Many components within our software has an inbuilt history state that allows users to review historical changes to an item, such as an Activity or Leads. We've now expanded this feature so admin users can review changes to Users too. This could be useful for checking when a user has changed a password or why they might have had their account locked (e.g. persistently entering an incorrect password).

Last month we brought you news that Super Admins can specify which email types are sent via a user's Office 365 email and which are sent via traditional SMTP. This month we've extended this functionality so you can now choose to route specific emails through Office 365 or SMTP. This can be configured under Admin > Email Settings.

Within the Commission module, invoice tab you can now review the "Invoice Frequency" when a contract is set as "Customer Pays". Note that Customers Pays is an optional feature. Please contact your account manager for further information.

When viewing monthly Commission data for contracts set as Customer Pays, you can now view and filter by Account Managers.

We've built our own non-specialist, standard CRM! We've nicknamed it 'Engage' and although it won't directly impact our users it will allow us to assist customers better and keep on top of things like custom modules, feature requests and anything else that might help manage your account better. We plan to share more on our progress with a blog post soon, so watch this space.

If you utilise the Microsoft 365 login for your users then Super Admins can now specify which email type are sent via the user's Office 365 email and which are sent via traditional SMTP. This can be configured under Admin > Email Settings.

Within the Leads module, there is a column labelled ‘Next Action Due’ which shows the open activity against that lead with the oldest due date. With this update, that column is now also available on the Customer module.

It's possible to add a VAT status for each Customer that you hold information on (either at 0%, 5% or 20%). This extra piece of information can now also be included as part of a bulk import or exported within any relevant reports.

We've added the fields 'Invoice Number' & 'Invoice Date' to the Referral Commission export (found in Analytics).

We've updated the language used within our software so the vernacular is more appropriate for users from North America.

We've made some helpful modifications that will allow every user to change the way their account looks and functions (unless disabled by a Super Admin user). With it, users will be able to personalise settings such as pagination and optional features via the profile section. We'll be adding more options in the coming months!

Previously when pricing, our software only allowed the quote duration to be set whilst creating a brand new pricing request. We've now adapted the process so that within each matrix tender the user can select "Tender Tools > Update Tender Durations". Once the revised dates have been selected and saved, the resulting prices will reflect the newly-selected durations.

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.

We've added a brand new dashboard focussed solely on Activities. You can now drill down to Activities completed by team members and specific customers as well as gain insight in to activities completed within a certain timeframe.

We've added an optional feature that when enabled will offer the user a 'Yes' or 'No' alert when marking an activity as 'Done'. This can help avoid those costly accidents where a team member clears an activity before it has been actioned.

When creating a bespoke tender for water supply, we've added the ability to set a commission percentage of the contract. Previously you could only select a £/m3.

When generating an LOA within the system, you can now choose 'Generate & Save' to automatically add the LOA to the Customer Details section.

Previously our system has allowed for a bulk uplift to be added for matrix tenders. We've now added this feature so that it's also available on bespoke tenders too.

We've introduced further speed enhancements to make our new reporting that little bit quicker.

We've made it quicker to jump straight into any of your dashboards from anywhere within the system. Simply select the one you need from the new dropdown on the main menu.

When bulk uploading 'Meter Operator / Contract' information, you can now import "Deal Status" and "Accepted Date" for MOP or DCDA records. Thus saving you valuable time not having to enter information on a per meter basis.