Accounting
Usability
List view designed for greater visibility on document status and next activities.
Enterprise
Aged partner balance has been moved to enterprise with the Accounting App.
Assets
Assets match the quantities and units of measure set on the Vendor bill; depreciation reports; manage depreciated assets
Financial Reports
New design for financial reports that shows the meaning of each section.
Audit
Track modifications on posted entries for: Account, Label, Reference, Tag (tax grid), Due Date.
Automatic Entries
Apply Automatic Transfers to specific partners; making inter-company transactions easier; one wizard for both, accrual and transfer preview entries in the wizard.
Cash
Define two different accounts for cash rounding - one for gains and one for losses.
Chart of Accounts
Automate the account hierarchy based on the account code; manage allowed journal to post to accounts.
Disallowed Expenses
Manage Disallowed Expenses; integrated with Fleet.
EDI
Import/export EDI documents in UBL format.
Invoicing
"Customers" and "Vendors" contact filters have been renamed to "Customer Invoices" and "Vendor Bills".
Invoices/Bills
Easily choose the numbering sequences you want when posting your first Customer Invoice and/or Vendor Bill.
Invoices/Bills
Add the "To check" feature for invoices/bills so you can mark which of these you want to follow up on.
Invoices/Bills
Clearly indicate when an Invoice or Bill does not need to be validated because it is setup to be automatically posted on a previously defined date.
Invoices/Bills
Corresponding Purchase Order reference can be displayed on the invoice line.
Journal View
Keyboard navigation in journal view has improved. Preview of HR expense documents.
Ledger View
Ledger view has been improved. Balance and cumulative balance columns have been added.
Link with Invoicing
Smoother migration from Invoicing to Accounting apps. Interco module improvements.
Multi-Currencies
New Unrealized Gains and Losses report that allows users to generate revaluation journal entries.
Partner Ledger
Add "Reconcile" Button to the Partner Ledger.
Payments
Improved batch payments error reporting. Batch Payments are now compatible with SEPA Credit Transfers.
Payments
Customer and Vendor payments are now posted via Outstanding Accounts. These balances are only posted to the bank account during bank statement import. Manual Journal Entries can be reconciled by posting to these accounts.
Payments
As the SEPA BIC is no longer mandatory, BIC constraints have been removed.
Payments
Register payments in batch. Only register a payment for the amount due, when registering partial payments.
Payments
Track payment status on payments, so you can see who prints it, cancels it, etc., and when these actions happened.
Payment Status
Invoice/Refund payment status has been improved. You can track the status of payments, and when they happened.
Reconciliation
Support marking an invoice/bill as partially paid when the amount is less than the full balance.
Reconciliation
Reconciliation models can now match on Customer of Vendor and are more accurate.
Reconciliation
Reconciliation engine also looks into the note and reference, in addition to the label.
Reconciliation
The Reconciliation Widget has been moved into Odoo Enterprise.
Refactoring
Refactoring of financial reports now offers better performance. Safer rounding factor update for currencies.
Tax Closing Entry
Include or exclude accounts from the tax closing entry. Useful in case of (partially) non-deductible VAT.
Tax Reports
A company can use foreign tax tags and reports together with domestic ones.
Tax Reports
Define multiple tax reports for a single localization.
Usability
Activities automatically created for overdue invoices. Improvement of predicted vendor bill taxes. Read-only mode for accounting date.
UX
It is easier to configure your charts of accounts and tax reports. New menu for HR expenses. Printing checks is a general option.
UX
Prevent users from closing a fiscal year with draft entries.
Appraisal
Survey
Ask your employees for feedback with the survey app integration.
Goals
Help managers and employees achieve specific goals.
Usability
App revamp, define a general template for feedback or specific templates by Job Position, define an Appraisal Evaluation Scale, schedule the Next Appraisal automatically.
Barcode
Demo Data
Improved Barcode demo/test sheet to help you with your first set of workflows.
Barcode Management
Easily use the Barcode application without a barcode scanner: buttons, field editing.
Usability
Misc. usability improvements in the Barcode app.
Calendar
Outlook Synchronization
Synchronize your Outlook Calendar with Odoo.
Recurrence
Modify a particular event, the selected event, and all future events, or every event that is part of a series.
CRM
Usability
UTM fields are available as optional fields. My Activity view management; mass editions from CRM list views.
MRR
Handle recurring revenues and manage renewal intervals, via used-definable plans
Outlook Integration
Turn emails received in your Outlook mailbox into leads, and log their content as internal notes.
Reporting
Lost reasons referenced in opportunities cannot be deleted.
Search
Search for leads and opportunities based on their phone numbers.
Usability
Contacts
The phone number and email address of an opportunity are always editable, and edits are synched with the contact.
Data Cleaning
Duplication
Automate the identification and merging of duplicate records.
Field Cleaning
Set up automatic formatting and/or cleaning of text fields.
Discuss
Activities
Keep the custom summary when changing activity type.
Activities
Display activity summaries, and fallback to the activity type if there is no summary set.
Activities
Widget improvements. Display who is assigned (if it isn't the current user). Icons now show activity type.
Channel
Archive an unused channel.
Chat
Show user avatars in Chat.
Out of Office
Indicate when users are out of office.
Private Channels
Users who create private channels are automatically added as members.
Documents
Documents
Manage documents through the list view like they are in the Kanban view (download, drag and drop, ...).
Front-End Refactoring
Show custom features from the Kanban view on the list view.
Document contents are indexed for better searching.
PDF Reports
Long company addresses (with a second address line) are no longer truncated on PDF reports.
Split
Organize, split, and extract pages from multiple PDF documents.
Versioning
Keep track of the different versions of your document in the Documents application.
Usability
Track document versions and other UX improvements.
Usability
Specific pages can now be linked to specific actions.
eLearning
Certifications
Choose between six templates for your certification, so your students can share them on social media.
Courses
Highlight recent content, sell it, and check student progress from the attendee list.
Descriptions
Two descriptions are supported for each course. A short one on the homepage and a longer one on the course, itself.
Karma
Any karma earned in a course is lost when leaving it. Rank users by month, week, or all time, based on their karma.
Quizzes
Allow students to help each other with the new "Comment" option.
Technical
Move from on-change / default_get to stored editable computed fields.
Usability
Students can now download content and external resources.
Usability
When archiving a course, content is displayed as unpublished.
Email Marketing
Activities
Email and SMS activities are now clearly separated.
Emojis
Add emojis to your email subjects.
Kanban
The scheduled date is now clearly displayed when using the Kanban view.
Preview
Encourage your recipients to open your emails by showing them custom preview texts in their mailboxes.
Reporting
24 hours after a campaign is launched, a recap is sent to the user responsible for it to share the initial results.
Snippets
Add a snippet in your email header, so recipients can open your email in the web browser.
UTM
UTM parameters are used on replies, so generated records are correctly set and attached to the right Marketing initiatives.
Employees
Accrued Time Off
Choose a start date for time off - to support bank holidays on a weekend.
Accrued Time Off
Define accruals based on days, as well as weeks, months, and years.
Availability
See the availability of a set of employees based on skills or roles in Planning.
Contract
Change working schedules, job positions, and statuses in mass, via the list view; Full time contacts can be suspended; Alerts direct users to perform specific actions.
Credit Time Days
Manage the time of a credit and show credited days on payslips.
Departure
When archiving an employee, an end date is added to their contract, and users are reminded of actions to perform (cancel future appraisals, Time Off, ...).
Documents
Private employee documents can be managed through the document apps.
Expiration Date
Time off expiration dates are visible on the employee dashboard.
Integration with Discuss
Quickly chat with a colleague or an employee by clicking their avatar.
Salary Configurator
Make the "Customize Your Salary" configurator available in additional countries.
Usability
Mass edit departments, job positions, and managers in the list view.
Usability
Easily check if an employee is currently available.
Events
CRM Integration
Define rules to create Leads/Opportunities from attendees when they register.
CRM Integration
Leads can also be created when an attendee is either created, confirmed, or marked as having attended.
Event Tags
Use Event Tags to create custom website filters.
Exhibitors
Create virtual conference booths for your Exhibitors to interact with attendees.
Favorite Talks
Let your attendees pick the tracks they want to attend, and remind them when they start with a Push notification
Gamification
Engage attendees with quiz questions, and acknowledge participation by displaying a Leaderboard.
Gantt
The Gantt view now dynamically computes its display start date and scale.
Graph & Map
Visualize your events on a graph and a map view.
Kanban
Manage your events with custom Stages.
Kanban
The event Kanban card has been redesigned to be clearer.
List
The event list view has been updated to provide more clarity and flexibility.
Magic Buttons
Choose when buttons should appear next to a video to provide time sensitive actions to your attendees while they watch.
Mobile
The attendee mobile views have been improved to ensure a better on-site management.
Mobile
Let your attendees browse your events (including when they are offline) through the Progressive Web App technology.
Online Tracks
Tracks that aren't yet scheduled can be displayed under a "Coming Soon" section of the track list, so you can start generating hype around them.
Online Tracks
Clearer Track page to support the new "Live" features.
Open Questions
Ask open questions to your attendees while they are registering.
Registration Desk
Introducing a new "Registration Desk" mode that can handle multiple ongoing events.
Reporting
Track UTM on attendees, even without Sales Orders.
Rooms
Foster community interaction by creating virtual conference rooms on specific topics, for specific locations, or let attendees create them.
Sales Integration
Easily navigate between your ticket Sales Orders, your Events, and Attendees.
Sponsors
A form view with chatter provides a better way to manage sponsors.
Sponsors
Sponsors can be archived.
Sponsors
Improved the design of the footer grid to display more Sponsors, without it being overwhelming.
Tickets
Tickets can now be handled without needing to install Sales or eCommerce.
Tour
A tour has been introduced to help users take their first steps into the Application.
Create event-specific Twitter walls, and nest them under the Event sub-menu.
Usability
The "Minimum Seats" field has been removed.
Website
Improved the way events are displayed on the website, while easing the customization of those pages.
YouTube Live
Broadcast your Tracks online through a YouTube integration.
Expenses
OCR
Digitize expenses using our Optical Character recognition service.
OCR
Test the digitization of expenses using AI with sample receipts.
Payments
Register payments in batch.
Payments
Only register a payment for the amount due when dealing with partial payments.
Usability
Organize expenses and expense reports using an optional list view.
Usability
Find all your expenses and all expense reports in one place using the dedicated menus.
Usability
Download our mobile app by scanning a QR code.
Usability
Discover the application by following a tour.
Usability
See what needs to be submitted, what is waiting to be approved, and what is scheduled to be reimbursed.
Usability
Expense Products are predicted based on past expenses.
Field Service
Link with Inventory
Default warehouse definable by User.
Link with Inventory
Add products tracked by lots or serial numbers to tasks.
Products on Tasks
Indicate the number of products used during a visit in one click.
Usability
Field Service tasks generated from a sales order now refer to the delivery address of the customer.
Usability
Unification of the form views of Project tasks and Field Service tasks to ensure a smoother workflow.
Usability
Manage your team without needing to install Sales or Invoicing.
Usability
See the total of each row at the bottom of the Gantt view.
Fleet
Accounting
Compute allowable deductions from vehicles and link them to a vendor bill with an analytic account.
Archive
Archive vehicle makes and models.
Costs
Services and costs have been merged to simplify cost management. Get costs KPI on reporting.
Services
Organize services by stages. Add a full description of the service. Archive a service.
Bicycles
A vehicle type can now be "bicycle".
Usability
Contracts can be recurring or non-recurring.
Helpdesk
SLA Policies
Exclude time spent in specific stages - without affecting SLA metrics.
SLA Policies
Ensure tickets are assigned within a specific time-frame.
SLA Policies
Apply SLA policies based on ticket tags.
Team Visibility
Helpdesk Teams now only visible to specific users. Define which users will be automatically assigned new tickets.
Timesheets on Tickets
Use a timer to track time spent on tickets. Several users can now track time on the same task/ticket simultaneously.
Timesheets on Tickets
Display ticket timesheets on the customer portal.
Website Form
Improved design of the website ticket submission form.
IAP
IAP Services
Publish/Unpublish IAP services on demand. Submit new requests for approval after IAP services were declined.
SMS
Better error handling when trying to send an SMS if the user doesn't have a valid account.
SMS
Use one SMS account across several databases.
Snailmail
Get a warning when sending a letter by post for the first time (prevents letters from accidentally being sent to the wrong customer).
Inventory
Access Rights
Inventory Managers no longer need accounting or billing access rights.
Archive
Consistent behavior of smart buttons and inventory reports when archiving products.
Expiration Dates
Show removal dates on quantities, block the delivery (and internal consumption) of expired products.
Expiration Dates
Allow editing of the removal date, when the product_expiry module is installed.
Feedback
Synch product description changes from Sales Order to Manufacturing and/or Purchase Orders.
Forecasted Inventory
Forecasted inventory report, accounting for incoming goods and reordering.
Integration with Barcode
Manually create transfers from the barcode app, access quality checks from lot/serial numbers.
Integration with Sales & Manufacturing
Display a link between the Sales Order and the PO, created automatically by the SO.
Reordering Rules Improvement
Check forecasted quantity at specific dates, accounting for security days and lead times.
Repair Orders
Support reset to draft and cancel on Repair Orders.
Replenishment Report
Create manual reordering rules. See which products need replenishment, via a replenishment report.
Serial Numbers
Display information about the existing serial number if a duplicate is detected.
Serial Numbers
Allow to record serial numbers quickly, inline.
Sign Deliveries
Support signing deliveries to acknowledge receipt of goods.
UoM
Improved usability with Unit of Measure widgets.
UoM
Changed the default Unit of Measure to 2 decimals (0.00 instead of 0.000)
UPS Account
Bill the UPS account of your customer.
Usability
Allow transfers to be unreserved in batches.
Usability
Easily link locations with specific interim accounts from product categories.
Usability
Standardize behavior of transfers when manually updating the quantity on a SO/PO line, and when creating a new PO/SO line.
Usability
Access the forecasted quantity of products on Transfer Operation lines.
Usability
Improve the user experience when a user has to change the cost of a product (remove the wizard).
Usability
Remove multi-warehouse settings (multiple warehouses now supported by default). Operations now support a text description.
Usability
Availability date management on transfers, manufacturing orders, and sales orders (compute the expected arrival of products needed to fulfill each order).
Usability
MTO route replaced by a more flexible approach based on automated replenishment.
Usability
Improved delivery slip report.
Usability
Skip the draft step for internal pickings.
Invoicing
Invoice Policy
Default invoice policy now "based on delivered quantities."
Taxcloud
State and zip code can be set as mandatory for eCommerce.
Usability
Warning when trying to invoice without "invoiceable lines" - suggesting a configuration change.
IoT
Log Files
Access IoT box log files from the form view.
Packages
Automatically weigh delivery packages when connected to a scale.
Printing Options
Print shipping labels through an IoT connected printer.
Raspberry Pi 4
Support Raspberry Pi 4 IoT boxes.
Livechat
Chat
Customize chat windows to fit your branding.
Visitors
Chat with visitors from any page of the website.
Localization
Belgium
Belgian Fee forms 281.50 XML and PDF.
Sweden
Allow domestic payments, SEPA-like.
Switzerland
QR IBANS added on bank account. QR bills implemented.
Lunch
Alert
Organize alert by status in Kanban view and translate them.
Products
Organize Products by categories in Kanban view and translate them.
Vendor
Organize vendors by location in Kanban view.
Usability
Lunch categories have been improved, especially in a multi-company environment.
Manufacturing
Batch Pickings
Improved batch transfers layout/usability, and makes them available in the Barcode app.
Flexible Consumption
Increase the scope of flexible consumption, allowing to update confirmed MOs, and consume components, which weren't part of the initial BOM.
Help Rescheduling
Help rescheduling of transfers and manufacturing orders, by setting alerts on transfers/MOs.
Manufacturing Orders
Apply landed costs on manufacturing orders.
Manufacturing Orders
Show link between parent and child MOs, also between MO and PO.
Planning Visibility
Ease work order's planning visibility thanks to information popover and working hours visibility.
Post Inventory
Allow to post inventory on a MO under the same conditions then "mark it as done".
Quality Check
Make it possible to define the same quality check for several products.
Subcontracting in Barcode
Handle subcontracted receipts with tracked components/finished products in the Barcode app.
Usability
Allow to filter on subcontractors and subcontracted products.
Usability
Easier editing of Manufacturing Orders, via the form view.
Usability
Create a manufacturing order for a product having no BOM, and add components on the fly.
Usability
Create manufacturing back-orders when several lots/serial numbers need to be manufactured.
Usability
Combine Routings and Bills of Materials. Operations are now listed in a new tab of the BOM.
Usability
Improved vendor pricelist form view, new manufacturing scheduler, show delivery dates on sale orders.
Usability
Added an unbuild button on MOs that are 'done' so that finished goods can be turned back into raw materials.
Usability
Improved file uploads.
Valuation Report
Revalue products, via the valuation report.
Marketing Automation
Usability
Send yourself an SMS from your contact to test the service.
Usability
Phone numbers can now be modified on the fly when sending an SMS.
Mobile
Kanban
Create a column in Kanban view.
Links
Open links in the applications and not on web navigator.
Scanner
Scan barcodes with mobile's camera.
VoIP
Call a contact through VoIP from a mobile phone.
Payroll
Advantages/Benefits
Customize or add advantages to fit your business needs.
ATN (Belgium)
Manage Laptop ATNs on employee contract.
Exceptional Pay
Manage which "other inputs" are available on a payslip by defining which structure types can use them.
Salary (Belgium)
Public transportation fees based on CP200.
Time Off
Payroll is no longer dependent on the Time Off app to compute payslips.
Warrant (Belgium)
A Payroll structure to manage Warrants has been added.
Work Entries
Work Entries can be modified in bulk. You can change work entry types and statuses, via mass editing in the list view.
Planning
Access Rights
All internal users have access to their shifts without needing access rights to Planning.
Duplication
Filters are taken into account when copying the planning from the previous week.
Open Shifts
Publish and send individual open shifts.
Open Shifts
The open shifts line respects any "group by" filters applied in the Gantt view.
Roles
Define several default roles on your employees to get relevant shift templates, and to send them the right open shifts.
Send Schedule
If the schedule covers multiple months, all of them are displayed on the webpage.
Send Schedule
Define a custom period when sending your schedule.
Shift Templates
Take into account projects and tasks in your shift templates.
Time Off
See global time off in the Gantt and Calendar views.
Unavailability
Improved accuracy of employee's unavailability.
Usability
Allocate more hours than 100% of the real duration of a shift.
Usability
Chat with another employee by clicking on their avatar from the Gantt view.
Usability
Search and group your employees by department for better organization.
Usability
See the total of each row of the Gantt view.
Usability
Projects, tasks, and roles for which a shift was created in the past 30 days are displayed by default in the Gantt view.
Usability
Start and end hours defined by default on a new shift based on the definition of the resource calendar.
Usability
Optionally display the percentage of allocated time on the Gantt view.
Usability
See the progress of a task from the Gantt view.
Usability
Get details on projects and tasks linked to shifts on the webpage.
PoS
Cash Rounding
Set a cash rounding in the PoS in the same way that accounting cash rounding works.
Configuration
Modify the configuration of a PoS while a session is opened.
Loyalty Programs
Improved usability of the loyalty programs.
Mobile
Use PoS on mobile. Answer the growing demand for a mobile interface in stores.
Payments
Handle several payment methods more easily, thanks to a clearer interface.
Product Configurator
The product configurator is now available in Odoo PoS.
Returns
If there are product returns, distinguish the negative and positive lines in the pos.session journal entry.
Scan
Scan Barcodes with a camera (attendance, PoS, and events).
Stock
Generate a single stock transfer when closing your PoS session.
UoM
Let the user define a measurement system, and use those UoMs for the package types.
Project
Analytical Accounting
Track any kind of revenue linked to the analytic account of your project.
Analytical Accounting
Track the costs and revenues of a task independently from the project by defining a specific analytic account on the sales order.
Collaborative Pads
Display collaborative rich text pads in the portal to further collaborate with your customers.
Link with Planning
Access the Plan directly from your tasks. Manage them efficiently based on the overview of the number of hours initially planned and the hours already forecast for your tasks.
Link with Sales
Generate a project or task from a Sales Order without needing the Timesheets app.
Link with Sales
Differentiate billable projects from non-billable ones.
Link with Sales
Exclude specific tasks or timesheet entries from the billing.
Link with Timesheets
Show details on the time spent on tasks (and their sub-tasks) in the portal.
Link with Timesheets
See how many hours are remaining on your tasks from the kanban view of your project.
Project Visibility
The 'View Task' link on emails is only available to internal users if the project is private.
Project Visibility
Restrict the visibility of your private projects to specific users without adding them as followers.
Recurring Tasks
Generate and manage recurring tasks for routine activities.
Sub-tasks
Organize your project with multi-level sub-tasks.
Sub-tasks
Enable the sub-tasks feature project by project.
Sub-tasks
The information defined on a sub-task will not be overridden when it is linked to a parent task anymore.
Usability
Draw inspiration from our kanban examples and load them to test the Project app.
Usability
Additional templates are provided when creating a new project.
Usability
Improvements in the onboarding tour.
Purchase
Integration with Approvals
Manage internal purchase requests and generate RFQs from Approvals.
Margin Computation
Compute margins correctly even when products are configured with a FIFO costing method.
Pricelists
If no vendor pricelist matches the purchase order line, use the cost of the product as the purchase price.
Returns
Help users know when they should request a credit note from a supplier, and help them complete it.
Usability
Bills are now linked to Purchase Orders with OCR.
Vendor Bill
Get the purchase reference on a bill's lines.
Recruitment
Applicants
Change job position, stages, medium, priority, and responsibility in the list view. Create reports on reasons why applicants weren't hired.
Archiving Flow
When an employee leaves the company, an end date is automatically added on their contract. In addition, their address, car's contract, etc. are archived.
Contacts
Contacts created from the applicants are automatically set as private contacts.
Dashboard
Access Recruitment KPIs in reporting.
Referral
Usability
Onboarding UX Improvements.
Usability
Remaining points are now visible in your dashboard, next to total points.
Rental
Opportunities
Create a rental quote from the CRM app by clicking "Create Rental".
Orders
Rent a product from the Gantt view. Warn users on the Gantt if the product is rented.
Products
Serial numbers are added to the rental analysis report. You can also check product availability.
Sales
Amazon
Prevent user mistakes from canceling Amazon sales orders.
Country
Define if a country, state, and zip are required to compute taxes on eCommerce and Sales.
Coupon
Coupons & Promotions can be activated on the Website, even if you don't have the Sales app.
Incoterms
Incoterms have been updated based on 2020 legislation.
Invoicing
Note(s) from Sale Orders are copied to invoice(s). Default invoice policy is "based on delivered quantities."
Margin
Display margins, both as a percentage and as an amount, on Quotations and Sales Orders.
Orders
Categorize orders with tags. Confirmed orders with delivered items will now show a wizard to guide users on how to handle them when they try to cancel.
Pricelists
Recompute prices when changing the pricelist of a Sales Order. Generate and print a pricelist report from a product.
Sign
Portal
Signature requests are now visible on the customer portal.
Mobile
Easily sign your documents on your mobile device with an efficient and easy-to-use interface.
Usability
New onboarding tour and usability improvement.
Usability
Access Rights review.
Usability
Add Tags and Filter panel on the Dashboard menu.
Usability
Manage who is responsible for Signatures.
SMS Marketing
Activities
Email and SMS marketing activities are now clearly separated.
Kanban
The campaign scheduled date is now clearly shown when using the Kanban view.
Reporting
24 hours after a campaign is launched, a recap is sent to its responsible to report on its early results.
Usability
Send yourself an SMS from your contact to test the service.
Usability
Phone numbers can now be modified on the fly when sending an SMS.
Social Marketing
Demo Module
Demo data can be installed from the settings.
A tour guides you through your first steps.
Tour
Post on your LinkedIn Company page, report on engagement, and add LinkedIn streams.
Spreadsheet
Filters
Define text, date, or relational filters on the data in your spreadsheet.
Pivot Insert
Insert any custom pivot into a spreadsheet for advanced reporting.
Templates
Use standard or custom templates for new spreadsheets (e.g. revenue analysis, budget reporting, sales commissions, etc.).
Studio
Approval Rules
Configure approval rules on any form view button.
Automation
Automation configuration has been made easier.
Custom one2many
Easier setup of custom one2many fields. The pop-up selector now finds more fields without users needing to click 'Search More'.
Custom Picture
Add a picture field to form views.
Custom Sort
Customize the default sorting of list views.
Date Filters
Create date filters from any date field.
Map View
Enable and customize the new map view.
Mass Edition
Enable the mass edition feature on any list view.
Menu Items
Menu item customization has been made easier.
Quick Create
Enable/disable quick-create feature on one2many and many2many fields.
Report Address Block
Improved configuration of address blocks in reports.
Search View Customization UI
Improved search view preview design.
SMS Text Message
Enable the SMS Text Message feature on any phone field.
Tabs/Groups Visibility
Customize the visibility of form view tabs and groups.
Time-Based Automation
Time-based automations are triggered more frequently.
Subscription
Dashboard
Get all information to manage sales commission through their subscriptions (select several salespersons, export to PDF,...).
Payment Terms
Default payment terms on subscription, reverberated on renewal, upsell, and manual invoices.
Sequence
Sequence is generated when saving to reduce the number of gaps in the subscription sequence.
Services
Get information on the address of the provided service.
Upselling
Limit accesses to active products only.
Usability
Various UX improvements in the Subscription app, including an easier configuration for subscription stages.
Survey
Conditional Questions
Conditional questions can be added to surveys. (e.g. "Question B will appear if the selected user answered A on the previous question").
Design
Add pictures and videos as a background, or to illustrate your questions. Several new layouts are also available.
Live Mode
Interface improvements for the host. New screens with charts, questions, etc. are now available.
Live Sessions
Manage your sessions' pace. Show participants their results and ranking live.
Sharing
Optimize and customize your survey link to share it with people.
Technical
A cleaning in survey models (naming, ordering, dead code) has been done.
Technical
Transitions are now loaded in AJAX. This means no more loading of a new page.
Usability
New stat button on the survey to know the number of courses in which the survey is used.
Usability
Possibility to add a description from the frontend. A page can also be created by using the "Add a Section" button.
Usability
Teachers can now check an answer's correctness on all types of questions.
Usability
No more header, footer, and livechat when taking a survey.
Technical
Access Rights Shortcut
New debug shortcut to the current model access rights.
Attachments
A new option has been added on any2many_binary fields, so file extensions can be filtered.
Email Template
Allow the user to access all existing records of the matching model when testing their mail template.
Hide Field Label
List-view option to hide field headers.
Many2many List
A user is now able to edit a many2many list field related to a model he only has read access to.
New 'NOW' Key
New 'NOW' key accurately compares date-time values to the current day and time.
Onboarding Tour Priority
A priority order can now be defined on app tours.
OWL Framework
Our new OWL framework is available.
Performance
Favicons are no longer stored on Link Trackers.
Searchpanel Options
New options: structure folders, display all values, and limit values.
Sorted Actions
Contextual actions are now sorted by sequence.
Time Off
Accruals
Choose a start date for Accrual Time Off. Also, base your Accrual Time Off on days.
Allocation
Customize a specific approbation flow by type for allocation requets.
Dashboard
Better access to remaining leaves, see grey on not working days, and see expiration date of remaining Time Off.
Employees
Use the employee timezone to compute allocated days, instead of user ones.
Security
Description and Time Off type are hidden for other employees. Everyone's menu refers to a calendar event.
Usability
Global UX improvements, with simplification of the Manager menu and the addition of a year calendar.
Working Schedule
Personal Time Off calendar shows not working days in grey.
Timesheets
Barchart Footer
The daily timesheet totals are displayed as a barchart to highlight time distribution.
Encoding Unit
Timesheets duration are expressed in days on the portal, if they were encoded as such.
Link with Sales
Easily change the Sales Order Item to which your Timesheets (not yet invoiced) are linked.
Link with Sales
Transfer uninvoiced Timesheets from one task to another.
Timer
Record time spent on projects and tasks using a timer. Use hot keys to launch the timer, or to directly add 15 minutes to a given project and task.
Usability
Improvements of the onboarding tour.
Usability
Hide or display optional fields in the list view.
Usability
Remaining hours are indicated in the name of tasks when encoding timesheets.
Usability
Timesheets are automatically validated when clicking on the corresponding button.
Usability
Validate timesheets in batches from the list view.
Usability
Download the awesome Timesheet app by scanning a QR code.
Usability
Chat with another employee by clicking on their avatar from the grid view.
Usability
Projects and tasks, on which the user logged time in the past 15 days, are displayed by default in the grid view.
Usability
Merge timesheet entries together.
Usability
Attachment
Access to documents always requires employee rights.
Auto-Colored Tags
Colors are automatically set on tags at their creation.
Chart Sorting
Sort bar and line charts by increasing/decreasing measure.
Colored Tags
Colored tags in the listviews of leads, tickets, tasks, and UTM.
Company-Dependent Fields
Extra tooltip for company-dependent fields.
Date Filters
New date filters have been added across apps.
Default Timezone
The timezone of the admin is automatically set at first login.
Digest
A digest containing a tip is sent to users on a periodic basis.
Gantt Drag & Drop
Drag pills smoothly across the Gantt view.
Gantt Weekday
The day of the week is now displayed in the Gantt view.
Mass Edition
Records are now automatically unselected after a mass edition from the listview.
Report Footer
Field labels have been removed from the footer to save space.
Percentage Widget
Improved usability of the percentage widget.
Graph Drilldown
Drilldown to records from bar and pie charts.
Grid View
Negative grid values are highlighted in red.
Grouped Listview Design
Improved design on grouped listviews.
Internal Assignment
Internal documents (tasks, orders, etc.) can only be assigned to internal users.
Kanban Views
Various Kanban views have been improved.
Layout Preview
More accurate preview in the layout designer.
Listview Actions
New action buttons when selecting records in the control panel.
Map Grouping
Group records from the map view to visualize clusters.
Mass Password Reset
Send reset password instructions to multiple users at once.
New Listview
Listview has been upgraded with new widgets: user avatar, activity scheduler, remaining days, advanced formatting, etc.
Notifications
Improved notification minimalist design.
Product Catalog
Improved product catalog listview.
Reporting Sample
Sample data is displayed on empty reporting views.
Searchpanel Counts
Record counts are displayed next to each item of the searchpanel.
Select All Records
Select all records beyond the first page of the listview.
Settings
Get a direct link to the functional documentation for complex features.
Smart Date Input
Set any date field relative to the current day (e.g. +2d to set the date two days in the future).
Start Typing...
Users are invited to start typing to discover the quick-create feature of relational fields.
Time Comparison
Set a date filter and compare time periods from the searchview of reporting views.
Transparent
Dummy data appears on many empty screens to show users how they will look once populated.
Yearly Calendar
New 'year' mode in the calendar view.
VOIP
Call
Access the dialpad during a call. Use "Enter" to start a call. Particularly useful when a vocal menu is enabled.
Usability
After typing a number, hitting enter starts the call to increase efficiency and improve the user experience.
Usability
Better matching between phone numbers and contacts using standard E164 formatting.
Website
Blog
Cleaner interface. New options available for blog titles and text blocks. Quotes have more visual insights.
Blog
If a visitor wants to comment on a post without being logged in, he is redirected to the correct post after having logged in.
Blog
Tags can be added on blogs from the front-end.
Builder
The Anchor system has been reviewed. Anchors are generated automatically based on the first title within a section, or the snippet name, as applicable.
Builder
Easier modeless configuration of background size and position for snippets. "Cover" and "repeat pattern" options moved into the options menu. Background position is now chosen by clicking on the corresponding menu option.
Builder
A slide counter has been added in the carousel snippets option menu. This way you can manage slides entirely from the options, instead of having to go to the block, itself.
Builder
New options for invisible elements (cookies, pop-up), sign-in, and call to action.
Builder
Hovering over an option in the left-panel displays a preview of the result.
Design
New background color system - choose your color and apply presets on each snippet.
Design
Individually customize the width of each block .
Editor Panel
Move the product search bar snippet options directly to the left panel with standard snippet option widgets.
Editor Panel
Image optimization and new crop inline. Handle the quality of the image in the left panel; new color filter on images.
Editor Panel
On the editor panel, drop-downs are closed on click outside the zone.
Form
Add security, with the use of reCaptcha V3.
Form
Form snippet, let users customize the height of a text area.
Forum
Find your position on the leaderboard. Tidy up forum back-end and front-end.
Forum
Prevent users from sharing a question before the community manager has approved it.
Header
Twelve header templates have more variation between themes and more customization options for users.
Images
Provide more space for images; merge the search. Images are automatically optimized.
Language
Make the language switcher available via the portal. The website app is no longer required.
Language
Add the language selector in the header and customize the layout.
Mobile
The visibility of columns can now be toggled on mobile devices.
Rating
Ratings are now available in the portal. The Website app is no longer required.
Rating
You have more control from the rating snippet. Change the colors, icons, etc.
SEO
Connect your website to the Google Search Console.
SEO
Customize your blog post or product URLs.
SEO
The shorter the URL, the better. We removed the '/product' and the '/posts' sections from URLs.
Snippets
Page loading when adding a new snippet improved; you now stay on the same page.
Snippets
New snippets: Countdown, Chart, Table of Contents, Product Catalog, Dynamic Snippets.
Snippets
You are now able to save and reuse your own snippet everywhere on the website.
Snippets
Refactoring of all the snippets (the html structure, the design, the functionality, etc).
Technical
You now have a beautiful 404 page that you can customize.
Technical
Quickly edit your robot.txt from the back-end settings Menu.
Themes
Themes are switchable from the Customize dialog box. No need to go in the back-end.
Themes
All snippets are now available on all themes.
Themes
The Bootswatch theme is no longer supported and have been removed.
Themes
Theme installation may take time, so we added a notification so users know something is happening.
Usability
A cron removes unused coupons on a Sales Order after three days.
Usability
You can now publish pages from your mobile device.
Usability
Use keyboard shortcuts and discover the full screen mode for an immersive experience in your website builder.
Usability
Outdated snippets are marked, so you know which ones to update.
Usability
Quickly publish groups of products and/or blog posts via the mass editing feature of the Listview.