Rezi Release Notes
The Rezi Product is always improving to your needs, the following aims to provide additional details on how we are listening and improving Rezi based on your feedback.
Rezi POST: We have resolved a issue where emails added to a template, was not being displayed in the generated document.Notes: We had added the ability to edit Landlord, Company, Tenant, Tenancy and Property notes. To edit a note, select the pencil icon to the right of the note.
Performance: We have implemented a number of performance improvements with the Sales Applicants list.
Sales Progression Notes: In certain instances, updating a note resulted in the creation of a second note. We have resolved this going forward.
Result List: We have resolved a issue where the filter "Exclude properties which have already been sent" was not always recognizing contact with customers and as a result, some customers were contacted on multiple occasions.
Result List: We have introduced a minor change which ensures archived users do not appear in any searches for vendors, negs, purchase, landlords and tenants.
Notes: We have resolved a defect which resulted in a subset of user being presented with a infinite loading icon when they updated or edit a note.
2023 Changes
4th December 2023
Leads: We have implemented a change which allows Rezi to gather customer leads from Zoopla, OnTheMarket and Rightmove. You no longer need to manually copy and paste customer details or leads details from emails into Rezi. Our leads engine checks for customer leads every 15 minutes. Once we have gathered your leads, they are made available within Rezi, so you and your team can manage and convert these leads from within your CRM.
Converting a lead to a contact is simple and straight forward. Simply, select the lead:
*Please note telephone and email address has been removed form image above.
From here you can convert the lead to a Rezi purchaser, vendor, or customer record.
Requires Feedback Widget: We have resolved an issue with the 'Requires Feedback' dashboard widget. When you selected the Vendor notified checkbox, there was an UI issue, which made it appear your previously edited feedback notes were reverted. We have resolved this issue going forward.
Sales Progression: From within the 'Revise Asking Price' dialog within the sales progression page, there was a defect which resulted in the purchases details not being correctly removed from the Sales property when the offer was rejected. We have updated the functionality to resolve this defect and to also automatically direct the user into the fall through flow, when a offer is rejected.
Group Search: We have implemented a fix which resolved a defect on a group, where editing the budget 'from' and 'to' fields and saving the new search. When viewing matches the previous searches results remain.
Group -> Activity Timeline: We have resolve a bug which resulted in the checking of the Mailout option not being saved, when the user presses save to default.
Property Information: We have introduced a UI change to the property page. When the user selects to start marketing a property, a label and associated date is in the For Sale tab. We hope, providing the start marketing date, provides key information at the point it is required and simplifies usage.
Diary: We have fixed a defect, which resulted in the user having to re-apply the agenda view when booking an appointment. Now, when a user navigates to the diary and selects the agenda view as their default view, the same default setting are used viewing the diary via the appointment booking dialog.
People: We has resolved a issue which prevented a person from being selectable if they have the marketing settings of 'Do Not Contact'.
Home Report (Scottish Agencies): We have resolved the following defect relating to the home report valuation:
When you go onto instructed sales property, on the instruction overview. The Home report should show next to the price, but it does not on first load.View and Edit Group Styling: Over the coming weeks we will be incrementally rolling out an update to the View and Edit Group screen. The aim of the UI changes is to provide more UI space for you to view customer details and to align the like and feel with the property pages.
Styling: We have updated the Rezi styling to make best use of UI space. We have removed the left and right empty columns. For example, the dashboards now use the full available width:
EPC: We have added support for the generation of EPC for commercial properties in England and Wales.
Property Viewings: We have resolved a bug that resulted in the wrong negotiator being displayed when you create a property viewing.
Property Search: we have resolved a issue within the property search. When a user selected a location for the search, it was not updating the display to show it as selected.
Data Migration from DR1: A data fix has been implemented for customers who migrated from DR1 to Rezi. Sales properties migrated from DR1 are being assigned a PriceType of "Flat Price" incorrectly.
Date Last Contacted: We have resolved a bug that resulted in the days since last contacted being displayed as Never, within the people list.![people list]()
Change property Owner: We have resolved a minor bug with the Change Property Owner functionality.
15th September 2023
Password Reset: It has been identified, a number of customers were unable to use the password reset functionality within Rezi. We have made a change to ensure this works for all.
Password Reset: It has been identified, a number of customers were unable to use the password reset functionality within Rezi. We have made a change to ensure this works for all.
25th July 2023
Property Searches: We have released a fix which ensures when you populate search criteria as part of creating/editing a person, this search criteria is available via the Person details page.Twitter support: We have implemented a fix that ensures the Twitter integration works as you would expect. Twitter integration is available from the actions menu on the property page.
Valuation Appointments: We have resolved an issue within Valuation Appointments. Previously, in some limited cases, if you updated a Valuation appointment, it would hide the vendor details from the appointment.
31st May 2023
Sales Progression: We have made a change that ensures withdrawn properties can still be added to the property chain.
27th April 2023
Diary: It has been identified in some instances the diary was not showing previously booked appointments, we have made a change which ensures appointments are always displayed. This includes the dairy view when booking a valuation, general appointment and viewing.
Property Write up: Within the EPC sub tab there was a Actions button which presented a Create EPC option, which when click, did not perform any action. We have removed this dead link. Please note, you can still generate the EPC Image using the Details section on the screen. 
Customer Matches: Rezi provides the ability to match customers to protentional properties, e have identified and fixed a issue where the count presented for matched customers, differed from the number of customers actually displayed. 
Valuation appointments: Cancelled valuation appointments were causing the property to state “Previously valued” when adding another valuation appointment. We have implemented a fix for this issue.Property Search: In some instances the Owning Branch linked with the property was incorrectly displayed within the property search. We have implemented a fix for thsi issue.Property Details: In certain scenarios the save button which allowed you to save changes to the acreage associated with a property, did not appear,. We have nresolved thsi issue. 
Rezi POST & Property Fees: A small number of customers have experienced a issue when trying to display the valuation fees within a Rezi POST template. We have implemented a fix for this.Rezi POST & Appointments: We have implemented a change which ensures the event date associated with the appointment always appears.Property Details - Viewing Tab: We have identified and implemented a number of performance improvements in relation to the Viewing tab. Some customers reported when there are 10+ viewings, the tab can appear to be slow loading.
Rezi POST: There was a defect which was preventing a snapshot of the Google Map location from being displayed within a Rezi POST notification. You can now use the merge field 'prop_google' within your letters or emails to “return a snapshot of the google map for the property's location”.
4th April 2023
Pre-Tenancy Hub & Sales Progression: We have resolved a bug where the checklist on the sub tabs were not saving or presenting in a consistent order. 
10th March 2023
Sales Progression: Taking onboard feedback from a number of customers we have made a number of minor changes to the Sales Progression page. The aim of the changes are to improve consistency with other areas of the product and to also reduce the likely hood accidental pressing of buttons. Please see summary of changes below:- Options to Revise offer price and change predicted dates, is now available from within the Actions menu. 
- We have removed the large plus icons and added specific buttons for the Add Vendor and Purchase's Contacts. We have also updated the styling of the headers and made minor alignment changes on the details. New Locations:
- We have also moved the location of the Reset milestone button, to prevent the accidental clicking of the button. The reset milestone functionality is now available by the action menu identified above.
If you have any questions or feedback, please reach out to [email protected].
23rd Feb 2023
Settings & Preferences: We have introduced back-end changes to improve the stability and performance of the Billing section within Settings & Preferences. The billing section can be used to view and manage the allocation of file storage for your agency.
21st Feb 2023
Property Marketing: It has been identified that some customers are experiencing unexpected errors when uploading virtual tours which are in excess of 250MB. To improve stability of the Rezi product, we have imposed a file upload size of 250MB. When a user uploads a virtual tour file in excess of 250MB they will be presented with the following dialog: 
If you experience constraints with this file limit please reach out to the support team and we can advise alternative approaches, which result in better performance.
29th Jan 2023
Pre-Tenancy Hub: Simplifying and improving is one of our main corporate principles. Taking this into consideration, we've made a big update that allows you to upload numerous tenancy documents at once. Drag and drop your property, landlord, and tenant paperwork from your computer to Rezi.When you navigate to the pre-tenancy hub, you will find a new Actions menu option called 'Bulk document upload'. 
Once selected you are taken to the Bulk Upload Documents screen. From here, you simply need to drag and drop documents from your PC into the correct areas. 
Once you have completed selecting and uploading your documents, they will appear against the tenancy as expected. No fuss and no excess clicks.
26th Jan 2023
Diary: Following feedback from the users, we have implemented a new checkbox to the diary. This checkbox will control the display of people and their associated appointments. When unchecked (default) appointments for users who are inactive are not displayed. If checked, appointments for users who are inactive are displayed.
Branch Performance Report: A defect has been resolved which means the report now shows the correct number of calls.
26th Jan 2023
Property Portals: We have updated the Rezi to send the material information presented by the local authority information to both the Rightmove and HomeFlow property portals. Please note, we are in the process of updating our other property portals to include this information.
If the property is Mainland UK, then the value is taken from the Council Tax Band field, however for Northern Ireland the band amount is used for the Domestic Rate Amount.
3rd Jan 2023
Pre-tenancy Hub: If you are a user of both Rezi and Rezi PM, you can now access the corresponding Rezi PM Tenancy directly from within Rezi Pre-Tenancy hub. This will make it easier to navigate between both products. 
Older Changes
16th November 2022
Property Hub: We have updated the text on the valuation tab to display the correct information when a valuation has been performed on a property.
28th June 2022
Property Hub: We have updated the UI design of the Photo and Brochure tabs used within both the For Sale and For Let tabs. The hope is the change of design will help align the look and feel of property hub. This change includes improvement to the aspect ratio of the photo thumbnails and also minor changes to the ability to amend photo descriptions.
Setting & Preferences : We have added the ability to change the Contact name for a Negotiator. This will now allow for updating of the negotiators name to be less formal i.e. you can remove the Mr/Mrs.
14th June 2022
Property Hub: We have updated the styling of the Virtual Tours tab to follow the same styling as the rest of the property hub. No changes to existing functionality.
Diary: In some limited instances, users were being presented within incorrect contact details within the diary summary. This has now been resolved.
Marketing Price: We have resolved a defect which resulted a small number of properties having their asking price reverted to the marketing price.
10th June 2022
People: Following the feedback given in the community forum we had added the non binary title value 'MX' and the gender option 'Not specified'. Over the coming weeks we will also be looking to implement non-binary icons.
Diary: In some limited instances, users were unable to add and/or remove inactive users from the view for the Diary. This has now been resolved.Tenancy: We have resolved a defect which was preventing some users from being able to end a Tenancy.
7th June 2022
Unique Marketing Preference: The aim of the Unique Marketing Preference (UMP) is to provide the ability to override specific property details when you have multiple properties for sale or properties or for let against the same address. To help illustrate the purpose, we have updated the UMP to styling to reflect this.
The UMP is enabled if the address has multiple active properties. For 99% of all user needs we expect the writeup tab to be used to store and manage the property details.
Owning Negotiator & Owning Branch: As a result of customer feedback, we have introduced a new panel to the overview sections, within both the Let Agreed and For Sale tabs. This introduces the ability to change the Owning Negotiator and Owning Branch without the need to navigate to another menu. Once a change has been made to either value, a save button will appear which allows for storing of the new details. Previously the user would have needed to navigate to the Actions menu and then select the Fees & Negotiator option (this option still remains the same).
Diary: In certain edge case scenarios the unattended viewings and appointments were not visible within the Diary. This has now been resolved.
EPC: We have updated the styling used within the Write Up / Energy Performance Certificate (EPC) tab to match the property hub pages. The functionality itself remains the same.
25th May 2022
Property Hub -> Marketing/Brochure Tab:
Taking on user feedback we have changed the styling and simplified the Marketing. The Unique marketing preferences have moved to the Overview tab (with other marketing options) and the tab has been renamed to Brochures.
Overview Tab Following Change:
Marketing Tab Following Change:
Property Hub -> Write Up Tab:
We have re-instated the Sync description option. From within the Writeup tab, you are now presented with the Actions Menu, within here you can select the copy description menu option. This improved UI provides you with the ability to re-uses descriptions and features set against different marketing properties against the same address.
Button Location:
Copy Description Dialog:
Diary:
We have resolved two separate defects which prevented the display of the appointments within the summary display and also the display of all day appointments.
Minor UI Bugs: We have implemented various other minor UI bugs, including but not limited to the tab order used within the Room Descriptions.
Property Hub -> Notes of Interest:
Resolve a defect which resulted in the display of the date a NOI was created, instead of the date which the Offer was created as a result of NOI. Please note, this is specific to the Scottish region.
Property Hub: Add the ability to copy property description and features from a historical or withdrawn listing.
Property Portal: Resolve a defect which prevented changes to a properties furnishing level from being passed into the portal.
Property Hub: We have listened to your feed back and made some UI changes to simplify the screens used to market a property. Both the Features and Description sub tabs have been merged into one tab - Description.
Tenancy Management: We have identified and resolved an issue which was preventing some users from the ending of certain tenancies.
