Version 2024.3
Release Date: from 2024-05-14
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2024.1, 2024.2
Legende
Email communication for tickets combined with the customer portal
Previously, email notifications for tickets were only sent if a contact had active customer portal access
This was automatically the case as soon as a ticket was created by the customer via the customer portal
It was also the case when a ticket was created in the CRM and linked to a contact
From now on, email communication is no longer dependent on active customer portal access
To activate email communication combined with tickets, there is a new central setting option under the global settings
In the CRM configurator in the Customer portal tab, there is a checkbox ‘Activate ticket emails’
The checkbox is automatically activated with the delivery of this update as long as at least one contact with portal access exists in your system
This change applies to internal and external email communication
General
References can be created between the “Emails” and “Timesheet” modules via “More information”
When editing text areas by double clicking (with or without HTML editor), the action must be completed by clicking Save or Cancel. Clicking outside the input area no longer has any effect.
Attachment in customer portal
It is now possible to add attachments directly when creating the ticket
Attachments can be added when creating comments on existing tickets
In CRM, attachments are referenced to the ticket as documents when it is created, as before. Attachments for comments are displayed directly in the comment both in the portal and in the CRM.
Add-ons “Contingents” und “Time tracking”
A function for billing timesheets has been added
This action is located in the list view of the “Timesheet” module and can be executed after selecting the timesheets to be billed
In all modules that have a reference to timesheets, a corresponding action for billing has also been added in the detail view
Details on the exact billing and the associated function can be found in our manual
DATEV Add-ons
To support multiple clients, a screen for entering the advisor and client number opens before a long-term token is requested
The mask is prefilled with the information from the add-on settings
Technical changes
The settings of running cron jobs can no longer be changed
The “modified” field is only updated if a field in the data record has actually changed
Birthday appointments
Past birthdays (which remain in the system up to one month before the next year’s appointment is created) are set to “completed” status
Workflows can be defined for creation of and changes to birthday appointments