Development Update - April 2022
This month:
Easter came and went for the dev team and despite the on/off/on again nature of work over this period, the team still managed to maintain the rapid development pace that seems to be a theme for 2022.
Over the coming months and throughout this year, you'll see we'll be making many changes to the customer portal, both in terms of looks and functionality. We're already well into the design phase that will see a better UX experience for your customers and this month we've embarked on improving how your customers submit meter reads.
Elsewhere and on a more general level across all our systems, we've been continuing our focus on ensuring absolute security for you and your colleagues. To find out more about these and other bits and bobs, read on below:
Security Improvement: Restrict User Sessions
At UtilityClick we take your security extremely seriously and we're constantly pursuing areas where any potential improvements can be made to protect your data. We're adding yet another layer of security that restricts an account to one location at a time, so you can be certain that if you are logged in to UtilityClick, then no one else can be.
Other bits and bobs...
We've also added the following other bits and bobs...
Ability to manage supplier matrix pricing at user level
Previously it was possible to enable or disable a particular supplier's products to control which matrix pricing was returned when quoting. We've enhanced this feature so you can now enable/disable on a per-user basis. E.g. You could allow sub-broker access to your pricing and enable alternate products to which you use internally.
Built for: PRO CRM
Improved Search Functionality Within Activities
A few months back we made significant improvements to the search feature found within the Leads module. We've now developed a similar improvement within the Activities module. You can now search Activities by Meter Number, Site Address, Site Postcode as well as Customer Name.
Built for: PRO CRM
Support for Multiple Commission Rates
This is an optional feature that allows for different commission levels to be set for different meter rates. E.g. If you require a different commission set for meters with a varying day and night rate. This optional feature is only available when adding manual bespoke quotes and is available upon request.
Built for: PRO CRM
Re-assign tasks when changing lead generator or account manager
When amending a Customer/Lead's "Account Manager" or "Lead Generator" the system now displays a checkbox asking if you'd like to also transfer all open tasks to the new lead generator/account manager.
Built for: PRO CRM
Add Customer References to Vendor Agreements Export
When exporting Vendor Agreements to Excel, the Customer Reference is now included as an additional column.
Built for: PRO CRM
USA System Language Update For Dashboards
We've adapted our new dashboard suite so that it better reflects the region it's being accessed from. Specifically, when accessing from the USA, all general terminology has been updated so as to use a more familiar vernacular.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
Shhhh. We won't tell if you don't
Energy brokers, by fully customising our software you can:
Allow your staff to send LOAs, COTs & contracts via branded email notifications; automatically generated through the system. Provide end-user customers with their own secure account to manage meters and current contracts. Produce reports, run tenders and present fully branded results to customers in real-time. Give sub-broker access to your pricing books, manage their commissions and allow them to run quotes on your behalf. Offer bill validation as an added service and present a variety of reports within your very own white-labelled customer portal.
Suppliers can take advantage too. You can:
Give TPIs access to your branded portal and connect with them more efficiently. Receive automated matrix contracts. Upload updated pricing or have us do it for you. Receive tenders, import prices and receive feedback automatically. Set & receive statuses to and from TPIs. Know when pricing is due, when it’s received, and how it fared.
With our fully brandable PRO CRM, Supplier PORTAL and Customer Portal, you can seamlessly present our tools as your own and manage it all from one central location.
Further reading...
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