Atollon 2013 Innovations

Atollon Innovations 2013 (week 52)

New features

- Billing & Invoicing: client billing is fully automated, based on new set of Billing Rules
- Billing & Invoicing: you can set-up General (system-wide) & custom (client-side) Billing Rules

billing-rules-general-2013.png

- Billing & Invoicing: auto-creation of Draft Invoices for approval

billing-draft-invoice-approval.png

Enhancements

- Messaging: auto-populate context field when searching (good for keyboard enthusiasts)
- Project: added support for immediate visibility of Activity numbering (in Finder, context, Tasks, Projects, etc.)
- Recruitment: possibility to mass-mail Applicants from search results

Bug fixes

- Contact: fixed large drag & drop contacts to contact groups
- Contact: several bug fixes in saving (new) contact form

Atollon Innovations 2013 (week 50)

New features

- Access: User templates supported

user-templates-2013.png

- Access: Possibility to share Folders / Clients among multiple organizations
- Contact: auto-lookup for companies based on public registry (CZ + SK supported)
- Contact: loading bank codes
- Contact: supported indefinite number of e-mails, phones, etc.
- Dashboard: customization for User Profile supported
dashboard-for-user-profile.png
- Estimate: supported Tracking Categories in Estimates & transactions
- Estimate: discounts supported & improved multi-transaction discounting
estimate-discount.png
- Finder: possibility to add one user to several roles (Folder, Project, Activity)
- Time Sheet: supported Team Controlling / Tracking Categories by User or Context (Folder, Project, Activity)
- Time Sheet: calendar events are automatically tracked in Time Sheet
- Work Contract: possibility to assign Tracking Category to user(s)

Enhancements

- Access: Easier way of creating new User
- Contact: Contacts module rewritten to new framework
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- Contact: easier creating new relations
- Contact: auto-completition of address components from the database (based on ZIP code)
- Contact: improved layout of address fields
- Contact: improved layout of contact information
- Contact: improved adding contact to group(s)
- Contact: improved assigning Industries to company contacts
- Finder: fixed focus on Finder component when moving message
- General: added progress indication when loading data
- General: brand new SOAP server (improved for server memory consumption & validity of all soap requests)
- General: all system configuration functions supported in SOAP (enables scripting installations)
- General: developed instance manager for instance auto-configurations
- General: all functions support SystemID for easy remote configurations
- General: added secure multi-organization set-up
- Message: possibility to switch horizontal / vertical preview
- Recruitment: fixed opening Vacancy on double-click
- Recruitment: several Selection Procedure details improvements
- Recruitment: fixed creating new Applicant folder (accidental creating folder twice)
- Recruitment: improved performance of Vacancy listing
- Recruitment: improved performance of Applicant listing / detail
- Recruitment: more robust search, cancelling queries
- Report: possibility to cancel query execution
- Report: opening report results from Dashboard component
- Report: fixed user selection dialog
- Time Sheet: added Folder, Project, Activity as separate columns (for easier export data manipulation)
- Workflow: fixed several actions, incl. creating New Tasks

Bug fixes

- Finder: fixed deleting Folder, Project or Activity when used in favourite contexts
- Finance: fixed creation of Finance reports

Atollon Innovations 2013 (week 30)

New features

- Dashboard: new Welcome widget enables to create employee intranet
Dashboard-Welcome-Widget.png
See Create new Welcome widget how to for more info.
- Core: added Application Settings to configure visible applications & toolbar favourite applications
Settings-Applications.png
See Application Settings & Toolbar Settings for more info.
- Estimates, Invoices: added option to add product discounts

Enhancements

- Core: added dynamic localization & language switch on login screen
- Settings: system settings that users can not Edit or are for admins are no more displayed
- Finder: added possibility to set-up Activity container tabs
- Finder: added option to copy folders (clients) to another organization (in case client is handed over to different organization)
- Access Rights: added GUI option to remove access inheritance
- Products: it is possible to set product's default controlling variable for financials (dimension in invoicing transaction)
- Projects: by default, all tasks are displayed on project now (changed default filter)
- Project Planning: auto-added user into Notify field, when assigning new Tasks to solvers
- Recruitment: changed sorting position field by Name
- Recruitment: enhanced number of supported print data for Applicant profile (+ responsible user's contact details)
- Recruitment: added option to set-up Position Grades to evaluate Applicant's suitability to selected position
- Request Tracking: improved accepting new requests coming from Atollon Touch
- Request Tracking: option to filter on "who's waiting for" in Lagoon
- Tasks: improved speed of listing
- Messaging: new merge fields supported (indication of recipient & context/project numbers) - possibility to track clicking on e-mail URL
- Communication: with more mailboxes, it's possible to set which is default
- Reporting & Mass Mail: it is possible now to send mass mail to all employees/persons of (selected or all) companies
- Estimates, Invoices: added possibility to set Activity context (for more granular reporting)
- Estimates, Invoices: new print data added (project responsible users)
- Estimates, Invoices: smarter checking of VAT settings on transations
- Estimates, Invoices: added (default) dimensions into transactions for revenue/cost controlling
- Dashboard: clicking on Reporting widget opens the original report
- Calendar, Task: added keyboard shortcut Ctrl+Enter to save the Event / Task
- Documents: changed default sort order

Bug fixes

- SLA: fixed service hours settings
- Time Sheet: fixed listing time sheet records, when no Type of Work was set
- Time Sheet: fixed Type of Work on context behavior (when changing context, Type of Work list changes properly)
- Time Sheet: fixed Type of Work number value in settings (for prioritization of sort order)
- Project Planning: fixed listing assigned Tasks, when no date / time was set
- Project Planning: fixed generating Estimate from Project Plan
- Project Planning: fixed calculation of project buffer consumption
- Capacity Planning: fixed calculation of time allocated by assigned Tasks
- Reporting: fixed filtering on boolean (yes/no) values
- Reporting: fixed user selection dialog
- Reporting: fixed filtering on Custom Form on Activity date fields
- Tasks: added auto-refresh when opening (always the latest values are displayed)
- Communication: fixed new context selection when composing message from the context
- Communication: improved performance on reading long messages
- Communication: fixed switching identities when replying to e-mail (recognize proper user's identity)
- Communication: fixed unwanted message refreshing
- Communication: avoided filter resetting when sending message
- Communication: fixed refresh issues when moving message to Activity context
- Communication: fixed outgoing attachments access rights
- Recruitment: fixed candidate search by Vacancy Name field
- Request Tracking: correct locale is selected when notifying recipient
- Request Tracking: several fixes, tighter integration with Atollon Touch
- Estimates & Invoices: fixed opening invoices with user unspecified
- Contacts: fixed for clearing distribution group selection
- Workflow: fixed workflow queue stucking on some of the actions
- Products Price Lists: fixed several bugs, incl. listing inherited prices
- Calendar: fixed deleting repeated events

Atollon Innovations 2013 (week 11)

New features

- Core: Favourite contexts & context / project selection component: re-worked the context selection component & the way project is selected on Task, Messaging, Invoices, ...

context-selection.png

- Time Sheet: it is possible to define Type of Work for User Profiles & Types of Project/Context