With the new Workflow Editor, you can easily define workflows for Task Templates and Tasks on a graphical user interface. By dragging and dropping connecting lines, you link the elements in the workflow.
>User Avatar >Manage Application >Task Templates
>Workflow Editor
>Tasks Dashlet >Task
>Workflow
The Workflow Editor fits seamlessly into the existing system of Events, Parent Tasks, Child Tasks and Steptasks.
In pinacos, documents are now automatically connected or joined in various functions - for example, when you create a copy. In addition, you can connect documents manually.
>>Mark several Documents
>Connect Documents
>Disconnect Documents
You can then display such connections in different ways.
>User Avatar >User Account
>Hide Email Attachments
>Show Connected Documents As Thread
Tip: Documents can also be connected across Cases.
This function makes it easier to find and record contact addresses in pinacos.
Enter a search termIn at >Search Contacts by Google Maps. Clicking on a hit will show you the corresponding website and phone number.
>Contacts
>Search Contacts by Google Maps
The hit is also offered for direct >Upload as Contact.
Under >New Document >Ticket you open a new Ticket Editor, which can be used to create a new document format, the "Ticket". A Ticket is used to document the chronological sequence of office processes, such as the development of an important file, in a particularly orderly manner.
>New Document
>Ticket
From the Ticket you can create telephone calls and new documents, as well as add comments.
Tip: A Ticket is also a great way to map a continuous customer relation management (CRM) or continuous improvement process (CIP).
In the header of the Case Metadata Dashlet, you select a "wizard" with the magic hat icon, who can perform various functions related to the respective Case.
These functions can be designed according to your wishes.
>Case Metadata Dashlet
>Case Wizard
Tip: With a Tree List, for example, the respective file list can be generated very easily for clients.
As you know, you can assign so-called Tags for Cases and Registers, by means of which the search functions then find these Cases and Registers directly.
>Case Metadata Dashlet >Manage Case
>Tags to be considered in Subject and From
>Tree >Register >Manage Register
>Tags to be considered in Subject and From
These Tags are now also fully taken into account in the >New Document >Upload function for the >Autodetect there.
In this way, when uploading several documents, you can assign them particularly flexibly and automatically.
To explain all these improvements here would go beyond the scope of this information. If you have any questions, please contact us directly.
Here you can see the current release list with all improvements and new functions.
