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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)
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