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

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

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