August often means vacation, but at BoondManager the teams are hard at work and we are proud to present the latest delivered updates.
Summary
✨ Improved positioning process
The positioning process has been redesigned to allow you to:
directly select candidates or resources without always going back through the search views
use profile suggestions
perform a classic search
💡 BoondSuggest profiles from opportunities
Save time in your profile search by consulting candidates and resources suggested by BoondManager directly from opportunities.
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👯 CRM contact merging
Merge contacts and keep your database clean:
delete duplicates after import errors, or double entry by mistake
group data from one contact card to another in one click
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🔎 Previous dynamic periods
New dynamic periods have been added to the existing list to offer you even more possibilities 🚀:
Yesterday
Last week
Last month
Last quarter
Last semester
Last year
Last fiscal year
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❓Bonus
For Actions and invoice deadlines: you can filter data over a period "until today".
🖥️ Dashboard: widget addition
Metric widgets and lists are now available for the following modules:
actions
purchases
projects
billing
📱 Mobile dashboard improvements
Add unlimited widgets to your mobile dashboard (for example, three widgets on the Actions module with different filters).
Titles are now editable, so be creative 🚀❤️👌.
Display initial financial indicators (such as the Total Projected Turnover of opportunities)!
Finally, you can compare the displayed data to a previous period to better assess your performance.
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❓Want to participate in our roadmap?
For several months, we have been making available a portal where you will find the official roadmap updates. Feel free to vote for them to help us handle them as best as possible (by describing their criticality and how it would help you). Also, feel free to submit other ideas by clicking the "Submit an idea" button at the top right.
Our product team relies 100% on client feedback so that our teams can work exclusively on updates that help you in your daily work.