New features for the January 2025 release

Quotation+

• We have adjusted the order of the fields when adding lines to a quotation, so they are more convenient

• You can now recalculate a quotation, so that prices is always up to date.

• You can now attach files placed on the quotation when you are sending your quotation to the customer

• You can now show quotations from quotation+ on the startpage

• We have added a sum of each section so can now easily see the total

• We have added a new field Profit on lines in the quotation, that shows the difference between cost price and list price

• Its now possible to return to an previous version of a quotation, called revision, by clicking on the revision and reverting to it

• We now have a contact person on a quotation which is automatically added from the CRM field their reference when sending the quotation

• You can now send to multiple e-mail addresses

• We now show all quotations related to the customer on the new CRM tab Quotation+

• You can now insert the description as a content area which allow you to also support HTML text when creating a document

• You can now add a field that displays the amount of pages in the document

• We have added a shortcut, so when creating a task from an quotation you can now navigate to the task, and from the task back to the quotation

• When using quotation+, you can now create a quotation directly from the customer in the CRM module, by clicking on the Create button

• The quotation type is now required

• You can now have number series attached to multiple quotation types.

• We have removed the field Weighted sum

• In the CRM module, you can now hide lost quotations in the Quotation+ tab

Data+

• In relation to quotation+ we have made it possible to add pictures to a document. This can be configured in settings of quotation+ when using the new content area that includes picture

• You can now easily find the field you want to include in a document by searching for it in the new filter option in the top when working with the configuration of a document

• We have added some fundamental settings to take care of which time zone you want to use, country, date & time and numbers in the new modules

• When configuring a document for Quotation+ we now display sections og text lines when the contet area is set to show quotation lines

Planning+

• Its now possible to copy and drag a planning by holding CTRL + left mouse click

• You can now drag an planning in the length to make it longer, and over multiple days in Timeline mode

• You can now add multiple Extra fields in the settings of Planning+

• We have implemented a new calendar and time selector

• If a planning is planned inside the chosen time period and stretches outside of that time period, we now still show it visually, instead of hiding it in the yellow warning

• We have added a permission to handle who can delete calendar appointments

• You can now drag a planning to the team section, to represent that the planning should be taken care of but is not any longer planned to a specific user

• We have implemented main team as a required option, so all teams added besides this is additional teams to handle how we show users that are represented in multiple teams

• You can now decide the interval when dragging to plan a task. This can be configured in the global settings for Planning+

• When right clicking and planning a task, we now choose the start time from where you have right clicked

• When you click in the corner of a existing planning, we now highlight all the same tasks to a indication of where this task have been planned and for which users

• Its now possible to expand planning+ to load plannings for 2 months at the time

• We now navigate to planning+ when using the buttons Edit manually and Save and plan from a task

• You can now click on a users name in the left overview and get navigated to that user

• When planning an task, you can now choose all users from a specific team, so you dont need to add them manually

Plan

• Its now possible to have multiple holidays on the same date, on different zip codes

EDI+

• Now, its not possible to choose a supplier (company) that is blocked or deactivated

General

• When using the new UI, we now display the module name when the module bar is collapsed

• All new + modules now supports custom fields

• We added a new empty area Registrations so you can now get hour registrations when generating a PDF

• We have expanded our “Print” feature, so that its now possible to print information about tasks, and also include files from a specific folder within the task, You can now also do this from the start page by clicking on the pencil and from the task search

• Its now possible to attach files that are uploaded to tasks to a note directly from the system, so you no longer need to download the file and upload it manually

• You can now send a note to persons without needing the Extranet module

• If using danish language, we now suggest addreses when you are searching, to help you choose the correct address and make it more convienent

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