Product Updates

1. NEW Percentage of Client Selections before Appointment Intelligence 1.9 features a new Online Engagement KPI showing you the percentage of the client visible Selections that were selected by a client up to one day before the Selections Appointment Completion date. This is averaged … Read More

Intelligence 1.8 features a new Selections Timeframes page, providing you with data to benchmark and monitor your completions over time so you can look at ways to speed up your clients’ journeys to completing Selections and assess Selections Consultant performance. 1. NEW Selections Timeframes … Read More

1. Selections Reports — Notes TitlesAs a Builder admin, you can now customise Notes Titles for inclusion in Selections Reports. For example, you might configure the Notes Title to be Builder or Admin — or choose to have no Notes Title at all. To … Read More

1. Notifications — Low Selections Reminder Weekly EmailAutomate a weekly follow-up to keep your clients’ Selections process moving rapidly with the new Low Selections Reminder — a customised, branded email reminding clients to make Selections if they have less than … Read More

Intelligence 1.7 is focused on the new Selection History feature, a daily snapshot of the history of items chosen for a Selection, now accessible directly from Intelligence. Has a Selection accidentally been chosen? Use Selection History to go back and find what the … Read More

Features: Price Overrides, Price Configuration Intelligence 1.6 features two new pages: Price Overrides, useful to identify items whose price is regularly overridden, (to a dollar figure or to standard), and may need their price configuration updated. Price Configuration, allowing you to … Read More

1. Selections — Price override with textPreviously, price overrides displayed a dollar value. You now have greater flexibility to create a price override containing your own, custom text. 2. Job and Selection Templates — Saving checkWhen making changes to Job … Read More

1. Item Documents — Attachment iconWhen an item contains an attached document — such as a product brochure or a specification, an attachment icon now appears in the top left-hand corner. 2. Reporting — Selections Report improvementPreviously, when de-selecting a … Read More