This month:
Welcome back to the March edition of our regular dev update and with it, we've felt a little like Dr. Sam Beckett.
If you remember the 90's TV series Quantum Leap...
Ok, well maybe we've not been looking to leap home but we've certainly been striving to put right what once went wrong.
As you'll know we release a lot of feature improvements to our software but sometimes these improvements inadvertently supersede other elements that you've previously found useful.
You've told us where improvements could be made and we've taken this month as an opportunity to develop them.
Below you'll find where we've leapt to add a useful copy function for meter serial numbers, we've strived to add the 'child invoice number' to invoice batch exports and we've hoped to make the bulk updating of customer/leads a little more robust.
For this and Other Bits And Bobs check out all of our dev updates from March below.
Oh boy.
Copy That!
We recently added functionality to store multiple serial numbers against a supply where we replaced a text box with a dropdown. In doing so you told us that you could no longer select the number and copy it. We're good listeners so you'll now find a 'Copy' button next to the MSN dropdown to make copying those numbers a breeze again.
Built for: PRO CRM
Export Improvements
A while back we made it so that parent and child references are imported in BILL VAL, but for technical reasons we weren't able to add the child number to the batch export. We've worked around that and it's there now so you can analyse your bills more easily.
Built for: BILL VAL
More Control Over your Imports
We know how handy a bulk import can be so we've been looking into how we can improve them. It came to our attention that you weren't able to add parents to leads when bulk importing, meaning you had to manually edit individual leads post import.
You can now add parents to leads in bulk by going to Admin > Data Imports and selecting the Leads option in the dropdown, saving you tons of time and effort.
Continuing on this front, last month we mentioned that we wanted to give you more control over your own data. You now have the ability to add, edit and delete customer parents in bulk, allowing you to flexibly manage your customers without having to ask our support team for help.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
Progress with MOP/DC Suppliers in Forecasting
We're working on updating our MOP/DC supplier section so that contracts placed with these suppliers can be included in your commission forecasts in the future. This month, we've been busy creating new payment terms which will include the ability to choose which month(s) the invoice is expected in. Watch this space!
Built for: PRO CRM
Easier to Reference Bill Val Batches
We're still making regular improvements to our BILL VAL service and this month we've added a reference number (similar to the ones you use for contracts/tenders) which will come in really handy if you have a query for support or want to quickly search for a specific batch import.
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!