Version 2021.13
Release Date: 2022-02-14
If you have any questions about the update, please don’t hesitate to contact us.”
Note
Note: This version also includes the CRM version 2021.12
Legende
General
The Visit Reports module is now available in Mobile View.
The message center shows when a message has arrived.
New add-on “Time Tracking”
The new add-on Time Tracking is released!
It can be connected per user to the services of Clockodo (https://www.clockodo.com/de/).
Depending on the settings, either accounts or contacts can be transferred as customers to Clockodo.
In addition, services and projects can also be synchronized from CRM+ to Clockodo.
Times recorded in Clockodo, including the existing links, are created as time sheets in CRM+.
Technical Changes
When a sales order is created from a quote, the change of the quote status to “accepted” is now tracked. It is now also possible to configure workflows for this change.
It is no longer possible to create revision-safe file upload fields in the modules Products and Services, as the previous behavior was not intended.
Workflows with time delay are no longer executed if the underlying date field is empty.
Note
Subject to change without notice!