05/07/2015 - Version 6.5 of your BoondManager application has arrived! |
BoondManager, based on your suggestions, keeps evolving! Thank you for reviewing the enhancements:
Dashboards: Addition of configurable charts
Configuration of need/project types
New App: DataClosing
New App: ExtractBI
Simplification of the "Perimeter" filter during searches
Various improvements
Dashboards: Addition of configurable charts |
Your homepage now features configurable charts from the account configuration, Manager Interface > My Profile > "Configure" button.
The available charts are:
Periodic objectives: Each periodic objective defined for you is represented by a gauge, Displayed by default with this new version
Recruitment funnel: Funnel chart for indicators Nb new candidates/Nb phone + in-person interviews/Nb hires, Displayed by default with this new version
Sales funnel: Funnel chart for indicators Nb meetings/Nb opportunities/Nb positionings/Nb client presentations/Nb projects created, Displayed by default with this new version
Opportunity distribution: Pie chart showing the distribution of stages of created opportunities, Displayed by default with this new version
Candidate distribution: Pie chart showing the distribution of stages of created candidates, Displayed by default with this new version
Turnover Charged, Turnover Signed: Bar chart for turnover figures, Displayed by default with this new version
Turnover Charged, Turnover Production, Turnover Signed: Bar chart for turnover figures
Synthesis: Bar chart for indicators Nb candidates/Nb internal resources/Nb CRM companies/Nb CRM contacts/Nb opportunities/Nb positionings/Nb projects, Displayed by default with this new version
Some charts have configurable indicators, Administration Interface > Dashboard Configuration:
Recruitment funnel: Selection of "Interview" type actions
Sales funnel: Selection of "Meeting" type actions
Configuration of need/project types | Link to suggestions on our support: |
You can now configure your own need/project typology other than the default: TA, Package, Recruitment, and Product! You could create this typology: TA, TMA, Training, Package, Internal Project, R&D, Recruitment, Products ...
Configuration of need types is done from: Administrator Interface > Global Data Configuration > "Global" tab
New App: Dataclosing | Link to suggestions on our support: |
DataClosing allows you to close timesheets, expense reports & invoices. These documents, once closed, are non-editable and non-deletable - only the State and Date payment received fields of invoices remain editable
New App: ExtractBI |
ExtractBI enables you to generate custom CSV exports of all your BoondManager data, either one-time or periodically.
Easy interfacing with an external BI solution
Opportunity to create exports different from those provided by default on BoondManager
Periodic exports are stored in your download center
Simplification of the "Perimeter" filter during searches | Link to suggestions on our support: |
Until now, searching with the Perimeter filter could restrict your results when you selected Agencies AND Managers or groups of Managers (the Business units) because an "AND" function was applied within this filter! Now, the "OR" function is used between these sets (Agencies, Managers, and Business units). = Your search results are therefore broader :)
Various improvements | Link to suggestions on our support: |
CRM Module
Ability to search CRM contacts for whom no action has been performed during a given period. A handy search option to help you spot CRM contacts to reach out to!
Manager Interface > CRM module > filters "Type" on "Contact" AND "Period" on "No action"
Opportunity Module
Ability to duplicate an opportunity. A handy function to reuse the characteristics of an existing opportunity!
Creating a project by switching an opportunity to the Won stage can now be prevented!
Projects Module
Carry over specific conditions when extending deliveries
Addition of Sale Rate & ADC columns when exporting deliveries to CSV
Times, Expenses & Absences Module
You can now decide to authorize absence types by Resource! This allows you to prevent certain employees from accessing specific absence selections with associated balances (RTT, CP ...)
Manager Interface > Resources module > Resource profile > "Configure" button > filters "Authorized absence types"
When rejecting a document, you can reject the entire validation chain to fully correct the document
Expense reports for your resources can now be marked as "Paid" directly from the "Expenses" tab of their profile
Billing Module
Highlighting the Order Number field in the Billing module and the WPostProduction App
Ability to configure invoices to display the Activity Types entered in timesheets (for monthly billing)
Administrator Interface > Global Data Configuration > "Billing" tab
Display of the details of exceptional times entered on invoice profiles
Reporting Module
Addition of the indicator Nb opportunities by stage
Manager Interface > Activity Reports module > "Reporting" tab > filter "Type" on "Sales"
Addition of the indicator Nb new candidates by stage
Manager Interface > Activity Reports module > "Reporting" tab > filter "Type" on "Recruitment"
Replacement of current charts by our new highcharts library, also used for your dashboards, feel free to try them!
Manager Interface > Activity Reports module > "Reporting" & "Client Distribution" tab > replace the "Table" item with "Charts"
To add these indicators to your reporting: Manager Interface > Activity Reports > "Reporting" tab > "Configure" button
WNotifications App
Ability to search Notifications from all accessible managers
Manager Interface > WNotifications App > "Edit your Notification preferences" button
Addition of new calendars
Addition of French Polynesia and Canada - Quebec calendars
Calendar configuration is done from:
Administrator Interface > Global Data Configuration > "Global" tab
Administrator Interface > Legal Agencies > Agency profile > "Information" tab
List of BoondManager upgrades/updates
Addition of a permanent shortcut at the bottom right of your interface, near the contact link, to allow you to access the list of all updates made by BoondManager for each version whenever you wish
BoondManager Administration
Ability to sort action/state lists alphabetically
Administrator Interface > Global Data Configuration > "Actions/States" tab