Atollon Innovations 2022 (week 33)
New Features
Installed Technology
- It is now possible to track technology installed at client's premises or used in sales process (rented / temporarily provided)
Print MS Word Document to PDF
- It is possible to send or print MS Word document in PDF format. Useful when sending draft contracts, service protocols or proposals generated from ATOLLON.
Enhancements
Communication
- Better way of selecting meeting participants (better identifiable, if similar names occur).
- Easily create follow-up task from meeting notes.
Contacts
- New filter options for related contacts (useful for Recruitment business - ie is the related person our client or applicant?).
Deals
- New visualisation of profit margin in Deal detail. Useful for trading companies that buy & sell goods or services.
- Quick update of deal margin.
- Multiple currencies supported in purchasing goods on one deal.
Estimates
- It is possible to directly create Sales Order from Estimate detail (as an faster alternative to order delivery, when compared to previous form of project budget setup based on approved Estimate value).
Mass mail
- Completely rewritten backend for sending mass e-mail correspondence, now more stable and more descriptive notifications.
- Color icon indication of whether or not the massmail is enabled for the recipient (also based on date from...to range limit).
Recruitment
- Candidate availability date is now more flexible (added "after X days", which automatically delays availability date considering candidate's current job termination notice).
Timeline
- Now each message type (e-mail, phone call, meeting note, notice, workflow mail, massmail, etc.) is represented as different type of timeline entry. That means you can filter out communication that you don't want to see (ie not show massmail).
- BI reporting based on timeline data is automatically enhanced to count number of phonecalls / massmail sends / email sends, etc.