Product Announcements
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2020-09-25 Product Release
Deals Removed requirement for Closing Date to be in the future. The closing date does not need to correspo...
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2021-02-26 Product Release
Enhancements When a user removes access, they only lose access to the brokerage account but can still acce...
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2021-02-21 Product Release
Enhancements We have updated the CDA Disbursement Text element in Rules and added a Display Payouts Table ...
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2021-02-05 Product Release
New Features You can now expand Preview for any sales entity on the Disbursement card to see the breakdown...
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2021-01-15 Product Release
What's New 1) When deleting a dual deal, you now have the option to either delete one or both deals. Dele...
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2020-12-23 Product Release
What’s new 1) We now have warning badges for add-ons. Normal badge Warning badgeError badge 2) You can cl...
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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 d...
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2020-06-02 Product Release
Insights Improved the User Interface including widget titles and standardized the page layout. Deals Fix...
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2020-05-29 Product Release
Deal Compensation Calculations Manually Enter Commission Splits - When a deal does not have a compensation...
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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 d...
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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 B...
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2020-05-08 Product Release
Deals Deal board layout improved with active card detection. Deal board performance enhancements. Additio...
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2020-03-30 Product Release
Deals Dual Deals released for General Availability, this addresses the common dual agency scenario that ma...
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2020-02-18 Product Release
Banking Improved logic to match bank feed transactions. Improved process to unmatch transactions. Display ...
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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 ...
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2020-02-03 Hotfix Release
Element Parameters for Conditions (Finance>Compensation) 'Source of Business' has been added as a paramete...
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2020-02-02 Product Release
Contacts Delegated Contacts Linking Delegated Information (Details and Locations) Default Disbursement Ins...
