Updates

Reason For Update: We’ve introduced maps, for both the diary and the schedule board allowing users to see where they are, what area’s they are

Reason For Update: We collate your feedback and suggestions, and we look to include these in our development schedule alongside our larger development pieces. – here’s

Schedule Reasons for Deletion We have readjusted the Schedule settings to include Reasons for Deletion; you can now add additional reasons as required, which has

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

Visual Overhaul In line with the new theme within the Ops Dashboard and Reports you will notice that we have changed the display of the

Reason For Update: We have made a number of changes and additions to the Service Call area of the CRM to help with the management

Images are now available to view in APP! Keeping track of progress and issues out on the job site is an essential part of your

Retail, Trade and now All Reports in one. Enhanced Layout The reports results in both Excel and PDF have the same layout as before, with

Sales Dashboard: Our Sales Dashboard now focuses purely on Sales performance information by individuals and areas. The Sales Report includes the Sales People you have

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.