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New arrivals

What’s new in the software

For more than 20 years, we have been developing new functions and modules in addition to specific reports to meet the needs of our customers.

This section presents all the new features of Collabox available now for all users.

You will find new functions that will simplify your daily business life depending on the modules to which you are subscribed.

Questions? Contact us now.

Jun 17
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Vacation request and approval in the calendar

By Agenda, New arrivals

You can now create an appointment on a “vacation” type project which allows the employee to plan your vacation in addition to notifying his immediate supervisor so that he can approve his vacation.



Note: This box cannot be checked by anyone other than the employee’s immediate supervisor.
You cannot put more than one person on this type of meeting at a time.

When the “appointments” (vacation type) are created, the supervisor receives a warning email immediately which states: “Mr. Employee” has just created an agenda for his vacation.

Wording: You receive this email because you are his immediate supervisor and as such you must authorize his vacation .

A clickable link appears in the email: Click here to approve the appointment



When the immediate supervisor approves the request, the employee is notified by email.

Vacation approval is displayed in 2 places:

1- In the “appointment” form with a green checkmark including the date and the name of the superior who approved the vacation.

2-In the employee’s calendar by a green palm tree for approval and a black palm tree for pending approval

Good holidays!!

Jun 04
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Collabox news

By Agenda, New arrivals

Module: Agenda

New function: CONTENT DISPLAY

When you take notes in your Appointment form , the content is displayed in your Calendar … BUT if you don’t want them displayed you just have to uncheck the function: Content display and there you have it, the visual of your diary will automatically be less heavy.

Go ahead, take some notes now!

BEFORE

AFTER

Jun 04
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New theme: Collabox 2020

By New arrivals, Themes

We have a new theme for your Collabox.

Redesigned icons and different color themes that are easier to use.

Here is a model based on blue. But you can be creative. Are you black and white or burst colors? It’s your turn!

Here’s how to make your Collabox look like you.

1- In your left menu, at the bottom, click on “My preferences”.

2- In the -DISPLAY- tab select the theme: Collabox 2020

3- Subsequently in the tab – COLORS – START – choose the basic colors and then click on – BUILD MY COLORS .

4- You can adjust the colors of the different sections of the Collabox, according to your taste.

Jun 04
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Procedures and documentation

By About the Collabox, Management, New arrivals

PROCEDURES AND DOCUMENTATION – AGILE AND FLEXIBLE COLLABORATION TOOL

Do you know this collaboration tool?

A tool that allows you to save your work procedures, your organizational processes, as well as the documentation that you want to keep either to consult, archive or modify by another colleague. There are many possibilities available to you.

The tool “ Procedures and documentation “ allows you to write your procedures, step by step, to make categories, to place them in a specific order. It also allows documents to be linked to it for reference. Thanks to a management of access rights that you do yourself, your colleagues can consult or modify, add and update this information. You can also archive documents in different formats: images (jpeg, png), PDF, spreadsheets, etc.

This new tool is offered to you as a monthly subscription. Contact us if you wish to subscribe.

Here is an example in the NOVA INC account – our demo account
Procedures and documentation
Here is an example of categories in the NOVA INC account – our demo account

Jun 04
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Note the suspended credit in a customer file

By Accounting, New arrivals

Here is the procedure to do it.

It is now possible to indicate that a customer has a suspended credit at the billing level.
To do this, go to the “Configuration” tab, then select a client to modify it.
The option that interests us is in the “Info” tab of the customer file.

Then you have to check the box: Credit suspended

Subsequently, we can observe two modifications to the behavior of the site vis-à-vis this customer. First, his name will appear in red in the customer list. Second, a message will appear at the top of the signature page for invoices that will be in his name.

Jun 04
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Followmail

By Followmail, New arrivals

For subscribers of the Contacts module (CRM) of Collabox, Followmail has had a makeover! A powerful editor – a programmable sending system – distribution lists – fields that allow you to personalize your message – sending and performance statistics of your messages. Try it out now!

“Drag & Drop” method and “responsive” mode for mobile devices.

A multitude of tools that allow you to personalize your message.

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