Release note 16.6

To introduce new features to platform users, we have developed a tutorial feature to guide users through the interface, showing them interesting new features.

At present in the Back Office, once a new version of the platform has been released to the customer environment, users are alerted via a pop-in that a new version has been rolled out, and that new tutorials are available.

In 16.6, a tutorial is already available. It introduces the feature for searching by customer invoice number, and walks users step by step through to the search field, gives them an invoice number to search for and shows them where to find the result.

You can also find these tutorials in the help section accessible via the menu bar.

We have added new configurable back-office record export fields :

• The “Technical TO” and “Value of taxes” fields in the simple export.
• The “Invoicing address” and “Town” fields in the detailed export.

Upon creating a customer or adding a customer to a manual record, it is now possible to connect an API that makes customer information available from its customer ID. The form is filled automatically, saving the agent considerable time.

When making changes to records, the checkbox to send the new invoice to the customer was checked by default. For some actions on the records, sending is not necessary. It is now possible to configure whether the box is checked by default or not, separately for editing or adjusting quotes, cancellation or regulation.