How To Build A CRM

(A monthly update from the development team)

This month we really wanted to focus on how usable our system is, so we’ve been putting ourselves in your shoes and using the system as if we were the customer.

This has highlighted multiple areas where we thought tooltips and/or references would come in handy. You’ll notice these as you click around the system and we know it will have a positive impact on your routine.

We’re also making more of our existing notes system.  You may not have noticed, but throughout our software, there is a History & Notes feature where changes are automatically logged, you can also leave a note for yourself (it’s ok we talk to ourselves too!) or a note for a colleague who might be working on the same item.  We wanted this to be a bit more prominent, so within BILL VAL we made it more obvious!

Other things we’re proud of are simultaneously adding functionality to our supplier set-up whilst also removing a step that you previously needed to take and removed the multiple steps previously required to download all of your contract documents.

Read on for a more in-depth explanation of what we’ve been up to and we’ll see you back here in a month.

Searchable BILL VAL Queries Within Activities

You might remember that last month we created unique references for each BILL VAL record, we've now incorporated that reference into any activities raised via 'Under Query'.  You'll notice that the reference will now appear in the 'Linked To' field of the activity and will be searchable on the Activities page too.

Built for: BILL VAL

Easier to locate missing dates from your bills

We've been making more big improvements to BILL VAL.  It's now really easy to see where gaps in dates have occurred in your bills.  The ability to set a start and end date for bill validation on individual meters means that if your imported bills have gaps in their dates, they will show up in BILL VAL Exceptions, making it really easy for you to chase up any missing invoices.

Built for: BILL VAL

Other bits and bobs...

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

Better tracking of BILL VAL notes

BILL VAL is a big part of our system and contains many sub-sections.  We know that our customers like to make notes to keep track of changes or, leave messages for other agents that might work on the same invoice.  We thought it would be good to highlight when a note has been made, so you can now see a little green rectangle underneath the reference wherever a note has been left, no more missing notes!

Built for: BILL VAL

Download all your contract documents

Over the years we've added the ability to upload more and more supporting documents to your contracts, but now we've made it more efficient to re-download them all into one place.  You'll now find a 'Download All' button within View Contracts which allows you to export all your contract attachments at once, meaning you no longer have to click multiple buttons to retrieve your important documents.

Built for: PRO CRM

More tooltips

We’ve made more UI improvements this month.  In our Pipeline there’s a really useful tooltip when you hover over the customer’s name; it tells you who the Account Manager and Lead Generator are, without having to click into the customer details screen.  We’ve copied this functionality into the Procurement tab so you can get the same quick and easy access to info about a customer.

Built for: PRO CRM

Better management of contract terminations

We've made managing Supplier Terminations easier by automatically setting up each new supplier with a 'Termination Required' flag, this will help you keep on top of your contracts and prevent terminations from being missed in the future.

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!