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Пока клиент резервирует объект, его поиск стоит на паузе: подбор не шлёт ему новые объекты, а в поптавке написано почему и есть ссылка на сделку. Сорвалась резервация или клиент отпал — поиск продолжается сам. Окно резервации предлагает отменить будущие показы клиента на другие объекты.

Если сделку закрывают «Потеряно», потому что собственник передумал, окно само предлагает снять объявление — объект перестаёт предлагаться клиентам. «Завершено» без договора купли или аренды закрыть можно, но окно об этом предупреждает. После «Сгенерировать» — ссылки на готовые документы.

«Что дальше» теперь одно и то же в списке Сделок, на карточке сделки, в окне объекта и на табло «В работе». Если у стадии не хватает бумаги, это написано в подсказке шага, а рядом стоит серая кнопка загрузки. Главная кнопка остаётся шагом сделки: на «Передаче» это «Завершить сделку».

Строка подбора в поптавке ведёт по шагам: «Отправить» → «Назначить показ» → «Открыть показ» → «Открыть сделку». Повторная отправка — в «⋯».

Карточка на табло «В работе» открывается кликом в любое место. «Квалифицировать» сразу открывает форму «Дописать» с недостающими полями. Дата договора с собственником больше не меняется, когда клиент отпал или сделку открыли заново.

Сразу после — шесть плиток «как сейчас → как у нас» с красным крестиком и зелёной галочкой, тёмная витрина с настоящими кадрами приложения, «один день маклера» шкалой времени (у каждого шага видно, что сделал Realtorz сам и что сделали вы, переключатель «Vedoucí kanceláře») и новый блок «Co jinde nenajdete»: вся переписка в одном vlákně, ассистент, договоры из своих шаблонов, проверки клиента, сделка с další krok, web kanceláře.

Вид: шрифт Manrope с полным чешским набором, цвета брендбука (тёмно-синий и зелёный, как в CRM), знак Realtorz в шапке и подвале, тема по системе с переключателем. Кадры приложения сняты заново с демо-агентства по-чешски в двойном разрешении — светлые в светлой теме сайта, тёмные в тёмной. Чешские тексты пока без вычитки носителем.

Кнопка «Vyzkoušet hned» ведёт в продукт: одно поле e-mail, дальше код входа и визард нового кабинета. Отдельные страницы: /realfest для гостей REALFEST 2026 (19. 11., Cubex Centrum Praha), /cenik без цифр — условия и запрос предложения, /ukazka — запись на показ. Всё по-чешски и по-английски (/en), светлая тема по умолчанию и тёмная переключателем.

After you return from Google, the window opens straight on the "Reading the conversation" step. Google only lets apps that pass its paid security audit read mail through a Google sign-in, so the CRM fetches client replies over IMAP with an app password. You can choose "Later": email keeps going out, and you connect reading in the mailbox card with a password or forwarding.

The window now explains step by step where to get an app password: the button opens the app passwords page of the right Google account (even if you have several in your browser), next to it is a link to turn on 2-Step Verification, and an honest note: you enter the password once and need a new one only if you change your Google password.

In the "Channels" list, the mailbox row now says in words how it works: "sends via Google · reads over IMAP" or "does not read replies". If Google revokes access, the "Verify" button says so in words and suggests connecting the mailbox again.

What is consistent across all sections:

• One toolbar above the list in a fixed order: All / Rental / Sale, the section's main filter, search, "Responsible agent", sorting; everything else — under a single "Filters (N)" button, active filters shown as chips.

• Cards open as a modal window over the list: filters and list position are preserved, "‹ 3 of 48 ›" navigates through records in sequence, "Open as page" — for longer work sessions.

• Properties: a clean tile (what · price · location, deal stage and agent below the line), list in two columns, card as a modal window with six tabs: Overview, Documents, Inzerce, Matching, Showings, History and tasks.

• Deal progress in a deal and in a property — as a single block: a stage track and a "what's next" bar with buttons on the right; in a contact — as a single line.

• "In Progress" board: management sees the entire agency, the agent — their own; an empty personal board suggests what to do next.

Spolupráce, Inzerce and part of Calendar have not been redesigned yet — they remain as they were and are being finished in the same new view.

Editing by blocks without leaving the window: the pencil on “Price and terms”, “Parameters”, “Address” and “Description” opens the form of that block only, as a step in the same window; “← Back” returns. The “Edit” button opens all blocks in a row. “⚠ not filled N ›” leads to the field in the step. The direct link to the edit page still works.

A task is created with one window everywhere — from Tasks, the contact card, the property window and a Calendar slot. Actions from card windows (plan a viewing, note, hand over, PDF preview, post to Spolupráce, stop reason) open as a step in the same window, not as a second window on top.

The edit pages of contact, property, demand and deal look the same: record title, “‹ to the card”, “Cancel” and a green “Save” at the bottom. Far dates (birth, document validity, contract until) are typed as digits dd.mm.yyyy, the calendar stays as a fallback, years run from the current one downward. For a legal entity the registers search by IČO and company name, and AML prefills the name and address.

“In progress” board: empty stages collapse into a narrow strip, populated ones share the width, and every stage is visible without horizontal scrolling. From “Client chosen” onward the card shows both sides of the deal in both views: “property · owner → client”. The name and address on a card open the contact and the property as a window over the board. If the board fails to load, it says so in words and offers “Show my board”.

“Empty” and “Loading…” are now one element across all sections: one sentence to the point and, where it exists, an action.

• Бесплатный адрес Realtorz — jméno@<agentura>.realtorz.cz. Без паролей и настроек: письма уходят и приходят прямо в CRM.
• Своя почта — Gmail, Seznam, Outlook и другие. Для Seznam и других провайдеров — одна форма: адрес и один пароль приложения, серверы уже заполнены. «Připojit» сразу проверяет вход и чтение. Если ящик не пустил, окно скажет почему словами, не кодом сервера.
• Gmail и Outlook получат вход через Google и Microsoft — без пароля приложения. Пока приложение проходит проверку у Google и Microsoft, кнопка видна, а рядом обходной путь: Gmail — паролем приложения, Outlook — бесплатным адресом Realtorz.
• Почта на домене агентства — Google Workspace, Microsoft 365, Zoho или хостинг. Если почты на домене ещё нет, следующим шагом подключим домен к Realtorz целиком. Этот шаг готовим.

Telegram в «Kanály» теперь подключается только своей учёткой: бизнес-бот с окном 24 часа и Premium новым больше не предлагаем. Уже подключённые боты продолжают работать.

• Reason in plain language. "Adresát zatím není ověřený", "Schránka odmítla přihlášení", "Příloha je moc velká", "Příjemce je v kanálu nedostupný" — for email, Telegram, WhatsApp, and SMS. Below the reason — what to do: update the password in Channels, reduce the attachment size, try again later. Where you need to go to Channels, there is a direct link.
• Details under expansion. The technical text is still there — hidden under "Podrobnosti", for support purposes. "Zkusit znovu" remains in place.
• Same wording in Channels and in the assistant. A broken connection in Channels is labelled with the same phrase, and the assistant, reading the thread, explains the reason instead of quoting the server.
• Editing sent messages. Your own messages in Telegram (business bot and personal account) and WhatsApp now have an Edit button: the edit is delivered to the client in the messenger, and the thread shows an "upraveno" mark. You can edit your own message within the channel's time window: Telegram — 48 hours, WhatsApp — 15 minutes. Email and SMS cannot be edited after sending — that is how those channels work.

• Ukázková kancelář honestly indicates that messages from it are not sent — for any channel, not just email.

• Адрес платформы. В «Kanály» → «Připojit schránku» → «Adresa platformy» маклер выбирает имя и получает адрес вида jan.novak@<agentura>.realtorz.cz. Он живёт только в CRM: письма уходят из Zprávy и от ассистента, ответы клиентов возвращаются в тот же тред. Настраивать нечего — DNS и подписи система ставит сама, статус словами: «Připravujeme adresu…» пару минут, потом «Funguje».
• Telegram со своей учётки. Рядом с бизнес-ботом — «Telegram (vlastní účet)»: сканируешь QR в Telegram → Zařízení, при облачном пароле вводишь его. Окна 24 часов нет, правки и файлы работают, история чата видна. Писать первым незнакомому по-прежнему нельзя — так задумано.
• Пустые Zprávy подсказывают, что подключить: e-mail, Telegram, WhatsApp со статусом по твоим подключениям и кнопкой в «Kanály».

Pro tým

Почта организаций переехала на Amazon SES Tenants (решение 253): у каждого агентства свой тенант с репутацией, подавлениями и паузой — «грязное» агентство тормозит только себя. Письма платформы (OTP, приглашения, уведомления) остаются на Resend. Приём — receipt rule на поддомены realtorz.cz → S3 → SQS → наш разбор MIME; события доставки — той же дорогой. Инфра описана в infra/aws (OpenTofu). Telegram-движок — apps/tg-engine на GramJS в отдельном контейнере (профиль telegram, порт 3420), как WAHA у WhatsApp. Реестр транспортов переписки теперь выбирает транспорт по паре канал × вид подключения. Развилки сборки — решение 254, факты живого спайка — docs/31-mail-infra.md §8.10. Аккаунт SES пока в sandbox: шлёт только на верифицированные адреса, выход — кейс 179289957500384.

• One "Kanály" block in the profile instead of three: the agency's mailbox, Telegram, WhatsApp, and SMS in one list — what is connected, whether it works, why not, and who can see the conversation. Any mailbox or messenger can be connected.
• Formatting in any channel: bold, italic, link, list — one editor for e-mail, Telegram, and WhatsApp; SMS has no formatting buttons, and this is stated clearly. An incoming e-mail with images and a table is displayed just like in a mail client; images from the web load on demand via a button.
• Honest status: "Odesílá se…", "Opakujeme…" with a reason, "Nepodařilo se" with a "Zkusit znovu" button. Sending no longer depends on a brief provider outage — the queue will retry automatically.
• The client card shows all communication as a single chronological feed with a channel label; you can reply via any connected channel directly from there. The list and thread update on their own, no F5 needed.
• E-mail templates now have a short version for chat and SMS: "Odeslat klientovi" uses it automatically when the channel is a messenger.

• Under form fields — a clear label: "Vyplňte toto pole", "Přesně 2 znaky", "Zadejte platný e-mail".
• Action rejections — an explanation of exactly what is wrong and what to do: "Tato adresa je vyhrazená — zvolte jinou", "V ukázkové kanceláři web nejde publikovat — použijte náhled v sekci Web", "Dokončený obchod se neuzavírá jinak — nejdřív jej znovu otevřete".
• No connection — a dedicated message instead of "Failed to fetch".

October entries — case path, viewings, templates, statistics, land register, "Send to client", demands, the assistant circle — got screenshots from the demo office: open any of them and you know what it is about in a second.

The news feed in the app still follows the interface language: Czech, English, or Russian. Posts are written in the team's language and translated into the other two; where a translation is not yet available, the original is shown with a note.

• One row above every list: All / Rent / Sale, search, Responsible (an agent sees their own, management the whole agency), urgent buttons and a single Filters button.
• Days in Viewings, Tasks and Calendar work the same: arrows ‹ date › (clicking the date opens the month and "Today") and Day / Week on the right. Viewings and Tasks open on today; urgent items (overdue, no outcome) are always on top.
• Tasks as a diary: the date in a column on the left, the day's tasks on the right. A new task via a button and a window; linking it to a client or a deal is optional. A task card opens as a window — edit everything right there (title, due, assignee, description, links); arrows ‹ › move between tasks.
• Calendar like Google Calendar: the day in two lines, today in a circle; blocks in three sizes (short — "what · when", an hour — what / time, longer — also the place), the event kind as an icon. The legend sits under ⓘ next to the title.
• Deals: only open ones by default; an overdue deal shows why ("Overdue 2 days · Call…") and the row has a next-step button. A missing document is a green outline, an uploaded one a filled square.
• Requests: instead of a separate "Matches" view, a New matches N button; a request card opens as a window over the list — what the client wanted, criteria and matched listings with "Offer", and arrows ‹ › to move between requests. Filters now have Source (website, portal, phone…).
• Viewings: days as a diary, client confirmation on every viewing.
• Contacts: Owners / Clients / Partners as buttons with counts right above the list; rent and sale come from the contact's cases (property, request, deal), so they work for migrated contacts without a label too. Filters gain case step and label. The contact card opens as a window with ‹ › arrows — channels, cases, tasks, documents with "Upload"; AML, consents and registries folded. A Contact button: email from the card, WhatsApp, call.
• Responsible looks the same in every row: a circle with initials and the name.

Hide no longer moves the row anywhere: it stays in place as a Hidden · Restore bar, and you can (but don't have to) enter a reason — too far, too expensive, layout, condition, other. The Hidden filter now actually shows hidden matches (it used to be always empty). The order of matches remains the same between sessions, and the counts on the inquiry card, in the list, and in Matches are consistent.

One window on the screen

From a viewing or deal card, the email, viewing result, or property selection opens in the same window as a step with a ← Back arrow; Esc goes one step back. You select recipients by ticking checkboxes directly in the message window (viewing clients + owner, each receiving their own text in a single send) — the separate "Who to notify?" window is gone.

Viewing confirmation with a short link

Both the email and SMS about a viewing include a button / short link Confirm instead of a long URL. The confirmation SMS is now one segment instead of three — cheaper and easier to read. Rescheduling a viewing invalidates the old link; a new one arrives with the new time. URLs in the email are clickable.

Multiple properties in one email

On the inquiry card, tick several properties and click Send selected (N): the client receives one Property Offer email with a block for each property, a PDF presentation, and a link. The selected properties appear as tags in the window.

Recipients by deal

At the top of the recipient list are clients whose inquiry matches the property (tag inquiry match); the owner is last (tag owner). The Matches from inquiries row adds them all in one click.

The news on the website also has English and Russian versions (/en/novinky, /ru/novinky); the language switcher is at the top. A record without a translation is displayed in Czech with a note.

The demo office and sandbox run in the test environment of the registries: checks and extracts are free of charge, the data is fictitious, so you can try out the entire process without spending anything.

How it works

1. Open the property → Overview tab → Land Registry block. Enter the cadastral area and LV number (these are usually pre-filled for properties imported from listings).
2. Verify in LR — free of charge; within a few seconds it will respond whether the LV exists in the given area. "Nothing found" means the k.ú. or number needs to be checked.
3. Order LV extract — charged according to the ČÚZK price list (the price is shown on the button and is deducted from the organisation's credit). The order runs in the background: you can see its status directly in the block, and once complete, the LR Extract attachment and the Owners per LR panel will appear.
4. At any later time: Verify again refreshes the verification date.

The demo office runs against the land registry test environment: extracts are free and the data is fictitious, so you can walk through the entire process without any cost.

How to try it

1. Open Contacts → any contact → Edit. Scroll down to the Registries block (or click the anchor link #rejstriky).
2. The Last verified row shows when and with what result the contact was last checked in ISIR and CEE. A new contact shows "not yet verified".
3. In the Enforcement (CEE) section, enter a company registration number (company), birth number without a slash (individual), or name + date of birth. The fields are pre-filled from the last AML identification, otherwise from the card name.
4. Click Verify in CEE. The query is charged and deducted from the platform credit — this is stated below the button, and after the query you can see how much it cost.
5. Result:
   • No record in CEE — the registry found nothing;
   • Enforcement proceedings found — a list of proceedings: case reference, status (ongoing / closed), obligor with date of birth or company registration number, address, enforcement office, amount claimed, date of order. You assess the match yourself — name searches also return people with the same name;
   • Registry did not respond — not checked — the source was unavailable; this is never shown as "no record".
6. The Last verified row is updated immediately, and the "enforcement not verified" notice disappears on any deal where the contact is a participant.

What is saved and what is not

Only a verification record is saved to the contact: when, by whom, which registry, the result, the number of proceedings, and the query cost. The registry extract is not saved and does not belong in the AML archive — this is a business risk matter, not a statutory obligation, and the record is deleted together with the contact when erased in accordance with GDPR. The same now applies to ISIR: a check from the contact card is recorded in the same way.

Notice in the deal's AML questionnaire

In the AML block on a deal and in the AML check window, a gentle notice appears below the mandatory items if any participant has not been verified in CEE or ISIR, or if the check is older than 30 days. This does not block the deal — enforcement proceedings are not governed by a statutory requirement, and the decision rests with the broker. Clicking on a name takes you directly to the Registries block.

Things to keep in mind

• "No record" in CEE does not mean no debts: court enforcement orders, taxes, and insurance are not included in this registry.
• If the platform credit is exhausted, instead of a result you will see "Platform credit for CEE is exhausted — contact support"; nothing is charged.
• The assistant can trigger a check from the chat ("check enforcement for …"), but only on explicit request and will always state that it is a paid query.

When closing a deal as "Lost" or "Cancelled" you now select a reason — for example, a price disagreement. The statistics will then show why deals are falling through. The figures are also available in the workspace overview for assistants.

One rule applies: via WhatsApp, the CRM only allows replying within an active conversation. Listings and initial outreach cannot be sent through the channel — the agent writes those from their phone. Conversations from the business number are visible to the agency by default.

A client is now identified by phone number: a WhatsApp message or SMS from a number associated with the client's card is matched to it automatically. Previously, an SMS from a number with no prior thread would be lost.

It's also our rhythm: a closed batch of work = a record. We've added older changes from recent weeks retrospectively.

If the folder the item was in still exists, it will be returned to its original location; otherwise it will go to the root. After 30 days the item is permanently deleted along with its attachments. Contacts and deals are not saved to the archive.

A template held by an active automation cannot be deleted or disabled. Instead of a cryptic error you will see which automations depend on it. A disabled automation does not block the template.

System emails can be read and edited, but cannot be deleted. Edited content can be restored to its original state using the "Restore default" button. For each email you can see where it is used and a preview with sample data. Your edits will not be overwritten when the set is updated.

A viewing can also be logged against a property with no deal, directly from the property card, from the Viewings list, from the calendar, or from the selection on an inquiry. You record the outcome in a single window; if the client is interested or wants to reserve, it immediately offers "Close and select by client".

The "What next" button now opens the required window directly – for example the client selection – and in "Select client" the clients from viewings appear at the top. Tasks have the same day-by-day overview.

Each step includes a hint: what documents are needed, what the deadlines are, what the task is, and the latest correspondence. A small dot with the journey indicator appears in the property, inquiry, and deal lists, and on a contact card you can see all cases for that person. Lists can be filtered and sorted by step and by whether a case is stalled.

We will now also draw your attention to the next step: on case cards, on the dashboard, and in the Today view in the "What requires me" block.