New 1Tool CRM version 7.38

1Tool | New 1Tool version 7.38

From now on the 1Tool CRM solution available in version 7.38. The new version brings numerous improvements and optimizations:

  • The Minutes now also supported Changes to custom fields in contacts and Changes to custom fields on invoices. And it is now also saved in the log whether a contact has been opened by a user.
  • On Comments can now be answered. Reply are automatically indented.
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  • The invoice widget for contacts now supports sorting of the individual columns.
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  • During the Appointment overview invoices can now be generated directly from appointments.
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  • Every user can now have one Standard activity for time tracking have deposited. If you die 1Tool If the app is used, this standard activity will be preselected for time recording.
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  • From now on, customer names and the name of the opportunity will be time tracking report also output if the entries are linked to it.
  • Time recording extension: "home office". For each entry, it can now be recorded whether this time was worked in the home office.
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  • A new authorization Allows you to set which invoices an employee should/may see.
  • Extensions in merchandise management: Inventory record entry/exit. This protocol shows all inputs and outputs of a product clearly summarized.
  • During the ticket list new tickets are now marked as "unread" by default. Only when an employee opens the ticket is it marked as read.
  • The Earnings Summary was completely redeveloped and now has a new design.
  • If two employees at the same time the same Products open, the second user gets a message that the product is currently being edited.
  • New calendar entries can now be linked to tasks. If this appointment is then opened in the app, the task and even the checklist for the respective task appear, if there is one.
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  • Tasks can now Checklists contain. Each individual checklist item can be ticked off separately. These checklists are also used by the 1Tool App supported.
  • From now on there is 1Tool the possibility of new Tickets based on different task types.
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  • Dashboard notifications can now be sent as push message sent directly to those employees who use the app.
  • New object "Damage": damage including photos can now also be recorded for tasks.