What's new in TProfile - Release Notes 25.4
morTop
Summary
In this latest update, we've focused on improving your ability to capture more information against enquiries aswell as general usability.
Did you know you can import quotes from other TProfile customers if you have an agreement in place? Gold Medal, Vista (Hays) and Classic Collections amongst others can be imported, rebranded and shared with your Customers. If you’d like to understand how this can save you time please contact Bhav for more information at bhav@tprofile.co.uk
New Features & Functionality | Platform Area | Details |
|---|---|---|
Custom Properties | Enquiries | Please watch this short video for a demonstration on our new Custom Properties feature within the platform.  Custom Properties Showcase
|
Enquiry Status Change to Booked | CRM | For customers looking to use the TProfile Booking feature to it’s full capability we’ve added a new checkbox to the Enquiry Status of Booked in platform settings. This means for any customers who choose to check the box, it will no longer be possible to change the status of an enquiry from the Dashboard to ‘Booked’, without converting to a ‘Booking’ through the TProfile workflow. This is an optional checkbox so for any customers who still wish to allow the toggling of statuses on an enquiry from the Dashboard, you will still be able to do so.
 When the checkbox is filled, any user attempting to change the status of an enquiry to ‘Booked’ from the Dashboard will be prevented from doing so and will be displayed with a message. This will help with pipeline and conversion metrics. 
|
Back to the Top
Improvements | Platform Area | Details |
|---|---|---|
Adding a Trade Agency or Trade User from the new enquiry screen | Enquiries | It is now only possible to add new Trade Agencies and Trade Users from within the Trade Manager area of TProfile. |
User Import (send password reset) | CRM | The platform has a user import feature for anybody wishing to upload users in bulk. In order to optimise this workflow we have now added a checkbox to send a password reset to any new user added through the Import function. |
Back to the Top
Bug Fixes | Platform Area | Details |
|---|
Back to the Top
We’re also pleased to let you know that we’ll soon be launching a new Bookings tab in TProfile.
This will contain all converted bookings in a single area, as an enhancement to the platform so please keep an eye out…..
Release Date - Various
The notes above provide a summary of the changes included in our Release 25.4. If you require any clarification either technical or training, please raise a Support ticket on your TProfile Jira instance and the team will be in contact with you.
If you’d like to subscribe for future Release Notes updates you can sign up here. These notes can also be viewed from within the TProfile platform by clicking the ‘Useful Information’ icon 
Not all features will be available to TProfile Lite Customers
You can also keep up to date with everything TProfile by following us on our socials.
