New in Profit 7

CRM


Doing great business with your customers



Workflows

More insight and deal with tasks quicker


Insight

It has become easier to deal with tasks:

If you position the mouse pointer on a task, the first three workflow actions will b available as line actions.  The Modify and Delete tasks are never available, to use these you should open the workflow..

Unread tasks are displayed in a bold font. Once you've opened a task, it will be displayed in a normal font. This way, you can quickly see which items you should still read.

On top, you see the total number of lines in the overview, see also New in Insite. This is always the total number, there's no distinction between unread and read lines.

Complete with or without a reaction

When you compete a standard workflow item, it's often unnecessary to enter a reaction. Take the leave reques, for instance. If you approve the request, generally you have no need to enter a reaction. When you disapprove, you do want to leave a reaction for the employee who made the leave request.

Therefore, you now have a choice. If you click the action, it will be carried out with providing a reaction. Click the action button on the right if you do want to leave a reaction. 

If a reaction is compulsory, you should always enter a reaction. 


Manage personal data

In the Management Tool, you can indicate for each custom field whether it is privacy sensitive. You can now add the field Contains privacy sensitive data to the view in the Management Tool.

in the example on the right, the custom fields Allergie and Kledingmaat have been added, and both have been marked as privacy sensitive. oFields supplied with Profit may also be marked as privacy sensitive (like Facebook, LinkedIn and Twitter in the example). For these fields you can't change the field Contains privacy sensitive data, this is only possible for custom fields.

Locations and location dossier in InSite

You can make a locations overview (for Profit Agenda and courses) available in InSite. The locations dossier will be displayed in the location properties.

To configure this, activate the Locations page type in the site properties. After this, authorise the corresponding InSite-pages (these are linked to the View locations functionality) Locaties raadplegen). The Site Manager can then include the Locations overview page in InSite.