2021
- System wizard
- Opportunities creation from email mail module
- Ability to specify multiple CC recipients when sending sales documents
- Advances Invoices are supplemented by generation of PP receipt
- Dashboard added new widget Sales value
- Creating a contact during Invoices conversion
- The goal tracking module has been supplemented with the goal type Make sales
- A column Tasks is created in the order module
- New Dashboard graph Sales plan vs fact
- Setting to specify a default warehouse in sales documents
- Visibility of Leads in Tasks report
- Invoices payment reminders
- Supplementing the Invoices report with a filter and a Country column
- The project module is supplemented with a financial summary in the project card
- Possibility to see the location of the customer in the Potential customer module
- Contacts import added with new option Update existing Contacts
- The Items module has been supplemented with the Unit of measure field (EN)
- In the sales module, the documents have been supplemented with new columns VAT amount and final amount with VAT
- Systematic notifications about the required confirmation of the completed task
- System notification management settings