Our technicians have been particularly busy again in the last few weeks and have brought our 1Tool® up to scratch. The result: Updates 2.9.1 and 2.9.2.
Here is an overview of the most important new functions:
General
- Administrators can now log in to the user administration in the name of another client without knowing their password.
- Changes to the comments are now also visible in the minutes.
- The description of the events in the calendar can now be edited with an HTML editor. This allows formatting (links, bold font, etc.).
- A responsible person (e.g. head of department) can be defined for each user group. The head of department can then manage the tasks.
- Project managers can manage the times of project members if the new “Project times” right is set in the user group. The project schedule can also be made available to a group with read access.
Invoices
- A new subscription system has been implemented that can be used to automatically generate invoices for various intervals and customer products.
- The invoice date can be edited.
Further information on the invoice module in 1Tool…
Search
- The task desktop, time recording and calendar now also have a quick search function at the top right, just like the other modules.
- The detailed search now also includes a contact map in which the search results are displayed on the map. The results can be grouped according to contact groups so that several groups are displayed in different colors at the same time.
- The lists in the detailed search (e.g. contact groups) can now also be checked/unchecked if you only click on the name. You no longer have to click on the checkbox exactly.
- The dynamic attributes in the detailed search can now also be searched against unequal. So if you search for “franz” in the first name, you will find all entries whose first name does not contain the term “franz” among the search results.
Store and products
- The interface in the store administration has been optimized so that it is now possible to work faster and more efficiently. From now on, administration is simple and clear, even with thousands of products.
- You can now work with linked products (related products, accessories, “you might also be interested in” etc.) and with combined products (products that are made up of two individual products).
- Dynamic attributes can be assigned globally. This means that the attributes apply to all products and not just to individual categories.
- The customer can now also enter a quantity for the product assignments in the detailed view.
Further information on the store function of the 1Tool…
Tasks
- You can now specify in the task desktop whether the user has the right to delete or rename a task.
- Task lists can now be exported by the administrator. The formats Excel and PDF are available. The current list view (e.g. sorting by project or all tasks of an employee) is taken into account when generating the PDF export.
- A filter has been integrated into the list view of the tasks, which can be used to search the list.
- The number of tasks to be displayed can be set in the desktop.
- Tasks can now be assigned to a new task type “General”.
- Tasks can now be displayed in the calendar . The administrator can choose between the individual task calendars of the employees. Department managers can manage the calendars for the employees in the group.
Further information on task management in 1Tool…
Contacts
- GPS coordinates can now be imported and edited in order to use them for the customer map.
- There is a new option in the permissions for contact editing: Selected users can only edit those contacts for which they are entered as the responsible person. No information is visible for the other contacts that would allow them to be contacted. This means that only the first name, surname and date of birth are displayed.
- Contact groups can be created automatically during import.
- Dymanic attributes are taken into account when merging duplicates in the contacts.
- The department can now also be imported with the contact details.
- Countries no longer have to be specified in the two-character ISO code when importing; the country name in German and English is now also accepted.
Further information on contact management in the 1Tool…
Newsletter
It is now possible to select or deselect all contacts at once in the mailing lists in the newsletter mailing overview.
Further information about the newsletter module in 1Tool…
