Atollon 2023 Innovations
- Atollon Innovations 2023 (week 32)
- Atollon Innovations 2023 (week 24)
- Atollon Innovations 2023 (week 14)
Atollon Innovations 2023 (week 32)
New Features
Document Signatures
- You can now add your own signature and automatically add it to documents that you generate and authorise.
Now if you are key document user, your signature may appear on the printout:
Enhancements
Activities
- New card view introduced: All kinds of activities, incl. service activities may now utilise new, more comfortable preview.
- Time Sheet component - now possible to set directly whether time is (non)-chargeable.
- New activity - selecting project now includes Ref. ID.
Calendar
- Changed default preview on context events from graphical to textual form, which better helps user workflow when checking on what events are planned for client, project, deal, service activity, etc. Split view shows what events are Planned, Completed or Uncompleted to support workflow of closing past events (ie by completing Meeting Notes, etc.)
- New planning function that helps plan event related to context (folder, project or activity).
- Calendar colours improved - in multi-user view, colour is set to user. Colours are brighter now.
- Keyboard shortcuts now fully supported in e-mail editor. Go to e-mail editor and press ALT+0 to show list of supported commands. On top of many shortcuts, you can use Ctrl + F to search in e-mail body or Cmd/Ctrl + S to save e-mail draft, etc.
One of the key commands in action:
Finder
- Major productivity improvement: Context detail (from project level below) now displays full path for less mouse clicking and better overview.
- Folders, projects and activities have now colourful status :-)
- New project form may now be configured to include Sales Items, Billing Items or Technology Items.
- New project or activity forms are more customisable than ever.
Installed Technology
- Component for tracking equipment / assets now supports displaying "Date installed".
- It is possible to set visibility of units and unit prices to users.
Mass Mail
- Support for Atollon Robot in Mass Mail template composition.
Products
- Product price lists improved - it is now possible to inherit prices and the calculation is working just fine. Supported scenario: client's custom product price > inherit price from general price list (CZK, EUR, USD, etc.) > inherit prices from default product price setup.
Projects Overview
- New card view introduced: We improved the way deals and projects are listed and previewed.
Recruitment
- Several adjustments to Job Field + Positions to make this tool more comfortable when searching Applicants.
Other
- It is possible to export and import form design, which is especially useful when working with large custom forms.
- When creating new user, the duplicity check for selecting user's contact improved.
Bug Fixes
- E-mail: Users using new TinyMCE editor may now attach server-based documents.
- E-mail: Many small bug fixes in new TinyMCE e-mail editor component to support comfortable mailing.
- E-mail: Fixed new e-mail message preview, which occasionally disappeared.
- E-mail: Fixed e-mail preview on scaled resolution on Windows 11.
- Installed Technology: Long content fixed.
- Message of Phone Call type: Fixed adding phone number into new message, coming from selected contact.
- Products: Fixed editing product components.
- Finder: Responsible users without role - fixed removing last record.
- Service activity: Signature component now supports immediate sending of signed Activity Print.
Atollon Innovations 2023 (week 24)
New Features
Generic
- When generating documents using MS Word (docx) template, you can now select desired output in both original MS Word format, or you can directly output document in PDF, without need to open you MS Word application
Contacts
- Merging of contacts added to clean up DB in case duplicity in contacts found
Estimates
- Create Estimate from (service) activity
Products
- Support for products stock quantity in products listing (both on stock and available with the respect on product reservations)
Wide support of scenarios - manual, automated, synchronized with your accounting software
Finder
- Master and slave activities support, enabling to configure relations between activities on various contexts (may be used in detailed equipment service activities or specific business processes - such as selection procedures with suppliers, etc.)
Enhancements
Generic
-
Link to help added from app
Contacts
- It is possible to sort contact information on New/Edit contact form to show higher priority contact info first
Estimates
- Adding product to Estimate now checks for product price list currency and warns about changes to Estimate's currency setup
Finder
- When creating project or activity, proper user roles are added automatically
- It is possible to setup required fields and configure displaying / hiding components on New (client) folder
Invoices Approvals
- Fine tuned PDF preview for approving documents / invoices with documents attached
Messaging
- Brand new HTML e-mail editor based on TinyMCE
- New HTML e-mail editor supporting HTML WYSIWYG editing of e-mail templates
- New editor supporting mass mail in HTML mode
- Hint: if you want to tryout the new HTML e-mail editor, you should adjust your preferences, see:
Products
- Switch between base vs individual products added
- Improved speed of products listing
- Optimized price lists - possibility to search for base or individual price lists by name of the price list
Projects
- It is possible to set tracking codes during project creation as required
- New project now supports adding Installed (technology) items
- It is possible to copy projects (incl. form values)
- Several enhancements in Projects filtering, in case projects are used to track Installed Technology (searching on serial code of the tracked assets, etc.)
- Support for multi-level project listing in Project Overview - displaying Client > Business Unit > Project structure
It is possible to setup required fields and configure displaying / hiding components on New project
Service Activities
- It is possible to copy activities (incl. form values)
- Activities Overview now contains financial data (revenues, costs, orders value, estimate value, etc.) as well as last/first Event to support service activities planning process
- It is possible to setup required fields and configure displaying / hiding components on New activity
Recruitment
- Applicant search criteria may now be sorted to keep most used at top in the list
Bug Fixes
- Many fixes in products listing
- Fixes in deal value refresh
- Fixes for estimate creation
- Fixed HTML preview on Win 10 with 150% dpi
Atollon Innovations 2023 (week 14)
New Features
Atollon Robot
- Setup for backend automation improved, now special user entity is available to execute your commands even when you sleep. Used for example in sending weekly reports automatically. You can use Atollon Robot to execute your time-managed tasks or when using other automated workflow actions.
Client's branches
- It is possible to create new project and (service) activity in one of the branches of your clients. This is specially useful, when your client has multiple branches in remote locations. The context hierarchy is then: Client > Branch > Project > Activity, which may be used for example in structure, such as: Apple Co. > Apple Cupertino > Project.
- It is possible to filter on all projects from both your Client (master folder) and client's Branch.
Enhancements
General
- Creating new user now automatically creates first user's mailbox, so the user is ready to start immediately even with e-mail communication.
- New custom form design allows to enter default date for today.
Contacts
- New drag & drop functionality to mass-add contact to industry.
Invoices Issued
- It is possible to print QR code together with invoice. Just fill-in IBAN/BIC on the invoice and it's ready.
Mailbox Administration
- It is possible to set-up shared mailbox, such as "service" or "sales", which is used by selected users. Mailbox administration has been rewritten.
- Users may select default mailbox in My Preferences.In case user does not have any default mailbox, application requests it's setup during runtime.
Recruitment
- New view for listing job advertisements as been added with many filtering options, such as job ad active/closed, in relation to vacancy status and advertisement channel.
- In recruitment applicant search, criteria "Suitable position" is now filtered on relation to Job Field.
- New version of Textkernel's CV parsing adopted, allowing you to import CVs without manually rewriting any data.
Workflow
- Users may now configure workflow plugin actions without Atollon consultant's assistance. Previously it was impossible, because db update was necessary.
Bug Fixes
- BIC code is properly transferred from contact information, if filled-in in Bank details (of provider - our organisation contact).
- Android: Application modules are loaded even if supported versions (your instance vs. installed version) do not match. Sometimes Android client did not start, when versions compatibility is not assured, which is difficult on Google Play Store.
- AtollonLoader - application that takes care about desktop app upgrades is now more reliable and allows one-time only administrator password during installation. When upgrading main Atollon app, admin password is no longer required.
- PDF preview - on Invoice approval screen, PDF preview is working again on all platforms, incl. Win, Mac and Android.
- Sometimes mail identity was not loaded properly, this should now be fixed. Also option to select from mail identity should be working just fine.
- Importing products to Deal fixed - proper setup of currency of imported records.
- Report Packs - fixed modification of reports in report packs.
- Recruitment - fixed bug in Applicant's desired position saving.
- Invoice - fixed rounding bug for very large number of records in invoice.
- Project timeline - fixed adding project status changes into timeline.
- Document download - fixed encoding of document names, diacritics in documents now displayed properly.