projectfacts 4.5

New Features

• Overhaul of the CRM module
• Companies/clients in the CRM are now generally referred to as “organisations”
• Marking organisations as sales opportunities, customers and suppliers
• Introduction of various criteria for customer segmentation, customer retention and sales aspects
• New views for sales opportunities, customers and suppliers
• Automatic ABC analysis of sales opportunities, customers and suppliers with various calculation models and time horizons
• CRM statistics for evaluating customer and market segmentations
• Clear display of top customers in the ticket system

Improvements

• Smoother operation in Firefox (external font removed)
• Twitter integration updated to API 1.1
• Loading time of the “My Day” view improved
• Display of foreign currencies in invoicing improved
• Creating and editing alarms simplified
• Improved display of bullet lists in the wiki
• The cost list can be filtered by cost type
• Filter for categories in the main calendar view

Bug Fixes

• Projects in the customer analysis are clickable even when only time entries are linked to them
• Issues with deleting old file versions resolved
• Permission error in the file module fixed (inherited access setting in combination with directory ownership)
• Password complexity check required re-entry of password in personal settings
• Issues in the print view of vacation requests resolved
• Issues in the full-screen view for formatted text inputs resolved
• Correct account balances are now shown when editing old vacation requests
• Unchanged recurring instances show the correct date in the preview