815882: Added Virtuoso Assistant access to the Help (?) icon in CRM IQ, Maintenance IQ, and Voyager 8. When users click the Help (?) icon, Virtuoso Assistant opens instead of Yardi Help, providing direct access to in-app support.

846894: Tracking & Routing permissions are now managed exclusively through Voyager 8. Elevate permissions are no longer supported for Tracking & Routing. To ensure users retain access to Tracking & Routing screens and functions, assign the appropriate permissions to user groups in Voyager 8.

719702: You can now create custom dashboards for specific roles within your organization, to better fit your operational needs. To customize your dashboard, open the Settings screen (Settings (gear icon) > Settings, select Admin > General) and under the Dashboard section, under the Choose which view you would like to use setting, click Customize next to the Custom view option. From the Custom Dashboard Setup screen, you can add new custom dashboards and map one or more roles to the dashboards you create. You can add up to two galleries' worth of tiles out of the thirteen available tiles to the custom dashboard:

Some tiles become unavailable when you add tiles with overlapping features to your dashboard. For example, if you add the Time Sensitive Tasks tile, you can no longer include the Priority CRM IQ or Priority Customer CRM IQ tiles. You can also choose whether to display the Leasing Performance dashboard as a tab on your custom dashboard using the Show Leasing Performance Tab setting. After you create your custom dashboard, select Role Mappings to map the dashboard to different Voyager 8 or CRM IQ roles. This dashboard replaces the landing page for the assigned roles.

772457: (CRM IQ) We added an Avg. Daily Completion Score column to the Leasing Performance dashboard data grid, when displayed by property. This allows users to identify the overall performance on a property-by-property basis.

769758: We made the following changes to quote sheets:

791886: Added the building code to resident and prospect records. The building code now appears:

The building code links directly to the building record on applicable resident pages, making it easier for users to access building information and navigate between related records.

835448: Updated tiered lease renewals in CRM IQ with new interfaces for renewal pricing, unit pricing setup, and pending renewal proposals. Clients using tiered lease renewals can now manage these workflows directly in CRM IQ without switching to Flex.

848523: Updated CRM IQ to use Delinquency in place of Collections throughout the dashboard and related screens.

837494: Added the Residents by Legal Status tile to the Delinquency dashboard. The tile provides a summary of delinquent residents by legal status and is available when Legal functionality is enabled.

759366: (CRM IQ) Added Hold (RingAgent) functionality in Comm Hub during active calls.

804968: Added resident notification outbound emails to Communication Analytics so users could report on automated resident notification activity.

829807: (CRM IQ) Added company-level automation templates that can be assigned to defined property groups or regions.

830336: Updated Contact IQ role checks so the Contact IQ - Community Manager role worked correctly with Contact IQ functionality.

836250: (CRM IQ) Added delivery status context in Comm Hub for text and email messages, including delivered, failed, bounced, and available bounce reason details.

844554: Added Applicant Portal as a touchpoint option in the ID Verification report within CRM IQ, allowing clients to filter and track identity verification activity completed through the Applicant Portal.

775198: Applied the existing renters insurance web service permissions to Voyager 8 and CRM IQ, allowing administrators to control users' ability to create, edit, and delete renters insurance policies.

784683: Updated the ResCRM-Allow_Lease_Bypass permission to control bypassing a lease and posting a move-in or renewal on a bypassed lease independently. The bypass option in lease document tracking is shown or hidden based on the following conditions:

838758: (CRM IQ) Added the CRMIQ_SmartScreeningActions permission to control access to verification of income (VOI) and screening-related actions. When set to No Access, VOI dropdown options for Confirmed as Accurate, Manually Verified, and Applicant Cancelled are hidden, and users receive a permission denied message when attempting to view screening. The permission defaults to Access to preserve existing client functionality.

844237: Standardized Save button behavior across CRM IQ pop-up screens by disabling the button during processing and displaying a progress indicator to prevent duplicate submissions.

845892: Added the Voy8-ShowDelinquencyPerformanceTab permission to control access to the Delinquency Performance dashboard tab on the Delinquency dashboard.

849311: Updated setup menu labels to replace the CRRM abbreviation with CMFIQ, including CMFIQ Property and CMFIQ Unit (Setup > CMFIQ Property and Setup > CMFIQ Unit).

835914, 775704: On the Units & Pricing dashboard, under the Charge and Fee Setup tab, when adding new fee setup for your property or unit type, you can now choose the Calculated amount type. When creating a calculated amount, you can add charge rules and conditions which determine how the fee is calculated. For example:

Additionally, you can set a Max Charge Amount of either a fixed or percentage charge type. For this phase of beta, you can only create calculated fees for application and move-in charges against deposit charge codes. To enable this feature for your property, contact Yardi technical support.

819205: (AFFORDABLE) When a property is associated with an affordable project, leasing agents are now restricted from evaluating applications and executing leases in CRM IQ. This ensures that all eligibility and compliance processes are managed through Compliance Manager workflows instead.

768523: Hid the Verify ID and Resend Link buttons for move-in Identity Verification (IDV) records on Future Residents when those actions are not applicable.

780281: Enhanced the Canadian Residential Rent Regulation Module (CRRM) to support multiple Above Guideline Increase (AGI) approvals for the same unit. Clients can now manage and approve separate AGI applications for different capital improvement projects or approval dates within the same lease period.

787902: Added a Print Master Policy Certificate button to the Renters Insurance policy page slide, allowing users to print policy certificates directly from CRM IQ.

813471: Added Custom Status 1 and Custom Status 2 filters under More Filters on the Delinquency dashboard. The filters are available when the Use Custom Status on Dashboard setting is enabled (Settings > Collection Settings).

821116: Increased the resident Notes character limit from 99 to 5,000 characters to match Voyager 7S.

841009: Updated Collections Delinquency Settings to display the Enable Legal Functionality on Delinquency Dashboard setting only when a Legal license is available. When enabled, Legal functionality is available on the Delinquency dashboard.

842788: Added roommate emergency contact information to the new resident record.

848223: (INTERNATIONAL) Canada: Added new lease information tabs to the new resident record for the Canadian Residential Rent Regulation Module (CRRM): RTA Charges, Notification of Termination History, and Worksheet Other Ontario Forms.

850961: Updated the Accounts Receivable (AR) Detail window so it remains open after bulk charge updates, allowing users to continue reviewing account information without reopening the window.

851714: Fixed an issue where the Preferred Name field was not saved or displayed correctly for primary residents and roommates when the enhanced resident record was enabled.

851736: Updated the Delinquency dashboard Key Performance Indicator (KPI) comparison color logic to improve visual interpretation of dashboard metrics.

820497: (CRM IQ) Improved Tracking & Routing so the Automated Call Tree email address could pull from the Voyager user record.

828943: Updated the Campaigns tab in Communication Templates to support table and tile display options.

837619: Added a customer name column to the Contact IQ History tab with a link back to the prospect or resident record.

839140: Added Hold Time to the Contact IQ History tab.

839910: Fixed the Contact IQ Property Details flyout so users could search and switch properties during a call.

841286: Added a dropdown to the Contact IQ Supervisor Dashboard so users could view abandonment and rollover by percent or count.

845340: Improved SMS Auto Opt-In so phone numbers without existing opt-in records display as opted in for functional messages when auto opt-in is enabled.

689662: Enhanced the Document Dashboard, Renewal Dashboard, and Documents screens to show which applicant or resident signed and which signatures were still pending.

825202, 835710: Blue Moon: We’ve updated the Blue Moon charge code mapping to better support fee transparency.

830291: Added support for Standard Token Customization when generating FillDocs leases and addenda from CRM IQ.

704424: Fixed an issue where Export to PDF and Export to Excel did not work in Change Agent Phone Settings (Gear Icon > Admin Tools > Change Agent Phone Settings).

715535: Fixed an issue where custom table field dimensions configured in Voyager were not applied in CRM IQ. Fields now display at the correct size.

755404: Fixed an issue where the LEASE_CHARGE-RENT-ACCESS permission was not enforced in CRM Flex and CRM IQ. Users without permission can no longer add rent lease charges.

765374: Fixed an issue where the AppointmentStartTime and AppointmentEndTime tokens displayed an incorrect character after the appointment time. Also fixed an issue where the PropertyName token returned inconsistent values.

822449: Fixed an issue that caused non-approved applicants to appear twice on the Non-Approved Applicants tab.

836253: (CRM IQ) Improved performance of the FlexConnect overnight leasing performance data load to reduce processing delays.

836812: Fixed an issue where the Category field was not available when creating Signature or Upload documents (Settings > Documents > Other Documents).

836813: Fixed an issue where the Category field could not be edited after saving a document (Settings > Documents > Other Documents).

838548: Improved performance of the CRM IQ Agent Dashboard to reduce load times and improve system responsiveness.

839734:Fixed an issue where the Auto Month to Month (MTM) task duplicated lease charges and applied prorated charges to the incorrect charge code.

841209: Improved performance of the Property Performance CLO report to reduce load times.

846762: Fixed an issue where the ResCrmOutlookCalendarSyncTask could still be triggered after Exchange Web Services (EWS) was no longer supported. The task now exits without processing.

729611: The Appointment Type options now reflect the enabled appointment types for your property, whether you are adding the appointment from the Agent dashboard Next Step, the calendar, or the Leasing quickview or prospect record Activities panel. Additionally, the Activities panel will always show Virtual Tour and Other as appointment types, regardless of settings.

734747: When a property blackout spans multiple days or months, it now shows up on the calendar across all affected days, and not just on the starting day (Agent dashboard calendar) or during the starting month (global calendar).

767936: Fixed an issue where leasing agents were able to select units from inactive properties when scheduling appointments.

776341: You can now schedule appointments for roommates from the calendar and primary prospect record.

789187: Fixed an unresponsive page issue that would occur when opening or engaging with No Name leads on the Agent dashboard.

808661: When adding or changing the unit for an appointment, the unit lookup now only shows units belonging to the prospect’s assigned property, as expected.

826986: On the prospect or resident ledger, changing the transaction date sorting no longer causes issues with the Total Ledger Balance calculation.

831171: Fixed an issue where searching for a prospect by p-code in the global search while on a prospect record for an Applied, Approved, or Canceled prospect would cause the p-code to refresh on the current record instead of taking users to the searched for record.

838278: Fixed an issue where units without premiums set through Term-Based Premiums on the Units & Pricing dashboard were showing $0 rent instead of market rent. Additionally, renewal premiums now allow you to save even when the date range is blank.

838963: Fixed an issue where users could not search for customer records by customer codes with 12 characters.

840897: Fixed the Invalid Date error message that would appear in Date fields and on the calendar picker when adding calendar events in Microsoft Edge.

848084: Fixed an issue on the Agent dashboard where the Application In Progress category on the Applicants tile was not capturing all applicants and roommates with incomplete application forms.

648419: When your property allows advance payment of move-in charges, a Move-in Charges Paid? field appears on the prospect record Overview page, under the Application Status tile, with the current payment status for the advance move-in charge.

700515: (INTERNATIONAL) Canada: After performing an application transfer between properties, the proration and amount period from the International-Residential Configuration is still honored, as expected.

754771: Fixed an issue where the Activities tab on the prospect record would fail to load.

775785: Fixed an issue in CRM IQ where concessions were posting in the incorrect month.

785557: (INTERNATIONAL) Canada: On the application form, the leasing agent and the customer now see the same options in the Relationship dropdown for the emergency contact.

826320: (INTERNATIONAL) Fixed an issue that was causing incorrect unit assignment on prospect records in Applied or Approved status.

832895: The Application Charges, Manage Lease, and Move-in screens now load correctly even when a prospect has a concession with a future start month.

838161: Prorated rent now calculates correctly when using annual proration.

840295: The Leasing quickview checklist no longer incorrectly shows screening as in progress for resident roommates. Now, only the resident roommate’s screening status is considered when determining their screening progress.

850659: On the Leasing quickview Checklist tab, we have removed the Applicant Cancelled option from the Income Verification dropdown menu. If the property staff needs to cancel the application, this should instead be done through prospect record actions.

680304: Enhanced unit selection lookups to display Unit Status and Available Date information. The additional information is available in the Transfer Unit, Assign Unit, and Generate Quote workflows.

746742: Enhanced standard Move Out Statements to support property-specific logos and automatically resize logos for proper report formatting.

748693: Fixed the Transfer Unit workflow to default the Lease From date to the resident's move-out date plus one day. Also corrected transfer notes to display the selected transfer reason after posting.

778447: Fixed an issue that prevented future resident move-ins after adjusting the move-in date in Voyager 7S.

787319: Added options to deny or delete future roommate applications from the current roommate record.

787677: Added the Unmatched Policies category to the Requiring Attention tile on the ResidentShield tab of the Resident Services dashboard.

787700: Added the Claims Information tile to the ResidentShield tab of the Resident Services dashboard. The tile displays open claims, closed claims year to date (YTD), and overdue claims. The tile is available when the optimized dashboard package is not loaded.

787701: Deposit Accounting for intercompany payables now automatically populates the Funding Entity field based on the selected company. Users can successfully post Deposit Accounting without requiring access to the Funding Entity.

797551: Added support for roommate custom tables in CRM IQ. When configured in Voyager, custom tables are available from the roommate Actions menu.

809530: The Unit Transfer workflow now honors the Bypass Lease Document After Unit Transfer setting. allowing users to post a move-in when lease document bypass is enabled.

813171: Updated the Mass Collection Status validation message to display "Please select collection status" when no collection status is selected.

813894: Fixed the Counter-Sign Leases button on the Renewals dashboard to correctly process multiple selected lease records.

817793: Fixed an issue with Unit Transfer where the New Rent value on the New Move-In screen did not use Revenue Management pricing for the selected lease term.

826224: Changed HO-4 renters insurance policies to view-only, preventing users from editing policy information.

835417: Added custom collection status values to Delinquency dashboard exports.

835767: Fixed printed resident ledgers to display property and company logos correctly and without distortion.

837834: Fixed an issue on the Delinquency dashboard where the charges and receipts flyout panels stopped responding after being closed by clicking outside the window.

838522: Added export and import capabilities to the New Lease Charges Worksheet in Canadian Multifamily IQ. Users can export lease charge information to Microsoft Excel, make updates, and import the changes back into the worksheet.

840661: Fixed an issue that allowed hold reasons, promise to pay, and risks to be applied to prepayment receipts in Accounts Receivable (AR) Detail on the Delinquency dashboard.

841925: Fixed an issue on the Delinquency Performance dashboard where residents with a $0.00 balance appeared in the Unpaid page slide. Also added the Charge Ctrl column to the Payment Details page slide.

849665: Fixed an issue where the Show in header bar option was unavailable for resident notes when the enhanced resident record was enabled. Notes configured to display in the header now appear at the top of resident pages.

851436: Fixed an issue on the Delinquency dashboard Aging Summary where charges were assigned to incorrect month-based aging buckets.

851583: Fixed an issue on the Delinquency dashboard where the Add/View action in the Activity column did not display any content.

851434: Improved performance on the Delinquency Performance dashboard and updated the dashboard to wait for user-selected filters before loading results.

706024: Fixed Communication Analytics so automated follow-up emails and Comm Hub emails display under the correct analytics categories.

758291: Fixed an issue that caused special characters and symbols to appear in Comm Hub email conversations.

826521: Fixed Communication Analytics so property list filtering returns results only for the selected properties.

826848: Fixed downloaded Comm Hub email conversations to display the correct timestamps instead of UTC values.

829497: Fixed an issue in Tracking & Routing where the Last Called column remained in a loading state after searching.

830454: Fixed the Assign to Property workflow so roommate property values and email associations update correctly.

837793: Fixed an issue that prevented audience criteria such as unit types, residents, buildings, and rentable items from loading when creating an audience.

839399: Fixed Communication Analytics to enforce the supported three-month date range for email analytics requests.

715520: Fixed attachment previews so they are based on the attachment file name instead of the description field.

725249: Blue Moon: Fixed an issue where prorated rent was not rounding correctly on Blue Moon renewal leases generated through a lease renewal batch using Revenue Management.

766363: Blue Moon: When documents exist as both eSign and print only forms on Blue Moon’s website, they now show in the correct workflows in CRM IQ.

783179: Blue Moon: Fixed various issues that were causing leases to show an incorrect signing status in Resident Portal.

825155: Blue Moon: Fixed an issue that was causing the countersignature to disappear on countersigned documents.

832849: Fixed support for YLD document packets used in pre-application document workflows.

834907: Fixed an issue where pressing Enter in the Manage Forms search removed unlocked forms from an YLD packet.

837403: Fixed an issue that prevented PDF files from loading into eDocs packets.

790624: Fixed an issue in the CRM IQ ID Verification (IDV) report where the ID Type column displayed incorrect values for Passport and ID Card workflows.

805713: Fixed an issue where the Market Rent Schedule and Rent Roll reports displayed incorrect average rent and deposit values.

815632: Fixed an issue where the Aged Missed Follow-ups report did not return resident follow-ups when filtered for residents.

836707: Fixed an issue where the CRM IQ Rent Roll report incorrectly displayed occupied units as vacant after a tenant moved out.

704424: Fixed an issue where Export to PDF and Export to Excel did not work in Change Agent Phone Settings (Gear Icon > Admin Tools > Change Agent Phone Settings).

755404: Fixed an issue where the LEASE_CHARGE-RENT-ACCESS permission was not enforced in CRM Flex and CRM IQ. Users without permission can no longer add rent lease charges.

765374: Fixed an issue where the AppointmentStartTime and AppointmentEndTime tokens displayed an incorrect character after the appointment time. Also fixed an issue where the PropertyName token returned inconsistent values.

822449: Fixed an issue that caused non-approved applicants to appear twice on the Non-Approved Applicants tab.

836253: (CRM IQ) Improved performance of the FlexConnect overnight leasing performance data load to reduce processing delays.

836812: Fixed an issue where the Category field was not available when creating Signature or Upload documents (Settings > Documents > Other Documents).

836813: Fixed an issue where the Category field could not be edited after saving a document (Settings > Documents > Other Documents).

838548: Improved performance of the CRM IQ Agent Dashboard to reduce load times and improve system responsiveness.

839734:Fixed an issue where the Auto Month to Month (MTM) task duplicated lease charges and applied prorated charges to the incorrect charge code.

841209: Improved performance of the Property Performance CLO report to reduce load times.

846762: Fixed an issue where the ResCrmOutlookCalendarSyncTask could still be triggered after Exchange Web Services (EWS) was no longer supported. The task now exits without processing.

734747: When a property blackout spans multiple days or months, it now shows up on the calendar across all affected days, and not just on the starting day (Agent dashboard calendar) or during the starting month (global calendar).

767936: Fixed an issue where leasing agents were able to select units from inactive properties when scheduling appointments.

789187: Fixed an unresponsive page issue that would occur when opening or engaging with No Name leads on the Agent dashboard.

808661: When adding or changing the unit for an appointment, the unit lookup now only shows units belonging to the prospect’s assigned property, as expected.

826986: On the prospect or resident ledger, changing the transaction date sorting no longer causes issues with the Total Ledger Balance calculation.

831171: Fixed an issue where searching for a prospect by p-code in the global search while on a prospect record for an Applied, Approved, or Canceled prospect would cause the p-code to refresh on the current record instead of taking users to the searched for record.

838278: Fixed an issue where units without premiums set through Term-Based Premiums on the Units & Pricing dashboard were showing $0 rent instead of market rent. Additionally, renewal premiums now allow you to save even when the date range is blank.

838963: Fixed an issue where users could not search for customer records by customer codes with 12 characters.

840897: Fixed the Invalid Date error message that would appear in Date fields and on the calendar picker when adding calendar events in Microsoft Edge.

848084: Fixed an issue on the Agent dashboard where the Application In Progress category on the Applicants tile was not capturing all applicants and roommates with incomplete application forms.

700515: (INTERNATIONAL) Canada: After performing an application transfer between properties, the proration and amount period from the International-Residential Configuration is still honored, as expected.

754771: Fixed an issue where the Activities tab on the prospect record would fail to load.

775785: Fixed an issue in CRM IQ where concessions were posting in the incorrect month.

785557: (INTERNATIONAL) Canada: On the application form, the leasing agent and the customer now see the same options in the Relationship dropdown for the emergency contact.

826320: (INTERNATIONAL) Fixed an issue that was causing incorrect unit assignment on prospect records in Applied or Approved status.

832895: The Application Charges, Manage Lease, and Move-in screens now load correctly even when a prospect has a concession with a future start month.

838161: Prorated rent now calculates correctly when using annual proration.

840295: The Leasing quickview checklist no longer incorrectly shows screening as in progress for resident roommates. Now, only the resident roommate’s screening status is considered when determining their screening progress.

850659: On the Leasing quickview Checklist tab, we have removed the Applicant Cancelled option from the Income Verification dropdown menu. If the property staff needs to cancel the application, this should instead be done through prospect record actions.

680304: Enhanced unit selection lookups to display Unit Status and Available Date information. The additional information is available in the Transfer Unit, Assign Unit, and Generate Quote workflows.

746742: Enhanced standard Move Out Statements to support property-specific logos and automatically resize logos for proper report formatting.

748693: Fixed the Transfer Unit workflow to default the Lease From date to the resident's move-out date plus one day. Also corrected transfer notes to display the selected transfer reason after posting.

778447: Fixed an issue that prevented future resident move-ins after adjusting the move-in date in Voyager 7S.

787319: Added options to deny or delete future roommate applications from the current roommate record.

787677: Added the Unmatched Policies category to the Requiring Attention tile on the ResidentShield tab of the Resident Services dashboard.

787700: Added the Claims Information tile to the ResidentShield tab of the Resident Services dashboard. The tile displays open claims, closed claims year to date (YTD), and overdue claims. The tile is available when the optimized dashboard package is not loaded.

787701: Deposit Accounting for intercompany payables now automatically populates the Funding Entity field based on the selected company. Users can successfully post Deposit Accounting without requiring access to the Funding Entity.

797551: Added support for roommate custom tables in CRM IQ. When configured in Voyager, custom tables are available from the roommate Actions menu.

809530: The Unit Transfer workflow now honors the Bypass Lease Document After Unit Transfer setting. allowing users to post a move-in when lease document bypass is enabled.

813171: Updated the Mass Collection Status validation message to display "Please select collection status" when no collection status is selected.

813894: Fixed the Counter-Sign Leases button on the Renewals dashboard to correctly process multiple selected lease records.

817793: Fixed an issue with Unit Transfer where the New Rent value on the New Move-In screen did not use Revenue Management pricing for the selected lease term.

826224: Changed HO-4 renters insurance policies to view-only, preventing users from editing policy information.

835417: Added custom collection status values to Delinquency dashboard exports.

835767: Fixed printed resident ledgers to display property and company logos correctly and without distortion.

837834: Fixed an issue on the Delinquency dashboard where the charges and receipts flyout panels stopped responding after being closed by clicking outside the window.

838522: Added export and import capabilities to the New Lease Charges Worksheet in Canadian Multifamily IQ. Users can export lease charge information to Microsoft Excel, make updates, and import the changes back into the worksheet.

840661: Fixed an issue that allowed hold reasons, promise to pay, and risks to be applied to prepayment receipts in Accounts Receivable (AR) Detail on the Delinquency dashboard.

841925: Fixed an issue on the Delinquency Performance dashboard where residents with a $0.00 balance appeared in the Unpaid page slide. Also added the Charge Ctrl column to the Payment Details page slide.

849665: Fixed an issue where the Show in header bar option was unavailable for resident notes when the enhanced resident record was enabled. Notes configured to display in the header now appear at the top of resident pages.

851436: Fixed an issue on the Delinquency dashboard Aging Summary where charges were assigned to incorrect month-based aging buckets.

851583: Fixed an issue on the Delinquency dashboard where the Add/View action in the Activity column did not display any content.

851434: Improved performance on the Delinquency Performance dashboard and updated the dashboard to wait for user-selected filters before loading results.

706024: Fixed Communication Analytics so automated follow-up emails and Comm Hub emails display under the correct analytics categories.

758291: Fixed an issue that caused special characters and symbols to appear in Comm Hub email conversations.

826521: Fixed Communication Analytics so property list filtering returns results only for the selected properties.

826848: Fixed downloaded Comm Hub email conversations to display the correct timestamps instead of UTC values.

829497: Fixed an issue in Tracking & Routing where the Last Called column remained in a loading state after searching.

830454: Fixed the Assign to Property workflow so roommate property values and email associations update correctly.

837793: Fixed an issue that prevented audience criteria such as unit types, residents, buildings, and rentable items from loading when creating an audience.

839399: Fixed Communication Analytics to enforce the supported three-month date range for email analytics requests.

715520: Fixed attachment previews so they are based on the attachment file name instead of the description field.

725249: Blue Moon: Fixed an issue where prorated rent was not rounding correctly on Blue Moon renewal leases generated through a lease renewal batch using Revenue Management.

766363: Blue Moon: When documents exist as both eSign and print only forms on Blue Moon’s website, they now show in the correct workflows in CRM IQ.

783179: Blue Moon: Fixed various issues that were causing leases to show an incorrect signing status in Resident Portal.

825155: Blue Moon: Fixed an issue that was causing the countersignature to disappear on countersigned documents.

832849: Fixed support for YLD document packets used in pre-application document workflows.

834907: Fixed an issue where pressing Enter in the Manage Forms search removed unlocked forms from an YLD packet.

837403: Fixed an issue that prevented PDF files from loading into eDocs packets.

790624: Fixed an issue in the CRM IQ ID Verification (IDV) report where the ID Type column displayed incorrect values for Passport and ID Card workflows.

805713: Fixed an issue where the Market Rent Schedule and Rent Roll reports displayed incorrect average rent and deposit values.

815632: Fixed an issue where the Aged Missed Follow-ups report did not return resident follow-ups when filtered for residents.

836707: Fixed an issue where the CRM IQ Rent Roll report incorrectly displayed occupied units as vacant after a tenant moved out.

851203: We made the following improvements to the Leasing Performance dashboard:

848078: Enhanced resident roommate workflows by adding Approve and Deny actions for roommate applicants with completed screening results. The Evaluate action now opens the new Resident Overview page.

836881: Improved Resident Notifications for Chat IQ 2 and Chat IQ 3 by including late fees in the balance due and ensuring notifications display the resident's full outstanding balance when reminder criteria are met.

846118: Enhanced proactive prospect engagement by introducing a new workflow that automatically triggers the Chat IQ Prospect Agent based on a prospect's first contact method and configurable timing.

847168: Enhanced Chat IQ 3 by adding support for subdomain injection in API base URLs, providing greater deployment flexibility.

847254: Enhanced Chat IQ 3 Resident Notifications to honor the Include roommates designated as lessee setting, ensuring eligible lessee roommates receive notifications.

848270: Enhanced Chat IQ follow-up management by requiring a human agent before follow-ups can be paused, requiring additional context when pausing or resuming follow-ups, and preventing follow-ups from being paused while a tour is scheduled but not completed.

847149: We added the Unit field back to the Create Show for Appointment screen.

840415: When running the screening report multiple times, multiple reports are now getting logged, as expected.

841521: Fixed an issue with screening reports for future residents where an incorrect $0 rent amount was being passed in the report.

841853: On the Agent dashboard, when viewing the Leasing quickview for a newly-created prospect right after closing the Leasing quickview of a future resident, the quickview no longer hides all tabs except the Checklist tab.

842883: Fixed an issue where after running a custom screening report type, attempting to run a Yardi Screening report would instead re-run the previously selected report type.

843156: Fixed an issue where running screening from CRM IQ would cause the applicant’s employment history to disappear from the credit check report.

845627: Fixed an issue where the version number on prospect screening reports was disappearing when viewing the report.

846292: When canceling lease proposals, any rentable items included in that proposal are also canceled, as expected.

846895: Fixed an issue where the Activities panel on the prospect record was not loading for prospects assigned to CLO child properties.

846958: Fixed an issue where opening the Lease Info page on the new resident record would create duplicate credit check records for screening.

847093: Fixed an issue where duplicate concessions were getting saved for a prospect when move-in charges were saved outside of CRM IQ.

853687: Fixed an issue where the duration on a modifiable leasing special was not getting saved correctly on a prospect’s move-in charges.

843202: (AFFORDABLE) Added support for processing Deposit Accounting for affordable residents directly from the Resident record in CRM IQ.

845076: Enhanced the Delinquency Dashboard comparison period for custom date ranges by improving prior period calculations and adding an editable Prior Period Date Range filter with prepopulated dates.

845347: Fixed an issue where residents excluded using the Include in Request option were still included in screening requests. Also corrected the Consent/Photo ID Confirmed selection to save correctly.

846619: Fixed an issue where Master Policies were not automatically canceled when an HO4 policy was updated to include all occupants.

847124: Fixed the Pet Type field to display a text entry field when Pet Policy is not configured for the property. When Pet Policy is configured, the Pet Type field displays the available pet policy types.

837793: Fixed an issue that prevented audience criteria, including Unit Types, Buildings, Individual Residents, and Rentable Items, from loading when creating an audience.

840075: Fixed an issue where additional properties were automatically added when creating an audience. Only selected properties are now included.

842930: Fixed an issue where the Agent field for proactive prospect follow-ups generated from CRM IQ automation templates mapped to a Chat IQ agent flow displayed as blank. The field now displays Chat IQ.

842931: Fixed an issue where assigning a real agent to a prospect updated the Agent field for existing Chat IQ follow-ups. Chat IQ now remains assigned to those follow-ups.

843050: Fixed an issue where custom HTML formatting in Communication Templates was altered after saving or publishing. Original email formatting is now preserved.

844803: Fixed an issue where prospects with paused Chat IQ follow-ups were not reactivated after appointment confirmations, reschedules, or cancellations. Chat IQ follow-ups now resume automatically.

850628: Fixed an issue where conversations disappeared from the New Conversations queue on the CRM IQ Dashboard after upgrading to version 26.4.2.

854348: Fixed an issue where Agent Flow follow-ups appeared on the Agent Dashboard, allowing human agents to complete automated follow-ups. Agent Flow follow-ups no longer appear on the dashboard.

842755: Fixed multiple issues with Bulk Documents (Reports > Resident > Bulk Documents). Queued batches and residents now display correctly, the Add New button is available without requiring a processed date, and resident information is correctly populated in generated documents.