Atollon 2018 Innovations

Atollon Innovations 2018 (week 48)
Atollon Innovations 2018 (week 09)
Atollon Innovations 2018 (week 01)

Atollon Innovations 2018 (week 48)

New Features

Business Intelligence - new planning module, including multi-dimensional planning (optional module)

Documents - new documents approval workflow

Issues - new module to track internal requests

Received Offers - new module to track incoming proposals & create purchase orders

Enhancements

Business Intelligence - now all configurations are dynamic, easy to add new views
Business Intelligence - it is possible to create custom calculated values
Contact - new features to track GDPR compliance
Contact - contact address UI improved - now enabling combinations of required/notrequired regions
Desktop - open application indicator added
Documents - it is possible to filter for document categories in contexts and the whole system
Documents - it is possible to filter for document validity
Documents - now the document context is visible at document preview
Documents - it is possible to upload documents into category & folder at the same time
Documents - it is possible to create document folders under Activity contexts
Finder - it is possible now to create new document folders under Activity
Finder - added warning on unsaved changes
Invoice - new controlling tool enables managers track finance in granular detail without changing invoice
Invoice - improved reporting for overdue invoices
Mail - added support for global signatures, incl. company logo
Messages - new icons indicating reference to message vs. original message
Messages - todo and shared mailbox message count added
Messages - improved message callout in the message detail
Recruitment - enhanced details for employment history
Recruitment - applicant profile now configurable (employment history and education fields)
Recruitment - job advertisements now allow to add Job Field + Position details
Recruitment - all marketing channels are enabled by default
Recruitment - new candidate profile print templates, incl. pictures
Recruitment - extend education information with particular School & date from ... to
Reporting - new option to report on activity forms
Sales - improved calculations of purchase prices based on sales price
Time Sheet - overview about selected lines added
Timeline - various improvements, incl. layout, nicer day separation, filtering, etc.
Timeline - added changes in context (folder, project, activity created or modified)
Timeline - opening various records details from timeline view
Workflow - enhanced custom scripting - run external scripts, etc.

Bug Fixes

Contact - fixed deleting contacts that were users after user was deleted
Dashboard - fixed adding new dashboard components
Finder - many small bug fixes
Finder - deleting folders fixed
Invoice - fixes in journals with inherited settings from other journals
Mail - it is possible to open electronically signed attachments now
Mail - it is possible to open specific Outlook-based attachments
Mass mail - problem with mass mailing from recruitment search results fixed
Message - content scrolling improved
Products - sorted by product name + fixed custom filters clearing
Recruitment - employments - now only one company can be primary
Reporting - problem with reports refresh fixed
Reporting - filtering custom forms fields fixed
Timeline - fixed labels for changes in project states

Business Intelligence Reports

Selection Procedure Phases - track consultant productivity and recruitment pipeline in detail, track how activities lead to revenues
Finance Current Status - track project revenues & costs, both internal & external

Atollon Innovations 2018 (week 09)

New Features

Recruitment Dashboard - New way of working with work in progress - clients, vacancies and applicants in the process

Enhancements

Contact - It is possible to configure all lists in web interface (Industries, Departments,
Positions, Legal forms, Address types, Contact types, Nationalities, Company & Person relations)
Contact - We changed the way contact source for companies is tracked to align the method with new business intelligence reports
Contracting - It is possible to search according to MD rates of contractors
Finder - Only one responsible user per folder, project or activity may be selected (server checks the restraint)
Finder - New way of selecting folders on New project form
Finder - New layout of responsible users dialog
Finder - New layout of Folder, Project and Activity description
Form - Public form sharing - notifications to internal users extended - now also master folder responsible users are notified + users set on individual form designs
Form - Public form fields may be set as required
Form - Preparation for form conversion
Invoice - Express invoice print (one button)
Invoice - Express sending of invoice by e-mail
Invoice - Journal settings can now be extended with default print template and message template (to enable express issuing of invoices)
Invoice - New method of tracking invoice payments (all combinations allowed for manual payments, synchronization with accounting systems by total amount or by payment transactions)
Invoice - New views for invoice payment status and filtering for due invoices
Marketing - Marketing channels now configurable in web client
Messaging - New configuration of custom message types added
Recruitment - You can edit education levels and fields yourself
Recruitment - Search applicant tool extended - it is possible to search also for applicants that do not contain particular criteria (skills, education, location, etc.) in combination with other profile characteristics
Reporting - Reworked the way form fields are entered into the report
Reporting - It is possible to filter on message types or custom message types
Reporting - It is possible to report for communication of key persons at clients
Reporting - Several improvements and new fields added (incl. employer Industry, ...)
Talent Source - Now it is clear what contacts have been created from LinkedIn source automatically
Workflow - It is possible to run workflow based on form fields updates

Bug Fixes

Contracting - It is possible to send empty MD rate now
Controlling - Fixed filtering proper project (based on selected parent folder)
Marketing - Tracking codes may now be assigned to users and partners
Recruitment - Fixed listing applicant status (after new Recruitment Dashboard was implemented)
Talent Source - Updating applicant data from LinkedIn profile fixed
Sales Map - Fixed custom sales map view - now you can see your sales activities on globe again :-)

Atollon Innovations 2018 (week 01)

New Features

Forms - Now it's possible to publish form and easily send form URL to external recipients (currently only with custom HTML template for each form, default HTML template for the form is in the progress)

Enhancements

Dashboard - New Context widget - links to folders or projects
Contact - It is possible to select main communication contact
Contact - Improved duplicity checks
Finder - Access rights of all Folders, Projects and Activities now normalized to support editing access by Type of folder
Finder - Now it is possible to add Created by and Modified by into Finder item configuration
Finder - It is possible to drag & drop messages and invoices directly into Finder
Finder - During drag & drop, it is possible to create new folder, project or activity
Finder - It is possible to switch Folder Type during Folder Status update (example: change from Prospect to Client whan Prospect status changed to Winning)
Finder - It is possible to Copy Project reference number
Forms - It it possible to add Print button on form
Forms - When published form is filled-in, notification is sent to user who published the form
Invoice - New payment status view, incl. payment tracking from various sources (manual, sync with accounting, payment transactions calculations)
Invoice - New fields - Journal and Activity now listed in invoice overview
Invoice - It is possible to drag & drop invoice into Finder and change context easily
Messaging - New views and overall layout refreshed, it is possible to easily filter for starred messages
Messaging - Mass correspondence wizard improved - now preferred contact details and preferred languages listed, performance improved
Messaging - Sender contact details added to callout
Messaging - Unidentified e-mail address may be easily added to contacts
Messaging - It is possible to easily convert e-mails to leads, deals or projects
Messaging - Conversations in threads
Messaging - Move message to context improved
Messaging - Added contact images to sender detail
Recruitment - Customizable Selection Procedure phases
Recruitment - Selection Procedure phase and custom status is now synchronized
Recruitment - Workflow switching Applicant to Contractor improved
Recruitment - It is possible to configure more than one type of Vacancy
Recruitment - MD rates now enabled on Contractor detail in relation to Desired Positions
Reporting - New fields for reporting Vacancy Job Field and Position added
Reporting - Now it is possible to filter for some dimensions (user teams) in tree structure
Reporting - Dashboard components now display custom field descriptions
Reporting - It is possible to send mass task using report results
Reporting - It is possible to report on contact relations and evaluation of relations
Reporting - It is possible to report on activities details
Requests - Custom fields on request now visible
Sales Opportunity - Easy price of opportunity update, new calculation of sales opportunity value

Bug Fixes

Access - Improved access rights maintainance execution
Access - Fixed crash when renaming access groups
Documents - Fixed special characters treatment
Finder - Filtering on new Finder now fully functional
Forms - Fixed problems with number input into number form fields and many other issues...
Invoice - Improved speed of getting exchange rates
Messaging - Improved dashboard component refresh
Messaging - Improved performance in certain scenarios
Messaging - Fixed getting count of new messages
Recruitment - New Job Advertisement now requires language (must have for Vacancy XML feed)
Recruitment - Job Advertisement now outputs cleaner HTML formatting
Report - Several user interface bug fixes (collapsing tree in edit mode, filtering values, filtering form fields)