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 […]
Latest List of Template Placeholders
Reason For Update: We have updated our ‘Document’ Placeholders. Placeholders are used to pull data in from different areas of your system. The first task you will need to do is to either take your existing documents and convert them to compatible templates or create a new document from scratch. Within these documents wherever you wish […]
Purchase Order Amendments
Reason For Update: It is not uncommon for materials and ancillaries to be required after the start of an installation and can be frequently ordered in that way. Previously the schedule board colour coding worked purely on the latest delivery date for your raised PO’s meaning anything delivered after the start date of the install […]
Survey Required?
Reason for update: Previously the system allowed for a surveyor allocation to all leads meaning if one was not required then the contract information would show ‘not allocated’ under the surveyor reference which could cause some confusion. We felt it more accurate to manage the survey requirement by setting whether a survey is actually required […]
Improved Guarantee Fields
Reason For Update: Previously Self-Certification was referred to as FENSA so this has been changed because we wanted to introduce the more recognised universal term for the need for recording of this data for our customers using other registration schemes. It was also noted from customer feedback that it would be good to better highlight […]
User Experience Improvements
Reason for Update: Here’s a brief overview of all the bug fixes and small changes we completed this week. Fixes: Under Finance, Job Costs the ‘Delete Cost’ and ‘Update Cost’buttons are again active. <<ContractInstallDate>> Placeholder is fixed, this is pulling information from the CRM system into the formatted document templates. Updates: We have added a […]
Bug Fixes
Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week. We have improved the Delete Cost and Update Cost Functions on the Finance Tab within Job Costs. Before these improvements, you were only able to delete these on the main Job Cost page. You are now […]
Lead to Sale Process Update
Reason for update: Previously, when you marked a lead as sold it would create the contract and place it in a holding area under the Contracts > New Tab. This has now been made into a two stage process. This update allows for processes that separate selling of a job and confirming the sale. At […]
Alerts on the Schedule Board
Reason for update: Previously, you were able to drag and drop and ticket in the schedule with no warning or confirmation. We have added a confirmation to include the dates and teams in order for your team to be able to double check a move before it goes ahead From the schedule page, drag and […]
