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

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

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

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: 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