For this edition, we’ve rolled out a mix of big and small improvements: From an all-new AI ChatBot, better filters in Activities, extended Advanced Search, to pass-through charges when building products.
AI ChatBot
We've introduced a new AI ChatBot within our support section, now available across all our software. It's trained to answer common queries instantly, helping you find solutions without the wait.
Of course, our brilliant 'real' human support team is still on hand whenever you need them – but when combined with the ChatBot and our Utiliversity video library, you'll always have quick access to the help you need.
Built for: EVERYTHING
Improved Filtering Within Activities
Activities are the backbone of managing tasks across your team, customers, and suppliers – so finding what you need quickly is key.
We've added new filters that let you view activities assigned to specific users and introduced a Date Added filter, so you can search not only by due date, but also by when an activity was first created. More control, less digging.
Built for: PRO CRM
Pass-Through Charges in Product Build
When building products to price, every detail matters. That's why you can now add pass-through charges directly during product setup. Whether it's Energy, Line Losses, Congestion, Ancillary Service, or ERCOT Admin Fees, each charge can be flagged as Included or Excluded – helping you save time and keep product definitions crystal clear.
Built for: PRO CRM (US)
Extended Advanced Search
Our Advanced Search tool makes it simple to find exactly what you need from a single search bar – no more hopping between fields. You can already look up things like MSN, Site Name, and Account Number in one place, and we've recently improved it within the Customer module for even more flexible customer searches.
Improved User Permissions
We know not every role fits neatly into our preset user levels. That's why we've extended permissions to give you even more flexibility. For example, you might want a Lead Generator to access Customers but not Contracts.
We've recently improved this feature, particularly in the Leads module and BILL VAL; So you can now fine-tune access at a more granular level – covering things like Cloud Documents, Adding Contacts & Users, and Resetting Passwords.
Notification Rules Enhancements
Notifications keep your team in the loop when things change – like a new lead being added or a quote status updated. We've made these rules more flexible, so you can now send alerts not just to a specified user level but also to individual teams and users. That means the right people get the right information, every time.
Built for: EVERYTHING
That’s it for this time.
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!