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
- 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