Changelog: Summer release 2023

Highlights of the new teamspace version

The new teamspace version offers you a wide range of new options for your order management. With the product administration you have the option of creating products (for example for licences or managed services) and equipping them with intelligent mechanisms (such as generating purchase orders or maintenance positions). You can then see in the overview which of your customers have taken up which products and how successful your products are. In addition, architects and engineers can bill their orders according to HOAI.

You will find all further new features and improvements in this changelog.

• Smart product administration for service providers — see sold products in the overview and make their success measurable.
• Intelligent product workflows in orders — create purchase orders or maintenance positions for your products and move order positions.
• HOAI billing via percentage positions — bill architecture and construction services according to HOAI.

Highlights of the changelog

Improvements

• A capacity can be created together with a new project
• New sync options between project and capacity
• Many small changes to the purchasing workflow (request, order, incoming invoice) improve usability
• New “Item details” column for project times
• New user accounts adopt the account email address as preferred contact email
• The service note can show the customer’s current highest dunning stage
• New position types in documents: “Text position” and “Hidden position”
• Custom fields can be transferred to follow-up elements (quote → order → project)
• “Follow-up” column in sales opportunities
• Columns for street/no., city, postal code, state and country in contact lists
• Many employee filters now allow user-group selection
• Appointment collision detection considers leave, holidays, working-time contract and leave requests
• The mini calendar in the calendar overview shows own holidays
• Cancellations also possible in XRechnung format
• Teams appointments are only updated in Microsoft when relevant data changes
• Article picker greatly improved (sub-element counts, no passive articles in the navigator, …)
• UI: dialogs behave more user-friendly on resize
• UI: multi-input fields (e.g. email recipients) accept comma-separated values on paste
• UI: action bar is more compact on small screens
• Strong performance gains in capacity reports, area/category analysis and others
• API: ticket activities to be sent by email can be created via the API
• API: sales opportunities available
• API: reference documents for documents can be uploaded

Bug fixes

• Chips (current values in a multi-input field) are editable again
• Invoicing-positions report respects the selected columns on export
• Unplanned work days could not be booked via “My capacity planning” — fixed
• Various sum columns in analysis reports are sortable
• “Edited yesterday” in “My tickets” filters correctly
• Scanned documents in cost lists shown on first load
• “Billable time” column in project-time lists is sortable
• Main ticket contact carried over correctly when booking time via an activity
• Add actions in organisation document lists use the correct contact assignment
• Order of added documents preserved when sending invoices
• CRM status in CRM activities still shown when priority is hidden
• Colour markers from sub-project and work-package templates carried over correctly
• Column headers in the Scrum board repaired
• Certain quick filters (in the dropdown) work again
• Ticket list shows content preview even when the current status activity is hidden
• Toolbar button rendering in dialogs corrected
• URL display on public pages corrected
• Sickness-note menu notifications can be hidden in personal settings
• Setting an SSO value via the employee bulk action works again
• Pseudo-appointments (“relevant” attendance times like vocational school) no longer sync back as real appointments

Read on

• Solutions
• Pricing
• Feature overview

Reviewed in a requirements check

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