Info@hand 6.1.1 released

Posted by: admin Category: Info@Hand


We're happy to announce the availability of info@hand 6.1.1. The upgrade is free to all users with current support contracts - contact us if you'd like it. Read on for release notes.

info@hand 6.1.1 update release notes

  • Added support for integration with Zarafa (MS Exchange clone)
  • Added Account Popup message feature. A checkbox on the Account enables the display and editing of three pop-up messages - for the Account in general, plus for Sales and Service. They may be used to set popup notes for an Account to alert employees in contact with the Account to special circumstances. - such as credit hold, large sale pending, etc..  When the checkbox is set, and there is an Account popup message, then that message is displayed when the Account detail view is brought up. The Service message is displayed when an Account is selected on a Case, or when a Case detail view is brought up that already has an Account selected. The Sales message is brought up when an Account is selected on a Quote or Invoice, or when an Invoice or Quote detail view is brought up that already has an Account selected. 
  • Small new feature - allow creation of new Account from Account popup when creating a new Opportunity.
  • Allow definition of multiple suppliers for products in the catalog. Data structure is converted during the 6.1.1 upgrade. 
  • Fix display of calendar with all users or department filter set
  • Fix list view pagination controls in two or three simple format modules, such as the EMail Queue
  • Fix Print Statements as PDF for multiple invoices from Account list view
  • Fix sorting in some reports, and insertion of non-blanking space in reports exported as CSVs
  • Clean up for Web Lead Form Creation
  • Suppress display in portal of knowledge base articles with Display in Portal flag not set
  • Add Google Domain setting to user profile, and take into account the user's Google Domain setting on the "Open in Google Docs" link
  • Add Google Calendar ID setting to user profile (allow sync with non-default Google Calendar)
  • Fix adding in Contact's phone number when selecting a Contact for a Case. Also set Account if not already set
  • Reports - fix filtering on numeric boolean values
  • Fix import of email_opt_out and do_not_call on Leads module
  • Fix SQL error on Email DetailView when list has been sorted by contact_name
  • Set currency_id on demo project/project tasks - so duplicate function works on demo project data
  • Fix Websites module
  • Set probability and forecast category when automatically closing converted opportunity
  • Fix Get a Case feature so that Cases do not require all skills that the tech possesses
  • Apply Team data access controls to Report results
  • Fix currency conversion in reports
  • Apply Team data access controls to Report results
  • Use email template subject, not name, when creating auto-reply message
  • Don't reset associated opportunity status when duplicating a Quote
  • Correct calculation of Fixed Discounts at the Group level
  • Calls dashlet - fix minor issue with links from optional data columns
  • Adjust for user timezone when searching Booked Hours by date in List View
  • When sync'ing Documents with Google Docs, ensure the file linked to the Document actually exists - fixes a sync loop
  • When displaying calendar month view, do not process events with start time but no start day (which should not exist) - fixes slow display of calendar month view
  • Sales Orders List View - add Status as viable search field
  • Include Credit Notes when calculating Account Sales (Receivable) balance
  • When examining incoming emails, link them to related records based on From address (as previously), but now also based on To and CC addresses
  • Fix Undo Import
  • Allow JSmin settings to be saved without rebuilding config file
  • Fix issue editing email signatures for other users
  • Allow decimal quantities for Assemblies on Quotes etc..
  • When editing and saving Project Task time/date, fix time zone calculation issue 
  • Fix relationship mechanism for Products related to Cases