# Atollon 2018 Innovations # Atollon Innovations 2018 (week 48) ### New Features - Business Intelligence - new planning module, including multi-dimensional planning (optional module) [![bi-planning.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/bi-planning.png)](https://help.atollon.com/uploads/images/gallery/2020-03/bi-planning.png) - Contact - new GDPR online auto-update tool [![gdpr-approve.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/gdpr-approve.png)](https://help.atollon.com/uploads/images/gallery/2020-03/gdpr-approve.png) - Documents - new documents approval workflow [![issues-contract-approval.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/issues-contract-approval.png)](https://help.atollon.com/uploads/images/gallery/2020-03/issues-contract-approval.png) - Issues - new module to track internal requests [![issues-new.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/issues-new.png)](https://help.atollon.com/uploads/images/gallery/2020-03/issues-new.png) - 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 [![VacancyProgress.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/VacancyProgress.png)](https://help.atollon.com/uploads/images/gallery/2020-03/VacancyProgress.png) ### 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)