New features for the January 2025 release
Take a look at what we've been building for the last few months 🙂
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