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
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
Reason For Update: Listening to your suggestions and ideas help us to continue building the Business Pilot system. We are pleased to release that images
Reason for Update: In line with recent MI improvements we have enhanced and simplified the Reports section. With a new layout and flexibility on report
Reason For Update: We are delighted and excited to announce a major overhaul of our MI & Reporting area in BP. As you know we
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
Reason for Update: With recent updates running in, this week we’ve improved the Xero (Customer Invoices Export), fixed a request within the PO page and
Reason for Update: Recording payments becomes automatic, Financial Exports to include Xero to offer more flexibility between Business Pilot and your Accounting Software and a
Reason for Update: We’ve put in measures to avoid contact duplication. In addition we have made improvements to our Service Call PDF. See below for
Reason For Update: We have made some improvements to a selection of our Reports to include the Deferred Income report, Work in Progress and the
Reason For Update With more and more companies using Status Progression to their advantage, with your help we spot various enhancements and improvements to the
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