Creating a new user
Hi all,
Great news, ahead of schedule we have rolled out some new functionality, which allows employees to be created at the same time as the administrator creates a new user on their BT BizBox account preventing any duplication.
When you create a new user at the bottom of the online form there is now the option to select them as an employee, by clicking this box the employee record is automatically created in your employee module.
I’ll be adding it to the help and support videos so you can see how useful it can be.
Thanks
Sarah
Planned Maintenance this weekend
Hi All,
We have some scheduled maintenance planned for BT BizBox, which will involve a service outage from 10pm Saturday 22nd Dec until 5am Sunday 23rd Dec.
The planned maintenance is for us to update our database.
If you have any questions please contact me via info@btbizbox.com
Thanks
Sarah
Progress on our roadmap
Hi,
Back in November we gave you a preview of our planned roadmap for the next few months. Phase one is due for completion by the end of January, I just wanted to give you an update on where we are.
- New secure signup process - which will move away from the need to have confirmation emails separate to password emails - COMPLETED
- Route optimisation with Google Maps & Directions for the traveling salesman - IN DEVELOPMENT
- An improved end user permissions system for your company administrator - IN DEVELOPMENT
- Ability to email your customers from within the BT BizBox application and attached a note to their records - COMPLETED
- An alerting system using either email, popups and or SMS for tasks, meetings etc…
- Creation of an important information module, which will allow you to keep track on all those important tasks that get left to the last minute year on year i.e. car insurance, company insurance, company registration commitments etc… - IN DEVELOPMENT
- Implementation of a document creation tool for invoices, confirmation letters etc… an integrated document management tool - DUE THIS WEEK
- Implementation of BT’s Web21 conference call capability from within the customer, employee and address book modules
- Improvements to the financial module.
In addition to these planned developments we have also launched;
- Improvements to meeting manager
- Creation of departmental lists
- Improvements to employee details
- Improvements to drop down menus
So, lots of good progress in our developments. As always we are are keen to hear from you to make sure we are developing functionality that you require.
Thanks
Sarah
Launching this weekend
Hi all,
A short note to let you know we have completed our testing and the following will be rolling to live this weekend.
1. New functionality in the ability to create departmental lists for your employees.
2. New functionality in the ability to email customers from within BT BizBox and record the email in the customer’s notes.
3. Improvements to meeting manager so that tasks can be assigned deadline dates during the meeting.
4. Improvements in drop down menus for titles within the customer, employee and contact modules.
5. Additional employee details to include personal details including allergies etc..
Keep your suggestions and requests coming and we can build them into the roadmap.
Thanks
Sarah
What’s new for the New year?
FREE ON-LINE TRAINING
Our plan is to start free BT BizBox on-line training courses on 9th January 2008.
These free courses will run on a weekly basis and there will be two sessions on the day, 11.00am and 5.00pm to try and suit everyone’s timetable.
The subject of the first course will be An Overview of BT BizBox, this will run for two weeks and then the choice of subjects for the following courses can be chosen by you the customer.
These free training courses are on-line, in advance of the course you will be sent a website for login into on the day and you will be provided with a local telephone number to dial. The trainer will then present the course in real-time allowing for lots of interaction.
An Overview of BT BizBox
9th Jan 11.00am
9th Jan 5.00pm
16th Jan 11.00am
16th Jan 5.00pm
Then weekly courses from then on with the subjects chosen by you the customers, the timings will remain the same, I’ll update the schedule accordingly.
These courses are for everyone and there are no restrictions on the number of attendess from the same company. They are completely free, if you or your colleagues are interested in attending one of these courses please send me an email to info@btbizbox.com so I can book your slots.
Thanks
Sarah
Feature requests
Hi all,
We have been listening to your feedback on feature improvements and over the next week we are planning on rollout out a number of changes.
1. Improvements to the meeting manager so that tasks can be assigned to users who are not attendees at the meeting and also the ability to set deadlines to tasks during the meeting.
2. Improvements to the drop down menus in our customer, employee and address book modules, the title menu will be extended to include Ms.
3. Creation of departmental lists for employees.
4. Improvement to employee details, records of allergies etc…
We also have the route optimisation tool in testing, I will provide you with an update on this new functionality when we are ready to roll to live.
So, lots happening at BT BizBox this week.
I’ll keep you posted over the next few days on our rollout plans.
Thanks
Sarah
Rollout tonight
Hi,
I wanted to let you all know that out of hours tonight we will be rolling out a new sign up process for BT BizBox, which will improve the end user journey.
It is a simple process which allows users to choose their own password upon registration, it also involves only one confirmation email.
For those of you who have yet to registered for your account please do so at http://www.btbizbox.com
Thanks
Sarah
New reporting suite live
Hi All,
Good news! This morning we have rolled to live the new reporting suite.
Let us know what you think to the new reports here or on our forum.
We will be adding to these over the coming months so we are keen to understand, which additional reports you need to manage your business.
Thanks
Sarah
A busy week at BT BizBox
Hi,
What a busy week we have had at BT BizBox:)
I am delighted to say we have busy building new functionality for you. Currently we are in process of testing and we are aiming to roll it to live over the weekend.
The reports have now been completed with the added capability of downloading in pdf format. So, you will be able to run reports for;
1. Number quotes raised over a period of time.
2. % conversion rate of quotes to invoices.
3. Number of invoices paid and outstanding.
4. Number of tasks raised by user.
5. Outstanding tasks per user.
6. Number of tasks closed per user.
In addition to the reporting functionality we are also planning on rolling to live the new exciting route optimisation tool.
This tool has been built this week and even though I say it myself, it’s a great addition to the BT BizBox functionality
I’ll update you on our testing and the planned times for the rollouts over the weekend.
Thanks
Sarah
Route Optimisation tool
Hi All,
One of the first developments in phase one of our committed roadmap will be rolling to live this week, route optimisation with links into googlemaps.
So what is the route optimisation tool……..?
The route optimisation tool will allow you to calculate the best route for your journey. By entering postcodes of your starting and finishing location, the tool will provide you with the best and shortest route within seconds. It also provides you with a googlemap of your journey.
This tool is great for all you traveling salespeople, no more indecisiveness on which is the quickest way
You can also share it with others in your team, those who you are meeting up with, or for information on your location at certain times during the day, for those back in the office.
We should have some screen shots in a couple of days, which I will post for you all to see.
Let us know what you think.
Thanks
Sarah
