What’s New: More Capabilities for Contacts
Separate Contacts Tab within Deals Now users can add a separate Contacts tab within a deal view. This allows users to fully view, sort, and filter all the contacts related to a deal or property. The separate Contacts tab comes in addition to the existing contacts preview panel that lives on the main deal view page. …
What’s New: More Control Over Custom Fields
Audit Logging for Any FieldNow audit logs are available on all fields, not just money fields. Users can choose to enable or disable the audit logging capability on each field in TermSheet. To change your preferences, select the Fields category under Settings. New Custom Field Type: FileWe’ve added a new custom field type: File. With …
What’s New: More Control Over Custom Reports
There are two major updates for reporting within TermSheet being rolled out. Enhanced Filtering for DashboardsWe have enhanced our Dashboards to allow for more granular filtering per chart. Previously you could only filter the data at the dashboard level meaning some charts didn’t make sense given the dashboard-wide filter. Secondly, we have added support for …
What’s New: Improvements to Tasks
TermSheet’s task feature allows you to create tasks that include everything your teams need to get the job done — including descriptions, checklists, and related files and contacts. Add task assignees, due dates, and comments to collaborate in real-time. Custom FieldsTermSheet users can now create custom fields in Tasks, much like how you can create …
TermSheet is SOC 2 Type II Certified
Kansas City, MO – Tuesday, September 13, 2022 – TermSheet announced today that it has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation that …
What’s New: More Control Over Your Display Fields
Choose which fields to show or hide across your entire TermSheet account – from deal layouts to pipelines to reports and more.
What’s New: Task Manager Gets Subtasks
Break down task lists in even more detail by adding subtasks so that your team never misses a step. TermSheet’s task feature allows you to create tasks that include everything your teams need to get the job done — including descriptions, checklists, and related files and contacts. Add task assignees, due dates, and comments to …
What’s New: Performance Improvements for Portfolios
Portfolios allow you to aggregate properties based on how your team likes to evaluate deals. Now large portfolios load even faster. Create portfolios within TermSheet based on how your team likes to evaluate deals. Top-down Evaluation Approach: Add a collection of new or existing properties to a single deal to evaluate as one entity. Bottom-up …
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What’s New: Public API Documentation
Now it is easier than ever for customers, partners, and developers to integrate with and build on top of TermSheet. TermSheet’s public API enables customers to build applications on top of TermSheet allowing TermSheet to serve as the database of record. The open platform makes it easy for partners and developers to integrate with TermSheet …