What is new?

From now on it's possible to reset the client's password on Signals also when the password expired.

From now on Signals is available both for employees and for clients also in Spanish.

From now on it is possible to adjust the title of a workflow at any time. Thus, it is also possible to copy workflows and retitle them afterwards.

If a signal is sent manually to the contact persons in the case of request lists, the recipients and the sender can be taken in the "Last activities" log from now on.

Previously, when a request was made, the Relation Manager who was entered when the request list was created was notified, even if the person had changed in the meantime. From now on, the currently entered Relation Manager will always receive the notifications, regardless of who was entered when the list was created.

From now on, users can clone the workflow by copying it manually. When a workflow is copied, both the assigned users and the task descriptions for the respective steps are adopted. Even after the copy, it is still possible to delete or change individual workflow steps; the start date of the workflow and the due dates of the individual steps are initially set to the day after the copy during the rollover.

As the relation manager of a client, it is now possible to assign an individual relation manager per service. This can be done under the tab "Services" via the pencil icon. When activating services, the selection of a relation manager is now a prerequisite.

From now on, for all important and irreversible actions in Signals, a pop-up window appears to prevent unintentionally performed actions. The window shows the question whether the action should really be continued with the possibility to confirm or cancel. A new window is generated for each confirmation of a critical action.

For employees, a pop-up window will now appear if they are inactive in Signals for a longer period of time, where they can select whether they want to log out or remain logged in.

From now on it is possible to customise the title of Workflows when using existing templates.

For every employee it is possible to reset the current multi factor directly in Signals. To do so search and select your contact in the client overview. Press the start actions button and these actions will appear in the menu:

The new "Email in Okta" field in the CRM-details of a contact makes it easier to check if the email address in Signals matches the email address in Okta. If a contact's email address is changed in Signals, it takes 15-20 minutes for the change to be synchronized to Okta.

For every employee it is possible to reset a password or resend an OKTA activation email to contacts. To do so search and select your contact in the client overview. Press the start actions button and these actions will appear in the menu:

From now on, it is possible to set a start and end date in the details of contact persons. If the start date has not yet been reached or the end date has been exceeded, the contact person will not have access to Signals. This setting can be made by your Local Admin.

By clicking on the profile icon in the top right-hand corner, every employee can now view their own profile. In addition to the general details, it is also possible to see clearly with which clients and contacts the employee is linked and whether he or she is the Relation Manager.

By extending the number of characters that can be displayed, it is now possible to correctly display names with special characters, for example, as they are frequently found in Eastern European countries.

By clicking on the profile icon in the top right-hand corner, each contact person has the possibility to view his or her own profile and reset their own password. Furthermore, it is now also possible to clearly see with which organisations the contact person is linked to and which access rights have been enabled.

From now on, clients can see the complete title of Supply Request in the overviews "Open dossiers" and "Completed dossiers".

From now on relationmanagers are able to edit all details of organisations and contacts where they are marked as relationmanager. @Local Admins: It is not necessary anymore that relationmanagers are marked as superusers in the employee maintenance screens.

From now on, in edit mode, the start date of a workflow is placed directly under the title of the workflow.

From now on, new steps can be added to workflows at any time and steps that have not yet been started can be removed. The order of workflow steps that have not yet been started can also be adjusted at any time.

Once a workflow has been completed, it can no longer be edited or reopened.

When copying/cloning workflows, it is now possible to adjust the year in the transferred workflow. However, this adjustment is only possible as long as the workflow has not been started. The adjustment of the year has no influence on the due dates of the individual workflow steps.

Tip: This function makes it easier to transfer workflows with the same structure, description and responsible persons, e.g. for monthly financial accounting.