Like the morning after a big New Year's party, we've embarked on a lot of tidying up over this last month. Since introducing you all to the new customer portal in the previous edition, this month we've focussed on some of the smaller 'quick wins' that we've had on our 'to-do' list.
There has been a hefty chunk of features added that have come from ideas spawned directly from feedback via our customers, whilst we've also prioritised jobs that will give users a better experience.
Regular readers will know we're big advocates of improving user experience (UX) and two great ways to accomplish this is by 1) increasing speeds and 2) offering better visual feedback when completing an action.
Read on to see how we've looked to achieve this by improving speeds within our BILL VAL reporting and offering better feedback when exporting data. Oh, and there are some other very useful bits and bobs too...
Speed Improvements To Invoice Dashboard
A great feature of the new customer portal is the ability to report BILL VAL results directly to the customer through beautiful reporting. We've upgraded the dataset so that reports now display much faster for your customers.
Built for:
BILL VAL
Data Export UI Improvements
We've made improvements to the user interface when exporting data from our software (Analytics - Export Data). Upon electing to export data you can now see a percentage of completion rate and, if an error occurs, you're now shown a better explanation as to why.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
History and Notes Within The Suppliers Module
You can now add bespoke notes and track any historic changes from your team within the Supplier module.
Built for: PRO CRM
ADR Number can now be set by Sub-Brokers
For accounts that employ sub-brokers, you can now allow them to define their own individual ADR number that will then be utilised when generating pricing, LOAs, etc.
Built for: PRO CRM
New Missing Invoice Report
Within the customer portal, we've created a new report showing the last bill in the system according to the current read date.
Built for:
BILL VAL
Retain RFP Decision After Tender Refresh
When initiating a tender it's possible to refresh/resend to any chosen supplier, effectively performing a reset for that supplier on information already returned. We've improved the functionality of this feature to now retain any previous 'request for proposal' decisions already made.
Built for: PRO CRM
Adding Commission Information to Excel Documents
If you choose to display commission information within a quote export, then the following information can now be found when exporting the quote via an Excel document: Total Commission, Annual Commission, Commission Type, and Unit Of Energy.
Built for: PRO CRM
Monthly Budgets Added To ACG Contracts
When generating an ACG contract, the system will now calculate the monthly budget from the annual cost and automatically add it to a customer's monthly direct debit amount.
Built for: PRO CRM
Amend Per-Supplier DocuSign Functionality
Previously only super-admin users were able to amend whether DocuSign integration was enabled per supplier (Supplier - Supplier Setup). With this update, standard Admin users can also now elect to enable the feature per supplier.
Built for: PRO CRM
Update to Customer/Leads Bulk Update Process
Within Admin - Data Imports, you can bulk update leads or customers using a spreadsheet. We've updated the template so you can now include 'Linked To' information for each Customer or Lead.
Built for: PRO CRM
Set Warnings Prior to Contract Generation
Contracting for a supplier is challenging and always evolving. With this latest update, you can enable a bespoke message to appear at the final steps of contract generation; reminding your team of any nuanced criteria that may have been missed.
Built for: PRO CRM
Meter Overview To Use Live Dates or Contract Dates
When viewing meter information for a customer or lead from the meter overview screen, you can now choose whether to display the 'Start / End Dates' of the current and next contract as either the 'Contract Date' or the 'Live Date' (default is 'Contract Date').
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!