5.9.7

Various improvements

Improved configuration of states/actions for most cards

Enhanced Excel exports

Resources (By default, your interface offers In Progress, Standby & Archived)

Products (By default, your interface offers In Progress & Archived)

Projects (By default, your interface offers In Progress & Archived)

Deliveries (By default, your interface offers Signed & Forecast)

Orders (By default, your interface offers In Progress & Archived)

Payments (By default, your interface offers Planned, Confirmed & Paid)

Orders (By default, your interface offers Note & Reminder)

Invoices (By default, your interface offers Note & Reminder)

All exports where a column contained last name/first name/company of a CRM contact/Candidate/Resource have been split into 3 separate columns

Added the State field to Excel exports for Resources, Products, Projects, Deliveries, Orders & Payments

Added the Tools field to CRM contact cards

Sorting based on the Tools field in the CRM contacts search module

Added the Tools field to opportunity cards

Sorting based on the Tools field in the opportunities search module

Invoices can now be attached to due dates. Previously, attachment required the invoice and due date to have the same date, this is no longer the case!

You can now create your invoices by clicking the button

, from the Billing search module when the type is Monthly billing or Scheduled billing

Entering timesheets & expenses is greatly improved by highlighting in "pink" the days that cannot be allocated to a project (

Entry is not blocked but only informative!)

To facilitate reporting of anticipated delivery expenses on projects, a button is now available, Add delivery expenses, on your expense reports which automatically adds the expenses incurred on your deliveries based on the time entered for them (

You must have defined expense details on the delivery cards with

for this button to appear on the expense reports!)