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
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) itesms
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
