Installation Company ERP / CRM



Reason for Update: 
Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. 
Let’s see what we got up to this week… 

Based on user feedback we have moved the Edit/Delete Icons to the left-hand side on the Contact, Lead and Contract Grids for easier accessibility on the pages that hold the most information avoiding the need to scroll across the page to access the customer record.

In addition we have amended our ‘Export to Sage’ references to ‘Export’ as this CSV function allows BP to integrate with all other accounting software programs including, but not limited to, Xero, QuickBooks and Zoho.

Another small change is to the ‘Letters’ tab within the customers file to ‘Templates’ as these can cover a broad scale of both internal and external documents and hope the more generic term makes it more easy for users to identify.

Thank you to everyone that have got in touch regarding an improvement or a bug, we appreciate it. If you’ve spotted something that doesn’t look right please contact Business Pilot Support on 01494 211152. 

We want you to get the most out of your Business Pilot subscription. So, we provide a variety of How To videos and help guides. Please visit https://businesspilot.co.uk/knowledgebase for details.

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