This month we're bringing you something a little different for our regular update. You'll see below that there is the usual mix of feature additions and software improvements (more than 15 this month!) but there's also a little something extra.

You'll know that we put a lot of emphasis on improving our core products (Every. Single. Month) but what use would any of it be if we weren't to also offer you the support to fully utilise it?

We view support as being just as important a system as the software itself and we're delighted to announce further investment on this front.

Find out how this addition in support will help you directly, and check out the plethora of other feature enhancements, all in the February Dev Update:

The UtilityClick Support Cat

You may have noticed that we have a UtilityClick cat that pops up around the footer of our website from time to time. Well, now we have the real thing! Please join us in giving our newest Support recruit, Cat a very friendly and warm welcome.

Cat joins us with great experience in app development and quality assurance. She's here to help with any day-to-day queries that you might have and she can be reached with the rest of the support team at Welcome aboard Cat!

Other bits and bobs...

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

Email Notifications When "Awaiting Lock In"

When a deal status is changed to “Awaiting Lock-In” an automated email is now sent to the Account Manager and Lead-Generator to notify them that the deal has been submitted to the supplier.

Built for: PRO CRM

Increased DocuSign Updates

We've worked with Docusign to decrease the wait time between a recipient actioning a document and the parent user being notified. E.g. When a customer signs your document, our software will notify you sooner.

Built for:

General PDF Mapping Improvements

For PDF bills that include such information, we now extract and display: Total KWH, Supplier, Utility, Date Completed, Credit note information and if an invoice is estimated, actual or mixed.

Built for: BILL VAL

User Setting Functionality Extended

Our software allows a user to manage specific settings for their individual profile (User Profile - My Settings). We've extended this to include even more options (dependent on your user level). For instance, it's now possible to enable/disable features such as Meter Lookups and the UC Jukebox on an individual basis.

Built for: PRO CRM

Pozitive Gas and TotalEnergies PDF Mapping

PDF bills supplied by Pozitive Gas and TotalEnergies can now be uploaded through BILL VAL without the need to transfer to a CSV template. We will continue to update BILL VAL to accept many more supplier PDFs over the coming weeks.

Built for: BILL VAL

Restrict Sales Pack Email Notifications

Optional Feature: With this feature turned on only Lead Generators and Account Managers will receive Sales pack email notifications. Useful if your organisation structure requires only those selected user groups to be notified.

Built for: PRO CRM

More accurate logging when amending Supplier Payment Terms

When changing Supplier Payment Terms, users with the requisite privileges can now see an accurate historical log of what they were changed from and what they were changed to.

Built for: PRO CRM

Vendor Agreements Description Shown In Reporting

It has long been possible to add a description when adding a vendor agreement. The contents of this description can now be included in your reporting. Useful if wishing to include bespoke information not usually available within a vendor.

Built for: PRO CRM

Micro Businesses Label Added (Useful for ADR Scheme)

If a Lead or Customer has been set up as a 'Micro Business' then a label is now displayed above the left-hand menu, allowing users to quickly ascertain if it is a Micro Business or not. Additionally, if a Micro Business is Electric or Gas only, then this information is also displayed within the new label.

Built for: PRO CRM

Meter Serial Number Information Retained After Change

Previously if you were to update the Meter Serial Number (MSN) for a given meter, that number would also update when viewing historical reads. You've asked that when viewing historical reads you are shown the MSN at that point in time. Making it a useful tool to see if a meter exchange has occurred.

Built for: PRO CRM

A Restricted Dashboard For Sub-Admins

This new feature allows users with an access level of 'Sub-Admin' to be able to view a restricted version of the dashboard reporting suite. Only data for customers relating to that user will be visible.

Built for: PRO CRM

Improvement to BILL VAL "Invoices" Export

We've improved the functionality and the fields presented when exporting previous Invoices (through BILL VAL). New filters available include 'Batch Creation Date From', 'Batch Creation Date To' and 'Error Type'.

Built for: BILL VAL

Re-Run Previous Exports

We've added a new feature when exporting data via the Analytics module. When viewing current or previous exports ('Analytics' - 'Download Data') you can click the 'Select action' button and choose to 'Re-Export' a previously exported data set, saving you time reselecting the same filters.

Built for:

Editable Docusign Contracts

Contracts automatically generated through UtilityClick via Docusign are traditionally uneditable. We've amended this so certain fields (Name, Address, Bank, Account No., Sort Code) can be edited by a customer prior to signing, if required.

Built for: PRO CRM

Warning Message If Contract Start Date Differs To Tender Contract

When adding a meter to a tender, a warning message is now displayed if any of the contract start dates are different to the main tender contract start date (from the previous step). If the user chooses to continue, the system will automatically update the tender contract start date to the earliest contract start date set against the meter.

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!