Introducing Energy Reporting Drilldown

Further reporting reading...

Introducing Energy Reporting Drilldown

We've invested massively in our reporting module and we're delighted to announce that…

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Development Update – August 2021

Here on the dev team, August has been a month of focussing on one big project. Although…

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Development Update - August 2021

If you read our May update article (and your memory is exceptional!), you may recall it was a very bitty month, with lots of small improvements and releases.

August has been as far removed from that as possible. Although there's still been a few side tasks, the core of our development focus has been towards one big project - our new dashboards and reporting.

Much of the work we do here on the dev team is on an individual basis. However, these big projects take a lot of coordination between the whole team (and other departments too!).

It's been so rewarding seeing everyone's expertise combining to make something exceptional. Read on to find out more and discover what else we've released during the month of August...

Dashboards And Reporting

We've completely redeveloped all reporting and dashboards from the ground up. We're currently testing and retesting with selected accounts. Once turned on, you'll see huge improvements both in clarity and speed. You can view our recent teaser article & video on dashboards, right here.

Other bits and bobs...

We've also added the following other bits and bobs...

Customer References section now links to Contacts & Users

Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.

Built for: PRO CRM

'Date Created' field added to Customers and Leads

The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.

Built for: PRO CRM

USA Gas Commission Calculation Bugs

We fixed a bug when determining US gas commissions. Previously a calculation error occurred when the system attempted to convert between unit types.

Built for: PRO CRM

Customer References section now links to Contacts & Users

Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.

Built for: PRO CRM

'Date Created' field added to Customers and Leads

The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.

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!


Goodbye Ugly Reporting

Looks

Our new dashboards look sensational!

Style

Sometimes less is more. Our reports focus on presenting the right data.

Flexibility

Need your own report? Need to filter your data in specific ways? No problem!

Responsiveness

Super quick reporting that won’t leave you waiting around.

Full Package

Report across everything, from KPIs to commissions. Keep it simple or dive into the detail.

Further reading...

API: Turn On The Power

Are you embedded with a generic CRM but wish that you could upgrade it with smart…

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Development Update – November 2021

There's a pleasant feeling in seeing something that we've all worked so hard on finally…

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