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  • Hanna updates

2024

  • Items reservations added column Related to
  • Google Calendar Sync Update
  • Updates on project phase start timings
  • New setting of Invoices
  • Organization selection Items during import
  • Opportunities The PDF form has been supplemented with a field for the employee's signature
  • Added Leads report
  • Opportunities are automatically created when Leads emails are created. during mail integration or import
  • Default status for projects
  • Automatically creates an opportunity for a lead created through the API
  • Supplemented formulas of the Contract Annex template
  • Added BCC field when sending contracts to clients
  • The contact people module has been supplemented with new filters
  • Tasks creation of templates taking into account weekends and holidays
  • All days Tasks
  • New setting - Assign Tasks when changing Lead's Responsible Person
  • In the contact card, you can choose where the coordinates are loaded from
  • email possibility to change e-mail address in the mail module mailboxes
  • In the order module, it is possible to specify supplier information in a PDF document
  • Contacts and Leads export, together with all contact persons
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