{"id":88702,"date":"2025-08-29T09:40:13","date_gmt":"2025-08-29T07:40:13","guid":{"rendered":"https:\/\/codeoscopic.com\/?p=88702"},"modified":"2025-09-22T11:50:41","modified_gmt":"2025-09-22T09:50:41","slug":"novedades-en-tesis-broker-manager-agosto-2025","status":"publish","type":"post","link":"https:\/\/codeoscopic.com\/es\/novedades-en-tesis-broker-manager-agosto-2025\/","title":{"rendered":"Novedades en Tesis Broker Manager. Agosto 2025"},"content":{"rendered":"<h3 class=\"pb-30\" style=\"text-align: center;\">Te presentamos las novedades incorporadas en tu ERP, dise\u00f1adas para garantizar que tu experiencia como usuario sea la mejor.<\/h3>\r\n<b style=\"color: #fe6832;\">Asignaci\u00f3n de colaborador a clientes:<\/b>\r\n<span style=\"font-weight: 400;\">En aquellos casos en los que un colaborador a\u00f1ada un cliente nuevo e introduzca un DNI ya existente dentro de la base de datos de la corredur\u00eda, si el cliente no tiene colaborador asociado, aparecer\u00e1 un nuevo mensaje avisando de que dicho cliente no tiene colaborador asignado y se dar\u00e1 la posibilidad de asociarse a uno mismo como colaborador.<\/span>\r\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-88703 size-full\" style=\"margin: 10px auto 20px auto;\" src=\"https:\/\/codeoscopic.com\/wp-content\/uploads\/2025\/08\/TBM-asignar-colaborador.jpg\" alt=\"Mejora en Tesis Broker Manager - asignar colaborador\" width=\"422\" height=\"162\" srcset=\"https:\/\/codeoscopic.com\/wp-content\/uploads\/2025\/08\/TBM-asignar-colaborador.jpg 422w, https:\/\/codeoscopic.com\/wp-content\/uploads\/2025\/08\/TBM-asignar-colaborador-300x115.jpg 300w\" sizes=\"auto, (max-width: 422px) 100vw, 422px\" \/>\r\n<div class=\"white-space hg-1 bg_orange mb-20 mt-20\"><\/div>\r\n<b style=\"color: #fe6832;\">A\u00f1adir masivamente datos de regulaci\u00f3n:<\/b>\r\n<p class=\"justify\">Se ha procedido a la confecci\u00f3n de una plantilla en Excel que sirve como patr\u00f3n para el nuevo proceso que tambi\u00e9n se ha desarrollado y que informar\u00e1 masivamente de los datos de regularizaci\u00f3n en P\u00f3lizas, siguiendo controles l\u00f3gicos como que la P\u00f3liza exista, se encuentre en vigor actualmente y no tenga ya informada ese tipo de regularizaci\u00f3n.<\/p>\r\n\r\n<div class=\"white-space hg-1 bg_orange mb-20 mt-20\"><\/div>\r\n<div class=\"flex pb-10 g-40 justify\">\r\n<p class=\"w-70\"><b style=\"color: #fe6832;\">Cierre masivo de liquidaciones:<\/b>\r\nSe ha introducido una nueva funcionalidad que permite el cierre masivo de liquidaciones desde TBM ADMIN. Para ello debemos dirigirnos a Procesos &gt; Generaci\u00f3n Autom\u00e1tica de\u2026 y entre las opciones disponibles nos encontramos la de Cierre de Liquidaciones. Parametrizando los filtros seg\u00fan lo deseado podremos proceder al cierre de las liquidaciones siguiendo los par\u00e1metros indicados.<\/p>\r\n<p class=\"w-30\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-88704 size-full\" style=\"margin: 10px auto 20px auto;\" src=\"https:\/\/codeoscopic.com\/wp-content\/uploads\/2025\/08\/TBM-cierre-liquidaciones.jpg\" alt=\"Mejora en Tesis Broker Manager - Cierre de liquidaciones\" width=\"229\" height=\"198\" \/><\/p>\r\n\r\n<\/div>\r\n<div class=\"white-space hg-2 bg_orange mb-25 mt-25\"><\/div>\r\n<p class=\"pb-30\">En el v\u00eddeo podr\u00e1s ver un resumen de las mejoras de esta actualizaci\u00f3n.<\/p>\r\n<iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ojwIo0FAvxw\" width=\"450\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe>\r\n<div class=\"white-space hg-3 bg_orange mb-25 mt-25\"><\/div>\r\n<p style=\"text-align: center;\"><strong>\u00a1Mantente atento a futuras actualizaciones y sigue disfrutando de la eficiencia y la simplicidad que <a href=\"https:\/\/codeoscopic.com\/es\/workspace\/tesis\/tesis-caracteristicas\/\" target=\"_blank\" rel=\"noopener\">Tesis Broker Manager<\/a> te ofrece!<\/strong><\/p>\r\n\r\n<div class=\"white-space hg-3 bg_orange mb-25 mt-25\"><\/div>","protected":false},"excerpt":{"rendered":"Descubre las novedades y mejoras de tu ERP, Tesis Broker Manager, y s\u00e1cale el m\u00e1ximo partido para la gesti\u00f3n de tu corredur\u00eda.","protected":false},"author":13,"featured_media":70389,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[4,327],"tags":[233,282],"class_list":["post-88702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-noticias","category-workspace","tag-tesis-broker-manager","tag-workspace"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Descubre las novedades y mejoras de tu ERP, Tesis Broker Manager, y s\u00e1cale el m\u00e1ximo partido para la gesti\u00f3n de tu corredur\u00eda.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Gloria Borobio\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/codeoscopic.com\/es\/novedades-en-tesis-broker-manager-agosto-2025\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_ES\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Codeoscopic \u2022 Embracing Technology\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Novedades en Tesis Broker Manager. 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