When uploading associated documents to a customer within the PRO CRM you can now select which user level has access to view. Useful if the contents of the document are confidential.

Within a customer site, you can now elect to set it as "Inactive" and record a corresponding date. This is solely for administration purposes and will not affect any associated meters or contracts.

Requesting exports of a considerable size can take time and in some extreme instances could cause the request to time out completely. We've optimised the SQL code so that exports from our Commissions module are now completed up to 5 times quicker.

When managing a bespoke water charge within the Procurement module you can now select from an additional two value types - 'Per day' and 'Percentage of annual spend'.

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.

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.

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.

When exporting Vendor Agreements to Excel, the Customer Reference is now included as an additional column.

We've been integrated with Microsoft authentication services for some time (allowing users to use their Microsoft 365 credentials as well as their UtilityClick one) but this recent update allows admin users to force ALL account users to only use their Microsoft credentials.

We've overhauled the notes section within the Activities component. You can now edit or delete notes as you see fit. Note that only Super Admin users have the ability to edit or delete notes that were not created by them.

It was already possible for vendor agreements to be linked to Sites/Locations, Meters/Accounts, Contacts, and Contracts. This latest update now makes it possible to also link vendor agreements to Customer References.

We've added a handy link to quickly view supplier product details when reviewing quotes within the Procurement component. From the quote results screen, simply click "Go" and "View Product".

Previously, when exporting data through the Analytics module, you've been able to select precise singular criteria of which data to include. For example, you could export Accounts that were managed by one particular account manager but you were unable to select multiple managers (without exporting all the data at once). We've added multi-select fields to many of our data export screens, so you can now quickly select multiple configurations within each export.

When exporting tender information (via the Tenders - Export Data screen), the Total Cost and Total Annual Cost is now included within the export on a per meter basis.

You can get a quick overview of all the important bits by visiting the Snapshot section within Leads or Customers. We've now added the company number (EIN for the USA) to the Leads and Customers Snapshot screens.

Within our PRO CRM you can upload any documents that would be useful to store against a lead or customer. We've now added the ability to search through these documents either through their description or by date.

Within the 'Booked Breakdown', 'Won Breakdown' and 'Lost Breakdown' Sales report, you can now drill down to which deals were bespoke and which were matrix.

Customers have reported that they occasionally forget to enter a correct start/end date on a system populated LOA. If turned on, this new feature will prompt users that both a start and end dates must be present before the upload can proceed.

We've made Bill Val even more comprehensive and added support to check for additional bespoke charge unit types (including £/meter/month).

We've extended the search facility within the Activities component, it's now possible to filter by Task, Type AND Sub Type.

Users have been able to add bespoke charges to quotes and contracts for some time but now you can now add them when importing in bulk via an Excel file.