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Our system already displays a handy "Out Of Date" badge on quotes if the pricing previously generated is no longer current. The logic for this has been improved to notify users of further instances where pricing is out of date, such as when flat files have been completely removed.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

When a Customer 'Calls Made' reaches 5, the system will now automatically change the lead status to 'Dead' with a reason of 'No Contact'.

US Customers can now choose an Account 'Phase' type when adding account information for interval electric accounts.

We have a rather useful screen in our PRO CRM that gives a quick snapshot of your 'Lead' information. We've enabled this view so you can now see snapshot information on 'Customers' too.

We're striving to make our system as efficient as possible. As such we've made an important UX change when adding a new lead. Post lead creation you'll now be redirected to that leads details page.

We've streamlined the process when creating a new Matrix/Custom request. Now, when you've added your meter(s) to your request, you can select to "Save & Price" the request immediately if desired.

We've updated our reporting to now show you the 'Expected Commission Rate' on consumption requests.

We've updated our 'Detailed Quote' export (found under Partner > Procurement > Input Prices > Quotes), so that it now includes parent and child customer information.

We've revolutionised the dashboards of our Supplier Insights product to include the same cutting-edge technology found within our PRO CRM product.

BILL VAL now offers considerably more feedback when uploading files to be validated. We'll release further information around a huge BILL VAL update shortly.

For manually-added quotes (for both Matrix and Bespoke) you can now add a fixed fee standard payment to a contract.

Within your CRM PRO there's a history log of what's been changed by your team. We've expanded the logging within the contract details view, so amendments to live dates (via the termination and registration tab) are now recorded.

An optional feature has been added to allow "Total Cost" and "Annual Diff" columns to be hidden when generating a PDF from an Instant Quote. This option can be turned on so that admin users are able to control its visibility within their account (under Admin>Settings).

Some suppliers (e.g. Npower) include a capacity charge in units of £ kVa/d. We've now included this value so it's visible and exportable in our quoting tool.

A new column has been added to Sales Export to help differentiate between Custom/Bespoke and Matrix opportunities.

When managing your Pipeline and selecting a deal status of "Lost Contract" - a new "Duplicate" option can now be selected for "Reason for Loss".

We've added an optional feature when generating a verbal script. You can now prefix a script with an additional disclaimer, explaining the process of adding a commission rate to any deal.

When bulk uploading customers you can now include a "Referral Partner" that will subsequently be shown within the system. Download the latest customer template from your Admin area to use.

User levels below Admin are now able to remove any failed data imports.

We've sped up your workflow by allowing the month and year fields to be left blank when running a "Referral Commissions" export. If left blank all available data will be exported.