Installation Company ERP / CRM


Customise your Business Pilot columns

In case you missed it please check out the new grid customisation works we pushed live earlier this week.

Default Columns in Lead

Within each of the main Grids on BP we have added an option for interchangeable fields designed to suit your specific requirements. In order to try and ensure you always have the most relevant information available to you when managing data from the Grids we have also expanded the number of ‘fields’ available to view within the columns. These can also be ‘dragged and dropped’ in to any order you wish to show the most important columns first/last etc.

Please note that these will reset to the default fields after a period of inactivity for over 48 hours, ie if you do not log in to a particular grid within a 48 hour period the settings will revert. However, for grids used daily your settings will remain for easy use.

All appropriate fields can be selected while choosing which columns to show on the main leads/contracts grids this allows users to default their view to their desired columns on a per grid basis.

NEW Columns in the Live Leads page

NEW Columns in your Live Contracts page

NEW Columns in the Service Call page

You can rearrange your columns into the order that suits you!

Please see an example of the column options and how to configure them in this ‘How To Video’ below. This is shown in the Service Call page but the technology works in the Lead and Contract grids too!

Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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