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
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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