Atollon 2020 Innovations
Atollon Innovations 2020 (week 32)
New Features
Service Activities
- New application that allows you to track all details about service activities - from customer requests, over management of service activities to (automated) billing.
- Service activity detail may contain many configurable components, incl. Parts & Material consumption, Time Sheet and Expenses, as well as customer's signature (once the job has been executed on-site).
Image Gallery
- New component that will allow you store your beautiful images on client folder, in project / deal or on service activity to track your serviced technology details.
In order to add gallery to your projects or folders, you need to update your Layout settings.
Major Updates
Call Centre
- Atollon jsme integrovali na nejnovější API společnosti Spinoco, která poskytuje služby call centra. Atollon tak díky tomu podporuje kompletní automatizaci obchodních aktivit firmy, včetně telefonie.
Print Module
- We are changing the way documents are printed using Atollon, moving the whole logic from client side to server side. This allows us print reports (ie PDF, XLS, Word) to be fully automated. In upcoming weeks, we'll add new default way of printing. Now we have completed invoice and service activity printouts.
Invoice
- Now we're (finally) able to send invoices automatically, without involvement of users. It's just necessary to set-up new "To be sent" status, install new workflow plugin for automated invoice sending and we're done :-).
Enhancements
Calendar
- New CalDAV functionality now accessible to all clients, every user may receive CalDAV settings in Calendar and set-up their mobile access. You can also find link to guide on how to setup CalDAV access on your iOS or Android device.
Contacts
- Several improvements to contacts import tool - now possible to import persons & companies together and create contact groups automatically (map several columns as contact groups). Better identification of duplicates during contact import (uses new, robust IdentifyContact server function).
Deal
- New method for updating Sales Items, when total deal sales / purchase value changes (it moves the logic from client side to server side to make calculation of deal value more consistent across implementations)
- It is possible to use form designer to calculate deal values (useful once you have more complex of deal value calculation based on many variables / discounts / commissions, etc.)
- When creating Purchase Order from Sales Items, Supplier of those items is set automatically based on product's settings.
- It is possible now to import Sales Items into deal.
Finder
- It is possible to put specific name to folder, project or activity comment
- Responsible users component layout optimised for space
- External contacts component layout optimised for space and more comfortable when adding new external contact to project or activity
Form Designer
- It's now possible to add Tab order to edit components (so forms can be easily edited using keyboard).
- New component for Forms in Layout designer allows more robust configuration. It is possible to set-up forms based on context type, context template or individually. Allowing unlimited enhancements of the applications designed in Atollon.
- It is possible now to drag & drop e-mail attachments (finally big productivity boost to mail client :-))
- It is possible to preview images in e-mails
Map
- Overall component improvement, allowing to track your projects, deals or activities to (GPS) locations.
Bug Fixes
- Documents - When modification of document description and other meta-data fails, you are notified now.
- Documents - It is possible to upload larger than 5 MB documents now without err message.
- Projects - Project list now counts number of items correctly, so proper number of rows is displayed and no zombie rows visible.
- Recruitment - Job Advertisement view fixes bugs connected with customisation of advertisement and some connected components.
Atollon Innovations 2020 (week 12)
New Features
Calendar
- CalDAV access now supports read/write mode - you can use your calendar on CalDAV compatible device - that means iPhone, Apple Calendar natively and other calendars using many CalDAV plugins available for Android, MS Outlook, etc.
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Atollon Calendar in Apple Mac OS X
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Atollon Calendar in iPhone
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Major Updates
- New MTA (Message Transfer Agent) for e-mail delivery is now Exim (rest in peace qmail)
Enhancements
Contacts
- Contact relations now work even on large companies - relations settings have been enhanced and separated
Desktop
- Many visual performance optimizations
- New Options & Tools application, now allows quick search in settings (oh, there are so many things that you can customize, we need to be albe to search them ...)
- Now it is possible to auto-generate forms to be filled-in online (contracts, etc.) even using Desktop app
Deals
- Improved handling of foreign currency deal values - preparation for new deals views (calculation of foreign vs local deal value)
- It is now possible to create Invoice directly from Sales items
Purchase Order
- Now default supplier of product is added automatically
Products
- Export and import tools simplified
- Product units settings now available in user interface
- It is now possible to configure default product type and product status
- New base type of product is Service, with period from .. to definition on invoice
Invoice
- Improved sorting invoices by any field in various column order
- Improved checking available invoice numbers (for clients who manage multiple providers in one Atollon)
- Improved sending invoice in e-mail - better attachment name, recipients selected automatically
- It is possible to configure "invoicing e-mail" address in contacts, which is preferred when sending invoices
- It is possible to configure Invoice required fields (to help unorganized sales people issue properly filled-in invocies)
- Multiple user interface improvements to make your invoicing work easier
- It is possible to open context (client, project, activity) from Invoice detail even when it's disabled
Recruitment
- New option to set min/max salary visibility in Job Advertisement
- Improved user experience on entering various details on Applicant profile
Tasks
- It is possible to open context (client, project, activity) from Task detail even when it's disabled
Bug Fixes
- Budgeting - fixed displaying "remaining" column indicating how many items remain to be allocated to projects
- Contacts - major performance improvements in contact detail
- Desktop - some application icons were not displayed correctly and now they are
- Documents - upload multiple documents feature and some visual bugs on upload component fixed
- Mail - delivery of e-mails now fixed even for deleted user's mailboxes
- Mail - fixed nightly mail cleanup to reduce server workload
- Mail - auto-response encoding fixed (now diacritics work as they should)
- Tree - nasty bug causing module instability found & fixed
- Invoice - printing large documents now available again
- Invoice - fixed refresh of form data on project when printing invoice / order / estimate
- Workflow - fixed administration of Workflow Actions
- Recruitment - fixed saving education and employment relations after major innovations
See what documentation we have to this release:
Documentation related to release-week-2003