Welcome to the October edition of our regular look back at everything released last month. Just like the "years" in the All Star hit song by Smash Mouth: the features start coming and they don't stop coming.

This month you'll find a variety of features designed to help improve efficiency, like Quick Add Activities, Bulk Uplift improvements and Account Manager reassignment tools. There is also one particular release that in all honesty, some of us wish to put far out of our minds (Hello 'Supplier Contract Field Mapping').  It's been a long hard slog with many manhours spent but the team has done a great job and they are all now updated.

For this and much more, take a walk through everything that went out in October, right here:

As Smash Mouth would say:"Hey now, you're a UtilityClick user, Get your game on, go play"

Supplier Matrix Contract Pads: New Fields Mapping

A couple of new requirements were updated within the new contracts so we’ve now got a field called Standing Charge Uplift ready to map which will automatically populate with the £/M/Y value stored in our system.

We’ve also asked the developers to create a new mapping for Annual Broker Commission to save you having to manually enter this value.  While we were mapping the contracts, we also added some new LOA mappings for Sole Trader Date of Birth and Home Address (for the last 5 years).

Built for: PRO CRM (UK Only)

Quick Add Activity

Our Activity section is great for reminding you that an action is required on a customer, tender or bill for example - however, we've been looking at ways we can make actually adding an activity much quicker for users.

So, now when you’re updating a deal status on a tender, keep an eye out for our new Quick Add Activity checkbox which allows you to (you guessed it) quickly add an activity from the same location as your status is updated.

Built for: PRO CRM

Bulk Uplift Tool Improvements

Previously, you could use the Bulk Uplift tool to change the uplift for matrix tenders. We've now improved this feature to also allow bespoke tender prices to have their uplift changed.

What's more, we've tailored the tool to be compatible with date filtering. So now, you can make a duration selection within 'Input Prices' (e.g. selecting the '12 months' tab) and then use the checkbox to select all quotes you wish to affect, finally, you can select the 'Bulk Change Commissions' option from 'Tender Tools'.

Note this is an optional feature so you may need to contact your account manager in order to see this new feature.

Built for: PRO CRM

History/Notes for Vendor, MOP and DC

You might have noticed that we’ve already got a way of seeing a history of changes within many parts of the system.  We want to expand that functionality to all areas so that it’s easier for you to track who has changed what.

Vendor, MOP, DC and DA have been sitting in the background of our system a little neglected but it’s about to be their time to shine (more to follow on that in the near future) - we’ve started by ensuring any changes to Vendor, MOP, DC and DA are logged in their history.

Built for: PRO CRM

Easily re-assign open activities

Each customer in your system is assigned to an account manager, and as the account manager works through their daily tasks they might create multiple activities to action later.

But what happens to those activities when a customer's account manager changes?  Well, at the top of our main customer screen, there is a button labelled ‘Actions’ which allows you to re-assign any selected customers to a new account manager.  Within that screen, we’ve now added a checkbox that allows you to also re-assign all of the open activities to the same new account manager, all in one go!

Built for: PRO CRM

'Need A Refresher?' Utiliversity Content Tab

No matter how much training you had at the beginning of your UtilityClick journey, there are always going to be things that slip your mind that you need a refresher on.  Our most common queries are related to customers, data imports and BILL VAL - look to the top right-hand corner of any of those screens and you’ll see a new ‘Need a Refresher’ tab has appeared. If you rollover it you will see a video tutorial and links to other useful helpers for the section you’re visiting.

Built for: PRO CRM BILL VAL

A Total count added to all pages

This is only a small one but a great little update in terms of user experience.  Maybe you know this already, but each user can choose how many items they’d like to see on their results page (just go to My Settings  > Items per Page within your user profile).

When result lists roll over to multiple pages we naturally show the page numbers at the top so you can navigate between them; included alongside that, we show a total number of records.  If the results all showed on one page though, there was no way of knowing how many items were listed.  We’ve fixed that so you can now see the total count of results no matter how many pages they’re listed on.

Built for: PRO CRM BILL VAL

Additional auto-calculations in Quick Add Batch

Quick Add Batch has been a lifesaver for when suppliers change the layout of their bills and they temporarily can’t be read by our BILL VAL parser.

We touched on this in our last update but it’s definitely worth mentioning again: we already had time-saving auto-calculations for Total Unit and CCL charge but we’ve now added an auto-calculation for Total Standing Charge too, this is based on the read from and read to dates so it’s really accurate, and because we’ve got so many other fields populated, the Amount Due net of VAT can now also be calculated leaving less and less for you to manually fill in.

Built for: BILL VAL

Bulk Creation and Amendments to Products

We love giving you a bit more freedom to be in charge of your own data.  One job that we get asked to do quite a lot is update payment terms and payment term settings.

You no longer need to request this via support. Anybody with SuperAdmin status can now do this by visiting ‘Suppliers’ and downloading a pre-populated template that can be edited in bulk.

Our system will recognise the changes and overwrite each product with the new information. These changes only apply new contracts after the amendments have been made, to retain your contracts and their historical forecasts.

Built for: PRO CRM

Lead Questions: Ability to bulk export

Two exciting additions have been made to our exports this month. The first is the ability to download lead questions from Analytics > Export Data.  This is something that wasn’t possible until now but gives you the chance to view all of your data-gathering questions in one place, or filter to just one customer/lead, or even to a specific account manager.

The next great addition is our meter read export.  Again, until recently you could only export meters from a singular customer screen, now it’s possible to download reads for all of your customers, or to filter by customer, site name and utility to name just a few.

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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