Version 2022.12
Release Date: 2023-02-14
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2022.10, 2022.11
Legende
General
Copying of list views possible
Actions for converting a project into a timesheet can be created via the layout editor.
Besides the TOTP based 2-facotr login, a WebAuthn based second factor (Yubikey, Windows Hello) is now also possible. Note that this method is not supported in the mobile view.
For booked invoices, it is still possible to change the referenced contact. This is especially important for master subscription invoices.
In the Activities Overview widget, the ability to open the email preview has been added.
An appointment can be marked as “not accomplished” via the detail view using a corresponding action.
In PDF templates for billing modules, in which asset items can be stored in positions, all fields of the asset item in positions can now be selected.
Comments can be inserted in the edit view. In addition, the input of comment content has been switched to an HTML editor.
For the display of incoming callers, vendors are now also searched.
Workspaces
Configured workspaces can be changed in the navigation menu on the right side. Default is “All”.
Under Global Settings → Navigation Menu Tabs you can disable the use of workspaces.
If the workspace is changed from “All” to another area, this is now highlighted more clearly.
Workflows
New workflows can now also be created from the edit view of an existing workflow.
A list of the configured tasks can be opened directly from the list view for each workflow.
All tasks can be de-/activated at once
Individual tasks can be de-/activated
Individual tasks can be edited or deleted
The number of all configured workflows is displayed in the list.
The list view shows how many workflows are configured per module.
The last selected module of the list view is saved for the duration of the active session.
Add-ons
Visit reports: Comments are possible
DATEV Booking data service: From now on, accrued dunning fees will be transferred in the month in which they accrue. In this case, the last invoice document is used for the transfer.
Technical changes
Important note
From now on, when using the customer portal for your clients, your own imprint and privacy policy must be configured as URLs. As admin enter them accordingly under Global Settings → CRM Configurator → Customer Portal. This change is necessary because your customers are in a business relationship with you, not with Brainformatik GmbH.
Information
The field “Notify owner” and related functions will be completely removed from the modules “Partners”, “Contacts” and “Accounts” with the next version 2023.3 in the middle of the year. Until then, make sure to use suitable alternatives. Records can be recommended or subscribed to, as well as notifications for comments can be selected. If you have your own workflows on these check boxes, we recommend creating new fields, and switching workflows to them.
The radius search is now only available with configured geo-data server.
Speed of handling billing records has been improved. This affects detail and edit views as well as PDF export.