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  • Hanna updates

2024

  • In the Contacts module view, it is possible to change and add contact types and categories
  • Sales and Leads funnel
  • In the objects, it is possible to choose from where the coordinates are loaded
  • New setting - Mandatory comment when stopping the task timer
  • In the Contacts module, the mass action button has been added to the MailerLite option "Agree to receive newsletters"
  • The contract report has been supplemented with a Contact category column and a filter
  • Representation of weekends and holidays in the calendar
  • New Opportunities filter - Planned value
  • Project budgets have been supplemented with a new field - Category
  • Sending Opportunities templates
  • Option to specify BCC recipients in the shipment of sales documents
  • The contracts module and reports have been supplemented with new filters
  • New setting in sales documents that allows not to display personal codes
  • Scanned emails the possibility of deleting messages
  • Database of Latvian companies from Okred
  • Updates to the Contracts and Document Files sections
  • Opportunities conversion to Object
  • Mapping of Opportunities and Advance Invoices in Order
  • New marking in sales documents if the balance of Items is insufficient
  • Items reservations added column Related to
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