This month:
And we're off! Despite the Christmas cobwebs, January in the dev team was just as busy as the months that preceded it. I think we were all thankful for the rest but also just as happy to be back with the team, planning the next 12 months of new features.
The new system redesign that we announced last month has taken much of our focus. We had many users requesting early access and we're happy to say that feedback has been overwhelmingly positive. As such, we're pleased to mark February 18th as the official date when all of our software will switch to the new design.
Read on to discover more about the new look as well as other bits and bobs.
Custom Branding With The New UI
As previously mentioned, the new design will be going live on all accounts very shortly (February 18th). Our final push has been to adapt the new look so that it works for any system that has custom branding set. If you utilise your own logo and colours within any of UtilityClick's software, then you'll also be able to experience a better UI come February 18th.
Other bits and bobs...
We've also added the following other bits and bobs...
Improvements to The Sales (Tables) Dashboard Reporting
Within the 'Booked Breakdown', 'Won Breakdown' and 'Lost Breakdown' Sales report, you can now drill down to which deals were bespoke and which were matrix.
Built for: PRO CRM
LOA Start/End Date Validation
Customers have reported that they occasionally forget to enter a correct start/end date on a system populated LOA. If turned on, this new feature will prompt users that both a start and end dates must be present before the upload can proceed.
Built for: PRO CRM
Speed improvements for Customer Imports
As part of our ongoing mission to speed up system-wide imports/exports - we've made improvements to ensure importing customer data is now more robust and completes much faster.
Built for: PRO CRM
New bespoke charge units added to Bill Val
We've made Bill Val even more comprehensive and added support to check for additional bespoke charge unit types (including £/meter/month).
Built for: BILL VAL
Activity Sub Types Are now filterable
We've extended the search facility within the Activities component, it's now possible to filter by Task, Type AND Sub Type.
Built for: PRO CRM
Bespoke Charges Summary
Multiple bespoke charges are commonplace in water procurement, because of this we've adapted all quoting results screens (including exports) to include a summary of all bespoke charges per quote.
Built for: PRO CRM
Bespoke Charges On Excel Imports
Users have been able to add bespoke charges to quotes and contracts for some time but now you can now add them when importing in bulk via an Excel file.
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!