We've added another new enhancement to the new Customer Teams feature that will help you feel confident that your teams are working the way you want them to.

We know that many companies have been reviewing the new Customer Teams in their accounts to make sure that rosters and settings have been configured correctly. This enhancement allows you to mark which Customer Teams you've reviewed and have confirmed are setup correctly.

Marking a Customer Team as reviewed is , and will have no effect on how the team functions for customers.

If you find a Customer Team that has customers from different brokerages or organizations, we recommend splitting it up so that each brokerage or organization receives its own Customer Team. Anyone with the 'Admin' role on a Customer Team will get access to member's listings within that team, so before making any customer an admin you'll want to do this first!

You can easily split a Customer Team with the newly added 'Split Customer Teams' enhancement (Learn more here). Simply click 'Split' on the right side of each row to get started.

We've added a new enhancement to the Customer Teams feature:

This enhancement allows you to easily split an existing team into two teams, while preserving the original team settings on both. You can find this feature by going to Customers -> Customer Teams, and then clicking into an individual Customer Team. You'll now see a 'Split team' action in the top right corner of the screen:

After selecting the 'Split team' action, you'll be prompted to select which customers on the team you want to move to a different team. Finally, you'll be asked if you want to create a new team for these customers (in which case you'll have the option to copy over settings from the team) or add them to another existing team.

In order to get the most out of Customer Teams, we strongly recommend taking this action for any Customer Teams you still might have that have customers from different brokerages or organizations.

Customer teams have arrived for portal apps!

In this release, portal apps have been updated to utilize customer teams. Now, when you login or use the app in any way, you will do so through the lens of a customer team. This along with many other bug fixes have been packed into this release!

: If your mobile developer accounts are in good-standing, then this version should become available as soon as Apple and Google approve it. If your developer accounts are not in good-standing, then please contact your customer specialist.

Customer teams have arrived!

In this release, customer teams make their first appearance on mobile. Now, when creating orders, you can utilize your customer teams to apply custom pricing and other functionality such as internal notes or notification settings. Also, creating new customers and placing them into a customer team is a breeze! It is all just a few taps away!

Customer Teams is a new feature that merges two previous Aryeo capabilities:

The "Customer Teams" feature takes the robust configuration setting capability of "Customer Groups" (such as custom pricing and marketing material templates) and combines it with the roster management and shared listing access functionality provided by "Agent Teams" today.

Now, rather than manually configuring team members per agent, you can configure team members for an entire team of agents once, with a single set of settings applied across all of them.

This creates a simpler configuration experience for your business' customer list. You can more easily set up teams of agents, establish roles, configure settings and share listing access for team admins (which is great for listing coordinators or assistants), all in one place.

As part of this release, all previous Customer Groups and Agent Teams were automatically converted into a Customer Team. These new Customer Teams also automatically received all the same settings as the Customer Groups they were converted from. Customers were automatically assigned a user role of ‘member’ or ‘admin’ based on their existing access to other customer’s listings.

Customer Teams offer all the same functionality as the previous Customer Groups feature. In addition, your customers with the ‘admin’ role will get access to a subset of these actions.

Within a Customer Team, your customers can have one of two roles: ‘member’ or ‘admin’. Members receive access to the settings of the Customer Team. Admins are able to view the listings of any member of the team and place an order on behalf of members. Here’s an overview of what permissions these roles grant the customer:

The most common scenario for assigning ‘admin’ status to a customer is when that customer is a listing coordinator, or someone else who would nees to access listings or order on behalf of multiple other customers. You can change the role of any customer within a Customer Team. Admins on the team also have permission to give other customers the admin role.

To access the new Customer Teams feature inside your Aryeo account, navigate to the left-side menu and click on “Customers” under the General section:

Then click on “Customer Teams”:

You will then be able to view all of your Customer Teams. You can click “Edit” on a Customer Team to view and adjust the details, members & admins, products, pricing, listings, and other settings for that specific Customer Team:

We've added an enhancement to the Customer Groups tab that allows you to easily split a Customer Group into multiple groups. You can find this setting on the Customer Groups page:

When splitting a Customer Group, you can search by name or filter by email domain to find customers you want to select for the new group.

Both resulting Customer Groups will retain all settings of the original. If your Customer Group has a Pricing Plan for price overrides or automatic coupon application, this Pricing Plan will be applied to both resulting Customer Groups as well.

Introducing Pricing Plans! Its now possible to apply pricing settings across multiple customer groups at a time.

Pricing Plans allow you to configure , , or and then have these settings apply across as many of your Customer Groups as you want. In the very near future, we'll also allow you to apply Pricing Plans to individual customers.

You can find Pricing Plans under the Products page, where you can manage existing Pricing Plans or create new ones:

As part of this release, we've for configured. The configuration of these Pricing Plans will match exactly the previous pricing settings for your Customer Groups.

You can see which of your Customer Groups have a Pricing Plan assigned from the Customer Groups page:

And you can easily change or add a Pricing Plan to a Customer Group by going to the Customer Group settings page and selecting a Pricing Plan from the dropdown:

Fall is on its way, and we are cleaning up!

We've solved a few pesky bugs with this release. You'll notice that the landing screen removes the erroneous "Aryeo Dev" language from previous releases, as well as a keyboard issue plaguing users during auth on certain devices.

A time zone issue for appointment rescheduling and another for individual video downloading round out the release.

: If your mobile developer accounts are in good-standing, then this version should become available as soon as Apple and Google approve it. If your developer accounts are not in good-standing, then please contact your customer specialist.

Another release for portal apps!

For power users that are importing customer lists, your customers can verify their new Aryeo-based accounts directly from your portal app. After an import, a customer can simply open the app, enter their email address, verify their account, and a set a password. Just like the web! Aside from this change, 2.9.0 includes a nice improvement to error messages during login, as well as a few bug fixes.

: If your mobile developer accounts are in good-standing, then this version should become available as soon as Apple and Google approve it. If your developer accounts are not in good-standing, then please contact your customer specialist.