Atollon Innovations 2021 (week 21)

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

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

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
• 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

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

Products

• Improved layout of billing request detail
• Product types are now sorted by alphabet

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

Bug Fixes

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)

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

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)