projectfacts 5.10 – Corporate Communication via Chat

Lightning-fast corporate communication with the new projectfacts Chat

Lightning-fast corporate communication with the projectfacts Chat: Whereas previously it was only possible to send internal messages, you can now chat with your colleagues. This is not only faster, but also helps you keep track of your agreements. In addition, the billing module has been expanded with many new billing options. For example, maintenance contracts with monthly free minutes or sub-projects can now be billed automatically or withheld from billing. The new workflows in the ticket system allow you to define processes for specific areas in order to support different procedures per ticket channel. This makes it possible to standardize, for example, helpdesk, support reports or acquisition processes.

The full list of new features:

New Features

• projectfacts Chat
• Ticket status freely definable (name, symbol, color) with workflows
• Change of ticket status in external access by the customer
• The “inherited from element” file permission is available for many modules
• Public files in external access
• The maximum billable time can be set per order item
• Invoice creation can be controlled via the status of a sub-project
• When creating an invoice, the status of an affected project can be changed automatically
• Repetitions in order items are displayed separately
• Non-assignable billable times are now also shown in the project
• Columns in document lists, customer lists and sales opportunities can now be configured individually
• Connection of external info systems via dynamic links for contact, project, ticket and customer

Improvements

• The filter area closes automatically when searching
• It is now configurable whether invoices should adopt the order’s numbering
• Unused (deactivated in the configuration) users, categories, articles, etc. are specially labeled in legacy data and no longer cause display errors
• Articles have been extended with default values for items (default text top and bottom, display in activity report, category and group)
• Document lists can be filtered by delivery date
• Existing contacts can now also be added in the contact list of an organization
• More detailed vacation data in the Excel report of time recording
• Closed (non-bookable) projects are no longer displayed when booking time
• PublicPage errors when running on your own server are more informative
• When copying sub-projects, open items and permissions can optionally be copied along
• Browser notifications, e.g. notifications, chat, are now transmitted in real time
• Vacation statistics under “My Vacation” look further into the future
• The invoice analysis now offers a comparison with the previous year
• The invoice analysis can be broken down by category and group
• Individual date format for DATEV export introduced
• In ticket lists, tickets without an owner can be searched explicitly
• Revised ticket card displays status and status comment more clearly
• Second cost clerk permission for employees who are always allowed to approve costs independently of project permissions
• General vacation approval permission for superiors possible
• Generation of PublicPages/deeplinks in DM lists made more robust
• Time filter under My Tasks now more sensible
• Project times must not be deleted if they are attached to an invoice draft; they must be detached first
• Half days for special leave and overtime reduction possible
• Short info from order confirmation is now transferred to the invoice
• In the employee selection, colleagues currently on vacation are marked
• Display of the allocation area in time bookings can be deactivated in the client
• Pop-up calendar now also shows days from the previous and following month where applicable
• Project list split by internal contact person, internal customers and status
• Export in the ticket report now also contains free fields
• Email, phone and description of a contact can now be edited via the API
• Organizations, contacts and CRM activities can now be deleted via the API
• Layouts of the type “activity report” can be marked for use as timesheets

Bug Fixes

• Impermissible onclick in the project type view of the project analysis removed
• The team view of the calendar can now display projects again
• Copying billed times occasionally led to an “Access Denied” message
• Editing costs of another employee that had already been paid out was not possible
• No additional contacts could be added in the ticket master data
• The print view generated an additional blank page in some cases
• Checkbox for “Main Calculation” caused database errors when saving a calculation template
• Display error when editing recurring appointment rules fixed
• Simple body text was not displayed correctly in internal tickets
• Milestones in lists are now displayed with the correct color
• Only bookable projects are displayed in “My Tasks”
• Various display problems with pinboard entries fixed
• API returned projects without LastModifiedDate
• Deleting wiki versions no longer deletes the entire wiki page
• Merging tickets with respect to drafts now works correctly
• Editing breaks in the list now also respects the corresponding client setting
• Errors during project creation from an order have been fixed
• Resetting or changing the project or copying orders causes problems during new creation
• Errors in the numbering of invoice items occurred in some cases
• VCF import (including CardDav Sync) sometimes incorrectly transferred data
• No more duplicate organizations through the import