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FI - Finance Management

Releases – Changes & News

News, changes and bug repairs in the CRM module

Rel 1.2 – 1. 7. 2023

CRM Integrated with Sales management

  • Price lists integrated with the CRM groups (technically implemented by the Sales support but the CRM module was also adapted for that)
  • Several reports for customer management
  • Dashboard with important information about client and groups of clients

Rel 1.15 – 1. 6. 2023

System groups of contacts distinguishes types of contacts:

  • Clients
  • Suppliers
  • Internal contacts
  • Clients in care – support of the address book for social services

Rel 1.1 – 1. 3. 2023

Better support for sales management – improvement of the real CRM functionality:

  • Groups of clients

Rel 1.1 – 1.3 2022

  • Contact synchronisation with mobile devices, Thunderbird or MS Outlook – CardDAV interface using the Sabre library
  • Task management over the client and contacts

Rel 1.0 – 1. 10. 2021

First public release
Subject supporting various types of contacts, photo and details about the subject

Module developed primarily as a contact list for project managers, staff contact sharing and similar needs where people uses sharing contact. Real CRM support is not implemented

Rel 0.1 – 1. 6. 2021

First release with basic object support:

  • Subject with the object hierarchy
    • Personal subject
    • Company subject
    • Division
  • Support for various types of address books