We are emerging from hibernation and have prepared lots of exciting new features to celebrate this!!
Follow us, we are telling you everything right below ⬇️ 🤩
HR Management
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👩🦰 Qualifying opportunities with standard profiles
With this new feature, you will be able to:
Create your standard profiles (rate, cost, margin, profitability)
Create positionings based on these standard profiles, without having to immediately assign specific resources or candidates
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⭐️ New columns in the Resources module
With these 2 new columns, we aim to simplify access to key information and allow optimal customization of saved views.
With these columns and views tailored to your needs, you will be able to better organize your work based on your objectives! 🎯
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📋 More intuitive and better-structured forms
Several new features have been added to our Forms this month:
Make your forms more readable and better structured by adding titles 📰
Provide more context to the questions in your forms by adding a description for each question ✍️
Notify the collaborator when they are allowed to view your responses 🔔
Invoicing
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🔐 Period closure
Secure your reports with this new feature: by closing a period for a specific agency, you ensure that modifications to data related to production / invoicing during closed periods are prevented!
No more unexpected modifications in past periods 🥳
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🔍 Transfer projects: new filters
Want to quickly identify deliveries for which you haven't created a transfer project? It's now possible!
Quickly identify the deliveries for which you need to create a transfer project ✅
Avoid missing out on your inter-agency invoicing 💪
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💰 Reorder the lines in your invoices
Thanks to the "drag and drop" option, adjust the order of your invoice lines easily, and reorganize the lines to optimize reading for your clients 🤓
Monitoring your activity
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📈 New KPI to track your opportunities
We are introducing a new indicator in your reports: the "Total smoothed weighted turnover opportunities"!
This KPI allows you to visualize the potential revenue smoothed over the duration of the opportunity and improve your sales analysis 🔥
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💻 New elements for Dashboards
To further enrich your dashboards, we offer you 2 new elements available in your dashboards:
A list of documents to validate for your collaborators (timesheets, expense reports, and absence requests) ✅
A widget dedicated to forms to fill, allowing you to see all your forms awaiting completion at a glance 📝
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❓Would you like to participate in our roadmap?
We have a portal where you can find the updates officially on our roadmap. Feel free to vote for them to help us address them better (by describing their criticality and how they would help you). Also, don't hesitate to submit other ideas by clicking on the "Submit an idea" button at the top right.
Our product team relies 100% on customer feedback so that our teams can work exclusively on updates that will help you in your daily work.
We hope this article has been helpful and we highly encourage you to let us know by voting below.
If you have any unanswered questions, don't hesitate to contact our Support team who is available to assist you:
