From V19 onwards,custom fieldscan be configured to showcurrencies(e.g. EUR, USD,…) or other notations. Decimal numbers can now be displayed aspercentagesto offer more flexibility.
SEND REMINDERS TO SPECIFIC FUNCTION TYPES
In V19 you can selectreceivers of remindersbased on their function in the company. By adjusting the procedure step 'Reminder', you can easily determine which functions should receive reminders.
Timestamps (e.g. on notes, emails, tasks, …) will now be converted to matchyour time zone. Ask your system administrator to change your time zone by following these steps:
Click on the gear icon in the upper right corner
Go to ‘Settings’
Click on ‘Users’ in the left menu
Navigate to the user you want to adjust and click on the pencil to edit
Change your time zone by using the dropdown menu
TEMPLATE FILTER: DAYS IN PROCEDURE
We’ve added an extra option to all reminder templates to display relevant documents. From now on you will also be able toinsert documentsbased on the amount ofdays they have been in procedure.
NOTES ON DEBTOR PAGES
Every time acustom field on a debtor pageis changed by a user, a note will be added automatically with a summary of the changes.
When thestatus of documents is changed(e.g. from ‘Dispute’ to ‘Payment plan’) by the Document Status Assigner, changes will now be grouped per status in one note on the debtor page. Each document with a status update will also include a separate note.
ERROR NOTIFICATIONS FOR CREDIT SAFE TRADE INFO
When data from Credit Safe Trade Information appears to bedated or incorrecton your platform, you willreceive a notification. The notification will include the error type, how to solve the issue and who you should contact to assist you.