements New Controller Info Icon ...

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