Atollon 2015 Innovations
Atollon Innovations 2015 (week 47)
New Features
- Calendar: Server side Google Calendar synchronization
- Calendar: Server side Office.com & MS Exchange synchronization
- Contact: Checking validation of VAT Number (VEIS)
- Invoice: Customizable multi-level invoice approvals
- Maps: New options to create custom geographical views on clients or projects and sales
- Recruitment: Vacancy web promotion - introduced full HTML support (incl. images in ads)
- Reporting: New reports designer and brand new report types
Enhancements
- Call centre: New version of integration to IP Telephony from Spinoco
- Messaging: New/improved HTML preview component
- Messaging: HTML mails performance optimized
- Messaging: Drag & drop moving e-mails and messages into context (folders & projects)
- Forms Designer: New client & server side forms design
- Forms Designer: Forms scripting / custom programming
- Forms Designer: Many improvements over existing forms functionality
- Forms Desginer: Date fields supported in scripting
- Forms Designer: New drag & drop layouts
- Forms Designer: New option to link any other form's data
- Forms Designer: New option to add system data listing (folders)
- Finder: Added geographical location of Client, Project, Activity
- Invoice: Filter invoices based on Tracking variables in Controlling
- Invoice: Each Journal now has custom Invoice Status settings
- Invoice: Each Journal and Invoice Status may be configured with approvers
- Invoice: Show transaction description & name in invoice overview (as custom columns)
- Invoice: Show tracking variables from controlling in invoice preview (as custom columns)
- Invoice: Easier possibility to (ESC)ape editing records in tree mode
- Invoice: External number is now required for Received Invoices
- Products: New import / export functions
- Products: Possibility to add images / show image gallery of products
- Projects: Improved performance of projects listing
- Recruitment: Search for salary incl./excl. filled-in salary (switch)
- Recruitment: Search for education and language incl./excl. evaluation
- Recruitment: Applicant profile 2.0 (employments, languages, ...) editing simplified
- Reporting: Added Activity custom form and RefId into report results
- Reporting: Optional multi-organization reporting now hard-coded
- Reporting: Added backward compatibility to report on old-style custom forms
- Task: Added new option to Call from task for Call centre processes
Bug Fixes
Atollon Innovations 2015 (week 11)
New Features
- Recruitment: New Contractor applicant profile with manday rate
Enhancements
- Billing: Now it's possible to add rule "For each project" to invoice each project separately
- Calendar: New calendar switch for users (own groups, easy switching between calendars)
- Contacts: Added time indication of contact modification (for sync purposes)
- Contacts: Different (invoice) address types for person / company allowed
- Finder: Now it's possible to create new branch (client) sub-folder (for clients with several branches)
- Finder: Moving folders in Finder allowed (not for projects or activities)
- Finder: New project wizard supported and improved (switch Simple / Advanced in Project Templates)
- Finder: Filter logic changed (now possible to filter for folders, projects & activities separately)
- Finder: View option for folder, project, activity number to be displayed
- General: Added country codes in listing countries
- General: Support for simple instance URL (instancename.atollon.com)
- Invoice: Sorting invoices, filtering by External Number allowed
- Invoice: Several performance optimizations
- Invoice: Views improved (new states colors, sorting, storing custom columns, column sizes, ...)
- Invoice: For approval view filters improved (more for approval states allowed)
- Invoice: Tracking categories & accounts fulltext search added
- Invoice: Added actual (PDF) invoice preview in For approval mode
- Invoice: Added customizable columns view
- Invoice: Added mass-change function to change Invoice status
- Invoice: Status Billed is available to admin users only (needed to fix possible sync errors)
- Invoice: Option to select Supplier's bank account from contacts
- Invoice: Copy invoice now supports all atributes
- Invoice: It's possible to select user / contact on behalf of Supplier or Customer
- Invoice: Option to manually enter resulting transaction VAT
- Messages: Attachments improved (several lines, resizing)
- Messages: Added function to Empty Trash (remove all messages from trash)
- Products: New option to set-up custom fields in Estimate, Invoice, Order based on Product Type settings
- Products: Added Custom Lists / Codebooks
- Products: Added Product Types settings (add/remove product types)
- Projects & Folders: Sorting folders, projects and activities allowed
- Projects & Folders: New activity simplified
- Projects & Folders: Enabled deleting multiple activities
- Recruitment: Added support of currencies into required salary field
- Recruitment: New search criteria: candidate status, type and contractor manday rate
- Recruitment: Added responsible contact details into Vacancy printout
- Recruitment: Switch Applicant to Contractor
- Reports: Added filtering for (decimal) value ranges from .. to
- Reports: Added filtering for contacts, distribution groups, references, industry, preferred language
- Reports: Added filtering for position, department, country, region
- Reports: Added possibility to reload the changed report
- Task bar: Cosmetic improvements (logos, icons)
- Time Sheet: New XLS report output
- Time Sheet: Performance optimizations
- Time Sheet: New printout options (users full name)
- Time Sheet: Export is formating values properly for further processing in Excel
- Time Sheet: Easy splitting Time Sheet record for chargeable / non-chargeable hours
Bug Fixes
- Billing: Now multiple organizations may be set / non-set for billing
- Billing: Fixed several issues in controlling / management finance
- General: Fixed forms closing behavior (save unsaved changes in all opened forms)
- Invoice: Currency exchange rates validity (period from .. to) fixed
- Products: Applying proper price (in various currencies and price lists) even in product bundles
- Messages: Deleting messages from trash now stable (off-peak time)
