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Atollon Innovations 2022 (week 22)

New Features

Workflow

New plugin: Context Messages

  • It is possible to automate and send any notification in rich text (HTML) format based on changes in context - to both internal users and clients. Ie after client is created / project (deal) updated / activity scheduled or expiring, etc.

New plugin: Context Actions

  • Several new workflow automation tools created to support automated service creation. When one (service) activity ends, it may create new activity clone to prepare for another period / activity.

Enhancements

Custom Apps

  • It is possible to set-up access rights of users to Custom Apps.

Estimates

  • New Estimate calc tool for easier setting discounts and price incl. VAT.

Finder

  • Forms for New project, New activity now using the same easy-to-use layout.
  • It is possible to create sub-folders in Finder to enable company / sub-company structure. Ie University > Faculty clients now supported.
  • It is possible to import folders, projects and activities with form data. See Options (>) button on any context folder detail (Export/Import).

Invoicing

  • It is possible to change print styles (colors, fonts) to default print templates of invoices (as well as other documents). Without need to making your "custom" print templates.

Mail

  • New (optional) component for editing e-mail in HTML (rich text) format. Major enhancement allowing you to rich format e-mail, add tables and images. See My Preferences under your top right name to set preferred e-mail editor.
  • E-mail can be printed. We were trying to save forests and for long time, but our customers pressure was unsustainable.
  • You can Send e-mail as PDF.
  • It is possible to open attachment before the e-mail is sent. You can check your document's properly before sending.

Reporting

  • New reporting fields added in Deal Value
    • Project values converted to local currency (total revenues or costs)
    • Main Supplier (good for reporting of multi-supplier Deals)
  • Added reporting fields for activities (for reporting on regular yearly/monthly/etc. service activities)
    • Activity start
    • Activity end
  • It is possible to open reports containing form fields in export to Excel format.
  • Custom reports now possible to open in Excel.

Bug Fixes and Backend Improvements

  • General: New server side framework for more robust functionality.
  • Contact: Enhanced function IdentifyContact now supports finding duplicates for both persons and companies.
  • Dashboard: Report results in Reports Dashboard Widget loaded automatically after start.
  • Finder: Function NewActivity now saves start/end date during activity creation.
  • Invoice print: Handle empty delivery address properly.
  • Invoice print: Follow user-defined order of items on invoice.
  • Invoices: Fixed listing invoices in case of sort order by DateCreated.
  • Mail: Opening links (URL) from e-mail body (HTML) fixed
  • Mail: New validation and security of New mail service - sending e-mails more restricted than before. At the same time more robust for integrations.
  • Mail: Fixed auto-mapping received e-mail to contact address (problem with CaSe sensitive e-mail addresses).
  • Mass mail: Sending thousands of e-mails are now more reliable and does not need to be executed more than once. Completely rewritten with newest backend framework.
  • Recruitment: Saving advanced (customer configured) Job Ads fixed. Now even custom configured fields are properly loaded and saved.
  • Recruitment: It should not be possible to search applicants with empty parameters. This caused heavy server load from time to time.
  • Workflow: It is now possible to delete time-based workflow settings.
  • Workflow: Time-based workflow functions now running with selected user's rights, reliably initiating action in time when needed.
  • Tasks: Saving of new Task template is more reliable.

 

 

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