This month:
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!