Important Note
- After the installation or upgrade you have to open and save the "Configuration" (of Secretary) which you can find on the left side.
Main new features
- Locations
- Since 1.0 it is possible to manage multiple businesses. Now you can add offices, warehouses, venues and other 'rooms' to your businesses.
- Incremental document numbers
- When you create or edit a documents folder (e.g. Invoices, Quotes), add the syntax {CNT} or {CNT start=0} (for a start at zero) to the folder number. In the following example two invoices were already created, so when you open a new form, the system will suggest the next number as 3
- When you create or edit a documents folder (e.g. Invoices, Quotes), add the syntax {CNT} or {CNT start=0} (for a start at zero) to the folder number. In the following example two invoices were already created, so when you open a new form, the system will suggest the next number as 3
- Currencies
- As a new "Standard" it allows you to manage documents with different currencies for a single business.
- Documents via Frontend
- Your customers can view their invoices, quotes etc. on your website through a specific link. However, you must first enable this feature in the "Configuration" (System).
- Documents via Email
- You can send your invoices, quotes etc. via Email and as an attachment with one click. If you add an email for the contact in the document form, then a new "Email" tab will appear.
- More: Installation Routine for Premium Features, a better autocomplete algorithm for products
Bugfixes
- Look for the category "solved" in the Support forum
- Access
- 1.4.0 is also a security update with the new access permission 'show.other'. This means that a user group can not only view their own entries but also from others.
- Details
- Kategorie: Secretary Changelog
Please download immediately the newest version of Secretary mPDF in the download section and reinstall it at your system.
- Details
- Kategorie: Blog
- New
- Since 1.3.3 you have the opportunity to create sample data right after the installation. The sample data are a business with the folders invoices, quotes and groups customers, employees, suppliers. All informations are editable afterwards.
- Bugfixes for Contacts Map, Contacts Charts, Empty forms of address
- Details
- Kategorie: Secretary Changelog
Recent Blog Entries
- Ankündigung zu Secretary Nov 01, 2017
- Secretary 3.0 veröffentlicht Jun 04, 2017
- Secretary 2.6.11 released Mai 20, 2017
- Secretary nur noch als Ganzes Mai 07, 2017
- Secretary 2.6.7 released Mär 29, 2017