New features for the May 2025 release

Take a look at what we've been building for the last few months 🙂

Tourplanning+BETA

This release, we are introducing a new module in beta, which lets you automatically plan and optimize existing plannings — it understands when employees need to arrive at each customer location and intelligently optimizes the driving routes. Read more about it here, or check out our user documentation here,

Quotation+

• We have introduced statuses on quotations, so you can now define your own proces for what stage your quotation are in

• We have improved the creation of templates, so that custom fields are not required

• The New + button now also includes the option to create from a template

• We added a new field to the quotation so you can see if its sent to your customer

• You can now request and complete forms on quotations. https://system15.microbizz.dk/sys/todo/details/?id=20868

• You can now quick add products

• Your customers can now accept or reject an quotation through the e-mail that is sent. This can be configured under settings

• We have introduced update filters, so its now possible to update multiple quotations with new information at once

• You can now open a answered form directly from the quotation

• We have made improvements for types, so that:

  • Type is now always required

  • You can not delete a type that is in use

  • Microbizz will automatically create a type, so there is always minimum 1

  • Custom fields now understand when a type is deleted, and make sure to adjust itself accordingly

Data+

• Its now possible to make custom fields to products

• For documents, we have made sure that custom fields with long text are visually more aligned, and the address field is now also displayed better

Planning+

• We have removed the tooltip of the time in stacked mode, as it was only intended to be shown in timeline mode

• We have introduced a new way of alerting customer of visits. This can be configured under settings

Tasks

• We added Reductions to accord invoicing https://system15.microbizz.dk/sys/todo/details/?id=20518

• We now transfer discount from product use when creating a quotation from a task to the quotation

General

• In new + modules, we have placed permissions and data access in general settings, instead of in the in the navigation menu, to make the design more streamlined and intuitive

• We have updated our search fields in the new modules, so it f.ex shows 20 tasks with the newest change date. This can be seen when right clicking in planning+ and adding a task by search

• In new + modules, we have made it possible for filters to use custom fields that are not searchable. Before, these custom fields would not be included when using the filter

• We have introduced a restriction in new + modules, so its only possible to have 30 searchable custom fields in each module

• In new + modules, we now support expression language in custom fields https://system15.microbizz.dk/sys/todo/details/?id=20885

• In new + modules, we have expanded filters, so they can now include “Is one of” and “Is in the filter” that will present a list of existing filters

• We have made several changes to procedures in Microbizz:

  • We have moved procedures from being a tab, to being under the description on the CRM

  • We now have 2 types: Global, and a time limited procedure which are controlled by permissions

• In new+ modules, its now possible to set permissions on folders based on roles

• Its now possible to update roles on users through update filters