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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

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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

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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.)

master-activity-overview.png

Enhancements

Generic

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Contacts

  • It is possible to sort contact information on New/Edit contact form to show higher priority contact info first

contact-info-sorted.png

Estimates

  • Adding product to Estimate now checks for product price list currency and warns about changes to Estimate's currency setup

estimate-check-currency.png

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

new-project-form-settings.png

Invoices Approvals

  • Fine tuned PDF preview for approving documents / invoices with documents attached

invoice-approval.png

Messaging

  • Brand new HTML e-mail editor based on TinyMCE

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  • New HTML e-mail editor supporting HTML WYSIWYG editing of e-mail templates
  • New editor supporting mass mail in HTML mode

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  • Hint: if you want to tryout the new HTML e-mail editor, you should adjust your preferences, see:

my-preferences-tinymce.png

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

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  • New project now supports adding Installed (technology) items

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  • It is possible to copy projects (incl. form values)

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  • 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

activities-overview.png

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

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