August usually equals vacation but at BoondManager, our teams got their hands full! We are proud to introduce you these new features and updates.
Contents
✨ Positionings improved
The positionings process was redesigned to allow you to:
directly select candidates or resources without having to go through the list search view
use profile suggestions
do a basic research
💡 BoondSuggest for profiles (Opportunities module)
Save some time searching for profiles by checking candidates and resources directly suggested by BoondManager in the Opportunities module.
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👯 Merging CRM contacts
Merge your contacts and keep a clean database:
delete duplicates created because of import errors or created inadvertently
regroup the data of a contact card to another card in one click
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🔎 Dynamic previous periods
New dynamic periods are now completing the existing list to offer you more filtering possibilities 🚀: dynamic previous periods.
Yesterday
Last week
Last month
Last quarter
Last half-year
Last year
Last fiscal year
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❓Bonus
For Actions and your invoices due dates: you'll be able to filter data "until today".
🖥️ Dashboard: new widgets
Metric and list widgets are now available for the following modules:
actions
purchases
projects
billing
📱 Improving mobile dashboards
Add unlimited widgets to your mobile dashboard (i.e. 3 gadgets on the Actions module with different filters).
You can now edit titles so unleash your creativity 🚀❤️👌.
Display financial indicators (such as the Total Estimated Turnover ET for the Opportunity module)!
Finally, you can compare the displayed data to a previous period in order to monitor your performance.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :