Lagoon Release Week Changes

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    Combined revision comparison

    Comparing version 09:41, 19 Oct 2017 by jansafka with version 10:27, 10 Jan 2018 by jansafka.

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    release-week-1801

    New Features

    • Forms - Now it's possible to publish form and easily send form URL to external recipients

    Enhancements

    • Dashboard - New Context widget - links to folders or projects
    • Contact - It is possible to select main communication contact
    • Contact - Improved duplicity checks
    • 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)

    release-week-1742

    ...

    Version from 09:41, 19 Oct 2017

    This revision modified by jansafka (Ban)

    ...

    Version as of 10:27, 10 Jan 2018

    This revision modified by jansafka (Ban)

    ...

    release-week-1801

    New Features

    • Forms - Now it's possible to publish form and easily send form URL to external recipients

    Enhancements

    • Dashboard - New Context widget - links to folders or projects
    • Contact - It is possible to select main communication contact
    • Contact - Improved duplicity checks
    • 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)

    release-week-1742

    ...