Apto 7.38 Release Notes - October 2021

What is in the Release?

1. Groups - expanded to include Properties and Companies, auto-activate

   We are introducing improvements to Contact Groups. Now, Admins no longer need to activate groups manually. Groups will auto-activate, 5-min after creation. Additionally, all the same functionality we use to organize Contacts into Groups can now be utilized for both Companies and Properties.

2. Buildout Integration- now available for Apto Deals users!

   Our customers using the Deals pipeline will now be able to take full advantage of the Buildout integration. Customers familiar with our previous integration (used for the legacy, multi-object pipeline) will be familiar with setup and publishing as the process follows the same logic.

3. Deal Offers - available for Apto Deals users only

   Deal Offers tracks individual offers and their relevant information for an active listing.

4. Deal Page Layout Updates

   We are updating standard layouts to match feedback we have heard from the team and customers.

Deployment Instructions

Some of these new features require System Administrator access to deploy to your team. Follow these steps to enable Apto 7.38's new features:

1. Create/run settings via Post Install Settings Page
   
   App Launcher -> Settings -> POST INSTALL SETTINGS -> Create Settings
   
   

   

   
   

2. Add users to Apto Version 7.x Permission Set
   
   Setup -> Permission Sets -> Select Apto Version 7.x Permission Set -> Manage Assignments - > Add Assignments -> Select all Users -> Assign -> Done
   
   

   

3. Add the Edit _Contact_ Groups button (on Contact) with the Lightning Component type to List View page layouts
   
   Setup -> Object Manager -> Contact -> Search Layouts for Salesforce Classic -> List View -> Add button to right column
   
   

   

   
   

4. Repeat Step 3 for Company Object
   
   Add the Edit _Company_ Groups button (on Company) with the Lightning Component type to List View page layouts
   
   Setup -> Object Manager -> Company -> Search Layouts for Salesforce Classic -> List View -> Add button to right column
   
   

5. Repeat Step 3 for Property Object
   
   Add the Edit _Property_Groups button (on Property) with the Lightning Component type to List View page layouts
   
   Setup -> Object Manager -> Property -> Search Layouts for Salesforce Classic -> List View -> Add button to right column
   

Adding Groups Buttons to Contact, Company, and Property Pages:

If you need to manually add Edit Contact Groups, Edit Company Groups, or Edit Property Groups buttons to your Object page layouts, follow these steps:

1. In the Setup menu, open the Object Manager and then select the Contact object. Select Page Layouts to view the Contact record types.
   
   Setup -> Object Manager -> Property -> Page Layouts -> Select Record to Edit
   
   

   

   
   

2. Add Edit Contact Groups button to the first Contact record type - "Attorney". This button is found in the "Mobile and Lightning Actions" section of the Available Buttons panel in the Page Layout Editor. Click Save when finished.
   
   

   

   
   

3. Repeat this process for each Contact record type except the two Contact Layout Page Layouts.
   
   

   

   
   

4. Return to the Object Manager, use the Quick Find to search for and select "Property" and under Page Layouts add the Edit Property Groups button to the first Contact record type - "Healthcare". Click Save when finished.
   
   

   

   
   

5. Repeat this process for each Property record type except the Space Layout Page Layout.
   
   

   

   
   

6. Return to the Object Manager, use the Quick Find to search for and select "Company" and under Page Layouts add the Edit Company Groups button to the first Company record type - "Account Layout". Click Save when finished.