# Atollon 2019 Innovations

# Atollon Innovations 2019 (week 43)

### Major Updates

#### Business Intelligence

- Reporting for Product performance
- Reporting for company cash flow (revenue controlling vs cash expectation)

#### Desktop

- It is possible to login to Atollon using Single Sign-On technology (useful for multiple Atollon instances organizations)

#### Recruitment

- Talent Source - new tool to help recruiters compare Atollon data with LinkedIn now supports Desktop and new CV Inbox for automated CV imports

#### Server

- Technical migration to newest version of programming language (C++) that allows us having comprehensive stability and security testing as well as heavy under the hood improvements

#### Webmail

- Now supports full HTML mail editing incl. HTML mail forwarding

<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%;"><tbody><tr><td style="width: 50%;">[![webmail-html.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/webmail-html.png)](https://help.atollon.com/uploads/images/gallery/2020-03/webmail-html.png)</td><td style="width: 50%;">[![webmail-mobile.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/webmail-mobile.png)](https://help.atollon.com/uploads/images/gallery/2020-03/webmail-mobile.png)</td></tr></tbody></table>

### New Features

#### Calendar

- New CalDAV protocol standard added for reading user's calendar data using native iPhone or Android app tools and other scheduling clients

#### Desktop

- It is possible to share link to Atollon data (clients, contacts, projects, invoices, tasks, messages, etc.)

##### Sending link to Client / Lead

[![share-finder.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/share-finder.png)](https://help.atollon.com/uploads/images/gallery/2020-03/share-finder.png)

##### Sending link to Invoice

[![share-invoice.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/share-invoice.png)](https://help.atollon.com/uploads/images/gallery/2020-03/share-invoice.png)

##### Sending link to Task

[![share-tasks.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/share-tasks.png)](https://help.atollon.com/uploads/images/gallery/2020-03/share-tasks.png)

#### Desktop

- It is possible to add the link to Dashboard (Welcome widget)

#### Recruitment

- New fully automated Applicant profile import tool turned from Front-end to Back-end - on a path to one-click CV imports

### Enhancements

- Business Intelligence - Project Profitability report now includes deal value to show complete project cash flow pipeline from sales, over budgets to real revenues
- Business Intelligence - new Team reporting supports orgchart reporting with users migrating from team to team in time
- Document Library - support for Alfresco DMS integration now supports new API
- Finder - now all components track changes and protect users against accidental loosing of updates
- General - new print engine allowing to modify headers/footers of printed documents dynamically
- Invoice - new external reference number for accounting software integration that allowed us to use internal invoice description again for the purpose it was meant to at the beginning
- Invoice - it is possible to mass-change products in invoice, estimate, etc.
- Invoice - issued invoices ronding has been changed to adopt new VAT rules
- Invoice - new invoice taxation date defaults changed (may require further optimization due to various workflows)
- Invoice - now remembers previously chosen options in Invoice header
- Products - now it's possible to show/hide active or inactive products easily
- Products - it is possible to administer Product statuses
- Recruitment - BI - reporting for Sourcing activity - now it is possible to show recruitment pipeline statistics based on sourcer's activity
- Recruitment - listing skills and synonyms is now more robust - using lower-case and diacritics to make automated CV import easier
- Recruitment - new Applicant Search criteria "Does have contact info" - means show only contacts that can be contacted immediately
- Recruitment - more robust identification of duplicate contacts to support new Talent Source (LinkedIn) tool

### Bug Fixes

- Business Intelligence - new Timesheet BI report now fully functional, incl. user friendly chargeability displaying
- Contact - improved way of automated GDPR consent updating using online GDPR approval tool
- Form - fixed broken custom scripting in desktop app
- Invoice - it is possible to mass-remove items from invoice again
- Messages - moving messages now works without any freezing
- Recruitment - it is possible to undo pending changes in marketing channel update
- Reporting - fixed filtering for "Current User" relative report filter criteria in some report fields
- Time Sheet - updating time sheet fixed - now only people with access priviliges to Edit internal or external rates may update price information in Time records
- Sales - fixed custom ordering of Sales Items in Deals

# Atollon Innovations 2019 (week 31)

### Major Updates

- Desktop - complete new window layout for better user experience

[![desktop-multi-windowspng.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/desktop-multi-windowspng.png)](https://help.atollon.com/uploads/images/gallery/2020-03/desktop-multi-windowspng.png)

- Server - complete platform upgrade (from CentOS 6 to CentOS 7, from PostgreSQL 8 to 9, from qmail to exim), now supports Linux best practices for software delivery

## New Features

- BI - Finance Revenues Estimate - new reporting on "Active Deal Value" allows measuring your actual sales performance (compare to plan, compare to future revenues)

[![active-deal-valuepng.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/active-deal-valuepng.png)](https://help.atollon.com/uploads/images/gallery/2020-03/active-deal-valuepng.png)

- BI - Timeline - new reporting on any activity of any system user
- BI - Project Finance - new dream report for tracking your project or client profitability
- Contact - it is possible to add preferred invoice due days
- Messaging - New mail delivery rules allow you to delete message or move messages to personal folders or contexts

[![messaging-create-rulepng.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/messaging-create-rulepng.png)](https://help.atollon.com/uploads/images/gallery/2020-03/messaging-create-rulepng.png)

- Messaging - it is possible to create task from message
- Recruitment - it is possible to administer Jobfield / position lists
- Recruitment - new synonyms administration allows you track keywords coming from CVs to system lists

## Enhancements

- General - it is possible to create new organization unit (in case you open your branch abroad)
- General - it is possible to administer system in Tree view (for advanced Atollon administrators)
- General - multi-national switch of contact search now supports CZ or SK auto-contact fill
- General - full multi-organization support, now ListContext uses shared contexts as well
- BI - Planning - bottom-up planning support added, allows you to build your plan by adding new dimensions into the plan
- BI - Planning - it is possible to easily copy planned data from one period to the next
- BI - Planning - added quick sums to get overview about current changes
- BI - added support for User Team dimension, derived from user's membership in a team (see Work Contract, in case you want to edit the relation)
- Contracting - business process improved (applicant and vacancy MD rates, new base product type Bodyshopping into invoice, etc.)
- Desktop - new atollon app landing page with links to web version, webmail, touch and desktop download

[![landing-page.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/landing-page.png)](https://help.atollon.com/uploads/images/gallery/2020-03/landing-page.png)

- Desktop - quick switching between open windows of the same character added

[![desktop-fast-switching.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/desktop-fast-switching.png)](https://help.atollon.com/uploads/images/gallery/2020-03/desktop-fast-switching.png)

- Custom Forms - folder or project detail containing custom forms is now more reliable - it watches whether changes are (un)saved and warns user before leaving the form, thus loosing any unsaved data
- Desktop - position of new window improved
- Finder - added contact reg.no. and `VAT into contact preview in Finder's header
- Invoice - form responsiveness
- Invoice - added support for Period from .. to fields to track information on the duration of provided services
- Invoice - it is possible to print custom fields now
- Invoice - now contact's (client's) preferred due date support added back
- Messaging - it is possible to forward original e-mail (right-click context menu: Forward as attachment)
- Messaging - it is now possible to copy &amp; paste all elements of e-mail, To/Cc/Notify fields are now indicated in front of the message recipient
- Messaging - HTML e-mail preview now properly shows embedded images
- Products - added better rounding to avoid possible bugs in sums
- Products - listing of products now by default shows only active products (new filter for displaying products added)
- Recruitment - more reliability of saving possibly unsaved data (warning user before leaving the unsaved form)
- Recruitment - added support for Keywords used to add structured data from keywords to applicant profile
- Reporting - new fields for recruitment reporting (primary position, jobfield, invoicing)
- Reporting - new tool to mass-change access rights added to help you modify access rights of existing folders or projects
- Reporting - report packs may contain both generic and business intelligence reports in one document
- Reporting - it is possible to report invoices on dates of provided service (period from ... to)

## Bug Fixes

- General - many bug fixing to make the app super stable
- General - added online logging of error events and crash monitoring to help us prevent any issues that are not immediately visible
- General - auto-clean function for unused ACLs now makes the system of access rights faster
- Messaging - visibility of added attachments improved (3rd attachment out of three added was hidden)
- Messaging - added online logging of message deliverability, we track now each occurence of any possible failure (up until now only spam e-mails were not delivered correctly sometimes, we care about spam now as well ...)
- Messaging - new server side component for e-mail imports improves support for various kinds of attachments, their support was extended
- Recruitment - adding using company quick add component was not reliable after searching the company, which is now fixed
- Recruitment - adding new ZIP code for advertisement location was causing older data replacement, which was a nasty hidden bug that was fixed
- Recruitment - skill duplication fixed
- Recruitment - update selection procedure (dates selection vs phase) in case no date is selected
- Reporting - various fixes of reports crashing
- Reporting - fixed cost reporting to be durable against possible contsultant misconfiguration of account types (revenue vs cost reporting)