# Atollon 2021 Innovations # Atollon Innovations 2021 (week 33) ## New Features ### General - Now Atollon may be white-labeled in Ultimate Edition (top left logo may be replaced for company logo) ### Reporting - Brand new tool for exporting spreadsheets to XLSx format, nicely formatted - It is possible to send report by e-mail - New workflow plugin enabling you to send generic reports or report packs by e-mail, which allows you to automate your inter-company reporting - New workflow plugin enabling you to send any printout using e-mail during workflow execution ## Enhancements ### General - New application installer / upgrader for Mac and Win does not require admin rights ### Contacts - It is possible to filter for contact categories ### Deals - It is possible to change Deals view settings (columns, etc.) on Organization / User levels - Quick filter for Now + 2m added to view upcoming deals faster - Enabled filtering for deal states in multi-select mode - Sorting Deals allowed on most columns - It is possible to add custom fields into the Deals overview ### Forms - Support for getting context values in Forms scripting added - It is possible to set folder (client, supplier, etc.) as required - Support for printing custom forms with links to other Atollon objects (folders, users, products, etc.) ### Reporting - New Activity reporting fields added - Master project type added to reporting - More user friendly opening of sub-levels in reporting (both in list and results) - More user friendly customisation of reports filter criteria ## Bug Fixes ### General - Fixed storing and displaying Dashboards on Profile level ### Contacts - Upload of contact data from ARES fixed in some cases ### Deals - Sorting by Reference ID (Deal Number) fixed - Task status in Deals Overview fixed ### Invoice - Dynamic Tracking Category (Dimension) filters fixed - VAT identification for the same value VAT fixed ### Mail - Visibility of attachments in Mail preview fixed ### Projects - List of project templates in Toolbar now understands user's rights properly ### Recruitment - Fixed searching for Applicant's salary range in case local currency is not provided # Atollon Innovations 2021 (week 22) ## New Features #### Deals - New application view for **tracking sales activity**, includes (above other improvements) clear indication about **next step** or **marketing activity** in your sales progress [![atollon-deals-app.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/atollon-deals-app.png)](https://help.atollon.com/uploads/images/gallery/2021-06/atollon-deals-app.png) [![atollon-deals-overview.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/atollon-deals-overview.png)](https://help.atollon.com/uploads/images/gallery/2021-06/atollon-deals-overview.png) #### E-mail and print templates - It is possible to **setup custom print templates** or **documents** to be generated based on context type (client, project, activity) or based on invoice journal (estimate, orders, invoices, etc.) - New generic document printouts are **localised** into several languages - output of estimate, invoice, etc. can be generated in language of the recipient - Each **document template may have** own **e-mail template**, if needed when sending the document electronically [![document-templates.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/document-templates.png)](https://help.atollon.com/uploads/images/gallery/2021-06/document-templates.png) ## Enhancements #### Calendar - Set first day of the week to Monday (currently it was just Sunday) #### Documents - It is possible to **send document by e-mail** directly from document library. This applies to both regular documents and images in Gallery [![document-send.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/document-send.png)](https://help.atollon.com/uploads/images/gallery/2021-06/document-send.png) - It is possible to **Drag & Drop document into document library** from your desktop - It is also possible to **move documents by mouse** between folders and contexts [![drag-drop-files-sm.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/drag-drop-files-sm.png)](https://help.atollon.com/uploads/images/gallery/2021-06/drag-drop-files-sm.png) #### E-mail - It is possible to **drag & drop attachments to e-mail** not just from your desktop, but also from your Atollon document library - It is possible to **Empty trash** by one mouse click only - It is possible to delete mailboxes now (previously they could just be disabled) #### Forms - Now it is possible to load data into custom form - ie load address of selected client contact within custom form #### General - New application installer - it checks for new versions and **upgrades automatically**, no need to ask your IT admin any more. - **Faster application load** - we improved speed by about 10 seconds (now login should load within 6 - 8 seconds) #### Invoice - Show related documents (advance payment invoices) among invoice payments - Improved **visibility of To be paid value** on invoices - It is possible to generate invoice number from project #### Products - Improved layout of billing request detail - Product types are now sorted by alphabet #### Projects - When changing project type, it is possible to change or add project number now - When listing projects and folders, created and modified date and time are available #### Service Activities - It is possible now to Save & open the activity at the same time (try also using **Shift+Enter** on **Save** button) #### Timeline - Added refresh on context-based timeline view - Added **filtering and displaying marketing triggers** **[![timeline-marketing-triggers.png](https://help.atollon.com/uploads/images/gallery/2021-06/scaled-1680-/timeline-marketing-triggers.png)](https://help.atollon.com/uploads/images/gallery/2021-06/timeline-marketing-triggers.png)** #### Timer Services - Now some services must be configured to run automatically (incl. Billing generation) ## Bug Fixes #### Access - New Group / Role has proper rights setup (no need to configure their rights manually) #### Billing, finance - Fixed nasty bug when tracking categories (dimensions & user teams) were not loaded properly #### Calendar - Fixed week numbers #### Communication - Fixed icons in full-size messages list mode - Show message preview both side / bottom fixed - Allowed sorting message templates #### Documents - Fixed full-text search results in desktop app - Fixed documents indexing for fulltext search (PDF) #### Finder - Create or update Folder now does not add unnecessary NULL into refId or description fields #### Invoice - Invoice attachments now inherit rights from invoice itself (not from context, where invoice is placed) - Fine-tuning invoice document (PDF) preview #### Product Administration - Selecting codebooks in product types configuration improved #### Recruitment - Save contact data before profile updates - may fix issues when relationships to employers may get lost - Fixes in Jobfield / Position component on Applicant detail - It is possible to save skills required on Vacancy now #### Reporting - Fixed mass responsible user changes on projects and folders on top of reports results - Fixed XLS export from reports (need to reduce no. of characters to 150) - Expanding first item in reports results fixed (when report results were grouped) #### Service Activities - It is possible to sort service activities collection now # Atollon Innovations 2021 (week 8) ## New features #### Call centre app - Brand new tool to increase performance of sales or marketing team members - Easy address editing - Full customization of lead detail to target group - Campaign setup automation to quickly create target group of individuals - Customizable call flow - Automated next step when success is arrange meeting for consultant - Automated confirmation of arranged meeting #### Mail response tracking - Display who is interested in your e-mails. See who is opening your e-mails and clicking on URLs, so you can contact engage with them. [![marketing-triggers-timeline.png](https://help.atollon.com/uploads/images/gallery/2021-02/scaled-1680-/marketing-triggers-timeline.png)](https://help.atollon.com/uploads/images/gallery/2021-02/marketing-triggers-timeline.png) - In case of further integration on your web site, you are able to track other marketing triggers, such as login to your eShop or extranet, achieving defined goals, etc. #### Mass mail on client relations - New Key contacts feature was extended with mass mail capabilities #### Timer services and workflow plugins - New application for running automated repeated tasks [![timer-services.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/timer-services.png)](https://help.atollon.com/uploads/images/gallery/2021-03/timer-services.png) - User-based configuration of custom plugins [![workflow-plugin-setup.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/workflow-plugin-setup.png)](https://help.atollon.com/uploads/images/gallery/2021-03/workflow-plugin-setup.png) ## Enhancements #### Deals - Complete overhaul of deal detail - new pricing options and calculations (discounts, margins, etc.) - fully configurable [![deal-value-full.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/deal-value-full.png)](https://help.atollon.com/uploads/images/gallery/2021-03/deal-value-full.png) - Visibility of currency exchange rate on foreign currency deals [![deal-detail-exchange-rate.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/deal-detail-exchange-rate.png)](https://help.atollon.com/uploads/images/gallery/2021-03/deal-detail-exchange-rate.png) #### Forms - Now it is possible to setup required fiels checking on forms. [![form-field-set-required.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/form-field-set-required.png)](https://help.atollon.com/uploads/images/gallery/2021-03/form-field-set-required.png) #### General - Mac users - support of atollon:// protocol - useful for sending links to Atollon objects within team of Atollon users [![mac-safari-open-url.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/mac-safari-open-url.png)](https://help.atollon.com/uploads/images/gallery/2021-03/mac-safari-open-url.png) #### Invoice - More reliable integration of document preview (PDFs or images) - Improved visibility of approval history - Visibility of related invoices - in case you need to pair purchases and sales on one activity [![invoices-related.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/invoices-related.png)](https://help.atollon.com/uploads/images/gallery/2021-03/invoices-related.png) #### Marketing - New marketing tracking code added to components available on client detail, deal or project, etc. Using this component you can set / see marketing source of the sales / marketing activity for futher measuring the success of your marketing effort. [![marketing-channel.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/marketing-channel.png)](https://help.atollon.com/uploads/images/gallery/2021-03/marketing-channel.png) #### Messages - Send again (e-mail) feature added to all views with e-mails [![message-send-again.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/message-send-again.png)](https://help.atollon.com/uploads/images/gallery/2021-03/message-send-again.png) #### Products - New tool for updating product prices using import file (so you can modify prices in Excel and upload them) #### Service Activities - Make sure users don't switch from Service Activity detail without saving it first #### Workflow - Complete redesign of workflow configuration [![workflow-setup.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/workflow-setup.png)](https://help.atollon.com/uploads/images/gallery/2021-03/workflow-setup.png) #### Timeline - Records are now better readable thanks to added colors. [![timeline-in-colors.png](https://help.atollon.com/uploads/images/gallery/2021-03/scaled-1680-/timeline-in-colors.png)](https://help.atollon.com/uploads/images/gallery/2021-03/timeline-in-colors.png) #### Bug Fixes - General - support for high resolution on Mac displays - Messages - enabled sorting message templates - Products - fixed export of larger products data - Products - fixed formatting of price / number and rounding - Recruitment - fixed searching on max salary criteria - Recruitment - fixed number formatting in salary field - Timeline - fixed displaying MM:HH in Timeline records ## Other #### New integration with ABRA Flexi - Our next integration of accounting system with PUSH capabilities, which makes synchronisation of accounting & atollon platform in real time. #### Backend infrastructure major upgrade - We finalised almost 2 years intensive project of upgrading our complete backend infrastructure. Now all backend components deployment is fully automated and running on new CentOS distribution. This will speed up delivery of new services and further improve reliability of the whole solution.