DATE:
AUTHOR:
The Cotality CMS team

New Message Queue Preview, Appraisal Forms Provider Display, and Doc Search Fix

DATE:
AUTHOR: The Cotality CMS team

New Message Queue (Coming Soon)

Introduces a logical list view for new messages with sorting and filtering capabilities. Key features include direct message replies, order detail access, and bulk message clearing actions, letting users identify and respond to messages without opening individual orders. Available in UAT as of the June 4th release; requires configuration at Administration > Preferences > Workflow Options > New Message Queue.

Appraisal Form Provider

Service provider profiles now display the appraisal forms vendor they use. A dropdown menu lists standard providers, with options to add unlisted vendors to business profiles. Service providers can expand user settings to reflect integrated forms vendors. No CMS or AppraisalPort configuration changes required.

CMS Fixes

  • Order Summary Property Type for Doc Search (CLCTUTD-7765) — Resolves issues preventing doc search page loading due to null values, enabling seamless order detail access without configuration-related errors.

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