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Smoother owner workflows and stronger reporting
This release improves several high-visibility experiences across owner operations, CRM, and reporting. The biggest wins are expanded owner-facing CRM capabilities — including co-owner navigation, dashboard filters, templates, and onboarding flexibility — along with new reporting tools such as saved reports in owner statements, occupancy rate reporting, and clearer reallocation details.
Enhancements
- Added co-owner navigation to make owner CRM workflows easier to move through.
- Added support for required conditional fields in the owner portal.
- Added owner dashboard filters for faster access to relevant information.
- Added the foundational owner page setup needed for the broader owner CRM experience.
- Added support for moving a contact to a portfolio during onboarding without requiring a portal invite.
- Added templates as part of the CRM V2 experience.
- Added saved reports to owner statements.
- Added occupancy rate reporting.
- Added clearer amount handling in reallocation workflows.
- Increased session times for techs and residents on the backend to reduce unnecessary logouts.
- Removed the ability to add or edit renewals after acceptance.
