Webinar recording; Release overview meeting R8.1 - 6th August 2018

[Kate_Camilleri]

We're very pleased to announce PEXA Release 8.1 due on Monday 6th August, a recording of the webinar highlighting Release 8.1 features is available below and Release notes are available here: 

If you have any questions please post them below. 

[DMc]

Good job! Thanks for listening to and actioning feedback.

Will 'Financial Account Locking' (FAL) at least for regular accounts or once a client account has been verified, be made available in the normal PEXA release similar to PEXA projects?

I'd imagine that dealing with a large gov. body like the ATO is very different than the AGILE approach?! 

[TheDoctor]

Re: Conversation Enhancements.

If a Participant has multiple roles in the same workspace (eg. Incoming Mortgagee & Mortgagee on Title) will they appear twice as recipient options, once for each role, or, will the Participant appear once with dual role descriptions?

If separate:

1. Does the recipient role display as selected on the recipients' Conversation Dashboard?
2. Will the received Conversation only be visible to the correct role (usually different workgroups)?
3. Can a multiple role subscriber send a Conversation to the other role for the same subscriber?
   • ie, if Westpac are Mortgagee on Title, can Westpac send a Conversation to Westpac as Incoming Mortgagee?
   • This would prevent a lot of confusion within different functions in office.
4. If both roles are selected within the Conversation, will two Conversation notifications be received?

If one selection, multiple role:

1. Will both roles appear on the recipients' Conversation Dashboard?

[EmilyHua]

Hi @DMc - Thanks for your feedback.  Financial Account locking is currently only available for PEXA projects given the bulk nature activities associated with managing the many workspaces for a given project.  

I can certainly pass on this suggestion to our Practitioner team to further consideration on any requirements here 

Thanks!

Emily  

[DMc]

Is there some guidelines /FAQ on using the Conversations and the different categories and sub-categories, please?

[Beck]

Hi @TheDoctor,

Only if the message is sent to both roles for the same subscriber will it then appear twice on the Conversations dashboard.

Further to your questions, please see responses in line with your questions. 

1. Does the recipient role display as selected on the recipients' Conversation Dashboard?  Yes
2. Will the received Conversation only be visible to the correct role (usually different workgroups)?  Yes
3. Can a multiple role subscriber send a Conversation to the other role for the same subscriber?  No, the conversation is used between subscribers not roles.
4. If both roles are selected within the Conversation, will two Conversation notifications be received? Yes

Sending conversation: 

Unread Conversation: 

Thanks, 
Beck 

[Beck]

Hi @DMc, 

There isn't guidelines you need to adhere to but the categories/sub categories are self explanatory so use them accordingly.  You can find them here. 

If you have specific questions, happy to address them for you. 

Thanks, 
Beck