Appraisal Scope Updates — May 1, 2018

This week we released two updates which included the changes below. See the in-product snapshot here.

New Features

1. A new message appears when validating a new client sign-up to help ensure you don't create a duplicate of the company record a user should be associated with.
2. When validating a new client sign-up, the password field can now be marked as a "temporary" password, requiring new users to change their password when logging in for the first time.
3. The internally-focused "Client Reference #" field has been removed from the client sign-up form.
4. When validating a new client sign-up, if you choose an incorrect option from your list you can now revert the selection.
5. The following fields are now required when a new client signs up.

• First Name
• Last Name
• User Name
• Email
• Phone Number

6. A new "Clear EAD Tab" system setting has been introduced that mimics the existing "Clear UCDP Tab" feature.
7. Failed Orders for the Clear Capital integration can now be viewed from the Staff tab.
8. You can now edit manual transaction details within the order details screen of an Order.
9. A new document tag has been created called "Fees (Client fee breakdown)".
10. For RealEC-integrated orders, there is a new company setting that will allow you to include vendor details when sending the order accepted event to your client.

Bug Fixes

1. For RealEC-integrated orders, the order acceptance event was incorrectly being sent to the client when the order was assigned, rather than accepted by the vendor.  This is now sent at the correct time.
2. On orders originated from Encompass, you shouldn't see the error "Jobtype does not exist on the assigned fee panel" when attempting to assign the order to an appraiser.
3. Orders are no longer assigned to AMC vendors who are not on the approved list of AMC vendors.
4. In some cases, order information was being cleared from the form when an order was edited and you would no longer be able to edit the order.
5. When the "Ordered For" and "Submitted By" user were configured to use different fee schedules, the jobtype would should (deleted).
6. When an order was assigned from one AMC to another AMC, and then returned for QC, the QC rule for appraiser name would fail because Appraisal Scope was attempting to compare the vendor AMC's name to the appraiser's name in the report, causing an incorrect rule failure.

To read the details of prior updates, visit http://www.mercuryvmp.com/appraisal-scope-updates