Welcome to the November issue of our monthly dev update. Depending on whichever side of the pond your heart lies, November typically makes you first think of either Fireworks or Thanksgiving.

We'd say on the UtilityClick dev team that we've felt a bit of both.

There's been the 'pop' 'pop' 'pop' of some really illuminating new features, like the UI adjustments made to make note visibility from Activities to the Customer Portal more obvious.

And there have been new features added to be thankful for too. Ones that aim to save time and effort, like the addition of Tender Consumption on Bulk Imports OR the new 'Save & Add' button within Quick Add Batch for BILL VAL.

For this and much more, take a look at everything we released throughout November:

Improved COT Submission For The Customer Portal

Our COT submission tool (within the customer portal) has proved useful for many of your customers but you've told us it would be great if we collected a few more questions within the form.

You've also told us that it would be useful upon a successful COT submission if an Activity could be auto-created with the details of the submission. Good news. We've added a new optional feature that ticks both these boxes. Contact your account manager to find out more.

Built for: PRO CRM

Tender Consumption Added To Bulk Imports

Previously there was no way to bulk update tender consumptions. We've added a column to Data Imports > Updates > Tenders so that multiple tenders can be overwritten. If the cell is empty then the system will leave the consumption as it is. When an update is made in this manner, you'll also see a change to History & Notes with the details of the change.

Built for: PRO CRM

Clearer Note Visibility Within The Customer Portal

We've built the Activity module to be as comprehensive as possible. With that brings complexity, especially around which Task and Activity types allow their subsequent notes to be visible within the customer portal.

We've added some better UI so that now, when an Activity is created with a Task or Activity Type that isn't compatible with the customer portal, the user is shown via a greyed-out checkbox. We're hoping this will help offer less confusion about which combinations can be sent to the customer and which can't.

Built for: PRO CRM

Customer Financial Details Logged In History

When a customer's financial details (e.g. Direct Debit) are created, updated or deleted, you can now see a 'History & Notes' log (via the Select Action button) of what's been changed and when.

Built for: PRO CRM

Save & Add Button Added To Quick Add Batch

We love efficiency gains and you told us it's annoying that when using the 'Quick Add Batch' feature, once completed, the popup disappears and you have to find and reload the feature to add another quick batch. We've made a simple change that means you can now choose to "Save & Add New Bill". Getting you right back to where you want to be quicker.

Built for: BILL VAL

Log Call Button Added To Customer Snapshot

Within the Leads module of our CRM you're able to quickly log any and all calls made to a specific prospect. You told us that it would be great to also have this feature within the Lead Snapshot section (when viewing each individual lead), rather than returning to the main Lead page each time. Consider it done.

Built for: PRO CRM

New Bill Validation Checks

We've added two new validation checks should you wish to utilise them. The first checks if the Customer Name on the invoice/batch matches the Customer Name against the corresponding contract in the system.

The second, checks if the First Line Of The Billing Address on the invoice matches Billing Address Line 1 against the relevant Customer within the system.

Built for: BILL VAL

Better Error Checking Within Meter Reads

When a customer first submits a meter read via the customer portal, we've added additional error-checking to help the customer spot when they've misentered their meter read.

Built for: PRO CRM

New Mapping For PE Solutions Bills

We've added new mapping details so that PDF bills from PE Solutions (previously Pozitive Energy) will now be correctly validated within the system.

Built for: BILL VAL

New Referral Partner Commission Types

We've created two additional commission types to use with your referral partners. There's "Fixed Fee" which will calculate a fixed fee regardless of the consumption or commission put in place by the agent.

And there's "Combined" which will accommodate the scenario when both a p/kwh commission and a fixed amount is required.

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!

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