2017-08-18: Redesigned BLMS Dashboard

Due to be released no later than August 24th, the long awaited Redesigned Dashboard is just about ready. We are very excited to launch the newly updated dashboard as we foresee it being very helpful to our current users. Please see the screenshots below for a sneak-peek into this exciting new release. Particulars regarding free training sessions will be posted as soon as the details are finalized. Check back soon for more information. While many of the changes on the dashboard are changes simply to the way the widgets work, one of the…Read more

2017-08-14: Updated Locations List

We recently released the updated Locations List page. This project updates the look, feel and functionality of the Locations page so that it contains the features implemented on the Licenses List page. The Locations List page now has the advanced filtering, the options menu, the ability to choose the columns to display, as well as the ability to edit from the grid.Read more

2017-08-09: Emailing Reports to Non-BLMS Users

As per popular demand, we've recently released a feature that will allow BLMS users to create and email reports to non-BLMS users. This functionality has been built into a few different areas of the Reports: When you click to customize a report, you'll see the 'Email Report' link. You'll be able to select existing BLMS users to email the report to. You will also be able to enter email addresses for recipients other than BLMS users. Once a report is generated, from the Generated Reports tab, you'll have the ability to email it,…Read more

2017-08-09: Associating a Professional to Multiple Entities

We recently released a feature that will allow users to create a professional and have the professional linked to multiple entities. Instead of having the entity listed as a field on the professional record, there is now an entities tab on the professional record where the associations can be managed. When creating a license for a professional: if there's only 1 entity associated to the professional, the license record will populate with the professional name and that entity name if there are multiple entities associated to the professional, the license record will populate…Read more

2017-06-26: Updated Leases List

We recently released the updated Leases List page, for those of you using the Real Estate Leases module. This project updates the look, feel and functionality of the Leases List page so that it contains the features implemented on the Licenses List page. The Leases List page now has the advanced filtering, the options menu, the ability to choose the columns to display, as well as the ability to edit from the grid.Read more

2017-02-27: Customizing Your Filing Timeline

Due to popular demand, we're making some changes to the enhanced workflow timeline to further improve the filing experience. These changes are expected to be released on Tuesday, 2/27 or Wednesday, 2/28. As before, please note that customizing the timeline is an administrator right. These changes include the following: Setting up the timeline in a central place: Now you can access the customization area by clicking your username in the top right corner of the screen, clicking Setup, then clicking System Settings and then Filing Steps Timeline. Hiding steps: now you can hide…Read more

2017-02-02: Professionals to Locations Relationships

Many of our clients using the Professionals add-on module have requested that BLMS expose the relationships between those same professionals and the locations the professional licenses are now associated to. As of yesterday afternoon, this feature has been released. To see the changes, check out the Location records and the Professional records. You'll see a tab showing the relationships to the respective records. A professional record showing the location relationships: A location record showing the professional relationships:Read more

2016-07-22: Professionals Import

Friday, Jul 22, 2016 We have added the ability for users with administrator rights to import new professionals into BLMS (for clients with the professionals module enabled). Additionally, you can use this feature to update the professional information (such as address and any custom fields). To use the Import Wizard, navigate to the Setup section and select the desired activity from the Imports and Bulk Updates section. You will then be guided through a few quick and easy steps in order to import or update. You can download an import template or you…Read more