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Atollon Innovations 2020 (week 21)

New Features

Deals

  • New application view for tracking sales activity,activity, includes (above other improvements) clear indication about next step or marketing activity in your sales progress.progress

Custom 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

Enhancements

Documents

  • It is possible to send document by e-mail directly from document library. This applies to both regular documents and images in Gallery

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)

Products

  • Improved layout of billing request detail

Service Activities

  • It is possible now to Save & open the activity at the same time (try also using Shift+Enter on Save button)

Bug Fixes

Billing, finance

  • Fixed nasty bug when tracking categories (dimensions & user teams) were not loaded properly

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

Reporting

  • Fixed mass responsible user changes on projects and folders on top of reports results