Installation Company ERP / CRM


Quick Wins

Reason For Update: We have some quick fixes and small pieces of development being released this week including improvements to Documents

Active Contact Excel Export Fix after Exporting Archived Only

The Active Contact ‘Export to Excel’ function was only Exporting Archived Customers, leaving some exports blank. Thank you to T&K Home Improvements for bringing this to our attention.

Saving Documents

We have mirrored adding images and documents, so there is no more pop up screen when adding a document meaning one less screen and click and improving speed for the user. Moving forward you can now drag files straight on to the link on the documents page or choose your file path directly.

Increased APP Capabilities linked to Document Storage

With higher usage of our Business Pilot APP than ever before, we saw more documents marked as ‘View in APP’. We’ve increased the request timeout and max response size to accommodate.

Adding New Statuses within Status Progression

When adding a new pipeline status, the Active field was marked as ‘No’ as default, we have changed this to default to ‘Yes’ so the newly added Status is immediately live.

Stopping Google Chrome Function from Auto-filling SMTP password fields

A Google Chrome auto fill function was affecting a couple of users linking their user emails into Business Pilot. We have added a piece of code to restrict this from happening.

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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