Version 2021.1
Release Date: 2021-02-16
If you have any questions about the update, please don’t hesitate to contact us.
Note
This version includes 2020.13
Legende
New product block
Multilangual fields for the modules “Products” and “Services” can now be configured via the layout editor.
Default values for currency, language, basic discount and tax settings can be defined for accounts.
It is now possible to create multiple article list blocks.
Individual items can now be marked as “optional”.
It is now possible to insert alternative items for an item.
For product bundles, the quantity of added products can be configured.
Move individual positions or entire blocks via drag & drop.
When converting from potential/quote to sales/invoice, it is possible to selec
User-defined fields for positions can now be configured for products an
Module PDF Templates Plus
The module has been extended by the possibilities of the new product block:
several article lists possible
summary of the item lists
user-defined fields of the positions
quantity of product bundles
Module Timesheets
The Start and End fields now have a similar relationship as known from appointments.
If a start is selected, the end + 1 hour is pre-filled.
If the start or end is moved, the difference between the two is kept.
Exchange Connector
The synchronisation of e-mails is no longer limited to the CRM Sync folder. In the global setting item “Exchange Connector”, the selection “Inbox” is now also availale. If this is selected, all incoming e-mails in the Inbox are automatically synchronized with CRM. Optionally, all sub folders as well as the Sent folder can also be included.
Sending e-mails is now no longer only possible through mailboxes, but also through existing Exchange Connector authentications.
Global settings
New Invoice block integrated into which some existing setting options have been moved.
New setting in the Invoice block to create custom fields for product or service items.
In the new setting item, revision safe fields from the product or service module can also be selected for display in an item.
Terms and conditions can be configured in multiple languages per client in the company information. In addition, text formatting is now supported.
Technical changes
In billing modules, it is no longer possible to mix gross/net items within the product block.
The configuration of taxes in the global settings has been made clearer (taxes on shipping costs have been removed).
Both the old and the new web service interface have been extended by the possibilities of item list, optional and alternative items, as well as user-defined fields per item.
Note
Subject to change without notice!