This month:
As November comes and goes in a flash, we can't help but look towards a big start to 2023. We've been busily adding more and more features to our brand-new customer portal (but we'll save that for our next update!).
This month we bring news of some useful time-saving features that should help reduce those unnecessary admin jobs.
First up it's a big improvement to our activities and calendar integration as no more will you have to manually add or amend an important task within your 365 calendar. Next, there's good news for those wanting to lookup a large number of gas or electric meters, as we introduce the ability to perform bulk lookups.
For these handy time savers and many other useful new features, keep reading for our November Dev Update...
Automatic Calendar Updates Through Office 365
This new feature requires the user to have logged in with their Office 365 account (an optional feature). Any new activity created will then automatically add an entry to the user's default calendar (based on the 'Due Date'). If the activity is edited or deleted, then those amends will also be reflected within the user's Office 365 calendar.
Bulk Meter Lookup
Since launching gas and electric meter lookups earlier this year, we've frequently been asked about the possibility of performing lookups in bulk from a supplied spreadsheet. We're happy to announce that this latest update makes it possible. 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...
ADR Registration Number Logging
Some suppliers now require confirmation of a TPI's participation in the ADR scheme, not just on setup but every time a contract is submitted. We can now log your ADR participation number within your account so when contracts are submitted, we'll also submit your ADR Registration Number each time too.
Built for:
PRO CRM
Delete Functionality For Team Members
We've added an optional feature so that any user with an access level of 'Team Member' can now delete records (such as Sites, Meters, and Customers).
Built for:
PRO CRM
Pass/Fail Individual Bill Val Checks
Last month we released an update that made it possible to overwrite the batch result of a completed BILL VAL test to either a 'Pass' or 'Failed' state. We've now added the ability to mark any individual bill validation checks within a bulk job (again, either to a 'Pass' or 'Failed' state).
Built for:
BILL VAL
Improved Meter Read Validation
When submitting a meter read, previously our system would check that the read value was higher than the one previously submitted. However, this does not take into account that (as energy meters are limited to a set number of digits) they do at some point ‘clock’ and a lower number read is not necessarily an issue. We've improved the logic with our validation so a lower value will be allowed.
Built for:
PRO CRM
Commission Details With Excel Quotes
In September we brought you news of an optional feature that enabled commission information to be presented within exported PDF quotes. We've now updated this optional feature so exported Excel quotes will include Total Commission, Annual Commission, Commission Type, and the UOM Value. Please contact your account manager for more information.
Built for:
PRO CRM
Instant Quote Meter Lookup Improvements
Previously, when performing a meter lookup within the 'Customer' module, the current supplier, MOP and DC/DA data would all be returned, allowing the user to add this information alongside the customer site information. Within Instant Quote there is no associated customer so this information previously wasn't presented. You've told us that this extra information would still prove useful for reference so now, when performing a lookup within the Instant Quote, the current supplier, MOP and DC/DA is displayed.
Validation Rule: Consumption Tolerance
This new rule is similar to the 'Cost Tolerance' rule added previously but instead focuses on consumption. It enables a percentage tolerance to be set to ensure the average monthly or yearly consumption of a meter does not move outside of a preset level. This can be set on a month-on-month and year-on-year comparison. By default, this value is set to 10% meaning that a validation error is reported when the monthly (or yearly) consumption for this meter exceeds the tolerance in place when compared to the previous comparative period.
Built for:
BILL VAL
Validation Rule: Billed Beyond COT Date
This new rule checks for any meters that are marked as inactive against the corresponding Inactive Date. If any invoice bills beyond this inactive date, it will result as a 'Fail' and the user will be notified that the invoice has billed beyond the Site Inactive date.
Built for:
BILL VAL
Adapt To Any Meter Type Change
Meter types can change over time (e.g. from Economy 7 to Standard), which means the number of unit types can change too (e.g. we may expect to see two rates for Economy 7, but only one for Standard). If you've previously contracted for a meter using one meter type but it has later been changed to another, our system will now record and relay the correct meter and unit type that it was given at the point of the contract or quote being generated.
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!