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Atollon Innovations 2014 (week 31)

New features

  • New module: Atollon Call Centre
  • Billing: New invoice approval workflow
  • Finance: Management controlling
  • Finance: Loading exchange rates automatically

Enhancements

  • Messages: Auto-forwarding messages to external e-mail addresses
  • Recruitment: sorting web vacancies based on Valid from date
  • Billing: Recurring Fees - complete overview
  • Billing: Recurring Fees - highlighting items that don't generate any Billing Items
  • Billing: Show (General Ledger) account numbers in combo fields
  • Billing: New workflow: rejecting Time Sheets
  • Billing: New workflow: auto-billing any items connected to closed Activity
  • Billing: Auto reusing omited serial numbers
  • Received Invoices: changed rounding to 2 decimals
  • Estimates: Possible to manually sort rows
  • Calendar: Added copy event functionality
  • Calendar: Added spinner for events loading
  • Finance: Added rate date into currency rates settings
  • Finance: Editing numbering for invocies, projects, etc.
  • Finance: Editing sequences / last number used
  • Messages: Added "Dial" functionality into Phone Call record
  • Messages: Possibility to send new request using Atollon Touch
  • Messages: Added spinner on loading messages
  • Messages: Hidden buttons that have no current meaning
  • Contact: Fixed loading / saving contact groups agains accidental non-saving
  • Contact: Fixed saving Birth Date
  • Finder: Preventing opening the same window several times
  • Finder: Contact preview optimized
  • Finder: Added "Last contact date" to the header
  • Finder: Improved editing Note in Finder header
  • Reporting: Added tooltip on report description
  • Reporting: Added mass responsible user change on folders,projects
  • Reporting: Added mass status change for projects & folders
  • Calendar: Rights checking before saving the Task
  • Recruitment: Moved selection procedures preview to the bottom
  • Recruitment: Applicant preview optimized
  • Time Sheet: Fixed rounding of Expenses to 2 decimals
  • Time Sheet: Valuation performance improved
  • Workflow: Mass client status updates trigger workflow actions

Bug fixes

Server printing: Fixed using larger print templates
release-week-1418

New features

  • Billing & Invoicing: Possibility to send Invoice with Time Sheet attachment together from Draft invoices

invoice-send-draft.png

  • General: User password has more strict rules + it's change can be enforced after next login
  • Mass Mail: Possibility to enter / delete distribution group categories (folders for better group organization)
  • Mass Mail: Possibility to add / remove contact distribution groups

massmail-contact-groups.png

  • Finder: Contact preview added to the Finder folder's header

Enhancements

  • Billing & Invoicing: Improvements in editing recurring fees (required fields, hints, entering merge fields)
  • Billing & Invoicing: Added new filters for Billing Items (by Product, Activity type, Project type)
  • Billing & Invoicing: Automatically adding Delivery contact address, if available in contact
  • Billing & Invoicing: Added indication about items (from Time Sheets) that have been created automatically during Draft creation
  • Billing & Invoicing: Removed restriction about Free quantity in Billing Items (now any combination of Unit Price x Price vs. Free Qty + Fixed Fee works)
  • Billing & Invoicing: Added indication of billing period into Time Sheet or Invoice print
  • Contacts: Added option to quickly create new contact + folder (Client, Partner, Applicant, etc.)

contacts-quick-create.png

  • Contacts: Improved identification whether contact has folder or not in the list of contacts

contacts-folder-indication.png

  • Finder: Better performance of opening projects on large databases (hunderts thousands of projects)
  • Project: Better performance of selecting responsible users
  • Recruitment: Better performance of Applicants listing
  • Recruitment: Rewritten selection of locations (now possible to search by ZIP code)
  • Recruitment: Unified view on applicant from both Finder & Applicants database

recruitment-applicant-detail.png

  • Recruitment: Automated labelling of CV document type in Applicant's document upload (both Finder and Applicants database)
  • Recruitment: Added basic recruitment workflow -> relation of Selection Procedure status to project status settings (requires set-up)
  • Recruitment: Vacancy status in Vacancies overview is identified by color
  • Time Sheet: Improved performance of Time Sheet listing

Bug fixes

  • Billing & Invoicing: Fix filtering on billing items
  • Contacts: Fixed selecting primary contact information
  • Expenses: Quantity of expense may now be entered with decimals
  • Recruitment: Fixed refresh of recent employments after their update in contacts
  • General: When export is forbidded, export options are no longer available
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