Our product development team is constantly innovating, to build a better Alto software experience.
Every time we've added a new feature, we've notified all our users within Alto itself utilising in product messaging.
However, for a full list of the changes on a monthly basis such as new features, any improvements or product fixes to our software, please see the relevant articles in our Release Notes sections of the Help Centre.
New features
To view a log of the latest new features within Alto:
- Sign in to Alto
- Click the Alto icon in the bottom right corner of the screen
- Click Product updates
- A summary list of our Product updates display. Some new feature updates will include links that take you to the relevant page within Alto. Popup messaging and/or guides may then launch to provide you with more information on what's new
Reporting beta - Sales pipeline dashboard
This new feature went live on 25th March.
Within Reporting beta, we've now released a Sales pipeline dashboard.
This dashboard will help you view the status of your current sales pipeline and what properties are available. You can switch between tabs showing properties that are Available, Under offer and Exchanged as well as provide a branch comparison.
Improvements
New and improved fee fields
This improvement went live on 27th March.
Within Properties>Appraisal>Post-Appraisal, for sales properties we've added:
- A dedicated field for you to enter the Commission %. This is available alongside a new merge code #sale_fee_quoted_%# which can be included in letter templates such as appraisal follow ups, and will pull this figure through
- A calculator for the Fee Quoted field, to help you work out the fee amount based on the Proposed price and the Commission %. This is available alongside a new merge code #sale_fee_quoted_including_vat# which can also be included in letter templates such as appraisal follow ups, and will pull this figure through
For more information, click here.
Reporting beta - Improved sales performance dashboard
This improvement went live on 25th March.
Within Reporting beta, the Sales performance dashboard helps you view date bound insights on sales activity, from appraisal to completion.
We've made improvements so that it now:
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Includes more filter options (such as filtering by negotiator, branch and date range)
- Includes more data (additional attributes such as vendor, buyer, property date, as well as user defined property fields)
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Has more visuals (including a breakdown of the average number of days each stage of the process takes)
Reporting beta - sales dashboards data improvements
This improvement went live on 25th March.
Within Reporting beta, we've improved the data model that our sales dashboards use, by rebuilding it with natural language search in mind.
Portal Publishing - Listing Review page links
This improvement went live on 18th March.
When you click Portal Publishing in readiness for uploading a property to the internet, you'll land on the Listing Review page. As well as acting as a preview of what the property listing will look like on the portals, it'll notify you of any errors preventing it from being uploaded and published.
We've made improvements so that if there are any errors (i.e. if a mandatory section/field on the property record hasn't been completed), the links now take you to our property workflow for you to make the amendments.
Alto property workflow - Keyflo branding for 'owner tasks'
This improvement went live on 18th March.
As part of our new property workflow, all 'owner tasks' are now Keyflo branded.
Uploading documents to a property
This improvement went live on 17th March.
When Uploading documents to a property, you can now click, drag and drop documents into the window to upload them.
This is in addition to being able to select browse files to locate the stored document(s) on your computer or network.
Alto property workflow - Listing prep renamed to Pre-marketing
This improvement went live on 13th March.
When using our property workflow, the Listing prep tab has been renamed to Pre-marketing.
This is in readiness for additional functionality improvements coming soon.
Alto property workflow - Banner display
This improvement went live on 4th March.
Based on your feedback, we've extended the status options in which properties will have the Prepare Property banner at the top of the page. They now include: Instructed, Available, Let (Marketing), Withdrawn and Suspended.
If you click Manage or Edit below the relevant task, you'll open up the property workflow and land on the relevant tab.
Import receipt file format added for Danske Bank
This improvement went live on 3rd March.
The import receipt file format for Danske Bank has been added:
- Start Row - 2
- Debit column - 5
- Credit column - 5
- Date column - 1 (Date format MM/DD/YYYY)
- Payment type column - n/a
- Description column - 3
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Related Help Centre articles that you may find useful.