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13 posts tagged with "CRM"

Manage customers, properties, files, communications and tasks.

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Improved internationalisation support

· One min read

We've improved handling of international (non-GB) phone/mobile numbers and addresses across the software.

Phone Numbers You can continue to enter phone/landline and mobile numbers in the same way you have up until now. However, we've improved validation support for international numbers, and support for formatting these for readability.

You'll need to specify a country dialing code (eg. +44) for any international numbers, and if this is omitted, the number will be interpreted as being from the same country your JobStaq account is set to (GB).

Addresses When creating and editing properties through the website and app, there's now a field to select the country the property is located within. This is used to determine the validation that's applied to the postcode when saving your changes.

At present, address lookups, mapping, and auto-scheduling will continue to only work for properties within the UK, however, if you have a use case for any of these features with international addresses, please reach out to let us know!

Improved search

· One min read

To help make finding data within your JobStaq account easier, we've made some changes to how the account search functions.

Your query is now also checked against job descriptions, event descriptions, notes, and job customer reference fields for matches. Some changes have been made to improve detection of phone number in queries, to improve the changes of finding a match.

Free address autocompletion

· 2 min read

Following from feedback from some users, we are now offering autocompletion for UK addresses at no additional cost from your regular subscription.

Previously, we were sourcing data from Royal Mail's Postal Address File (PAF), which while good quality was expensive due to licensing terms, resulting in costs for this feature being passed along to users, at around 5p per lookup.

We're now sourcing address data from a different provider which uses other data sources with lower associated costs. From our investigations, the data appears to be good enough for most use cases, and has become the default system for all accounts since this was released earlier today.

If you still wish to use the higher-quality PAF address data, please contact our support team and we can switch your account back to the older pay-per-use lookup system, which benefits from improved location accuracy, higher address coverage, and better support for preventing duplicated data within your account. We plan to offer both systems going forwards, with the eventual goal being to allow you to switch your account between these providers based on your preferences.

Updates to our billing pages to reflect this change will shortly follow over the next few weeks.

What do I do if I have remaining account credit for postcode lookups?

If you purchased account credit to use for our old postcode system and no longer have a use for this, please contact our support team, so we can either refund this credit, or apply it to a future invoice for your subscription.