Atollon Innovations 2021 (week 8)

New features

Call centre app

• Brand new tool to increase performance of sales or marketing team members
• Easy address editing
• Full customization of lead detail to target group
• Campaign setup automation to quickly create target group of individuals
• Customizable call flow
• Automated next step when success is arrange meeting for consultant
• Automated confirmation of arranged meeting

Mail response tracking

• Display who is interested in your e-mails. See who is opening your e-mails and clicking on URLs, so you can contact engage with them.

Mass mail on client relations

• New Key contacts feature was extended with mass mail capabilities

Timer services and workflow plugins

• New application for running automated repeated tasks
• User-based configuration of custom plugins

Enhancements

Deals

• Complete overhaul of deal detail - new pricing options and calculations (discounts, margins, etc.)
• Visibility of currency exchange rate on foreign currency deals

Forms

• Now it is possible to setup required fiels checking on forms.

General

• Mac users - support of atollon:// protocol - useful for sending links to Atollon objects within team of Atollon users

Invoice

• More reliable integration of document preview (PDFs or images)
• Improved visibility of approval history
• Visibility of related invoices - in case you need to pair purchases and sales on one activity

Marketing

• New marketing tracking code added to components available on client detail, deal or project, etc. Using this component you can set / see marketing source of the sales / marketing activity for futher measuring the success of your marketing effort.

Messages

• Send again (e-mail) feature added to all views with e-mails

Products

• New tool for updating product prices using import file (so you can modify prices in Excel and upload them)

Service Activities

• Make sure users don't switch from Service Activity detail without saving it first

Workflow

• Complete redesign of workflow configuration

Timeline

• Records are now better readable thanks to added colors.

Bug Fixes

• General - support for high resolution on Mac displays
• Messages - enabled sorting message templates
• Products - fixed export of larger products data
• Products - fixed formatting of price / number and rounding
• Recruitment - fixed searching on max salary criteria
• Recruitment - fixed number formatting in salary field
• Timeline - fixed displaying MM:HH in Timeline records

Other

New integration on ABRA Flexi

• Our next integration of accounting system with PUSH capabilities, which make synchronisation of accounting & atollon platform in real time.