projectfacts 2022

Flexibility at a new level

As an all-in-one system, projectfacts thrives on connectivity — between company divisions, employees and departments. In order to convey this idea even more clearly in the software, we have fundamentally redesigned the user experience and added new functions.

• Discover the new menu, with which companies can create individual dashboards and map their processes even more effectively in digital form.
• Automated campaigns help you to develop leads and plan sales campaigns.
• Use the new Outlook add-in to transfer emails from your personal inbox into the projectfacts ticket system.

All further new features and improvements can be found in this changelog.

Our highlights

New User Experience

The new, completely redesigned menu allows companies to create individual dashboards and adapt the menu structure to their processes. Companies can sort, structure and rename their menu items as they please. External links can also now be integrated into the menu. With the new version, user guidance also advances significantly. Various improvements in lists and dialogs ensure greater clarity and more intuitive operation.

On the topic “New User Experience”

Outlook add-in for ticket import

Import emails that have landed in your personal Outlook inbox into the projectfacts ticket system. This ensures seamless documentation of customer enquiries. Select a ticket channel, the status and enter yourself as the processor. You can also view the progress in Outlook at any time.

On the topic “Outlook add-in”

Automated CRM campaigns

With campaign management in projectfacts you plan and control your marketing and sales campaigns. With our new tool, campaigns can even be automated. This allows you to plan sales campaigns, send information materials or follow up in a targeted manner. Once set up, the campaign runs by itself.

On the topic “Automated CRM campaigns”

Changelog 2022

User Experience

• Revised, clear interface with a customisable menu.
• Unused functions can be hidden even more easily.
• Easier window management.
• Images can now also be used in descriptions of board elements.
• Operation when approving and rejecting holiday requests improved.
• When creating work packages or sub-projects, switching to the detail manager is no longer forced.
• When creating (sub-)projects from a ticket or document, the structure manager is displayed.
• Commission elements now show the invoice from which the commission originates.
• Cost elements now show the invoice with which the costs were billed.
• Days on which booking was completely forgotten are now also marked red in the navigation calendar.
• Time booking is now displayed more prominently as a row action under “My Projects”.
• The menu tile “My Day” and the status under “My Day” now show a time diagram of attendance times.
• The columns under “My Day” can now be configured.
• The heading on appointment preview cards can now be clicked (also for recurring appointments).
• The timelines of the detail managers are now uniform with search, print view and views/settings.
• You can now subsequently add your own meeting link to an appointment.
• Holiday status filters are now a multiple selection and have been standardised.
• The projects column in capacity lists now lists a maximum of 4 projects.
• The team views (calendar and other lists) now support week-by-week paging.
• If a negative amount results from a down payment invoice, the amount and the status icon are displayed in blue.
• The Teams call history now takes into account the actual call time of individual participants instead of the total duration.
• The Teams call history recognises meetings when they have been created via projectfacts or the corresponding meeting link has been stored in the appointment.
• Commission elements now show the invoice from which the commission originates.
• In dialogs displayed in full screen or dragged into their own window, input fields take up the entire available space.
• Permissions for user groups can be configured more easily.
• Element types with PDF layout (QM, employee billing etc.) now have a simpler PDF dispatch/download (as was already the case with documents).
• CRM processes now have a from-to filter for the closing date.

Ticket system

• With this version, projectfacts supports the new Outlook ticket plugin.
• The new status alarm for tickets replaces the reminder function.
• Attachments can be combined before ticket dispatch (e.g. as a zip or PDF).
• The ticket status can (for all process types) be changed subsequently without creating a new process element (configuration required).
• When creating tickets, the VIP manager of the contact or the key account manager of the organisation can be set as the person responsible (configuration via ticket channel).
• The ticket module can now handle “Reply-To” (incoming emails).
• In received emails, external content is no longer automatically displayed for security reasons. The user must confirm loading.
• The process list in tickets now has active columns for each view.

Campaigns

• Automatic campaign processes, e.g. for automatic email dispatch, have been added.
• The contact list in campaigns now displays contacts in the order of assignment.
• Campaigns now have the properties group and colour marking.
• Campaign lists are now configurable (columns, splitting).

New reporting functions

• Contact lists can also be filtered by free fields of the organisation.
• In the area & category analysis, detail columns for projects and processors can now be displayed.
• Under HR employees, the most recent salary adjustments for each employee can be displayed as a column.
• In the holiday report and working time analysis, holiday requests can also be displayed (configuration required).
• The HR overtime list allows the evaluation of the holiday account balance at a specific key date.
• The detail rows available when splitting in the capacity analysis can now be configured. New options are available.
• New KPI data source working day.
• In working day lists there is now a column with a time diagram of attendance times.
• Project/work package lists can now be split by main project and/or colour marking.
• Cost list in travel expense reports can now be exported to Excel.
• Excel report shows a “readable value” for free fields of the Relation type instead of the IdValue.

API

• Colour markings are now available in the API (e.g. for tickets and projects).
• Via the API, bookmarks can be listed and their target downloaded as an Excel report.
• /api/time extended with references to ticket and contact.

Bug fixes

• During contact import, new contacts were in some cases not set as the primary contact for a company.
• Very long URLs were truncated when creating new notice board entries.
• Duplicate input fields in “New sales opportunity” removed.
• Cancelled holiday requests are no longer displayed in the colleague list.
• For daily-limited attendance time categories, holiday can now be taken around a public holiday.
• Formatting error when transferring text from placeholders to free fields fixed.
• In open items lists, the correct due date is shown in the menu tile even when no open items with a due date are present.
• Cost centre hierarchy and filter work correctly again.
• Various problems with the telephone interface resolved.
• The last action column in ticket overviews is no longer called “Change date” but “Last action”.
• Daily limit check now supports breaks in project times (if start-end details are mandatory, the break was not deducted).
• Erroneous access error messages in the configuration fixed.
• Search results in the project search were not correctly sorted by relevance.
• Headings when splitting lists did not display elements correctly.
• Excel report invoice items: column position details now also with currency again.
• Loading animation when executing multiple actions fixed.
• The value of the setting “Planned time (billable)” in the framework conditions of a project is now correctly adopted from a template.
• Areas/categories with preset time values are now also taken into account in the time matrix.
• Module search also searches addresses for organisations.
• The keyword input field for text modules works again.
• The fax number in the contact export is now correctly populated.

Questions about the update?

Then contact us and we will be happy to help.

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