Articles

El expediente preguntable – Video

What’s new? – v4.70 Improved CRM

v4.70.0 — The CRM is no longer just a list of leads A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than one without…

What’s new? v4.69 – The assistant understands your context

Discover the improvements we’ve built into each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.69.0 — The project is in charge of its assistant Until now the assistant responded the same way in all your projects. How it reasoned depended on what each person had configured in their browser, so…

What’s new? v4.67 – Planning projects with profiles

v4.67.1 — Calendar times, and text documents Calendar events show in your time zone. Those coming from Google appeared shifted by six hours (a 4:00 p.m. meeting was drawn at 10:00 p.m.). The server stores them correctly; what was missing was saying they are an instant in UTC, and not a…

What’s new? v4.68 – Managing positions

v4.68.0 — Project positions At kickoff, a team is usually a list of roles (“an architect, two developers, an analyst”), not of people. Since 4.60 a task could request a profile, but that profile didn’t exist as a project member: it didn’t appear in Members, had nowhere to carry its rate and there was no one to…

What’s new? v4.66 – Deadlines are edited where you see them

v4.66.0 — Deadlines are edited where you see them

What’s new? v4.65 – Users report and approve hours

v4.65.0 — The brand in its place, hours that actually get reported, and notifications that lead somewhere

What’s new? v4.63 – Know where you’ve been and go back

v4.63.0 — Know where you are, and go back Opening a document no longer takes you away from where you were. A document from an opportunity, a signature or a quote is displayed right there, without traveling to the Documents screen and having to click your way back. The chat for opportunities and taxpayers…

What’s new? v4.62 – The assistant learns about your risks and changes

v4.62.0 — The assistant now knows about your risks and your changes

What’s new? v4.61 – Each project decides whether it uses changes, risks and budget.

v4.61.0 — Each project decides whether it uses Changes and Risks

What’s new? v4.60 – Profiles or roles for planning

v4.60.0 — Planning with profiles, before you have names

What’s new? v4.59 – Risk matrix

v4.59.0 — Risk matrix