This month:
June marks the halfway point of the year and it's a good opportunity to look back at how far we've progressed within the team.
This month sees that progress continue across the Atlantic as we further adapt and refine PRO CRM for some of the US variances. With it, we've added new fields such as 'Sales Tax', 'Capacity Tag' and 'Rate Class'. You'll likely have seen the recent news of our expansion stateside and this is just another example of our commitment to better serve our US energy firms.
On other fronts, there's also been great progress with how commissions are applied to contracts through an indirect supplier. No longer will changing the commission rate of an indirect supplier skew past or present contracts. Meaning your forecasts will now be more accurate than ever. Read on to hear about all of this as well as the usual mix of 'Other Bits & Bobs', all in our June dev update...
Additional Customer Fields
We've added two new fields when managing 'Customers'. Firstly the 'Sales Tax Rate' can be recorded as a percentage when adding or editing a 'Location'. Secondly, 'Capacity Tag' has been added when recording usage data under 'Accounts' > 'Account'.
Built for: PRO CRM (USA Only)
Rate Class Lookup
When adding Location Details to a customer or lead, the software will search for the correct Rate Class using the information entered. It's also possible to manually adjust if required.
Built for: PRO CRM (USA Only)
Indirect Supplier Commissions
You'll know that the rate of commission fluctuates considerably with indirect suppliers. As the volume of contracts increases, your rate of commission will often become more favourable.
Because of this, we've rebuilt how commissions are applied when using an indirect supplier to be as flexible as possible. What's more, you can now assign a different rate for each contract on the fly. So if the rate does change, you can easily adapt to ensure all commission information is correct. Please contact your account manager for more information.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
Improved Error Messaging For EDF Contract Submissions
We've added better error handling to help you diagnose those annoying upload error messages. When submitting contract information through the EDF API you can see handy hints on what information has been missed and what can be done to successfully submit the correct information.
Referral Partner Search Filter For Leads & Customers
We've added a new search filter within the 'Customers' and 'Leads' modules. You can now drill down to a contact or lead using a 'Referral Partner'.
Built for: PRO CRM
Bulk Uploading Of Notes
We've made it possible to import multiple notes for multiple customers when bulk importing customer information via a spreadsheet.
Built for: PRO CRM
Npower EDI Mapping
EDI bills supplied by Npower can now be uploaded through BILL VAL without the need to transfer to a CSV template.
Built for:
BILL VAL
Parent/Child Visibility Within the Customer Portal
We're getting ready to release a 'phase 1' of updates for Parent/Child Visibility within the customer portal. This update will bring an optional 'Infant Managers' feature that will allow you to define which child or parent is visible for each user of the customer portal. If a customer has been assigned visibility of multiple child accounts, they will also have the option to select which account to view (via a dropdown). Watch this space as we plan to expand on parent/child admin features soon.
Built for: PRO CRM/Customer Portal
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!