Changelog

Changelog: Spring release 2025

The new teamspace version brings the Next Steps module, an improved Outlook add-in, ticket templates and many smaller refinements.

18 March 2025 Jana Willert 3 min read

Highlights of the new teamspace version

Next steps module — integrate workflows related to a document, such as quote follow-ups. Capture customer feedback and trigger internal follow-up processes directly.
New Outlook add-in — add emails to existing tickets, use the function in shared mailboxes and folders, send larger attachments, enjoy a clearer channel view and freely pick the ticket owner.
Ticket templates — save time and avoid mistakes. Ideal for recurring communication patterns such as customer questionnaires or error reports.

Plus the redesigned help centre with self-service resources.

Next steps — a new module for planning future tasks
Percentage-based HOAI billing is now more convenient
Residual-value billing of orders — a new mode that simplifies managing duration items in existing orders

E-invoices can include additional documents directly in the PDF
Leave requests support two separate requests per day
“My projects” has a simpler default view and project tiles show a description
Linked document positions are shown in more detail in project lists
“Trend analysis” column in project lists can also display planned capacity
Commissions can be created via the API
Capacity-plan items can have their own colour marker
“Planned revenue” from capacity planning can also be shown under “My goals”
Extended customer-data filters in project lists
Ticket system can require manual selection of a follow-up status
Project-time lists can be filtered by project role
Document PDF file names can include the ID of the linked project
Friendlier history view for documents, sales opportunities and other elements
Campaign activities can be copied — even across campaigns
Open items can be copied
Open-item descriptions can be formatted
Sent menu notifications can be reviewed in the sidebar
“Revenue start” in sales opportunities can be configured as optional
Ticket activity list highlights hidden activities more clearly
Attachments of hidden ticket activities are hidden as well
Bookmark access can be controlled more precisely
Better display of finance positions in the service note (mouse-over with extra info)
Improved bulk action for moving elements to a board (dynamic status selection)

Planned revenue is cumulated correctly again
Overwriting a sickness now triggers a menu notification
Inherited email addresses could not be removed — fixed
Ticket templates did not set the sender defined in the template — fixed
Workplace-planning editing issues fixed
Project workflows sometimes showed inherited statuses as not allowed
Projects could be over-booked via bulk “Move” in certain cases
Project-activity list in the project overview did not include activities from sub-projects
Cash-discount suggestion no longer appeared when entering a payment — fixed
“Request leave” dialog could be opened even when no leave category was available

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