Was this page helpful?

Lagoon Release Week Changes

    Updates of Atollon Touch business communication tool can be found at Touch Release Week Changes.

    release-week-1931

    Major Updates

    • Desktop - complete new window layout for better user experience

    desktop-multi-windowspng.png

    • Server - complete platform upgrade (from CentOS 6 to CentOS 7, from PostgreSQL 8 to 9, from qmail to exim), now supports Linux best practices for software delivery

    New Features

    • BI - Finance Revenues Estimate - new reporting on "Active Deal Value" allows measuring your actual sales performance (compare to plan, compare to future revenues)

    active-deal-valuepng.png

    • BI - Timeline - new reporting on any activity of any system user
    • BI - Project Finance - new dream report for tracking your project or client profitability
    • Contact - it is possible to add preferred invoice due days
    • Messaging - New mail delivery rules allow you to delete message or move messages to personal folders or contexts

    messaging-create-rulepng.png

    • Messaging - it is possible to create task from message
    • Recruitment - it is possible to administer Jobfield / position lists
    • Recruitment - new synonyms administration allows you track keywords coming from CVs to system lists

    Enhancements

    • General - it is possible to create new organization unit (in case you open your branch abroad)
    • General - it is possible to administer system in Tree view (for advanced Atollon administrators)
    • General - multi-national switch of contact search now supports CZ or SK auto-contact fill
    • General - full multi-organization support, now ListContext uses shared contexts as well
    • BI - Planning - bottom-up planning support added, allows you to build your plan by adding new dimensions into the plan
    • BI - Planning - it is possible to easily copy planned data from one period to the next
    • BI - Planning - added quick sums to get overview about current changes
    • BI - added support for User Team dimension, derived from user's membership in a team (see Work Contract, in case you want to edit the relation)
    • Contracting - business process improved (applicant and vacancy MD rates, new base product type Bodyshopping into invoice, etc.)
    • Desktop - new atollon app landing page with links to web version, webmail, touch and desktop download

    landing-page.png

    • Desktop - quick switching between open windows of the same character added

    desktop-fast-switching.png

    • Custom Forms - folder or project detail containing custom forms is now more reliable - it watches whether changes are (un)saved and warns user before leaving the form, thus loosing any unsaved data
    • Desktop - position of new window improved
    • Finder - added contact reg.no. and `VAT into contact preview in Finder's header
    • Invoice - form responsiveness
    • Invoice - added support for Period from .. to fields to track information on the duration of provided services
    • Invoice - it is possible to print custom fields now
    • Invoice - now contact's (client's) preferred due date support added back
    • Messaging - it is possible to forward original e-mail (right-click context menu: Forward as attachment)
    • Messaging - it is now possible to copy & paste all elements of e-mail, To/Cc/Notify fields are now indicated in front of the message recipient
    • Messaging - HTML e-mail preview now properly shows embedded images
    • Products - added better rounding to avoid possible bugs in sums
    • Products - listing of products now by default shows only active products (new filter for displaying products added)
    • Recruitment - more reliability of saving possibly unsaved data (warning user before leaving the unsaved form)
    • Recruitment - added support for Keywords used to add structured data from keywords to applicant profile
    • Reporting - new fields for recruitment reporting (primary position, jobfield, invoicing)
    • Reporting - new tool to mass-change access rights added to help you modify access rights of existing folders or projects
    • Reporting - report packs may contain both generic and business intelligence reports in one document
    • Reporting - it is possible to report invoices on dates of provided service (period from ... to)

    Bug Fixes

    • General - many bug fixing to make the app super stable
    • General - added online logging of error events and crash monitoring to help us prevent any issues that are not immediately visible
    • General - auto-clean function for unused ACLs now makes the system of access rights faster
    • Messaging - visibility of added attachments improved (3rd attachment out of three added was hidden)
    • Messaging - added online logging of message deliverability, we track now each occurence of any possible failure (up until now only spam e-mails were not delivered correctly sometimes, we care about spam now as well ...)
    • Messaging - new server side component for e-mail imports improves support for various kinds of attachments, their support was extended
    • Recruitment - adding using company quick add component was not reliable after searching the company, which is now fixed
    • Recruitment - adding new ZIP code for advertisement location was causing older data replacement, which was a nasty hidden bug that was fixed
    • Recruitment - skill duplication fixed
    • Recruitment - update selection procedure (dates selection vs phase) in case no date is selected
    • Reporting - various fixes of reports crashing
    • Reporting - fixed cost reporting to be durable against possible contsultant misconfiguration of account types (revenue vs cost reporting)

    release-week-1848

    New Features

    • Business Intelligence - new planning module, including multi-dimensional planning (optional module)

    bi-planning.png

    • Contact - new GDPR online auto-update tool

    gdpr-approve.png

    • Documents - new documents approval workflow

    issues-contract-approval.png

    • Issues - new module to track internal requests

    issues-new.png

    • Received Offers - new module to track incoming proposals & create purchase orders

    Enhancements

    • Business Intelligence - now all configurations are dynamic, easy to add new views
    • Business Intelligence - it is possible to create custom calculated values
    • Contact - new features to track GDPR compliance
    • Contact - contact address UI improved - now enabling combinations of required/notrequired regions
    • Desktop - open application indicator added
    • Documents - it is possible to filter for document categories in contexts and the whole system
    • Documents - it is possible to filter for document validity
    • Documents - now the document context is visible at document preview
    • Documents - it is possible to upload documents into category & folder at the same time
    • Documents - it is possible to create document folders under Activity contexts
    • Finder - it is possible now to create new document folders under Activity
    • Finder - added warning on unsaved changes
    • Invoice - new controlling tool enables managers track finance in granular detail without changing invoice
    • Invoice - improved reporting for overdue invoices
    • Mail - added support for global signatures, incl. company logo
    • Messages - new icons indicating reference to message vs. original message
    • Messages - todo and shared mailbox message count added
    • Messages - improved message callout in the message detail
    • Recruitment - enhanced details for employment history
    • Recruitment - applicant profile now configurable (employment history and education fields)
    • Recruitment - job advertisements now allow to add Job Field + Position details
    • Recruitment - all marketing channels are enabled by default
    • Recruitment - new candidate profile print templates, incl. pictures
    • Recruitment - extend education information with particular School & date from ... to
    • Reporting - new option to report on activity forms
    • Sales - improved calculations of purchase prices based on sales price
    • Time Sheet - overview about selected lines added
    • Timeline - various improvements, incl. layout, nicer day separation, filtering, etc.
    • Timeline - added changes in context (folder, project, activity created or modified)
    • Timeline - opening various records details from timeline view
    • Workflow - enhanced custom scripting - run external scripts, etc.

    Bug Fixes

    • Contact - fixed deleting contacts that were users after user was deleted
    • Dashboard - fixed adding new dashboard components
    • Finder - many small bug fixes
    • Finder - deleting folders fixed
    • Invoice - fixes in journals with inherited settings from other journals
    • Mail - it is possible to open electronically signed attachments now
    • Mail - it is possible to open specific Outlook-based attachments
    • Mass mail - problem with mass mailing from recruitment search results fixed
    • Message - content scrolling improved
    • Products - sorted by product name + fixed custom filters clearing
    • Recruitment - employments - now only one company can be primary
    • Reporting - problem with reports refresh fixed
    • Reporting - filtering custom forms fields fixed
    • Timeline - fixed labels for changes in project states

    Business Intelligence Reports

    • Selection Procedure Phases - track consultant productivity and recruitment pipeline in detail, track how activities lead to revenues
    • Finance Current Status - track project revenues & costs, both internal & external

    release-week-1823

    New Features

    • Atollon Passport - New Single Sign-On to Atollon instances - especially great for organizations with multiple Atollons
    • Finder - New tool for designing optimal folder, project or activity layout

    Enhancements

    • Contact - Basic information about GDPR consent
    • Desktop - Easier way of uploading desktop logo (see Background settings)
    • Form - New thermometer visual component that acts like work in progress indicator
    • Form - It is possible to set Checkbox component as required
    • Finance - New payment schedule component to track payment plan for your clients
    • Invoice - New Invoice summary details to help you get accurate information about revenues, overdue invoices or receivables
    • Invoice - It is possible to fix payment status of invoice - set the invoice fully or partially paid
    • Marketing Channels - List sorts by priority now
    • Messaging - New default layout of messages (2-row)
    • Products - Improved performance of product listing
    • Project - External contacts - several new options to send e-mail, copy, etc.
    • Project - It is possible to change project types now
    • Project - New Activity overview component
    • Project - New Project categorization (FPATypeCategories) available for easier reporting
    • Recruitment - Great performance improvement of Vacancy details
    • Recruitment - It is possible to edit Synonyms for CV import tool
    • Recruitment - It is possible to search applicants immediately after entering Vacancy requirements
    • Recruitment - It is possible to save applicant search criteria for later use
    • Reporting - It is possible to copy report definitions now
    • Reporting - It is possible to select column for sorting
    • Reporting - New way of filtering for Type of work on Tasks/Events
    • Reporting - It is possible to add report results into Project Dashboard (Activity Panel)
    • Sales - Completely refreshed Sales Opportunity details - now fully configurable to meet various needs
    • Sales - New Sales Opportunity header - configurable project dashboard component indicating value, probability and expected close date
    • Sales - Index order added to Sales Items

    Bug Fixes

    • Recruitment - Recruitment Dashboard - some of the comments were not showing, fixed
    • Invoice - Rendering of large invoice history records fixed

    release-week-1809

    New Features

    • Recruitment Dashboard - New way of working with work in progress - clients, vacancies and applicants in the process

    Enhancements

    • Contact - It is possible to configure all lists in web interface (Industries, Departments, 
    • Positions, Legal forms, Address types, Contact types, Nationalities, Company & Person relations)
    • Contact - We changed the way contact source for companies is tracked to align the method with new business intelligence reports
    • Contracting - It is possible to search according to MD rates of contractors
    • Finder - Only one responsible user per folder, project or activity may be selected (server checks the restraint)
    • Finder - New way of selecting folders on New project form
    • Finder - New layout of responsible users dialog
    • Finder - New layout of Folder, Project and Activity description
    • Form - Public form sharing - notifications to internal users extended - now also master folder responsible users are notified + users set on individual form designs
    • Form - Public form fields may be set as required
    • Form - Preparation for form conversion
    • Invoice - Express invoice print (one button)
    • Invoice - Express sending of invoice by e-mail
    • Invoice - Journal settings can now be extended with default print template and message template (to enable express issuing of invoices)
    • Invoice - New method of tracking invoice payments (all combinations allowed for manual payments, synchronization with accounting systems by total amount or by payment transactions)
    • Invoice - New views for invoice payment status and filtering for due invoices
    • Marketing - Marketing channels now configurable in web client
    • Messaging - New configuration of custom message types added
    • Recruitment - You can edit education levels and fields yourself
    • Recruitment - Search applicant tool extended - it is possible to search also for applicants that do not contain particular criteria (skills, education, location, etc.) in combination with other profile characteristics
    • Reporting - Reworked the way form fields are entered into the report
    • Reporting - It is possible to filter on message types or custom message types
    • Reporting - It is possible to report for communication of key persons at clients
    • Reporting - Several improvements and new fields added (incl. employer Industry, ...)
    • Talent Source - Now it is clear what contacts have been created from LinkedIn source automatically
    • Workflow - It is possible to run workflow based on form fields updates

    Bug Fixes

    • Contracting - It is possible to send empty MD rate now
    • Controlling - Fixed filtering proper project (based on selected parent folder)
    • Marketing - Tracking codes may now be assigned to users and partners
    • Recruitment - Fixed listing applicant status (after new Recruitment Dashboard was implemented)
    • Talent Source - Updating applicant data from LinkedIn profile fixed
    • Sales Map - Fixed custom sales map view - now you can see your sales activities on globe again :-)

    release-week-1801

    New Features

    • Forms - Now it's possible to publish form and easily send form URL to external recipients (currently only with custom HTML template for each form, default HTML template for the form is in the progress)

    Enhancements

    • Dashboard - New Context widget - links to folders or projects
    • Contact - It is possible to select main communication contact
    • Contact - Improved duplicity checks
    • Finder - Access rights of all Folders, Projects and Activities now normalized to support editing access by Type of folder
    • Finder - Now it is possible to add Created by and Modified by into Finder item configuration
    • Finder - It is possible to drag & drop messages and invoices directly into Finder
    • Finder - During drag & drop, it is possible to create new folder, project or activity
    • Finder - It is possible to switch Folder Type during Folder Status update (example: change from Prospect to Client whan Prospect status changed to Winning)
    • Finder - It is possible to Copy Project reference number
    • Forms - It it possible to add Print button on form
    • Forms - When published form is filled-in, notification is sent to user who published the form
    • Invoice - New payment status view, incl. payment tracking from various sources (manual, sync with accounting, payment transactions calculations)
    • Invoice - New fields - Journal and Activity now listed in invoice overview
    • Invoice - It is possible to drag & drop invoice into Finder and change context easily
    • Messaging - New views and overall layout refreshed, it is possible to easily filter for starred messages
    • Messaging - Mass correspondence wizard improved - now preferred contact details and preferred languages listed, performance improved
    • Messaging - Sender contact details added to callout
    • Messaging - Unidentified e-mail address may be easily added to contacts
    • Messaging - It is possible to easily convert e-mails to leads, deals or projects
    • Messaging - Conversations in threads
    • Messaging - Move message to context improved
    • Messaging - Added contact images to sender detail
    • Recruitment - Customizable Selection Procedure phases
    • Recruitment - Selection Procedure phase and custom status is now synchronized
    • Recruitment - Workflow switching Applicant to Contractor improved
    • Recruitment - It is possible to configure more than one type of Vacancy
    • Recruitment - MD rates now enabled on Contractor detail in relation to Desired Positions
    • Reporting - New fields for reporting Vacancy Job Field and Position added
    • Reporting - Now it is possible to filter for some dimensions (user teams) in tree structure
    • Reporting - Dashboard components now display custom field descriptions
    • Reporting - It is possible to send mass task using report results
    • Reporting - It is possible to report on contact relations and evaluation of relations
    • Reporting - It is possible to report on activities details
    • Requests - Custom fields on request now visible
    • Sales Opportunity - Easy price of opportunity update, new calculation of sales opportunity value

    Bug Fixes

    • Access - Improved access rights maintainance execution
    • Access - Fixed crash when renaming access groups
    • Documents - Fixed special characters treatment
    • Finder - Filtering on new Finder now fully functional
    • Forms - Fixed problems with number input into number form fields and many other issues...
    • Invoice - Improved speed of getting exchange rates
    • Messaging - Improved dashboard component refresh
    • Messaging - Improved performance in certain scenarios
    • Messaging - Fixed getting count of new messages
    • Recruitment - New Job Advertisement now requires language (must have for Vacancy XML feed)
    • Recruitment - Job Advertisement now outputs cleaner HTML formatting
    • Report - Several user interface bug fixes (collapsing tree in edit mode, filtering values, filtering form fields)

    Older Release Week Changes

    Comments

    You must login to post a comment.

    Attach file

    Attachments

    FileSizeDateAttached by 
     active-deal-valuepng.png
    No description
    340.63 kB15:25, 29 Jul 2019jansafkaActions
     aif-communication-and-approval.png
    No description
    55.2 kB17:33, 18 Aug 2016jansafkaActions
     aif-custom-invoice-header-fields.png
    No description
    133.59 kB17:33, 18 Aug 2016jansafkaActions
     aif-multiple-approvers-selection.png
    No description
    39.3 kB17:32, 18 Aug 2016jansafkaActions
     aif-select-next-approver.png
    No description
    30.1 kB17:33, 18 Aug 2016jansafkaActions
     applicant-add-vacancy-to-closed-projects.png
    No description
    45.06 kB07:54, 25 Feb 2014jansafkaActions
     applicant-profile.png
    No description
    58.42 kB13:16, 22 Nov 2015jansafkaActions
     Applicants_search.JPG
    status filter
    7.18 kB16:38, 15 Nov 2011majklActions
     atollon-apply-template-rights.png
    No description
    49.6 kB07:06, 17 Jul 2017jansafkaActions
     atollon-contact-relations-org.png
    No description
    43.99 kB07:06, 17 Jul 2017jansafkaActions
     atollon-contacts-sysusers.png
    No description
    81.4 kB07:10, 17 Jul 2017jansafkaActions
     atollon-google-cal-sync-add.png
    No description
    67.38 kB13:07, 22 Nov 2015jansafkaActions
     atollon-invoice-grid.png
    No description
    99.51 kB07:12, 17 Jul 2017jansafkaActions
     atollon-journal-settings.png
    No description
    68.98 kB07:06, 17 Jul 2017jansafkaActions
     atollon-multi-approval.png
    No description
    77.28 kB07:16, 17 Jul 2017jansafkaActions
     atollon-timesheet-rights.png
    No description
    93.16 kB07:06, 17 Jul 2017jansafkaActions
     bi-planning.png
    No description
    67.68 kB09:53, 9 Dec 2018jansafkaActions
     billing-draft-invoice-approval.png
    No description
    77.88 kB13:05, 29 Dec 2013jansafkaActions
     billing-recurring-fee.png
    No description
    52.46 kB07:24, 25 Feb 2014jansafkaActions
     billing-rules-general.png
    No description
    63.36 kB12:54, 29 Dec 2013jansafkaActions
     billing-welcome-screen.png
    No description
    74.62 kB07:24, 25 Feb 2014jansafkaActions
     capacity-planning-user-overview.png
    No description
    63.93 kB11:56, 27 Dec 2012jansafkaActions
     contact-add-picture.png
    No description
    85.22 kB09:37, 19 Oct 2017jansafkaActions
     contact-form-settings.png
    No description
    77.49 kB07:39, 25 Feb 2014jansafkaActions
     contacts-folder-indication.png
    No description
    8.14 kB11:37, 13 May 2014jansafkaActions
     contacts-quick-create.png
    No description
    45.25 kB11:37, 13 May 2014jansafkaActions
     context-selection.png
    New context selection component
    26.52 kB18:10, 10 Mar 2013jansafkaActions
     context-settings-layout.png
    No description
    113.25 kB08:16, 31 Aug 2017jansafkaActions
     currency-rates.png
    No description
    119.36 kB07:24, 25 Feb 2014jansafkaActions
     dashboard-for-user-profile.png
    No description
    62.89 kB06:31, 17 Dec 2013jansafkaActions
     Dashboard-Welcome-Widget.png
    No description
    130.14 kB10:18, 22 Sep 2013jansafkaActions
     dashboard-widgets-capacities-timesheet.png
    No description
    62.57 kB12:02, 27 Dec 2012jansafkaActions
     Dashboard.JPG
    Timesheets list at dashboard
    9.93 kB16:32, 4 Oct 2011majklActions
     desktop-fast-switching.png
    No description
    87 kB15:25, 29 Jul 2019jansafkaActions
     desktop-multi-windowspng.png
    No description
    463.55 kB15:25, 29 Jul 2019jansafkaActions
     estimate-consumption.png
    No description
    73.72 kB06:31, 18 Oct 2012jansafkaActions
     estimate-discount.png
    No description
    77.17 kB06:25, 17 Dec 2013jansafkaActions
     estimate-partial-consumption.png
    No description
    14.28 kB06:31, 18 Oct 2012jansafkaActions
     finder-acl-on-folder-type.png
    No description
    54.77 kB09:29, 19 Oct 2017jansafkaActions
     finder-contact-folder-picture.png
    No description
    55.25 kB09:37, 19 Oct 2017jansafkaActions
     finder-contact-folder-relations-roles.png
    No description
    37.46 kB09:29, 19 Oct 2017jansafkaActions
     finder-contact-folder-relations.png
    No description
    33.22 kB09:29, 19 Oct 2017jansafkaActions
     finder-modified-date.png
    No description
    34.59 kB12:38, 18 Apr 2016jansafkaActions
     finder-roles-settings.png
    No description
    29.7 kB17:32, 18 Aug 2016jansafkaActions
     finder-timeline-formvalues-update.png
    No description
    39.38 kB09:40, 19 Oct 2017jansafkaActions
     form-designer.png
    No description
    104.02 kB13:07, 22 Nov 2015jansafkaActions
     gdpr-approve.png
    No description
    58.33 kB09:53, 9 Dec 2018jansafkaActions
     global-search.png
    No description
    23.2 kB06:54, 17 Jul 2017jansafkaActions
     invoice-send-draft.png
    No description
    116.06 kB11:42, 13 May 2014jansafkaActions
     invoice-send.png
    No description
    36.02 kB17:32, 18 Aug 2016jansafkaActions
     Invoice_settings.JPG
    Rights settings at invoices
    31.95 kB16:53, 4 Oct 2011majklActions
     issues-contract-approval.png
    No description
    80.15 kB09:53, 9 Dec 2018jansafkaActions
     issues-new.png
    No description
    63.47 kB09:53, 9 Dec 2018jansafkaActions
     item-settings.png
    No description
    14.42 kB06:31, 18 Oct 2012jansafkaActions
     journal-settings-approvals.png
    No description
    85.57 kB13:07, 22 Nov 2015jansafkaActions
     landing-page.png
    No description
    540.65 kB15:25, 29 Jul 2019jansafkaActions
     login screen.JPG
    login screen
    11.17 kB13:00, 27 Oct 2011majklActions
     mailbox-settings.png
    No description
    45.16 kB08:16, 31 Aug 2017jansafkaActions
     massmail-contact-groups.png
    No description
    18.81 kB11:44, 13 May 2014jansafkaActions
     message-quick-response.png
    No description
    28.61 kB08:16, 31 Aug 2017jansafkaActions
     messaging-create-rulepng.png
    No description
    333.83 kB15:25, 29 Jul 2019jansafkaActions
     new-client-form.png
    No description
    61.38 kB09:30, 19 Oct 2017jansafkaActions
     new-finder.png
    No description
    108.7 kB08:16, 31 Aug 2017jansafkaActions
     new-message-on-context.png
    No description
    97.11 kB08:16, 31 Aug 2017jansafkaActions
     new-person.png
    No description
    56.45 kB06:19, 17 Dec 2013jansafkaActions
     new-project-wizard-company-select.png
    No description
    48.45 kB08:16, 31 Aug 2017jansafkaActions
     notify-mailbox-communication.png
    No description
    36.39 kB08:16, 31 Aug 2017jansafkaActions
     notify-mailbox.png
    No description
    51.96 kB08:16, 31 Aug 2017jansafkaActions
     personal-request-tracking.png
    Personal request tracking API
    31.62 kB19:08, 10 Mar 2013jansafkaActions
     product-custom-fields.png
    No description
    40.03 kB12:38, 18 Apr 2016jansafkaActions
     recruitment-applicant-detail.png
    No description
    86.03 kB11:33, 13 May 2014jansafkaActions
     recruitment-cv-import.png
    No description
    47.24 kB12:38, 18 Apr 2016jansafkaActions
     recruitment-multiple-skills-search.png
    No description
    100.35 kB12:38, 18 Apr 2016jansafkaActions
     Report results.JPG
    results of reports
    14.4 kB16:35, 4 Oct 2011majklActions
     reporting-new-report.png
    No description
    109.29 kB13:07, 22 Nov 2015jansafkaActions
     reporting-transactions-reports.png
    No description
    81.3 kB17:32, 18 Aug 2016jansafkaActions
     sales-opportunities-map.png
    No description
    307.53 kB13:07, 22 Nov 2015jansafkaActions
     selection-procedures-marketing-channgel.png
    No description
    93.92 kB09:29, 19 Oct 2017jansafkaActions
     Settings-Applications.png
    No description
    124.84 kB10:18, 22 Sep 2013jansafkaActions
     skills-search.png
    No description
    102.15 kB08:06, 10 Mar 2014jansafkaActions
     Task_estimated.JPG
    task estimated time
    42.92 kB16:07, 4 Oct 2011majklActions
     timeline-changes.png
    No description
    102.42 kB09:53, 9 Dec 2018jansafkaActions
     timeline.png
    No description
    117.1 kB08:16, 31 Aug 2017jansafkaActions
     timesheet-dashboard-chart.png
    No description
    10.99 kB08:20, 10 Mar 2014jansafkaActions
     type-of-work-on-context.png
    Type of work on context settings
    118.14 kB18:21, 10 Mar 2013jansafkaActions
     user-templates.png
    No description
    52.66 kB06:27, 17 Dec 2013jansafkaActions
     vacancy-ad-html-formatting.png
    No description
    247.02 kB13:07, 22 Nov 2015jansafkaActions
     validating-VAT-number.png
    No description
    26.88 kB13:07, 22 Nov 2015jansafkaActions
     VAT-settings.png
    No description
    61.24 kB12:08, 27 Dec 2012jansafkaActions