This month:
Welcome to a brand new year and with it a recap of what our dev team got up to in December 2023.
December doesn't really differ from any other month for us in the dev team, although there was a short hiatus towards the end, the team as a whole was as prolific as any other time of the year.
Case in point, the number of updates you see below. The showstopper for us has been improving our LOA generation within PRO CRM by giving the user the option to add any relevant meters/sites via an addendum. We pride ourselves at UtilityClick on developing the only CRM that's truly built to handle multi-site and this addition to our LOA creation tool only helps strengthen that.
For this as well as many other features, take a look at our December dev update below.
Addendum generator for multisite LOAs
We know how important it is for you to be able to add multiple meters to your LOAs, so we’ve added some amazing functionality that we think you’ll love.
Now, when you generate an LOA you have the option to add an addendum, and with a quick click of a tickbox, you can add as many meters as you like to your LOA.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
Improved UX for Bill Validation Results
Sometimes there are multiple failures when validating a bill; stepping through these failures can be really time-consuming and clunky. We’ve added a Next button to each failure page so you can quickly navigate through your errors and automatically open the next page without the hassle of clicking back, remembering the last failure you checked and finding the next one in the list.
Built for: PRO CRM
Meter lookup: Improved Error Messaging
We're always working hard to make our system more user-friendly. We noticed that the meter lookup tool wasn’t quite up to scratch when multiple results were returned for a postcode. We've now added some user-friendly messages to give a better idea of why things might have gone wrong for you.
Built for: PRO CRM (UK Only)
Improvements to Budget Consumption for Annual and Period Costs
Budget Consumptions can be a little confusing so this month we’ve made some really useful improvements to how you set them. You now have two options: Annual and Period – annual allows for a consumption to be calculated as an annual figure and Period allows for the consumption to be calculated based on the start and end period set by you.
Built for: PRO CRM
Advanced Search Improvements For Bill Validation
We know Bill Val was already great, but we noticed that there could be some little improvements to the Search page.
Our new Advanced Search options allow you to search by reference number, date range, customer and meter number making it super quick to find and update your batches.
Built for: BILL VAL
Simplifying Elec Meter Labelling
The Energy Industry loves an acronym, but sometimes it's just not helpful. This month we’ve removed all references to SE and IE electrical acronyms and replaced them with one simple word: “ELEC” – making it simpler to add contracts and quotes and creating a look that’s easier on the eye.
Built for: PRO CRM (USA Only)
Improved Filtering Within Data Import
When you have multiple members of staff importing data, the Data Import page can get quite hectic and difficult to navigate. We’ve added in the option to filter the page results by Import Type and date range to make it easier for you to investigate who has been uploading what.
Built for: PRO CRM
Dashboards: Updated Monies Received
The Monies Received table in Financials (Tables) has always been great for reviewing the forecasting history of a meter, but we’ve now made it even better by adding in the date and time that the forecast was last updated, which should help save time and make your audits more accurate.
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!