Version 2021.9
Release Date: 2021-09-28
If you have any questions about the update, please don’t hesitate to contact us.”
Note
This version includes 2021.8
Legende
Module PDF templates Plus
Placeholder Conditions
In the detail view of a template, a text description of the set condition is displayed when the mouse is moved over it.
Symbols can now also be inserted through conditions.
PDF templates can be marked as mail merge templates for the Campaigns module.
When selecting templates for normal PDF exports, mail merge templates are no longer available for selection.
For mail merge exports, normal templates are no longer available for selection.
Mail merge templates do not allow “more information” blocks.
Normal templates do not allow blocks for serial letters.
In the list and detail view, the user and time for the last change are now displayed. In addition, the list view is sorted alphabetically by the name of the templates.
Templates can be deactivated, which means they are no longer available for selection during export.
Formatting of date and number fields per field possible.
Ability to create QR codes using the barcode type placeholder. You can select vCard information, vCalendar information or any text content depending on the field type.
Added the possibility of embedded forms in PDF templates.
Templates can be marked as default by the user via the export dialog (popup). The standard thus applies per user and module.
If placeholders of the “more information” of a data set are used and the respective block is empty, the area can be hidden from the template as long as tables are used.
Module Appointments
If the field “Notification by e-mail” is subsequently changed, invitations are now also sent to users.
Group appointments for groups that do not have their own colour definition appear in the colour of the appointment type, if configured.
Invitations to users sent by mail now contain an attachment in order to be able to quickly insert the appointment into the calendar.
Display of main and invitation appointments has been combined in some widgets.
Changes to planning view:
Now also possible for month view.
The last set state (view, selected users and groups) is now permanently saved.
As soon as a day has been selected when creating an appointment, an overview of all appointments of this day appears.
Participants are now also visible in the appointments of invited users.
Opening of the complete create view from the quick create screen is possible.
A warning appears if appointments overlap with existing appointments during creation.
New button to insert the signature from “my settings” or a private e-mail template into the description.
When copying an appointment, invitees and attachments (if exist) are copied.
Attachments can be shared with invited users.
In a CRM appointment invitation, there is an icon next to Start/End to display the calendar of that day.
Start and end can be changed via quick edit.
An extended pre-filtering has been added for the selection of certain reference combinations, e.g. contacts are also pre-filtered for partners or leads for a selected partner.
Connected CalDAV calendars can already be selected in the mask of the quick creation.
Adding documents (file upload) is now included in the creation screen.
Module Tasks
Now there is the possibility to create recurring tasks. These tasks are currently excluded from Exchange synchronisation.
Start and end can be changed via quick edit.
An extended pre-filtering has been added for the selection of certain reference combinations, e.g. contacts are also pre-filtered for partners or leads for a selected partner.
Connected CalDAV calendars can already be selected in the mask of the quick creation.
Adding documents (file upload) is now included in the creation screen.
Note
Subject to change without notice!