Release notes 5.6

Vertec Release 5.6

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 02.05.2011
Machine translated
Updated: 20.05.2020

In addition to many practical features, Vertec’s release 5.6 also brings significant performance improvements for customers who use Vertec in conjunction with the Firebird database. The new version 2.5 of Firebird is installed automatically with the Vertec Setup.

Detailed information about the new version can be found in the Release Notes:

The most important in brief:

Crm & service entry

  • During service entry, pause times can be entered both via PC client and with web entry and the iPhone app, which are deducted from the calculations.
  • With the iPhone app you can send SMS directly from the contact.
  • In addition, all pending activities (taks) are available via the web capture.
  • Holiday credits also scale automatically in the event of a change in employment level below the year.
  • Users can restrict the editing of address layouts via user rights.

Project & Mandate Management

  • The document path can be defined for each object class.
  • When entering services, expense entry and outlays for other employees on a proxy basis, the selection of projects and project phases refers to the right of the employees for whom the proxy is entered.
  • VAT types that are no longer used can be deactivated. They are retained for calculations.

Evaluations & Invoices:

  • It is also possible to print out an ESR payment slip for reminders and partial amounts of an invoice.
  • In benchmarking (today: Business Intelligence ), in addition to the normal contribution margin (costs minus invoiced services), the calculated contribution margin (costs minus invoiced and open services) is now also available.

Performance & Usability

  • The release includes the latest version 2.5 of the Firebird database, which brings a significant performance improvement and simplifies operation over WAN and VPN.
  • Different field lengths for input have been increased.

...and much more!