This month:
It's staggering to see that with July gone, we're now well and truly into the third quarter of 2022. It seems as though it was only last month when we brought news of a brand new look to our software (when in fact it was January). You may have seen that we've now announced another new look, this time for our brand new customer portal.
This is considerably more than a facelift though and will incorporate much of the Efficiency and Carbon Reporting work that we've brought you news of previously. We'll let you know in a later update when it's ready for your customers.
Aside from the progress we've made with the customer portal, we've made good strides with the new API Endpoints module and rather excitingly, we've incorporated it with our new Meter Lookup functionality. Bringing meter lookup data to your own custom applications.
For this and other exciting additions, read on for more of our July Dev Update...
API Endpoint Expansion
We announced the arrival of our new API Endpoints in June and this month we've been expanding the feature to work with all modules. We're delighted to say you can now have your Customers, Leads, Sales, Portfolio, Contacts, Tenders, Contracts, Activities, Commissions and more pushed through to your favourite third-party application.
Built for: API
Meter Lookup With API Functionality
Our brand new meter lookup feature has now been expanded and can be used with our API product, meaning you can push results to your own custom-built application.
As a quick recap, our new meter lookup functionality can also be added to your PRO CRM account and allows you to search and return:1) The Meter Point Administration Number (MPAN),2) The meter credentials (profile etc.)3) The current supplier information.
Please talk to your account manager about adding API to your subscription.
Other bits and bobs...
We've also added the following other bits and bobs...
Engage: An Internal CRM
We've built our own non-specialist, standard CRM! We've nicknamed it 'Engage' and although it won't directly impact our users it will allow us to assist customers better and keep on top of things like custom modules, feature requests and anything else that might help manage your account better. We plan to share more on our progress with a blog post soon, so watch this space.
Built for: INTERNAL
Specify Email Type (365 or SMTP)
If you utilise the Microsoft 365 login for your users then Super Admins can now specify which email type are sent via the user's Office 365 email and which are sent via traditional SMTP. This can be configured under Admin > Email Settings.
Built for: PRO CRM
'Next Action Due' Column Added to Customer Overview
Within the Leads module, there is a column labelled ‘Next Action Due’ which shows the open activity against that lead with the oldest due date. With this update, that column is now also available on the Customer module.
Built for: PRO CRM
VAT Status Added to Customer Import & Export
It's possible to add a VAT status for each Customer that you hold information on (either at 0%, 5% or 20%). This extra piece of information can now also be included as part of a bulk import or exported within any relevant reports.
Built for: PRO CRM
(UK ONLY)
Quick Add Contract Date Accepted Update
Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.
Built for: PRO CRM
Referral Commissions Export Updated
We've added the fields 'Invoice Number' & 'Invoice Date' to the Referral Commission export (found in Analytics).
Built for: PRO CRM
USA Wording Changes
We've updated the language used within our software so the vernacular is more appropriate for users from North America.
Built for: PRO CRM
(USA ONLY)
Contracts Export Refactoring
As part of the work for our new API Endpoints, we've restructured the code that made up our Contract Exports. With it completed, contracts now export significantly faster.
Built for: PRO CRM
Submit Contracts By FTP for Instant Quote (optional)
We previously released a feature that allowed the submission of contracts via FTP when pricing through our Procurement Module (this can be useful if your users/sub-brokers submit contracts through an aggregator). We've now expanded this optional feature to allow your users to submit contracts via FTP when using the Instant Quote module as well.
Built for: PRO CRM
USA Wording Changes
We've updated the language used within our software so the vernacular is more appropriate for users from North America (US accounts only).
Built for: PRO CRM
Quick Add Contract Date Accepted Update
Previously when using the Quick Add Contract feature, the Date Accepted field would default to the contract start date. This has been updated to take the date that the contract was created.
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!