projectfacts 6.3 – The New Ticket System

Release 6.3

In the new Release 6.3, the focus this time is on the new ticket system. The new functions make your processes even more flexible and uniform. Particularly valuable for you will be the connection between the ticket and CRM system, giving you a simplified overview of items.

Ticket System 2.0

Discover the Advantages of the New Functions in projectfacts

When creating a ticket, it is now possible to choose whether you want to write an email, write a letter, or simply document a transaction. The operation of tickets has been standardised: whether it is an internal ticket, a ticket from a request, or a classic email ticket – all communication channels are now available to you in a single, uniform input dialog. This means that if you have sent an internal ticket, you can now also send emails from it. Previously, a new ticket was required for this.

Letters Instead of Emails

Since some customers often prefer to receive their invoices by post, you now have the option of converting a letter as a PDF when creating a ticket, so that it can be sent by post. Do you also want to add incoming letters to the ticket system? No problem! Create a new ticket (or a new transaction, if it belongs to an existing ticket) for incoming letters. Add a scan file or a recording of the letter to the ticket by creating a new ticket transaction under “Document transaction” and uploading the relevant file under “Attachments”. The attached file can now be found directly in the ticket alongside the text. You have the option of adding not only scans but also audio recordings or screen recordings to a ticket transaction.

Integration with CRM

A further innovation is that you can now create a CRM transaction simultaneously from ticket transactions, with both being linked to each other. This makes it visible in the CRM whether a customer has, for example, sent an enquiry or a cancellation. The CRM transaction then leads to the linked ticket with just one click. To create a CRM transaction for tickets, select “CRM transaction” when creating the ticket and enter the necessary notes. Several transaction types are available for this, which you can define in your configuration.

projectfacts Version 6.3 will be released for customers on the base servers on 16.01.2020 and a few days later for customers with their own server.

Further functions and improvements can be found here:

Changelog projectfacts 6.3

Highlights

• Ticket system 2.0: write letters (PDF), flexibly record incoming communications, link transactions in CRM
• The time booking prompt/warning can be given a threshold value

(e.g. only warn when booked project time falls below 80% of attendance time)

New Features

• Appointments now have a new status: Provisional, Confirmed, or Cancelled
• A stopwatch can now be used in boards to record and book times
• When changing a price list, you can specify whether the discount, price, and texts should be adjusted
• Documents and commissions now have a status log (History tab)
• Free fields can now be displayed as a service note
• Vehicle registration plates for travel costs can now be configured
• In the external access, under “Special contacts”, in addition to “Entire organisation”

and “Individual company”, “Individual company and departments” can now also be selected

• Links between travel requests and travel expense reports have been added
• File permissions have been added that allow a file to be given a class that can only be seen by users with that class

Improvements

• Names of company contacts (non-persons) can now be entered on two lines in the address book (e.g. company and department)
• Chips in form fields can be moved more easily
• Notifications in the footer that disappear automatically can now be closed early
• Project icons show the current colour marking
• Articles can now be copied
• Cost types can now be copied
• Booked times of certain categories may exceed the daily limit (e.g. travel time)
• In campaigns, a contact relevance can be specified when creating the transaction items (CRM transactions)
• URLs can now be added to boards and pinboards again
• Employee competencies can now be edited individually
• Existing calendar entries can be added to boards
• Preferred contact data is now marked in the CRM master data
• In the master data of a price list, the organisations that have this list as default can be viewed and adjusted
• Ticket module search now recognises ticket IDs and bypasses the 100-day restriction in that case
• Notifications for billability of orders have been improved
• It is now possible to filter by statistics legend in a board
• For travel expense reports, the “from” and “to” location details can be configured
• In HR payroll, the fields “Miscellaneous” and “Exit date” have been added
• Company names may contain a line break

Bug Fixes

• Holiday requests that have already been approved cannot be edited again
• Splitting by contractor works again in documents
• Project templates can again be saved as “open-ended projects”
• Combinations of holiday/sick leave or holiday/external for an employee are again displayed correctly in the calendar
• Additional key account managers of an organisation can now be removed again
• Colleague list in the sidebar now also shows public holidays
• “My projects” list can be split again
• External employees were not always displayed in the “My colleagues” menu tile
• Tooltip of bookmarks no longer overlaps the tile
• Reply/Reply all in messages again selects the correct recipients
• Files in shared folders are clickable again
• Creating an organisation during contact imports works again
• Usability of dynamic dialogs has been improved
• Umlauts are now better displayed when creating favourites
• ABC customer analysis on invoices now also interprets cancellations