Welcome back to our monthly update.

As always we've got big plans for the year ahead - but we're especially keen to focus on developing features that empower you, the user. For instance, we're super keen to focus on features that allow customers to self-serve, rather than waiting for our support team to action it. We see anything that streamlines your workflow as a big win.

You'll see there's a theme growing already with some of the features detailed below. Allowing you to bulk-upload the 'Primary Contact Field' within a Contact for example. Or giving the user the ability to author their own additional questions with pre-selectable answers for each Lead.

The apotheosis of all of this is our brand new Utiliversity website. With it, users are able to discover how to utilise specialised features without having to await training or to be shown by colleagues.

For this and 'Other Bits & Bobs', read on for our January Development Update...

Utiliversity Launches

Welcome to our brand new online video learning system. To begin with, the majority of focus is on PRO CRM but we've got big plans ahead! We'll be adding new courses, features and videos over the coming months but you'll find that there's already plenty there to get you started. Take a look.

Create Additional Data Fields To Profile Leads

The Gather Data form (found in Admin > Lead Questions) has been upgraded to make questioning your leads far more efficient, you can now create set answers to repetitive questions and get through the process nice and quickly.

Built for: PRO CRM

Bulk Update Of The Primary Contact Field

It's frustrating when you don't feel in control of your own data, so we're looking at ways to allow you to update your client information however, and whenever you need to. You can now bulk update the Primary Contact Field within Data Imports > Contacts without the need to ask our support team.

Built for: PRO CRM

Commissions Exceptions When Importing

This is a big one! Previously, if any line of your commission import failed then the whole file failed. Importing commissions can be time-intensive, so going forward we’re going to handle things slightly differently.

Now, if there are any errors; they will be imported along with the successes and you can view erroneous data in a new dashboard along with the reason that it failed. Then, simple mistakes like dates, missing accounts and contracts can be updated without delaying other commission records. Please contact your account manager to have this feature switched on.

Built for: PRO CRM (US Only)

Other bits and bobs...

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

Track usage to specific serial numbers

Previously, you could only enter one serial number per MPAN and there was no work-around to track consumption to individual meters. You can now add multiple serial numbers to a single meter, making it possible to track usage to specific locations.


Log meter reads against serial numbers

One of our biggest priorities right now is improving our brilliantly, unique BILL VAL service. This month we’ve made big updates to allow consumption and meter reads to be logged at serial number level to cope with the demand of MPANs with multiple meters.

Built for: BILL VAL

Track and view your flex products

We understand that keeping track of flex products can be quite tricky, so this month we added some new functionality that will make this task easier for you. Now, when you’re quoting, you will see a flag underneath your flex products, and we’ve also made it easier for you to find these products within the pipeline by adding a Flex/Fixed filter.

Built for: PRO CRM

More flexibility for bespoke charges

A while back we added functionality that allowed negative values to be entered into your bespoke charges, but our unit options were limited. We’ve now added the option to add a negative charge value on a 'per contract' basis, giving you more flexibility with your bespoke charge types.

Built for: PRO CRM

More helpful tooltips added

Our Customer Portal gives you monthly meter and site usage stats which we know are really important to you when it comes to reporting. Sometimes this data can be inaccurate due to partial/unimported data. We’ve made those inaccuracies really obvious by flagging any months that are missing days of consumption data and showing you a tooltip to explain how to fix it.

Better handling of mismatched consumptions

You no longer have to do any manual calculations if there is an incorrect value in your Supplier Receipts. Now you can enter both consumption and commission value, and if the calculation doesn’t add up, we’ll let you know of this mismatch underneath the consumption value.

Built for: PRO CRM

View contract info in one place

Contracts are full of handy little bits of information that you need to access quickly, and while we don't want to overwhelm you when viewing your contracts, we do want you to be able to see the likes of tax rates, zones, capacity and transmission tags at the hover of a mouse.

Built for: PRO CRM (US Only)

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!