This month, we are extremely proud of our teams and we are excited to present those very expected improvements which are going to change your everyday life!

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Emailing

We simplified the workflow

In order to simplify the users' browsing experience and to reduce the number of clicks, we have entirely redesigned the application workflow so that you can directly write your message.

Writing to one single person

From the relevant card (Candidate, Resource, CRM Contact) you can use the Emailing app to send a message or push a CV.

From a card, 2 options are available:

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Writing to several people

As soon as you select different cards, a toolbar will be displayed at the bottom of your page. This will enable you to use the Emailing app and to choose between message or CV push.

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Automatic updates of cards states

When you use Emailing, you can decide to update:

  • The invoices states
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  • The candidates stages
  • The positionings states on the opportunities

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Adding your own attachments

Another very expected feature which is now available: adding attachments when sending messages, invoices or CV pushes.

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Choosing the recipients

Be it for CV pushes or for messages and invoices, you'll have the possibility to copy up to three recipients to the email.

Directly when sending the email

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Default choices for your invoices

You'll have the choice between:

  • The manager sending the invoice
  • The invoice's manager
  • The project's manager
  • An email address of your choice

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Important to know: 

To copy people by default when sending invoices, you need to go to the Administration interface > Legal agencies > Billing tab.

Adding variables in the email subject 

You can now add variables in the subjects of your templates.

Prerequisites

You first need to insert the variable in the body of the email and then copy/paste it in the subject.

New variables available in the templates

We now have more variables available so that you can keep customising your templates.

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Improvement of the templates

In order to always help you save more time and be more efficient, you now can:

  1. Send emails without using templates
  2. Create a new template without leaving the current page
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  3. Concerning sending invoices, you'll be able to:
  • Link a default state to your template which will be given to the invoices after you've sent them. 

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Simplified system for you to send reminders for documents pending validation (Times, Expenses, Absences).

Emailing now has a new feature as you'll be able to use it to send reminders for timesheets, expenses and absences requests, be it:

  • From the Activities & Expenses module. 
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  • From the ExtractPayroll app
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    Good to know: 

    The reminder will only be sent to the people whose validation is pending. Boond will display a message letting you know the people who won't receive the reminder.
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Sending invoices from a different email address

Administration > Legal agencies module > Billing tab

If you want to change the sender of the invoices and not use your own email address, this is possible mceclip0.png. You'll just need to customise the email sender of the invoices.

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Prerequisites

In your messaging service settings, you need to authorise the possibility to send emails via this new address.

HTML available in the templates

For all of our creative users, you can now create your templates using HTML, which will give you more possibility to customise your contents.

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Office365 connexion has been simplified

In order to make it easier to synchronise between Boond and Office365, from now on you can use the OAuth Office 365 authentication.

You just need to go to the Emailing app and select the supplier. As easy as that!

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Sending quotations

The Emailing app has another new feature and can now be used to send quotations!

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The toolbar

Make it easier to follow up on invoices settlement

We have added a toolbar at the bottom of each page for you to quickly see the ET and IT total amount of the selected invoices.

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This toolbar integrates some action buttons

We have added a toolbar at the bottom of each page for you to quickly carry out actions after selecting a number of elements.

More details

  • the action buttons at the top right hand of your screen enable you to carry out actions (export and extraction only) on all of the data (for all of the pages)
  • and when you want to carry out actions on a selected number of elements, you now need to use the toolbar at the bottom of the page

 

Here is how it works

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Candidates and resources management

Attach documents on the contracts 

For you to be able to store more documents in a secure way, you now have the possibility to attach documents directly to your resource's contracts.

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It is now possible to attach CVs in a PPT format

On the Candidates and Resources modules, from now on you can attach CVs in a PPT format.

The social networks section has been simplified

From now on, when you add a social network link on a candidate, resource or CRM contact profile, Boond will automatically detect the network and add the right logo. This link will be clickable. 

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Improvements of the Actions module

Overview of the actions

From now on, the actions are displayed in a card system. This way, when an action has a lot of content, it is shortened for a better visibility. Then, you can of course decide to open the action to see more.

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Moreover, the actions are now gathered by month and by year depending on their creation date.

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Minimise the action and keep browsing

You can decide to minimise the action on the side as a tab in order to keep browsing and resume the edition or the consultation of the action when you need it. Isn't this great? mceclip0.png

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Formatting is now available

From now on, you can format your actions and improve their visibility and readability.Capture_d_e_cran_2021-06-11_a__15.42.26.png

For instance : titles, bold/italics/underline, adding images, font size and policy, tables, bullets points, clickable links ...

The Calendar gadget has been improved (Gcalendar and Microsoft)

For you to be able to add external guests to your invitations, we've added a Description field. This way you can separate it to the main body of the invitation.

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When you use the calendar gadget to synchronise your actions and your calendar, the body of the actions will no longer be displayed in the calendar event. However, the description field will be visible and linked to the invitation.

This way, if you write down the minutes of the meeting after the action is done, the guests won't see them.

Projects+

Drive the Production Turnover of your Fixed Price projects

The Projects+ app allow you to change the calculation mode of the Production Turnover for some of your project types. Mainly created to improve the turnover management of fixed price projects, this app let you choose the calculation mode that fits you the most: 

  • As usual but limited to the Signed Turnover : The production is still incremented as usual (proportional to times/expenses/purchases declared) but limited to the total Signed Turnover
  • Signed Turnover x Progression : For those who drive the progression of their projects assessions the number of days remaining untill the end.
  • Manually : If you prefer enter manually month after month the Production Turnover of your projects.

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If you want to know more about this, please have a look at this article.

Manage the monthly progression of your projects

This App provide you a display inspired by the "Consumption" tab of your projects but with more informations such as a monthly scale. Thanks to that, you'll be able to check the monthly evolution of your project's KPIs but also to check/follow those evolution per groupment and per resource. 

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Also the "search" view of Projects+ get a quick overview of your projects KPIs but also to figure out which ones had been updated or not.

If you want to know more about this, please have a look at this article.

New features brought by our beta testers

This is also the occasion for us to thank our beta testers who spent some time testing this app and submitting their review about it. Thanks to you we've been able to bring some new features to the app during its migration:

  • Manage "Remaining days" per Groupment : In order to be able to detail more the progression than the "global mode" but less than the very detailed (per resource) mode.
  • Automatic mode for the Production Turnover resource rate: To help you estimate the Production Turnover per resource (proportional to time spent).
  • Better impact in our Reporting module KPIs.
  • Every bug has been fixed!

If you want to know more about this, please have a look at this article.

Automatisation

Zapier (v2) : New Triggers & Actions

In order to help you trigger some process whenever a specific event happens in BoondManager, we provide you many zapier triggers.

Triggers based on creation events

Those events will launch your zap whenever a creation (of the related object) is observed. Once created, you'll be able to use the newly created data to launch other actions. Here is the list of the triggers available after a event creation:

  • New Candidate
  • New Resource
  • New Company
  • New Contact
  • New Opportunity
  • New Project
  • New Invoice
  • New Action / Action Updated

Triggers based on update events

Those events will launch your zap whenever an update (of the related object) is observed. You'll get the detail of what has been updated and be able to use them to do some other actions. Here is the list of the triggers available after an update event:

  • Candidate Updated
  • Resource Updated
  • Company Updated
  • Contact Updated
  • Opportunity Updated
  • Project Updated
  • Invoice Updated
  • New Action / Action Updated

New Actions

  • Update a Resource
  • Update a Company
  • Create a Contact
  • Update a Contact
  • Update an Opportunity

A brand new tutorial

To celebrate this new version, we designed a brand new tutorial explaining how to use our Zapier Integration and giving you some examples and use cases.

We strongly invite you to have a look at it: Here we go! !

Integromat : Autre acteur majeur dans l'automatisation

Integromat est un outil des leadeurs dans le monde de l'automatisation de vos tâches/process. Nous avons le grand plaisir de vous annoncer qu'il existe désormais une intégration BoondManager dans Integromat et vous pouvez donc l'utiliser pour automatiser la recherche/création/modification de fiches dans BoondManager.

Pour en savoir plus, nous vous invitons à vous rendre sur la page de cette application

And much more

Apps developments: temporary tokens

To offer more security and prevent a possible app token tampering, we've developed temporary token management with a refresh token option.

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To know more about this, please have a look at this documentation.

BackupBDD : it's now possible not to back up all of your files

The BackupBDD app allows you to back-up your data (SQL dump + files backup) and it can sometimes be quite heavy to back-up your files whereas you only wanted to back-up your data without the documents. To help you do that, we've added a possibility to choose what you wish to back-up in the admin settings of this app:

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We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.

If you still have other questions, feel free to get in touch with our Support team :

Reach out to our support team

Tel : (+33) 03 62 27 61 05

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