New Features
Custom Report Number in Order Header: now appear in the order header when the feature is enabled in your settings, making it easier to reference your own report numbering at a glance.
Optional Client Last Name: The last name field for clients is now optional. You can create or update a client record without providing a last name, reducing friction for single-name clients.
Order Form Respects Realtor Property Info Settings: The order form now honors your office settings for Realtor property information. When those settings are turned off, square footage, year built, and property photos will no longer auto-populate from Realtor data.
Fixes
Failed ACH Payments Excluded from Totals: Failed ACH transactions are no longer counted toward payment totals. The "Total Paid" amount on invoices and receipts now correctly reflects only successful payments.
Calendar Overlapping Events: When multiple calendar events overlap, event text is now rendered in the largest available gap rather than being hidden behind other events, making busy schedules easier to read.
Double-Booking Alert False Positives: The new order form no longer shows a false scheduling conflict warning triggered by the order's own existing events. Dismissed overlap alerts also stay dismissed when calendar data refreshes, rather than reappearing.
Mobile App Payment Status: Payments submitted through the mobile app now correctly recalculate and update the order's paid status, so fully paid orders are properly reflected as paid in the web app.
Dropbox Re-authorization Error: When your Dropbox connection expires or is revoked, you now see a clear, actionable message and are redirected to re-authorize, rather than receiving a generic server error.
Mobile Agent Search: The agent search in the mobile app now correctly filters by active, inactive, and deleted status, and sorts active agents to the top of results by default.