projectfacts 5.14 – Optimize Your Work Processes

Optimize Your Work Processes

projectfacts version 5.14 sets itself the goal of further optimizing your processes. The first version of the new capacity planning helps you with the optimal distribution of your resources. Another highlight is the online editing of documents in any format. In addition, the CRM area has been further optimized so that you can manage your customer work even better.

Capacity Planning

“Who is available when” – this question is fundamental for you and your company. Only when you know this can you make important decisions. When can I schedule the next project? Are employees firmly booked, or can they be used flexibly? Capacity planning provides the answers. Thanks to a wide range of configuration options, capacity planning can be adapted to all company situations. More information about capacity planning can be found here.

Online Editing of Documents

You can already store important documents at almost any point in projectfacts. But that’s not all. Editing the stored documents is also possible online. Until now, this was only the case with Office documents. However, the new File Connector works independently of format.

Simply open the document in projectfacts and start editing. The File Connector also provides an overview of all open and recently edited documents. This way you can even continue editing stored documents when you are not currently in projectfacts.

CRM: Further optimization for your customer work

As a key account manager, your contacts are your most valuable asset. For exactly this reason, you can now restrict the visibility of CRM contacts at key account manager level. This way, everyone only sees what they really should. You always maintain a clear overview.

To make it even faster and easier to contact your contacts, the projectfacts mail merge is now available, which can be sent directly to the contact.

Further simplifications for daily work

Sometimes it is simply the small things that make daily work easier. Naturally, the new version once again offers a whole range of these. For example, files are easier to find thanks to storable additional information, or “have documents checked before they are sent”.

The new projectfacts version will be released on 21.06.2017 and will be available a few days later for premium hosting customers and customers with their own server.

All further news, improvements or bug fixes can be found in the following changelog.

New Features

• Capacity, deployment and staff scheduling planning
• Postal code assistant (DE, AT, CH, LI)
• ReadOnly channels in external access
• HTML in external access (welcome page)
• File connector for direct editing of documents
• CRM permissions on key account manager basis
• PDF mail merge in campaigns and contact lists
• Calendar usability (drag and drop, navigation)
• New document type “incoming letter”

Improvements

• Metadata for files, e.g. description, categories, group
• Quick timer including fast stopwatch function for very easy time entry
• Files from document templates are now transferred to the document
• Create campaigns from multi-selection
• Second key account manager for contacts and organizations (e.g. as a substitute for the first key account manager)
• Default reviewer for documents can be stored
• Ticket workflow status “reopened”
• Entry of multiple contact details simplified
• Activation of break and vacation rules (expiry of previous year’s vacation) per employee
• Browse through processes of a ticket
• Ad hoc report converted to notifications
• Notifications can now also be sent automatically by email as an ad hoc report with links
• Navigation in the file selection list
• When creating a project from an order, the billable time budget of the project is now also set
• PDFs from the finance module automatically receive meta information for the projectfacts file module
• Full-text search of the project selection list now searches the path instead of just the name of the work package
• Passive organizations are displayed again in selection lists, but no projects, documents, tickets, etc. can be created
• When a final invoice is generated from an order with a payment plan, the payment plan is set to the rule “Minimum amount 1 EUR”
• New filters in contacts for the fields group, type, issues, keywords
• Billing type for times as a column and filter
• Clearer campaign filters in the CRM
• Deletion of campaign processes only in admin mode
• projectfacts now distinguishes between “this mail is an auto-reply” and “I don’t want an auto-reply”
• New column for the proportional revenue value from the invoice (based on billable time)
• PDF generation slightly accelerated
• HR -> Overtime shows overtime reduction now as vacation
• Assignment to a department via HR made more robust
• Configuration of ticket statistics above the list
• Item and cost dialog more efficient
• Assignment of contacts to campaigns via import
• Responsible person is shown in the ticket card
• Contact creation in the background automatically sets contact fields as preferred

Bug Fixes

• Department/category analysis duplicated rows with the same surname
• Changing status, channel, owner in the ticket system via multi-selection optimized
• Export of birthday in telephone list respects visibility
• Times could not be entered in a new timesheet due to an active month-end closing
• Credit notes in the payment plan
• A selected value in a multi-selection only expands the sub-tree once
• Creating a project template from a project copy only possible as administrator
• No more navigating out of file lists via “Back to Folder XY”
• Mail header/footer was sometimes not replaced correctly
• Ticket card sometimes displayed the time for an “open” ticket as it would for an “answered” ticket (In progress since x days)
• Permissions in the forum
• Delivery date in templates is no longer a mandatory field
• In certain cases, HTML emails in external access were not displayed correctly
• Working time analysis now shows holidays with the time period setting ‘global’ as well
• Tickets “run” (in terms of SLA time tracking) now only when the responsibility lies with “Internal”. Incoming mails that are automatically “closed” therefore no longer run
• Contact duplicate filter in admin list
• One-time passwords were no longer displayed under MySQL 5.7+ and not deleted after use
• Display of holidays in the time matrix
• Incorrect conversion of proportional revenue in different currencies fixed
• Visibility of employee fields in admin mode
• Free fields in the project overview were sometimes not exported
• Sub-project templates with directories usable again
• Scroll problems on iOS with the rich text editor reduced
• Email reminders were sometimes no longer sent
• Permissions for the sales opportunity selection list
• Email address search also finds non-primary addresses
• Attachments were not saved when creating a ticket via external access
• For a new organization, the contact was always marked as a ‘person’
• Layout bugs in connection with line breaks
• Loading of free fields in the contact dialog
• Draft status evaluation in sub-projects error-prone
• Permissions of file folders could no longer be changed
• SLAs did not change the rule when follow-up questions were asked
• Cumulative data in hierarchical project lists
• Notes in list headings restored
• Various errors in exports fixed (column label, HTML, unit)