6.4.1

Management of service groupings on projects

New App: WEmailing

Various improvements

App security

Various corrections & bonuses

Facilitate the creation and tracking of projects where several resources need to be included in the same type of service! You create a service (called a "service grouping") in which you can assign several resources!

Create a project without assigning specific resources. You create a service grouping with a title, dates, a sales rate, and a workload in days. You can later assign resources to the grouping.

Define a title and a common sales rate for all services in the grouping

Set the workload distribution rule for all services in the grouping

Proportional: The total workload of the grouping is evenly distributed among all included services

Weighted: The total workload of the grouping is distributed according to the weighting defined for each included service

Manual: The total workload of the grouping is the sum of the workloads individually defined for each included service

From a grouping record, you can assign a new resource that will be added to the grouping & the workloads will be automatically recalculated according to the selected distribution mode

Send PUSH to your CRM contacts with one of your resources' & candidates' resumes, using a fully customizable email template, & log these sends in your CRM contacts' actions

Send MESSAGES to your CRM contacts, resources & candidates, using a fully customizable email template, & log these sends in the actions of the corresponding records

Import your CRM contacts into your mailing lists on Mailchimp

Directly access Mailchimp

Display a summary of the dashboards of Mailchimp & Mandrill

From the Candidates & Resources modules, you can now search based on actions performed during a given period, see the period filter. Example: You can search for candidates or resources with whom you have conducted "Interview" actions in the last 3 months! Reminder: Actions are configurable by your application's administrator!

It is no longer necessary to switch a positioning to the Won state to create a project. You can now create a project by directly changing the opportunity state to Won and let yourself be guided...

Increase in the size of the Comments field to 2,000 characters

Increase in the size of the Comments field on order & invoice records to 2,000 characters

To allow you to display more details on your invoices, the size of the Description field has been increased to 1,000 characters

Improved readability of the Services tab: Forecast and TOTAL data are hidden if forecast data is null

The Batches/Milestones tab can be hidden/displayed from the Information tab of package & product projects

The creation of unique milestones on package projects can be disabled: Admin Interface > Legal Agencies > Agency Record > "Projects" tab

The summary of signed costs on the Consumption & Billing tabs of projects now displays the same value as those in the Services tab

Increase in the size of the Comments field to 2,000 characters

Hiding the start & end dates of projects from your resources' intranet

Modification of the calculation formula for progress percentage, Manager Interface > Projects > Package Project Record > "Batches/Milestones" & "Consumption" tabs, of Batches, thus having a significant impact on the calculation of progress turnover for package projects:

Previously: % Progress = (Planned Duration - Remaining Work) / Planned Duration

Now: % Progress = Consumed Duration / (Consumed Duration + Remaining Work)

When extracting the Payroll tab from the App, you can specify which data to extract:

Activity, Salary, Expenses & Benefits

Activity

Salary, Expenses & Benefits

Alert opportunity & resource/candidate managers when assigning a positioning

Possible selection of several application areas on opportunities

Added the "Positioned by" field on positioning records corresponding to the manager who created the positioning

Search based on the perimeter of managers who created positionings in the Positionings module

Default module configuration for positionings: Resources or Candidates

Configuration of marital status (Example: you can now add the value "Civil Union")

The Experience & Training fields can be set to Undefined

Added the Grouping ADC field on groupings

Added the Creation Date field on CRM contact & company records

On Billing-type reporting, charged turnover is now calculated based on the perimeter of project managers, previously it depended on the perimeter of order managers

On Commercial-type reporting, added indicators for number of CRM contacts created & number of CRM companies created

On Commercial-type reporting, the number of positionings indicator is now calculated based on the perimeter of managers who created positionings, previously it depended on the perimeter of opportunity managers