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