Version 2021.11
Release Date: 2021-11-23
If you have any questions about the update, please don’t hesitate to contact us.”
Note
This version includes 2021.10
Legende
New development of Email accounts
Complete redevelopment and re-design of the module “Email accounts”.
Communication for Office 365 accounts is now carried out via the API (interface) to Microsoft. To convert existing mailboxes, it is sufficient to re-authenticate in the respective mailbox settings.
Office 365 accounts that are connected via the API now support signalling of incoming messages. This can be activated via the mailbox settings.
Folders can be added to the favorites via drag & drop.
E-mails can be moved to folders via drag & drop.
Several emails can be marked with the Ctrl or Cmd key (Windows/Linux or Mac). Actions can then be carried out for these e-mails or they can be moved all at once.
A right-click in the email list opens a context menu that provides various actions depending on the selection.
Actions can be used to filter emails in the open folder according to certain criteria.
When mass linking emails, “additional references” can be set directly.
New options when creating an email include sending emails with a time delay and inserting attachments via drag & drop.
When selecting documents as attachments, a file preview is available for various file types.
The list preview for emails now shows all information, not just the content as before.
Extensions advance invoices/final invoice
New block “Billing” available in sales orders. This block contains information about already settled totals of the order.
The action for creating an advance invoice is now configurable via the layout editor.
When creating an advance invoice from the sales order, a check is now performed to avoid billing more than 100%.
New action “Create final invoice” to be able to create a final invoice directly from an order (previously not available).
Restructuring of the block for advance invoices including new information in the invoices module. Both in the detail/edit view and in PDF templates in the block for advance invoices.
New add-on “Contingents”
The new add-on for the Contingents module is now available!
The new add-on is mainly used to get an overview of open or executed contingents. The Contingents module is linked to the existing Timesheets module.
Existing contingents are reduced as soon as a timesheet is linked to the contingent and the status in the timesheet has been set to “executed”. With additional workflows that can be configured for the module, the billing department, for example, can also be informed that a contingent is “completed” and can be settled. Other application purposes can also be covered. Please contact us.
Technical changes
The standard setting for sending emails as “collective email” has been moved from “My preferences” to the respective mailbox. The previous setting has been transferred to the mailboxes.
For mail scanners that are connected via Google Mail OAuth, the folders must be reconfigured because communication now takes place via the API instead of IMAP.
Danger
These mail scanners have been set to inactive by the update to avoid errors.
All users who have configured a Sipgate account have to reconfigure it in “My preferences”. The XMLRPC interface is deactivated by Sipgate, thus the modern REST interface is now being used. This requires authentication via OAuth 2.
All affected users will be informed about this via CRM notification.
The action “Create advance Invoice” has been removed from the module Quotes.
The action “create ticket” from an e-mail is no longer available due to the rebuild of the e-mail module is no longer available.
Note
Subject to change without notice!