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.

We've rewritten the import module for Quotes, Meters and Sites using pure SQL code. This means imports will now complete much faster.

Just like the Sales imports mentioned previously, Sales exports have also been rewritten using pure SQL to provide further speed enhancements.

Supplier Insights has been updated to allow for better tracking of performance and to see the effects of adjusting matrix and bespoke pricing.

Our system already displays a handy "Out Of Date" badge on quotes if the pricing previously generated is no longer current. The logic for this has been improved to notify users of further instances where pricing is out of date, such as when flat files have been completely removed.

A tick box has been added when reporting financials called "Reconciled". When ticked, the forecast and actual figures are presented based on the figures from the Financial Reconciled dashboard report, not the Financial Report (which is used by default).

Many customers utilise the reference numbers that are automatically assigned to Leads/Customers, Tenders, Quotes etc. Previously it has been possible to obtain duplicate values across different types (e.g. A quote and a tender could have the same reference). We've now added an alpha prefix to each one to ensure EVERY reference is unique.