Agent Office Version 9.0 is shipping!

FNIS has just announced an upgrade to Version 9.0 now.  It started shipping on July 5th.

If you like you can order it now for $229.

What’s in it?

Activity Enhancements

• Ability to view All Users’ timeless and timed activities in the Scheduler.
• Ability to reassign mass activities from one AgentOffice user to another.
• On the Schedule an Activity screen, the Show Schedule button displays the selected user’s scheduler (instead of the logged in user’s schedule).
• Ability to view the Schedule an Activity screen by double-clicking on an activity in the Old Business activity list.
• Auto-population of the time on the Schedule an Activity screen when you select a time in Scheduler and select the Schedule an Activity option.

Contact Import Enhancements

• Additional e-mail address import field options to accommodate import packages that contain 2 or more e-mail addresses.  You can associate existing e-mail types or add e-mail types on the fly to e-mail addresses in a contact import package.
• Additional mailing address import field options to accommodate import packages that split the address street number, street name, direction point, and street designation.
• Ability to import categories from within the import package into AgentOffice and associate the imported categories to the appropriate imported contact record.
• Ability to globally associate existing AgentOffice categories to contacts within the import package.
• Prompts during the import process to allow you to enter default information, which will auto-populate all contacts within the import package with the entered information.
• During the import process, duplicate record checking between existing contacts and contacts in the import package with the option to update or add duplicates.

New Document Manager Module

• Ability to import significant documents directly into AgentOffice Document Manager or an AgentOffice record.
• Ability to link the documents to contacts, listings, and/or sales.
• Ability to assign documents to categories.
• Ability to view documents using the associated application.
• Ability to export documents, including to CD.
• Ability to e-mail documents.
• Documents are backed up and synchronized during AgentOffice backups and Accusync.

Referral Management Enhancement

• Ability to track which clients have referred you as a client (Referred By), and what referrals to clients/contacts your contacts have made (Referrals).

ZipForm/WINForms Integration

• Integration with the desktop and online versions of ZipForm and WINForms to create new transactions with data from transactions and contacts in AgentOffice.
• Integration with the desktop version of ZipForm and WINForms to associate transaction related forms to a transaction.
• Integration to ZipForm and WINForms available within the AgentOffice Contact, Listing and Sales modules.
• Ability to add new transactions to ZipForm and WINForms that include contacts related to the transactions, for example, buyer and seller, buyer and seller agent, buyer and seller attorney, lender agent, title agent, escrow and appraiser.

It’s a very good upgrade.  They never have everything I would like to see, but this is a good one.  The next one won’t be out for quite some time. More upgrade information