If an email is already assigned to a task and you answer this email, your answer will now also be automatically assigned to this task.
If you click on the task, you will immediately see your entire correspondence.
>>Email Document
>New Document >Answer
>>Create and send answer
Tip: With the display function as a "thread", your correspondence is listed particularly clearly at the same time.
This function can be used to preset the associated Task Descriptions for a Task Template in a total of five different languages.
When the associated invoice is created, the correct language is automatically selected based on the language setting for the recipient of the invoice.
>Manage Application
>Task Templates
>>Set Task Description English ...
It is now possible to export tasks as a data file so that they can be edited and processed in a particularly versatile way.
Exported data files can be imported into other systems if required. The exported data files can also be structured according to your requirements.
>Tasks Dashlet >Task Wizard
>Export as CSV
It is a well-known fact that pinacos moves documents extremely quickly anyway. To make this very common function even faster, you can now use system suggestions for Cases in the Move Document function.
Simply click on the icon with the magnifying glass and the system will automatically suggest useful Cases for filing the document.
>Move Document
>>Case Suggestions
If it should initially remain open who from a group of Users should take on a Task, this Task can now be assigned to the group of these Users.
If one of the Users is working on the task, the other users are automatically informed of this.
>Task template or >Task
>Assigned to
>>Choose Role Group
Tip: The same function is available for the Signatory Role, i.e. the signatory or signatories of a letter.
The functionality for designing invoices in pinacos is now extremely diverse. Now the sequence of different types of cost entries for invoices can also be preselected.
This eliminates the need for sorting within the individual invoice - once again saving a considerable amount of time.
>Manage Application
>Account >Cost Types
>>Set Invoice Position
Tip: In the context of collective invoices, this sorting is applied to the individual Case so that all Cases are listed individually in order.
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.
