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. …
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 …
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 …
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 …
Choose which fields to show or hide across your entire TermSheet account – from deal layouts to pipelines to reports and more.
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 …
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 …
What’s New: Performance Improvements for Portfolios Read More »
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 …
Have more control over what information is collected when adding new deals with the ability to customize fields on the entry form. You asked, we delivered. Users now have the ability customize the “Add Deal” form within a pipeline.Here’s how you take advantage of this new feature: User must have the: PIPELINE_DEAL_FORM_EDIT permission From pipeline …
What’s New: Enhanced Customization Options for Adding New Deals Read More »
Sync files, deal information and related interactions with the corresponding deal in TermSheet without leaving your inbox — no file downloads necessary. TermSheet’s Outlook plugin has an improved email panel that allows you to log emails, upload files, and sync tasks. With the TermSheet Outlook plug-in enabled you can seamlessly track emails and files that …
What’s New: A More Powerful Microsoft Outlook Plugin Read More »
