Release date: 6 February 2024
| New |
STB Charities | When creating a direct debit file, it is now possible to have the execution date take holidays into account. When creating the direct debit, 2 fields are now included: 'Pre-notification date' and 'Execution date'. The latter is calculated automatically based on the pre-notification + 2 days, taking weekends and public holidays into account.
The public holidays can be configured in CRM settings by the application administrator.
STB Charities | Certain keywords in the file are used when processing bank files for collections. From what follows this keyword, it can be derived, for example, what the sealbag number is or which collection area is involved. The use of these keywords changes per bank every so often. For this reason, the use of these keywords can now be configured in the CRM Settings (by the application administrator)
| Improvements |
General | The label maiden name on the person and on the web transaction has been changed to 'Birth name'.
General | Hour booking and instalment invoicing. It is now possible to set booked hours to 'to be invoiced' directly, without approval by a project manager.
General | From the organisation and person, you can navigate to the list of external relations. All standard list options are available there, such as list filters, advanced filters and exporting.
General | The digital invoice address can now also be included in the web profile.
STB Course | Changes have been made to the training programme card to make setting up a training programme clearer. Tooltips have been added to various fields, and when the 'Training programme groups' field is filled in, relevant fields are shown and irrelevant fields are no longer displayed.
STB Course | From the Training programme tracking system, it is now also possible to register directly for a course.
STB Course | Improvements in the synchronisation with the STB Web calendar.
STB Course | It is now possible to include the download link for the certificates in the Spotler Automation fields as well, so that an automatic email with the download link can be sent when the certificates are obtained.
STB Course | If a person registers for a training programme and has already completed a part of it in the past, a notification now appears and this module can be linked directly.
STB Charities | A new value can now be added directly in the list of source codes. Previously, this was only possible under CRM Settings.
STB Charities | The routine that calculates the status of roles every evening did not take deviating statuses into account. From now on, roles with deviating statuses are no longer automatically set to active.