Version 2021.5
Release Date: 2021-06-08
If you have any questions about the update, please don’t hesitate to contact us.”
Note
This version includes 2021.4
Legende
General
With this version it will be possible to create new field types via Layout Editor (references, text area with HTML formatting, file upload, user selection).
Reference fields can be used to create links to other modules. For example, in the module Tickets a new reference field to the module Accounts.
New CK editor fields can be created.
Existing fields of type text area, can be converted as CK editor field with HTML formatting.
File uploads can be restricted to certain types and can also be configured as multi-uploads.
Extension of reference fields by the possibilities of auto-completion and quick create.
In record selection pop-ups, it is possible to filter on recently viewed records.
Non-role-bound pick lists allow the creation of new values directly during data record creation (permission via profiles available).
The validation of data records is now carried out on the complete mask and therefore no longer consecutively per field.
Quick editing of all types possible.
Quick editing possible in many other places, e.g. “More information” or in the global search results.
If a references to Accounts exists in a module and at least one is selected, pop-ups for record selection of Contacts are now pre-filtered system-wide to the selected accounts.
The CSV import/update/export has been extended to include multilingual fields.
Inventory/line items
Button to jump to the basic settings of a inventory record was added. This appears as soon as one scrolls further down in the product block.
The checkbox to mark an item of a potential as a forecast item has been moved to the left to the other actions of an item.
A price book can be selected for an account. If positions are inserted into a product block, prices from the price book stored for the account are loaded preferentially.
In the modules Potential and Quote, positions from the selection pop-up can be inserted directly as optional positions.
Global settings
The setting item “Product block” in the “Billing” block has been activated for superusers.
Add-on “DATEV”
The global setting item “General ledger accounts” has been added. Here it is possible to maintain the G/L accounts to be used in CRM.
In the invoices, another invoice document can now be added. The fields are now called “original invoice document” and “last invoice document”.
If the DATEV add-on is active, the checkbox “use as booking document” is automatically activated when exporting PDF templates.
In the accounts it is now possible to maintain the (DATEV) customer number via the new field “Customer number”. Congruent to this, the field “Vendor number” has been added to the vendors.
New fields for the “DATEV G/L account” and the “Cost centre” have been added in the products and services modules.
The newly added fields (see above) are now transferred both during DATEV export and via DATEVconnect online.
Note: the DATEV export now generates several (month-specific) ZIP files. As before, these can simply be transferred with DATEV Belegtransfer.
Note
Subject to change without notice!