projectfacts 6.9 – Optimise Your Sales Processes

projectfacts Release 6.9 is dedicated to your sales team. It offers completely new workflows to help you optimise your sales processes. Find out more about this and all other important changes in the release in our changelog.

Our Highlights

Sales Management

How can sales be managed efficiently in a digital environment? Find out in this article how you can optimise your sales processes with projectfacts software. Helpful tips and tricks as well as new features of version 6.9 will assist you.

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Tracking Times & Costs for Sales Opportunities

Sales work is often time-consuming and expensive. All the more important, therefore, to keep track of the working hours and costs incurred as a result of sales activities. This is the only way to distinguish profitable from unprofitable prospects. With projectfacts 6.9, you can take your sales controlling to a new level.

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Changelog projectfacts 6.9

New Features

• The sales module has been extended with numerous functions and better networked with other modules (time tracking, projects, …).

• An employee profile in Word format shows the CV and skills of an employee.

• Backlink lists for projects, organisations, contacts, tickets, QM documents and sales opportunities.

• New report: Working time details.

• projectfacts can now be installed even more easily on smartphones and desktop.

• The financial accounting export now supports the DATEV format.

Improvements

• The view on mobile devices has been greatly improved.
• The quick search in element fields (selection of project, organisation, …) now also uses the improved sorting of search results.
• A new filter has been added to invoice management that displays all invoices.
• New active columns “Category” and “Group” in the project overview list and in the project structure overview. In addition, the group is also displayed in the “Details” column.
• New active column “Customer number” in project overview, contact list, and in several tabs under the Finance module.
• New active column “Contractor number” in several tabs under the Finance module.
• New active columns “Customer number” and “Customer categories” in the project times and project status analysis reports.
• New active columns “Project status” and “Last change of project status” in the “My open items” tab.
• New filters “Customer category”, “Sales aspects”, “Sales territory” and “Contractor numbers” under the Finance module.
• In the HR module under sick days, there is now the global action “New certificate”, which can also partially excuse a sick leave duration.
• To be entitled to delete a project, a project participant now needs access to the framework data, master data and the employee assignment.
• Revision of the employee profile, the assignment of competencies, qualifications (new) and professional experience.
• In the master data of sales opportunities, changing the contact now automatically sets the organisation and the relevances.
• Automatic filling of the customer when selecting the project in the QM document if no contact person is available.
• In sales opportunities there is a new tab “Costs”. If new costs are created from a sales opportunity here, the fields “Sales opportunity” and “Customer” are automatically pre-filled.
• The “Recently edited items” in the sales opportunities overview has been extended to include costs.
• Filtering on sales opportunities is now possible in cost lists.
• In the cost list of a sales opportunity, a summary box for costs of that sales opportunity appears. The total costs are listed here by project.
• Cost lists have a new action “Master data” in the multi-selection. Data such as description and assignments (sales opportunity) can be changed for selected rows.
• If an order has an associated sales opportunity with costs, these costs can be transferred when using the “New project” action.
• In projects, there is a new tab “Sales opportunities” under activities. If the project has a main order with a sales opportunity, this sales opportunity is listed on the left under the project information.
• Booking times on sales opportunities is now possible. The sales opportunity has a new tab “Times”.
• The “Recently edited items” in the sales opportunities overview has been extended to include times.
• The client now has a default project that can be set via the configuration. Sales opportunities that have no project are assigned this default project, on which times can then be booked in advance.
• In project lists, it is now possible to split by sales opportunities.
• When times are booked from a sales opportunity, the description text for the “Book new time” dialog can be automatically pre-filled. This description text can be set in the configuration under CRM in the settings.
• The project time lists have a new action “Master data…” in the multi-selection. Data such as description and assignments (ticket, sales opportunity, contact) can be changed for selected rows.
• In the colleague filter for My-Colleagues-List, it is now also possible to filter by user groups that the user is allowed to see.
• In project lists, the columns with order information can now be selected individually.
• New column Project type added to project.
• Custom fields of the linked organisation are now also available in contact/document and ticket lists.
• The password for an external access can now be generated automatically.
• When splitting (copying) ticket processes, the attachments and formatting are now also copied.
• When using overtime thresholds and overtime limits, the working time summary now shows, in addition to the account balance (after rules), the current balance (before rules) in a tooltip.
• The colleague list shows the substitute for absent colleagues.
• Vacation preview shows substitutes.
• The time booking dialog now offers quick access to the personal top 10 projects.
• Multi-selection of elements in calendar and tile views is displayed more clearly.
• Pop-up messages can now also be snoozed for 4 hours.
• More convenient view control directly via the selection icons.
• The global overtime limit can now be enforced at the time of booking (instead of only at month-end. Configuration setting).
• The plannability of attendance/absence times can now be restricted to individual days.
• Sales opportunities and the status of a sales opportunity extended by several fields.
• The costs and times of a sales opportunity are displayed in the preview.
• New columns, filters and breakdowns for sales opportunity lists.
• Sales funnels can define the relevant origins and products for them.
• In sales funnels, a formula for calculating the target value can be defined.
• The admin project list can now also structurally import new sub-projects/work packages.
• Matching of attendance time/project time for monthly closing. Timesheet requires validated monthly closing.
• The reference document is also transferred to the ZUGFeRD-XML for ZUGFeRD invoices.
• Custom fields of type Relation are displayed correctly in service notes and are clickable.
• The XML for the XRechnung is generated separately and can thus be sent independently without the PDF invoice.
• Resources created from a project also include the project ID in the description.
• Display of the vacation type(s) in working day lists, e.g. time tracking – overview.
• Time approval via timesheet in the capacity analysis and project time analysis report.
• Detailed information on the goods/service recipient for ZUGFeRD.
• Final invoice with zero items for payment rules.
• Document export individual: debit/credit swap of negative revenues can now be ignored.
• Invoice analysis improved with new customers, cancellations and breakdown by key account.
• Invoice analysis: industry, size and type added to the details.

Bug Fixes

• In capacity lists, user images are displayed instead of contact images.
• Bookmarks can again be created on pinboards.
• Daily recurring appointments are now displayed in time tracking under My Day in the “Today’s appointments” box.
• Exports in the “Working time analysis” report and in the “Working days” list can now be created again at various times (minutes, hours, days).
• Expanded tabs in tickets with images in the attachment retain their status when switching tabs.
• Employees can edit sick leave notices in their working day, provided they have not been certified.
• Creating and deleting one’s own sick days is now subject to the same right. The user no longer needs the right “Delete attendance time blocks” for this.
• Overlapping of preview cards in the assignment in the “Book time” dialog fixed. Icons of entities for assignments are now also dynamically shown and hidden.
• The skills list in the configuration area can now be sorted by type, skill and category.
• The “Capacity” and “Editor” fields under “My Capacity Planning” are now automatically filled in.
• Under ticket overview, the “Details” view in the “Last action” column now shows the time since the last action, and no longer the age of the ticket.
• Permissions for public pages and wiki pages adjusted. Editing or deleting a page is now subject to the appropriate right.
• The project ID is no longer copied from a template when creating a project but is newly generated. Work packages are adopted from a template as expected.
• From the capacity analysis, the capacity planning can only be accessed (list action) if the user has the required right.
• Permission adjusted: It is now possible to create documents from an order for which the user has the right to create them.
• The old status comment of a project was loaded with an incorrect format when editing the status.
• Preferred contact fields (email, address and telephone) could not be edited via Excel import.
• Editing a ticket process no longer stops the SLA.
• Synchronisation of contacts with macOS Big Sur works again.
• Check-in/out via footer still works after a session loss.
• The public holiday surcharge for monthly billing was incorrectly pre-populated.
• Display of recurring appointments from a time zone with DST in a user account without DST leads to incorrect times in summer when the series started in winter.
• Selected items in a multi-selection are still displayed as selected after paging.
• Own sick days were not shown in capacity planning.
• When creating an invoice, the assignments for ticket, capacities and sales relevance are now transferred from the order to the invoice master data.
• Replacing placeholders with long text no longer triggers an error.
• When copying QM layouts, input fields are now also copied.
• When creating a resource plan in an appointment, the selected project is correctly transferred and entered.
• All appointments are again visible when creating a board entry.
• Milestones in the selection list now have the correct icon.
• The external time field is now displayed when creating and editing time booking templates.
• In the “Working time details” report, the date filters work again.
• View setting in the project list now works again for the Tickets column.
• The trend analysis of a project now correctly displays cancellations.
• The “Plans” filter in Finance -> Plans -> Detail plans is now correctly set.
• Checkmark removed from “My Day” when no attendance categories are present.
• Recalculation of calculated costs also after deleting hourly rate entries in HR.
• When breaking down the capacity analysis by employee, the detail rows per employee (sick leave, vacation etc.) are now correctly filled with data. When importing project times, the affected projects are now recalculated accordingly.
• Items in order templates are displayed again in the preview.
• Invoice analysis: New business now also calculates cancellations.

Hotfixes

• Changing the public holiday calendar could lead to an error (requiring a second save).
• Project links now also show the content of custom fields.
• Daily limit did not take effect in certain situations.
• Project links can be edited again.
• Some changes to ensure that times that are not relevant to the time account no longer appear in totals or are listed as “to be booked”.
• Attendance notes in colleague selection fields now correctly show vacation and planned check-outs.
• Duplicate sick leave entries that led to implausible displays have been corrected.
• Moving capacities is possible again – only to defuse the issue.
• For absence times in the sidebar, permissions are now taken into account. E.g. instead of “Vacation” only “Absent”.
• Project description is correctly (plain) transferred to the QM document.
• Break deduction in the status box under “My Day”.
• “Working time analysis” report includes remaining vacation from the previous year.
• The project filter is correctly transferred from the project time analysis report when clicking on a row to the project times report.
• Bookmarks for the HR employee list also work with the dynamic cost filters.
• Deferred validation checks must also prevent validating the entity.
• No more meaningless alarms for the past after editing a recurring appointment.