# 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