Contact, Diary AND Schedule Updates!
Reason For Update: We’ve added the ability to merge contacts and search for duplicate contacts when adding a new customer to the system to avoid
Reason For Update: We’ve added the ability to merge contacts and search for duplicate contacts when adding a new customer to the system to avoid
Reason For Update: It doesn’t matter how long you’ve been with Business Pilot. If there’s one thing you know is we love sending updates out.
Reason For Update: We have introduced a notification system within Business Pilot. Here, you will see recent updates, notifications, and messages from Business Pilot and
Reason For Update: We have an assortment of updates for you as we continue to improve the system further. Have you seen that we are
We have added a new role in BP ‘Sales Admin’. For continuity this has been automatically added for all users so that they can still
Reason For Update: We have renovated the Schedule Board! Our Schedule board has a new look, in line with the revised themes in our recent
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
Reason For Update: With help from our customers, passing their ideas over to the Business Pilot Support team gives us new ideas on how to develop
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
Reason For Update: We’re bringing a new fresh look to Business Pilot, with various visual & feature updates like the Management Information, Reports and now
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
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