projectfacts 5.5.7 – Display of Customer Information

Release 5.5.7 – Display of important customer information possible in many modules

On Wednesday, 17 June 2015, the new projectfacts release will be available. Once again, many new features are at your disposal, which you can use to further improve your processes. The focus is on displaying important customer information in many places throughout projectfacts.

For example, at the request of many of our customers, it is now possible again to adjust the project progress directly when booking time. The interaction between items and price lists has also been specifically improved, giving you a more intuitive way to manage your product catalogue.

In addition to easier item maintenance, projectfacts also offers you the opportunity to see the relationship between a customer and the items they have ordered in a prominent location. This means you always have an overview of the most important customer information via the service notes. Which support contract was concluded with the customer? Or which products has the customer purchased? These and similar questions can be answered easily. Thanks to the automatic assignment of ordered items to the customer’s service note, no maintenance effort is required on your part.

This important information is available to you in almost all areas of projectfacts, for example when processing tickets, within a project, or directly at the customer level.

What else is new can be found in the changelog below.

As usual, the new version will also be made available to customers with their own server as well as premium hosting a few days after the release.

New Features

• Employees now have access to a personal utilization report
• Project progress can already be changed when booking time
• Automatic display of important data as a service note
• New project mode for synchronization with file directories

Improvements

• A confirmation message now appears when saving a list
• Deactivated sales opportunities are hidden
• Icons under My Tasks improved
• Project preview card now also shows individual budgets
• Changes to project status now include a comment input
• Color coding of appointments is no longer a mandatory field
• The appointment title can now contain up to 100 characters
• Price lists can now be maintained much more easily
• Project selection for (travel) costs fills in the customer of the element
• Rule for billable time is displayed during booking
• Date control icons made more meaningful
• Items from orders can be displayed as service notes
• The default project of organizations can be shown as a service note
• Copying invoices allows the order to be retained
• Pre-population of the sender address for tickets improved
• Date selection now has a “today” button
• No undefined quantities are selectable for closed tiered prices
• Synchronization of the company hierarchy via teamsync improved
• Synchronization via CalDAV now supports time zones
• Automatic administrator mode when switching to configuration
• Even better recently-used suggestions in selection lists
• Login with email address possible
• HTML emails and HTML templates for campaigns improved
• Currency conversions for costs and outgoing invoices in the same foreign currency improved
• Performance of the ticket list significantly improved
• Stronger permission concept for project and global milestones
• Direct navigation between project, customer, and employee analysis improved

Bug Fixes

• Display issue with the “Is already being processed” warning resolved
• Display issues with several navigation lists improved
• Display issue with public holidays in the calendar resolved
• Display issues with some input fields resolved
• Service note is now displayed correctly in projects
• Author of the latest forum post is displayed again
• Various problems with the holiday calendar resolved
• Addresses without a postal code are generated correctly
• Contact lists can be split again
• Completed and due dates of open items are synchronized again
• Project history list is no longer supplemented with unnecessary entries
• Cancellation of annual leave now recalculates affected sick leave entries
• Error when entering the meal allowance in the working days overview resolved
• Deposit calculation for copied invoices corrected
• Overtime calculation did not calculate Saturdays
• Affected project appointments are now also shown under My Appointments
• Permission setting for files in the root directory was incorrectly set to “inherited”
• It is now possible again to reply directly to posts in the forum
• Various translation errors resolved
• Contradictions in group permissions (annual leave, HR, …) resolved
• Escalation message from the ticket system
• Earliest billing date of an order could not be reset
• Problems with special characters in the global search resolved
• Project priority can be changed again in the work breakdown structure
• Problems with HTML input in email campaigns resolved