Improvements & Fixes
Reason For Update: Here’s a brief overview of all the bug fixes and small changes we completed this week. We’ve been busy introducing new companies to Business Pilot and help streamline their businesses with our system and support, this has meant an increase in the amount of follow-up emails and emails raised in individual systems […]
Restrict Access Rights for your Sales Representatives
Reason For Update: We have added an optional security feature where you can restrict Sales Representatives to see only their own sales and leads. By limiting internal access to company data exercises data privacy and security for your business. We have placed an optional, sensible control in place to allow employees to do their jobs, […]
Improvements & Fixes
Reason For Update: Here’s a brief overview of all the small changes and improvements we completed this week. We’ve amended the grid content display on various pages so you can navigate between pages with ease. We’ve moved the Log Out button on our Site APP to fit with the layout on newer models of the […]
Covid-19 Risk Assessment Feature
Reason For Update: Concerned about Covid-19 safety whilst working in people’s homes? We’ve introduces a built in Covid-19 Assessment feature. It helps your team follow a simple process and keeps an audit trail against every installation for added peace of mind. During a Covid-19 Installer webinar run by Business Pilot, it became clear that despite […]
Manage Your Targets
Reason For Update: Whether business goals are to set company direction or provide motivation, they should be specific, measurable, achievable, and timely. Business Pilot have introduced targets within the MI Reports Within the Manage Targets area you can allocate budgets to marketing spend with the desired volume of leads to be created giving you a […]
Send More with Marketing Preferences on Excel Exports
Reason For Update: We have expanded our Marketing Column to the Live Leads Excel Export, now you can filter in the Contact, Lead and Contract Page for GDPR Compliant Email, Phone or Post lists from your Customer base. To carry this action out in any page, using the Lead Page as an example below. Click […]
Payment Method: Finance
Reason For Update: We have added Finance to our Payment Methods, if you have chosen to offer financing to your customer base, you can log this as such on Business Pilot. Within the Invoice tab in the Customers Contract page, you will now find Finance as a Payment Method, simply select this option if you […]
Bug Fixes
Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week. The Leads & Products Dashboard within the MI section of Business Pilot is back operative. We have resolved the error page users experienced when loading the Export Customers Excel Spreadsheet. We have amended the <<ContractStatement>> Document […]
Improvements to In-CRM Email Function
Reason For Update: Processing Icon Added to Email: In order to eliminate duplicate email sending the ‘Send Email’ button now turns to a ‘Processing’ icon once sent. This is to let the user know if there is any hangtime due to connection speed or the size of files attached to the email. In addition to […]
Directly Email System Documents
Reason for Update: In order to keep improving our user experience you will now be able to email documents straight from the system rather than having to download them first. All invoices, purchase orders can be emailed directly to client or supplier and documents previously uploaded to the CRM can also be attached to emails […]
New Document Grid Layout
Reason for update: This has been on our development plan for sometime and we are delighted to say we have now managed to complete a major enhancement to the system. The new feature means there is a now a ‘Documents’ tab linked via the original ‘Documents’ button. The grid moves away from the pop-up list […]
All Placeholders Now Added to Email Templates
Reason For Update: Email Template List: To allow comprehensive email templates we have added all of the ‘Document’ Placeholders to the email template list. Meaning that email templates can be made to contain as much information as any document template. In line with this we have added ‘Fitting Days Required’ to this list. If you […]
