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  • Hanna updates

2023

  • Leads import added with new values
  • Management of visible and mandatory fields in the cargo module
  • Items, Payments and Sales modules added Table settings option
  • The document module has been supplemented with the Table settings option
  • Creating Opportunities from Items module
  • The Leads module has been supplemented with new filters - Category and Type
  • Invoices in the Profit column of the report
  • Possibility to enter the numbering of sales documents manually
  • Ability to specify a default value for object types
  • Selection of inactive employees in the Change of Responsible Persons
  • Creating a contact from e-mail content of the letter
  • A file is saved when sending an opportunity to a client
  • In the Tasks report, there is a new column - Description
  • Automatic updating of calendar entries
  • Items, Payment and Sales modules have been supplemented with field control
  • A new button in the Payments section of advances Invoices and Invoices
  • In the Tasks module, the possibility to filter out Tasks which you have to confirm
  • New formula in the Contracts and Opportunities modules - VAT amount
  • Automatic assignment of information Leads - Agree to receive newsletters
  • New setting to Tasks types - Full day task duration
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