Changelog: Summer release 2023

Highlights of the new teamspace version

• 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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