Changelog
Creating icons for states in users
Permission to delete inbox email
Widget data validation
Email preview
Subscription dropdown in the inbox
Delete domain
Creation of color markers for filter identification
Customization of fixed columns
"Originated" columns in Excel export
Widget 2.0 with new design and feedback block for digital platforms
User case evaluation system
Business dashboard and business report
Design improvements to give more depth and detail in some areas
Possibility to open/create cases or deals via message
Development of e-mail signature
Possibility to create a deal via email
Creation of a new conversation via case
Omni-search delivers results by deal and subscriptions
Changing the social media in the company sidebar simultaneously changes the Widget
Possibility to choose the Widget's position (between the lower right or left corner)
Possibility to schedule tasks on a regular basis (e.g., a task that has to be performed weekly)
Card configurator
Editor view
Client cases
Filter open calls
Changing states in the view itself
Client name included in grid view
Button to add time
Added time log filters per client
Update on how hours are released
Everything that is exported goes into the export history in "settings".
Possibility of cancelling an invitation.
New sidebar with more fields in the classification.
User permission management when sending an invitation.
Preferences in grid views.
New sidebar with fullscreen, sidebar, or modal options.
Option to set "Client Type" on import.
Creation of the publication history.
Developer (user) view + Sidebar settings.
Start view (dashboard).
New fields in the classification.
Publications in social media with links and images.
Airdesk performance improvement.
Widget configurator in the settings panel.
Added systems user for the creation of the publishing history.
Restore button in all views includes the "assigned to me" by default.
Kanban and timeline view in missing pages.
Dropdown correction in case reporting.
Correction of Rounding values in Contracts.
By clicking the "Delete" button to delete a widget, nothing happened.
When editing and adding one more subject an error occurred.
To get the widget working on a page/site it was necessary to delete the Airdesk generated embed code: "<!-- $airdesk SDK actions go under here -->";
It's possible to automatically convert the deal into a project by filling in the OPV field, create a free writing field under the "Invoicing" in the classification and remove the minimum 30 characters in the time filling.
In the social media feature, you can schedule and share posts on social media: Facebook, LinkedIn and Twitter, and create a list of ideal publishing schedules, with unlimited number of links. Thus, it ensures that you never publish posts at times of low adherence.
Airdesk, like Google Docs, works in real time. Using the color Orange, the Airdesk informs the user when there are changes in an element that is on your screen. There is also a new column that allows you to see, in real time, who is working on the item.
Preview of new file types, including .msg with attachments. You don't need to download the file to then view it.
Now you can follow or add users to follow.
Sidebar V3: New submission and viewing form.
Menu V3: Number of total notifications to be read in the Navigation Menu.
New Navigation Menu.
New support icons.
Icon to follow, attachments and messages.
Reply to a comment.
New permission for sensitive data. A user without access to sensitive data will not be able to see emails, dates of birth, among others.
Possibility to copy the link in order to share it.
In contracts, minimum invoicing interval, rental margin.
Introducing Airbot, the new user of the System.
We changed the comment system to the chat/messenger/message system.
We increased the length of the sidebar to suit the contents.
GDPR / LGDP field, editable legal contact source.
New filters in the contract view.
Missing description field in the list of cases and tasks and in "select columns and kanban".
We have included a signature on PDF export.
New field in contacts: Legal basis for the processing of a contact's data
Legitimate interest - possible / potential
Legitimate interest - other
Execution of a contract
Consent given by contact
Not applicable
Export of various times and selected cases. (β) New advanced import feature for contacts and clients. Client and contact import feature
Some fields in the 360-degree activity view were missing.
The coordinate field isn't empty when adding via map.
Filters in the subscriptions.
Missing fields in the export of contacts and clients.
Checklists and checklist templates on tasks.
By double clicking on the line, Airdesk opens the side view. When clicking three times, Airdesk opens the 360-degree view.
Export multiple time entries.
(β) Custom Dashboard.
Birthday card on personal dashboard.
Correction of permissions: the interface doesn't display buttons to which the user has no access.
The export of subscriptions did not include all of the necessary fields.
In the administration view, we changed the interface so that it works with tabs.
The system no longer allows users to close cases with open tasks, because they have dependencies. It will be necessary to close everything below to be able to conclude the case.
New project and contract dashboards.
Automatic PDF/reporting to clients.
Subcases: it's now possible to create cases to cases.
Inefficient time reasons.
New project and contract report.
Correction of permissions: the interface doesn't display buttons to which the user has no access.
New control of hours in contracts: it's now possible to create an annual contract with the control of monthly hours.
In the contracts, it's possible to detect the hours launched before and after the start and closing dates of the contract.
New periodicity column in the contracts.
Airdesk enters Beta version for Android.
In order to optimize search time, and reuse geo-location, we changed the location field to an intelligent field that combines georeferencing with address:
Google Maps search - you can even search by company name.
You can add all the data manually.
Being able to georeference the location on the map.
Power to search addresses, based on the location.
Allowing users to include their current location.
The one marked as unread is signaled in blue, even when it's assigned to you again.
In the timeline view, in the lower right field, there are new buttons:
Month view
Annual View
Zoom
New activity card on dashboards.
The Loss Reasons card on the deal dashboard is fixed.
In the projects, the columns "performance" and "total hours" are separated.
You can change the client's status in the list view.
The attached files show the submission date.
In the administration view, users are sorted by name and by default.
The description field is minimized by default.
Description field requires a minimum of 30 characters.
We have joined two versions in one: version 7 and 6. We present below the list of news.
Advanced filters with AND and OR.
New RESPONSIBLE filter.
New notification design, always in the center of the screen.
New totals bar in the footer in list view.
Resize columns.
Hide columns.
New 25X faster cache system.
Deals in notifications.
(β) New case, task and deal dashboards with last 180 days or last month.
"Deal" has new graph for loss.
New validate NIF's button - after adding NIF, click the icon and the system validates it.
360-degree deal view.
Possibility to add timetables in contracts and reason(s) of loss when the contract is lost. Possibility to indicate the type of project in the projects, the travel time in minutes and the time of inefficiencies.
All forms in the detail views have been corrected.
New forms design - Fields occupy 100%.
Comments at the end of all forms. It's no longer necessary to edit the description.
New navigation menu.
In the department selector, the person in charge appears.
The restore button now clears the quick search bar.
New time view design.
Possibility to disable departments.
New case and task dashboards.
Now you can hide the filters, click the arrow next to the page title.
New add menu.
In Dashboards, it's possible to hide the modules/cards. Click on the button with the 3 circles and click on edit modules.
In the listings, we put two dashes - when there are no results, this so you can visually identify that the result is at 0.
You can now reorder and remove columns. Just click on the button with the 3 circles and click edit columns.
Filters: client, project and contract.
New timeline view: Drag-n-Drop on tasks in calendar view. It's possible, by dragging the block boundaries, to move tasks between days. By clicking for 2 seconds on a task, you can move it completely.
It's possible to perform several new actions on the calendar. By clicking on the DATA, you can add a task that day. By double clicking on an empty space, it's possible to add a task to that employee on that specific day.
Omni-search: In the search, you can already find employee data, such as the extension.
Projects: Sorting by hours spent.
Contracts: It's possible to create opening hours in contracts.
Deals: New deal module.
Cases: It's already possible to cancel cases, for example duplicates.
Clients: Correction in the form to create a client. The contact isn't immediately applied.
Pipelines: In all views, we have a new concept that are the PIPELINES.
Drill Up and Drill Down as seen.
New "Originated" field allows you to see Drill Down.
We have added the "Company" field on all platforms and all views.
Quick search in all views.
Rollover in all fields shows the detail.
We have created the total of contracts in the client list.
We have added the phone number field in the contacts.
In Cases view - The "Originated" view should be sorted by date.
Error in the Alerts links. Do not filter when clicking on the "correction" alert, in the Contracts default sorting.
Improvements in the dashboard to make it more visible.
Improvements in the listings to make them more noticeable.
In Timepicker, validate when submitting when the final date is less than the initial correction in the classification.
Omni-search API
Client name appears in notifications
"Mobile" field added in contacts
In the classification, automatically mapping of the "State" field, depending on what was chosen at the origin
Export to Excel
New view in Kanban
Timetable in company information
"AND" and "OR" options in filters
New module "Commercial"
The department and the person in charge is notified when a project reaches 80% and 90%, and at 95%, whenever someone in the team launches time spent on the project.
Filters in the modules "Contract" and "Projects"
New TimePicker
Service id in forms title
Totals of lists on footer
"Created by" in lists and filters
Comments
Column sizer
Omnibox
"Edit" and "+" buttons in kanban view
"Restore All" option in filters
"Created by" filter in time log and classifications
Advanced "Sort by" and "Grouped" filters on grids
It is possible to block a user without deleting him, he will not be able to login
Created filter of person responsible
Service details
Contact popover
Team filter in time record and in classifications
The report presents the total number of travels
Popover with context
Creation of paging with arrows
New calendar and timeline views
Detail views across the platform
Drag and drop function on dashboard
Creation of a timer for time control
Possibility of filtering projects according to the project manager
Billing: Classification
Possibility to add states to contracts
A call can be launched on a project, contract, case and task
Possibility to schedule calls, cases and tasks to contracts
Search via OPV
Button to remove all filters
Export a time record to PDF
Export a report to Excel
Logo customization in PDF by company
Send email or notification with missing hours report
Logo on company and project information
Logo on project information
Avatars in the users', teams' and departments' information
