Update from July 27, 2017

in FeatureSet 82

Comments reworked

Separate menu entry for comments

Activities > Comments
Required permission: Companies and users, Comment administration

All comments from projects, contacts and tasks are brought together under the Comments menu item. They can be filtered by employee, project, contact and task. Comments can also be moved via this table, e.g. from a contact to a project. To do this, click in the corresponding table field and select the entry that is to receive the comment from the selection list that opens. Please note that the comment will be moved completely.

As with all tables, you can save pre-filtered lists as templates.

Entering comments

As before, comments are recorded in the corresponding business object in projects, contacts and tasks. The additional information such as comment type or display in contact roles is entered in a separate form. This overlay dialog opens when the comment is saved. If comments from personal contacts are also to be displayed for the employer, this must be explicitly selected here.

To save the comment directly, use the key combination CTRL+RETURN. In this case, the additional information is saved with the default values.

To edit a comment, simply double-click, alternatively you can use the context menu (right mouse button). The latter can also be used to remove comments.

Further changes

General changes

Please note: Display of user-defined fields in the overviews

All overview lists

Previously, user-defined fields were automatically displayed as columns in the overview lists. As Scopevisio will continuously increase the number of user-defined fields, this behavior quickly leads to confusion. For this reason, the columns with the current feature set were initially hidden in all overview lists. However, they can easily be added again via the context menu (right mouse button in the gray heading bar).

Basic data - Update tax offices and bank sort codes

Global > Update basic data > Tax offices > Perform update
Global > Update basic data > Bank sort codes > Perform update

A new update is available for tax offices and bank sort codes.

Teamwork

Show my collections

My Scopevisio (cogwheel at the top right of the screen)

If "Yes" is selected in the "Show my collections" entry in the "My Scopevisio" business object, "My collections" are automatically displayed when Teamwork documents are called up via the menu.

Projects

Lock billed time entries before editing

Projects > Time accounting

In time accounting, under "Further actions" (double arrow at the top right), you now have the option of blocking time entries that have already been billed from being edited. To do this, select the "Prevent changes" option under Billed entries.

Personnel

Organizational chart available in all editions

Personnel > Organizational chart

The organization chart has been activated for all editions and can now also be used in the Business and Smart versions.

Organizational chart: Duplicate job

Personnel > Organizational chart

In the organization chart, jobs can now be created by duplicating them.

OpenScope

Import in DATEV format

OpenScope > Import & Export > Manage DATEV imports/exports

In the import area, the expiring Datev mailing format has been replaced by the current DATEV format. Imports from DATEV are once again possible without restrictions.

Runtime display for contact import

OpenScope > Import & Export > Manage imports > Import contacts

A runtime display has been implemented for the import of contacts, which shows the start time and the approximate duration until the end of the import process.