Atollon Innovations (week 52)

New Features

Tasks

• Create tasks faster: “Add task” is now “New task”, with a Quick task option for rapid entry.
• Unified add/edit dialog: A clearer task creation and editing flow in one place, helping users capture work immediately.
• Better categorization: Improved Status and Work Type options make task lists easier to organize and prioritize.

Billing / Service Reporting

• Barcode scanning for material entry: Add items by scanning a barcode/QR code, reducing manual typing and helping prevent errors.

Custom Views

• Custom Views management: Teams can create and maintain Custom Views more effectively to standardize how lists and workspaces are displayed.
• Named views: Custom Views now support a Name field, making views easier to recognize and organize.

Products & Inventory

• Component Categories support: Products and items can include component category information, improving classification of complex products and assemblies.
• Better handling of shared product references: Improved support for scenarios where the same product reference is shared across multiple manufacturers/distributors.

Folders & Data Capture

• New folder creation forms: Additional “create folder” flows (e.g., company/person/user/simple) support faster and more consistent data entry.

Enhancements

Calendar

• Smoother on tablets and phones: Calendar and event details adapt better to your device, improving usability on iPad and other tablets.
• Expanded translations: Calendar labels (months, weekdays, key details) improved across supported languages.

Communication

• Easier replies: Refined messaging navigation and reply flows, including Reply / Reply All where available.
• Faster searching: Improved message list searching (including sender search) to find communication history more quickly.
• More consistent layout: Message lists and conversation views behave better on smaller screens.

Invoicing & Billing

• More complete invoices from items: Invoice generation fills key header fields more reliably (e.g., payment details, due date, provider address selection), reducing manual corrections.
• Better accounting alignment: Taxation date can follow the activity’s final date, improving accuracy when invoicing completed work.
• Improved account selection: Invoice-from-items uses the most relevant account information when available, supporting cleaner finance workflows.

Projects & Filtering

• More precise project searching: Advanced project lists can filter by additional form fields, helping users find projects using business-specific attributes.
• More relevant context selection: Improvements to folder/project filtering make it easier to locate the correct context in activity-driven workflows.

Time Sheets & Reporting

• Richer time reporting: Time sheet reporting includes additional context and status details for clearer analysis and management reporting.
• Better invoice-linked time handling: Improved consistency when time sheets are associated with invoices.

Finder

• More stable navigation: Better handling of selected items and parent information keeps navigation consistent when switching records.
• Improved scrolling and responsiveness: Finder behavior was tuned for daily work, especially on tablets.

Contacts

• More reliable pickers: Contact and user dropdowns handle empty/partial data more gracefully, improving selection and filtering.

Access & Security (User-facing)

• Session visibility: Users can view their own active sessions, supporting transparency and basic account safety checks.

Bug Fixes

Invoicing & Financial Accuracy

• Fixed rounding and total calculation issues when creating invoices from items (including VAT totals) for more reliable financial outputs.
• Fixed cases where key invoice fields could be missing or inconsistent in invoice-from-items flows.

Communication

• Fixed selection issues that could cause the wrong conversation/item to appear in some cases.

Finder

• Fixed edge cases where navigation state could become inconsistent after changing items or moving through hierarchy.

Contacts

• Fixed edge-case validation issues in company–person relationships that could impact “primary contact” behavior.
• Improved reliability of mass-mail sending after database upgrades.

Projects & Activities

• Fixed saving/display of master project name in certain create/update flows.
• Fixed template-based pricing defaults in folder/project creation, reducing incorrect initial values.
• Fixed an issue that could block activity deletion in specific team-assignment scenarios.

Login & Forms

• Improved login stability in white-label scenarios, reducing the chance of duplicate login processing.
• Fixed issues with empty values in dropdowns that could lead to incorrect selections or confusing behavior.

Lagoon Desktop App — Release Notes

Latest Updates (2025)

New Features

Billing & Invoicing

• Barcode column on billing items
  Billing item lists can now display a Barcode column, making it easier to identify items and align billing with warehouse or service data.
• Create invoice from service activity
  You can now generate invoices at the activity level, simplifying the path from work performed to billing.
• Ship-to address on all invoice documents
  All invoice types now support a dedicated Ship To address, incl. Estimates and Orders.

Estimates, Orders & Invoices

• Additional header text fields
  Estimates, orders, and invoices now support optional custom text fields in the header, allowing clearer communication of notes, terms, or special conditions.

Products

• Component categories for products
  Products can now include component categories, helping structure complex products and improving clarity when working with related or nested items.

Enhancements

Pricing & Financial Accuracy

• Improved unit price calculations
  Fixed rounding and formatting issues to ensure accurate pricing, even for values with thousands separators or complex decimal logic.
• Exchange rate change confirmation
  Users are now clearly prompted to confirm when an exchange rate change affects a deal, reducing unintended pricing changes.

Projects & Structure

• Improved master–slave project creation
  Creating projects from master templates is now more reliable, with clearer handling of master vs. simple project creation and correct linkage.
• Master project visibility
  Project lists can now display the Master Project reference, making relationships between projects easier to understand.

Forms & Layout

• More flexible form layouts
  Designers can now remove padding in selected form layouts, allowing more compact and visually controlled forms.
• Improved captions and labels
  Form captions are clearer and more consistent, improving readability across complex forms.

Communication & Signatures

• Enhanced signature settings
  Email and document signatures now support additional configuration options, including secondary titles.
• Corrected reply behavior
  Fixed an issue where sender and recipient fields could be swapped when replying to messages.

Localization & Platform Support

• Updated Czech translations
  Improved Czech localization for better clarity and consistency.
• Updated timestamp service
  Improved reliability of timestamping services, including better support for macOS.

Bug Fixes

• Fixed sorting and searching issues in context documents.
• Resolved missing or incorrect captions in form controls.
• Fixed pricing calculation inconsistencies on product and item detail screens.
• Improved stability and correctness when converting emails into projects.
• General fixes and refinements for smoother daily use of the desktop application.