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)