Friday, May 22, 2026

Today's work focused on enhancing the Lead Management Tool's functionality, improving user experience, and addressing technical issues.

• *Property Rental Workflows**

• The application now includes mandatory deal closure inputs for residential rental leads, ensuring accurate and complete data.
• Automated workflow hand-off and CRM oversight have been added for sourcing requests, streamlining the process.
• Users can request property sourcing for rental leads, and property listings now use service type instead of listing for.
• A script has been added to classify property listings for sale, rent, or lease, improving data accuracy.

• *User Interface and Functionality**

• Residential Rental users can now edit property reports, giving them more control over their data.
• The property search filters and display options have been updated for improved usability.
• A listing purpose filter and display have been added for properties, making it easier to find relevant listings.
• The property inventory page has been made more responsive, and a bug in the "for sale" filter has been fixed.

• *Security and Administration**

• CSV export functionality is now restricted to authorized personnel only, ensuring sensitive data remains secure.
• Milestone forms are now non-mandatory for testing purposes, allowing for easier testing and development.

• *Versioning and Maintenance**

• The application version and commit hash have been updated, ensuring the system remains up-to-date and secure.

Bug fixes: None.