# Atollon 2013 Innovations

# Atollon Innovations 2013 (week 52)

### New features

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

[![billing-rules-general-2013.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/billing-rules-general-2013.png)](https://help.atollon.com/uploads/images/gallery/2020-03/billing-rules-general-2013.png)

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

[![billing-draft-invoice-approval.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/billing-draft-invoice-approval.png)](https://help.atollon.com/uploads/images/gallery/2020-03/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 &amp; 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](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/user-templates-2013.png)](https://help.atollon.com/uploads/images/gallery/2020-03/user-templates-2013.png)

<div id="bkmrk---access%3A-possibilit">- Access: Possibility to share Folders / Clients among multiple organizations</div><div id="bkmrk---contact%3A-auto-look">- Contact: auto-lookup for companies based on public registry (CZ + SK supported)</div><div id="bkmrk---contact%3A-loading-b">- Contact: loading bank codes</div><div id="bkmrk---contact%3A-supported">- Contact: supported indefinite number of e-mails, phones, etc.</div><div id="bkmrk---dashboard%3A-customi"><div>- Dashboard: customization for User Profile supported</div><div>[![dashboard-for-user-profile.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/dashboard-for-user-profile.png)](https://help.atollon.com/uploads/images/gallery/2020-03/dashboard-for-user-profile.png)</div><div>- Estimate: supported Tracking Categories in Estimates &amp; transactions</div><div>- Estimate: discounts supported &amp; improved multi-transaction discounting</div><div>[![estimate-discount.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/estimate-discount.png)](https://help.atollon.com/uploads/images/gallery/2020-03/estimate-discount.png)</div><div><div>- Finder: possibility to add one user to several roles (Folder, Project, Activity)</div><div><div>- Time Sheet: supported Team Controlling / Tracking Categories by User or Context (Folder, Project, Activity)</div><div>- Time Sheet: calendar events are automatically tracked in Time Sheet</div><div>- Work Contract: possibility to assign Tracking Category to user(s)</div></div></div></div>### Enhancements

<div id="bkmrk---access%3A-easier-way">- Access: Easier way of creating new User</div><div id="bkmrk---contact%3A-contacts-">- Contact: Contacts module rewritten to new framework</div><div id="bkmrk--0">[![new-person.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/new-person.png)](https://help.atollon.com/uploads/images/gallery/2020-03/new-person.png)</div><div id="bkmrk---contact%3A-easier-cr">- Contact: easier creating new relations</div><div id="bkmrk---contact%3A-auto-comp">- Contact: auto-completition of address components from the database (based on ZIP code)</div><div id="bkmrk---contact%3A-improved-">- Contact: improved layout of address fields</div><div id="bkmrk---contact%3A-improved--0">- Contact: improved layout of contact information</div><div id="bkmrk---contact%3A-improved--1">- Contact: improved adding contact to group(s)</div><div id="bkmrk---contact%3A-improved--2">- Contact: improved assigning Industries to company contacts</div><div id="bkmrk---finder%3A-fixed-focu">- Finder: fixed focus on Finder component when moving message</div><div id="bkmrk---general%3A-added-pro">- General: added progress indication when loading data</div><div id="bkmrk---general%3A-brand-new">- General: brand new SOAP server (improved for server memory consumption &amp; validity of all soap requests)</div><div id="bkmrk---general%3A-all-syste">- General: all system configuration functions supported in SOAP (enables scripting installations)</div><div id="bkmrk---general%3A-developed">- General: developed instance manager for instance auto-configurations</div><div id="bkmrk---general%3A-all-funct">- General: all functions support SystemID for easy remote configurations</div><div id="bkmrk---general%3A-added-sec">- General: added secure multi-organization set-up</div><div id="bkmrk---message%3A-possibili">- Message: possibility to switch horizontal / vertical preview</div><div id="bkmrk---recruitment%3A-fixed">- Recruitment: fixed opening Vacancy on double-click</div><div id="bkmrk---recruitment%3A-sever">- Recruitment: several Selection Procedure details improvements</div><div id="bkmrk---recruitment%3A-fixed-0">- Recruitment: fixed creating new Applicant folder (accidental creating folder twice)</div><div id="bkmrk---recruitment%3A-impro">- Recruitment: improved performance of Vacancy listing</div><div id="bkmrk---recruitment%3A-impro-0">- Recruitment: improved performance of Applicant listing / detail</div><div id="bkmrk---recruitment%3A-more-">- Recruitment: more robust search, cancelling queries</div><div id="bkmrk---report%3A-possibilit">- Report: possibility to cancel query execution</div><div id="bkmrk---report%3A-opening-re">- Report: opening report results from Dashboard component</div><div id="bkmrk---report%3A-fixed-user">- Report: fixed user selection dialog</div><div id="bkmrk---time-sheet%3A-added-">- Time Sheet: added Folder, Project, Activity as separate columns (for easier export data manipulation)</div><div id="bkmrk---workflow%3A-fixed-se">- Workflow: fixed several actions, incl. creating New Tasks</div>### Bug fixes

<div id="bkmrk---finder%3A-fixed-dele"><div>- Finder: fixed deleting Folder, Project or Activity when used in favourite contexts</div><div>- Finance: fixed creation of Finance reports</div></div>

# Atollon Innovations 2013 (week 30)

### New features

<div id="bkmrk---dashboard%3A-new%C2%A0wel">- Dashboard: new **Welcome widget** enables to create **employee intranet**</div><div id="bkmrk-">[![Dashboard-Welcome-Widget.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/Dashboard-Welcome-Widget.png)](https://help.atollon.com/uploads/images/gallery/2020-03/Dashboard-Welcome-Widget.png)</div><div id="bkmrk-see%C2%A0create-new-welco">See Create new Welcome widget how to for more info.</div><div id="bkmrk--0"></div><div id="bkmrk---core%3A-added%C2%A0applic">- Core: added **Application Settings** to configure visible applications &amp; toolbar favourite applications</div><div id="bkmrk--1">[![Settings-Applications.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/Settings-Applications.png)](https://help.atollon.com/uploads/images/gallery/2020-03/Settings-Applications.png)</div><div id="bkmrk-see%C2%A0application-sett">See Application Settings &amp; Toolbar Settings for more info.</div><div id="bkmrk--2"></div><div id="bkmrk---estimates%2C-invoice">- Estimates, Invoices: added option to add product **discounts**</div>### Enhancements

<div id="bkmrk---core%3A-added-dynami">- Core: added dynamic localization &amp; **language switch** on login screen</div><div id="bkmrk---settings%3A-system-s">- Settings: system settings that users can not Edit or are for admins are no more displayed</div><div id="bkmrk---finder%3A-added-poss">- Finder: added possibility to set-up **Activity** container **tabs**</div><div id="bkmrk---finder%3A-added-opti">- Finder: added option to copy folders (clients) to another organization (in case client is handed over to different organization)</div><div id="bkmrk---access-rights%3A-add">- Access Rights: added GUI option to **remove access inheritance**</div><div id="bkmrk---products%3A-it-is-po">- Products: it is possible to set product's default controlling variable for financials (**dimension** in invoicing transaction)</div><div id="bkmrk---projects%3A-by-defau">- Projects: by default, all tasks are displayed on project now (changed default filter)</div><div id="bkmrk---project-planning%3A-">- Project Planning: auto-added user into Notify field, when assigning new Tasks to solvers</div><div id="bkmrk---recruitment%3A-chang">- Recruitment: changed sorting position field by Name</div><div id="bkmrk---recruitment%3A-enhan">- Recruitment: enhanced number of supported print **data for Applicant profile** (+ responsible user's contact details)</div><div id="bkmrk---recruitment%3A-added">- Recruitment: added option to set-up **Position Grades** to evaluate Applicant's suitability to selected position</div><div id="bkmrk---request-tracking%3A-">- Request Tracking: improved **accepting new requests** coming from Atollon Touch</div><div id="bkmrk---request-tracking%3A--0">- Request Tracking: option to filter on "who's waiting for" in Lagoon</div><div id="bkmrk---tasks%3A-improved%C2%A0sp">- Tasks: improved **speed of listing**</div><div id="bkmrk---messaging%3A%C2%A0new-mer">- Messaging: **new merge fields supported** (indication of recipient &amp; context/project numbers) - possibility to track clicking on e-mail URL</div><div id="bkmrk---communication%3A-wit">- Communication: with more mailboxes, it's possible to set which is default</div><div id="bkmrk---reporting-%26-mass-m">- Reporting &amp; Mass Mail: it is possible now to **send mass mail to all employees/persons** of (selected or all) companies</div><div id="bkmrk---estimates%2C-invoice-0">- Estimates, Invoices: added possibility to **set Activity context** (for more granular reporting)</div><div id="bkmrk---estimates%2C-invoice-1">- Estimates, Invoices: new print data added (project responsible users)</div><div id="bkmrk---estimates%2C-invoice-2">- Estimates, Invoices: smarter checking of VAT settings on transations</div><div id="bkmrk---estimates%2C-invoice-3">- Estimates, Invoices: added (default) dimensions into transactions for revenue/cost controlling</div><div id="bkmrk---dashboard%3A-clickin">- Dashboard: clicking on Reporting widget opens the original report</div><div id="bkmrk---calendar%2C-task%3A-ad">- Calendar, Task: added keyboard shortcut Ctrl+Enter to save the Event / Task</div><div id="bkmrk---documents%3A-changed">- Documents: changed default sort order</div>### Bug fixes

<div id="bkmrk---sla%3A-fixed-service">- SLA: fixed service hours settings</div><div id="bkmrk---time-sheet%3A-fixed-">- Time Sheet: fixed listing time sheet records, when no Type of Work was set</div><div id="bkmrk---time-sheet%3A-fixed--0">- Time Sheet: fixed Type of Work on context behavior (when changing context, Type of Work list changes properly)</div><div id="bkmrk---time-sheet%3A-fixed--1">- Time Sheet: fixed Type of Work number value in settings (for prioritization of sort order)</div><div id="bkmrk---project-planning%3A--0">- Project Planning: fixed listing assigned Tasks, when no date / time was set</div><div id="bkmrk---project-planning%3A--1">- Project Planning: fixed generating Estimate from Project Plan</div><div id="bkmrk---project-planning%3A--2">- Project Planning: fixed calculation of project buffer consumption</div><div id="bkmrk---capacity-planning%3A">- Capacity Planning: fixed calculation of time allocated by assigned Tasks</div><div id="bkmrk---reporting%3A-fixed-f">- Reporting: fixed filtering on boolean (yes/no) values</div><div id="bkmrk---reporting%3A-fixed-u">- Reporting: fixed user selection dialog</div><div id="bkmrk---reporting%3A-fixed-f-0">- Reporting: fixed filtering on Custom Form on Activity date fields</div><div id="bkmrk---tasks%3A-added-auto-">- Tasks: added auto-refresh when opening (always the latest values are displayed)</div><div id="bkmrk---communication%3A-fix">- Communication: fixed new context selection when composing message from the context</div><div id="bkmrk---communication%3A-imp">- Communication: improved performance on reading long messages</div><div id="bkmrk---communication%3A-fix-0">- Communication: fixed switching identities when replying to e-mail (recognize proper user's identity)</div><div id="bkmrk---communication%3A-fix-1">- Communication: fixed unwanted message refreshing</div><div id="bkmrk---communication%3A-avo">- Communication: avoided filter resetting when sending message</div><div id="bkmrk---communication%3A-fix-2">- Communication: fixed refresh issues when moving message to Activity context</div><div id="bkmrk---communication%3A-fix-3">- Communication: fixed outgoing attachments access rights</div><div id="bkmrk---recruitment%3A-fixed">- Recruitment: fixed candidate search by Vacancy Name field</div><div id="bkmrk---request-tracking%3A--1">- Request Tracking: correct locale is selected when notifying recipient</div><div id="bkmrk---request-tracking%3A--2">- Request Tracking: several fixes, tighter integration with Atollon Touch</div><div id="bkmrk---estimates-%26-invoic">- Estimates &amp; Invoices: fixed opening invoices with user unspecified</div><div id="bkmrk---contacts%3A-fixed-fo">- Contacts: fixed for clearing distribution group selection</div><div id="bkmrk---workflow%3A-fixed-wo">- Workflow: fixed workflow queue stucking on some of the actions</div><div id="bkmrk---products-price-lis">- Products Price Lists: fixed several bugs, incl. listing inherited prices</div><div id="bkmrk---calendar%3A-fixed-de">- Calendar: fixed deleting repeated events</div>

# Atollon Innovations 2013 (week 11)

### New features

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

[![context-selection.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/context-selection.png)](https://help.atollon.com/uploads/images/gallery/2020-03/context-selection.png)

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

[![type-of-work-on-context.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/type-of-work-on-context.png)](https://help.atollon.com/uploads/images/gallery/2020-03/type-of-work-on-context.png)

\- Requests: possibility to add **Personal Identity** to handle Atollon Touch requests transparently (by the solver)

[![personal-request-tracking.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/personal-request-tracking.png)](https://help.atollon.com/uploads/images/gallery/2020-03/personal-request-tracking.png)  
\- Requests: enabled **switching Identity** (company / personal) when dealing with request updates

### Enhancements

\- Time Sheet: **allowed filtering for "all records"** in sense of time period on context (Client, Project, Activity)  
\- Time Sheet: allowed fulltext search  
\- Calendar: tasks are displayed together with events in calendar  
\- Communication: added progress dialog for multiple messages deleting  
\- Communication: messaging dashboard widget now displayes Seen / Unseen messages  
\- Communication: possibility to **set message as Unread**  
\- Custom Forms: possibility to **remove Date value**  
\- Billing: added possibility to **use Template Items** for regular / repeated billing  
\- Billing: it is possible to **group billing items** into tree-mode  
\- Billing: **simplified Billing Item**  
\- Recruitment: added Applicant name to the window title (more Applicant details may be displayed)  
\- Context Settings: enabled switching Type of Folder (contact / simple folder)  
\- SLA: enabled longer response/resolution time to Request than 24 hours  
\- SLA: now the SLA can be assigned to several (selected) Atollon Touch accounts  
\- Project Finance Reporting: it's now building finance report views automatically (without need for special maintainance)  
\- Print Templates: added possibility to download the print template (for further adjustments)  
\- Product Price Lists: possibility to switch used Price List when adding Products/Items to Estimate / Invoice  
\- Requests: it is possible to open the Request in separate window now  
\- Contacts: now it is possible to add Reg. No. &amp; VAT to person contact (needed for self-employed indviduals)  
\- Invoice: the application now remembers the position, size of windows

### Bug fixes

\- Communication: when replying to e-mail, proper user's identity is used  
\- Communication: fixed accidental message refresh (which caused lost of focus)  
\- Communication: fixed **pasting Message Template into the message body**  
\- Communication: fixed saving Draft messages / avoid closing without saving  
\- Communication: verification of Request access rights now hidden  
\- Invoice: forbidden creating invoice without any transaction  
\- Billing: now saving of the item is verified against interrupted network connections  
\- Billing: fixed copying Billing Items  
\- Activity Overview: enabled double-click to view Activity detail  
\- Contacts: fixed errors when opening Distribution Group  
\- TimeSheet: fixed occassional instability of TimeTracker used in combination with other Task to TimeSheet forms  
\- Recruitment: Applicants - fixed displaying status colors  
\- Project Overview: fixed displaying documents  
\- Tasks: fixed freezing of application, when Task has no valid status  
\- Work Contracts: fixed printing multiple work contracts (mixing values)  
\- Documents: fixed refreshing documents (after new document was added)  
\- Custom Form: added restrictions on Integer / Decimal edit fields  
\- Report: fixed possibility to open Acitivty from report results