projectfacts 5.3 – Sales Funnel

Release 5.3

The focus of our new version is the CRM module. The biggest new feature is the new function for mapping sales opportunities: with so-called sales funnels, forecasts of the revenue for the coming months are generated right at the beginning of a sales process.

These forecasts are based on empirical values with which you define the probability of closing a deal at each stage of a sales process. The individual stages in turn form the sales funnel. Projectfacts shows you how many sales processes are at which stages and what revenue forecast can be derived from this for the company.

Further updates and improvements are listed as always in our changelog:

New Features

• Sales opportunities (Sales Funnel).
• ABC analysis using sales opportunities.
• Alarm function for open items.
• Alarm function for CRM cases.
• Detail manager for CRM cases.
• Permission system and approval function for emails (messages).
• Detail manager for emails (messages).
• General action bar in the footer to quickly create new elements.
• Booking templates for recurring financial bookings.
• Various VAT exemption reasons for invoices.
• Links from items to accounts.
• Invoice module: Booking export to the tax advisor (DATEV export) including accrual (RAP).

Improvements

• Those who can book holiday requests can now also see all approved requests.
• Display of company logos in CRM improved.
• Project selection when booking time entries improved.
• In the project list, the visibility of columns can now be set individually.
• Time tracking: Nonsensical breaks are caught before saving (so that working time is never less than zero).
• New article unit “km²”.
• Sorting of document templates can now also be edited retroactively.
• Finance clerks may now book invoices on a project draft themselves.
• User switching for administrators now with search function.
• Wiki pages are now sorted not only by sort order but also by name.
• Progress auto in branches of the project tree is now assumed to be 0%.
• Company logos can now also be deleted in the detail manager.
• Visibility of emails (messages) in CRM can be selected.
• Wiki pages can be created as “Private”.
• Invalid emails can be switched back to draft for repair.
• CRM case types can now be activated and deactivated per client.
• Contact and case lists in CRM organised more clearly.
• Display and usability of campaigns improved.
• VAT handling in the invoice module made more flexible.
• New placeholders for email templates: Booked time entries and last working date.
• Open items in a template can now be pre-filled with an editor.
• Customer name is shown in reports in addition to the project name.
• Rules for the billability of an order are displayed more intuitively.
• Article dialog organised more clearly.
• Wiki templates now also have permissions.

Bug Fixes

• Project assignment and relevance for ticket cases were not always applied.
• Directory permission inheritance was not displayed correctly in detail managers.
• Problems importing employee skills fixed.
• Display issues in the Excel export of the holiday report fixed.
• When replying to or following up on a ticket, the wrong recipient was sometimes pre-selected (when the ticket was assigned to two clients).
• Working time analysis showed nothing in the export.
• Time zone problem in travel expenses fixed.
• Time zone problem with working days fixed.
• Appointment invitations could not be sent.
• Appointments with titles over 100 characters were not synchronised correctly with Teamsync.
• Close button works again in the file tabs of detail managers.
• Folder-back action was triggered nonsensically in file tabs of detail managers after switching entities.
• Address generator took the company name twice when the company address has no person.
• Detection of first and last names from an email address now results in correct capitalisation.
• Email address assignment after contact maintenance works again.
• HR holiday tile sometimes showed data irrelevant to the user.
• Permission error in the wiki module fixed.
• Directory name for documents without a number (draft) no longer empty.
• Mail merge function for campaigns generates correct letter salutation.
• Contact selection list now allows the selection of an empty entry.
• Milestone list now shows the milestone date again.
• Matching code in project import usable.
• Permission issues with wiki templates fixed.
• The check of start and end when booking time entries via templates corrected.