New features

Quick review of documents and uploaded files!

Review all uploaded documents with one click in case of more complex workflows. You don't need to go through multiple workflows, but you can see exactly where each document/file is uploaded in one place.

The content provided is in Hungarian and is formatted in HTML. Here is the translation into English: **Side panel within the application elements** - Some information is now displayed on the right side in a pop-out side panel, instead of pop-up windows, on desktop and tablet views. - The system still displays these pieces of information in pop-up windows on mobile view. **Application element files/documents** - This feature is excellent for overviewing what files have been uploaded within complex workflows. For example, if 6-10 workflows require file uploads, you can view them all at once rather than clicking through each individually. - With this function, you can view all uploaded files within an application. The system shows the workflow name, and the uploaded files can be viewed. - The system also indicates if no files have been uploaded or if the file upload field is not accessible within the application element. - An icon for this function, represented by an open folder, has been added at the top of the application element. - The information appears on the right side in the side panel, causing the rest of the application content to have a slightly narrow appearance.

New type of description building block in today's update

In the system, there has been a description building block so far, but this was a global description field within the project that was only worth using once. From now on, a separate description building block can be used, which can be used an unlimited number of times within an application, each with a different value. It is recommended to use in more complex projects.

International description building block

New building block that looks and functions like the description building block you are familiar with.
The normal description field is a kind of global description, so if you put it in multiple workflows, the same description can be accessed or edited everywhere. However, this description element is standalone, so its content can only be accessed or edited where you place it.
Adjustable height of the building block
Basic formatting options are available during use
You can place multiple instances of this building block in a single workflow

Better customer data management and new variables!

In our latest update, we have improved the customer profile editing view, allowing for the addition of new data points for customers that can be used as variables. This enhancement has made it even easier to automate the process of creating contracts.

Customer Data

For customers, place of birth, date of birth, identification number, and mother's name can also be provided
A minor visual improvement is made during the editing of customer data
Fixes an issue that rarely occurred, making it seem as if the customer's bank account number was not saved (the save actually took place)

Variables

Variables with customer's place of birth, date of birth, identification number, and mother's name can be inserted into documents (e.g., contracts)

Lists

Transformed, more user-friendly appearance when editing list items

Better invoicing and copying products from the quote to the products

Our latest update includes minor changes and bug fixes, which have improved invoice management and added a function to copy products from the quote to the items.

Billing

Transformed invoice list for better clarity, smaller supplemental information, and a button to view the invoice
Fixing a submission error from the Tax and Customs Administration
Resolve a rare issue where clicking the Delete button did not remove the Proforma Invoice from the preview screen

Quote Builder

When copying items in the quote to the items section and serial number handling is enabled in the Product Selector Builder, the system now copies the items with 1 item per row logic
This update fixes an issue where in rare cases, currency was not copied from the quote to the products

Serial number management in our software!

Today, we discussed the development of the product selector component, which now includes the ability to manage serial numbers in our software!

Product Selector Component - Serial Number Management

The building element settings can include enabling serial number management, which will display a serial number column as an input field where you can enter the serial number for each row.
The specific product will appear in the table as many times as the quantity added due to the serial number.
By default, the product appears in one row, and next to each entered serial number in the serial number column, there is a button that allows you to expand all rows and enter the serial number.

Variables

A new variable is available to extract the used serial numbers and can be used with documents, for example.
In the product table variable, you can individually define the columns where the serial number option is included.

In our latest update, the Product Selector element has received new features!

It is possible to enable stock movement alert when adding a product, by placing an order task button. This allows for greater control, for example in cases where a separate procurement process is initiated after a sale or transaction.

Product Selector Component

In settings, there is an option to disable stock movement. This means that in this case, the stock is added to the application, but the stock movement itself does not occur. In this case, we can manually enter the stock movement and send a procurement request to the warehouse (as a task).
If the stock movement is disabled, we can set up a procurement initiation button and specify who (which colleague or colleague group) will receive the procurement task. The default value of this can be set.
Manual stock movement initiation button that requests confirmation
The system indicates which products have no stock movement; when these are deleted, there is no stock movement.
The system notifies when our stock procurement request has been submitted
New task type among application items, Order / procurement task, with an icon of a delivery person holding a purple package

Enhanced access management and convenience

Our latest update comes with enhanced permission management: it is now possible to lock folders, providing better permission management for HR staff, as well as improved handling of large tables within our system for added convenience!

Users / Colleagues List - It is possible to grant special permissions to the Users / Colleagues list (e.g. for HR colleagues). - User interface with limited modifications. Documents / Folders - Folders can be locked, with the ability to set user or user group level access to locked folders, but Admin users still have access to locked folders. Locked folders are indicated with a padlock icon. - Modified folder menus, icons and colors make functions even clearer. Objects - In the object list, if the table becomes too wide and requires left-right scrolling, the cursor can now be "grabbed" and dragged left and right, making it work well on devices where scrolling left and right is not supported by the mouse or trackpad.

Let's start the week with better product management.

More informative inventory page, faster and smarter inventory importing, and even more organized inventory management with today's update!

Stock Import

6-7X faster file import for larger (over 10,000) stock product imports. Thanks to this development, the migration into the software has significantly accelerated
Even smarter stock import
On the stock import page, the system shows how many products have been imported, and during the import process, it is possible to withdraw the import, so any potential erroneous import results can be completely eliminated

Stock Page

The net and gross prices are visible on the stock page
If the stock page is wider than the available space, it can be dragged left and right using the mouse cursor

Reception

During the reception, the system displays the net and gross amounts next to the execute reception button

Several minor refinements by Friday!

It is becoming a tradition for us to make several smaller improvements on Fridays. Starting now, objects can be sorted in order, the appearance of the customer, order, and inventory pages has been revamped, and the speed of exporting has significantly increased in our system!

Objects

Objects can now be sorted in a list, for example, objects related to customers or companies; this allows frequently used items to be prioritized in the system

Customer Page

Redesigned, more user-friendly appearance in the customer list
Faster Export option

Order Page

Redesigned, more user-friendly appearance in the Order list

Inventory Page

Faster Export option

Managing locations in today's update!

In our latest update, it is now possible to manage locations, even in the case of company groups, and applications can now be selected based on location as well. Locations can of course be assigned to employees, allowing you to group your employees by location.

Managing locations for companies

Companies can register an unlimited number of locations
Unlimited number of locations can be recorded
The designation, address, and description can be assigned to the locations

Location selector building element

A new building element to select the location when using the application
The name and address of the location are visible
Information is also visible in the list view
The location can be accessed/edited in a tabular view

Editing company in Settings

When editing the company, bank accounts and locations linked to the company are accessible with one click

Company list in Settings

Transformed appearance
Next to bank accounts and locations, the system indicates with numbers how many bank accounts or locations are recorded for the respective company

Employee data

Locations can be specified for employees' data as well

Managing tasks of job type has become even simpler.

We have significantly improved the Work Times element, making it even easier for you to manage work-related data.

Work time builder element

The description appears in smaller font size
If there are no specified start and end dates, then the list displays the respective improvement with an orange border
For work hours, the selected work tool can be chosen, and the selected work tool can be chosen from a list both when adding and modifying
For work hours, the work location object can be selected, and from the selected object values, the work location can be chosen
The work location and selected work tool are visible in the attendance screen of the HR menu
Simplified settings view

Product-related developments in today's update!

You can add individual input fields to our product selector (to provide additional information for the selected products in the applications), and you can also use short descriptions for the products.

Product data

Now it is possible to give a short name in the product data, if we provide it, it will appear in certain places (e.g. Product selection).

Product selector component

Custom input fields can also be specified and used in the component
The custom input fields will appear to the right of the products
The values of custom input fields will appear in documents and when printing, however, they will not appear in quotes or invoices

New variables

Now the application element's short description can also be used as a variable

New billing features!

In our latest update, we have further developed our invoicing functions, making the invoicing process even better and simpler.

Invoice Layout Improvements

Added a new line for the total amount due to clarify the payment for the customer
The header layout has been modified with a 5% smaller QR code and increased header height
The sums of invoice items are displayed more elegantly

Billing System Enhancements

Buttons now have clearer labels
The system now continuously displays the net and gross values during editing

We say goodbye to the summer with several minor improvements.

The latest development package of the summer aims to improve the user experience in the Fryda system with numerous minor enhancements.

Enhanced task cards

The information now takes up less space
It is visible when it is an automatically created task (with a gray badge).

Application list editor

The order of arrangement has become more clear

User selector component

Better user experience on mobile

Application elements

Slightly modified header options, clearer role of the Application editor button

Object selection

A rare issue that caused object selection within application elements to not work after multiple modifications has been fixed

Customer selection

In Embed mode (when sharing the customer selection component with the customer), a nicer appearance

Product images in the price quotes!

Thanks to our latest update, it is now possible to display images of the products in the price quotes.

Quotation Settings

In the Settings menu under the Order section, the Quotation settings submenu is now available.
Currently, there is only one setting option: whether images should be included in the quotations.

Images on the Quotation

If images are enabled on the quotation, then the product images uploaded will be visible in both the PDF version and the online version if available.
The product images are visible in a small size but clickable; when clicked, the system shows them in a larger size. The images are also clickable and viewable in a larger size in the PDF version.
If the feature is enabled but there are no uploaded images for the products in the quotation, the system will automatically switch to a display mode without images (so there won't be empty spaces where the images should be).

Automated data collection from our clients, even through a form built by us!

The settings section for creating app elements has been updated, and now it is possible to send an email when creating a new app element. This allows us to request data from our clients via email.

Create New Application Element Button

Modified settings section, larger window size, smarter layout
Improved mobile usability on the application builder interface
New feature: after application creation, an email can be sent to the selected customer, allowing for automated data request from the customer! Email text can also be specified, with all system-provided variables accessible

New Variable

New variable to include the shared link of a specific application element in your email. Useful when combined with the new email sending functionality of the Create New Application Element Button.
The variable only provides the link where the customer can fill out what they desire, and with one click, can send it back to you into the application you created!

Faster data input in applications!

A special table view that is very similar to Excel has now been enabled, allowing for faster data entry of large amounts of data.

When clicking on the Application editor button, the Table view setting option is available. Here you can also customize the individual columns. In the table, you can search freely by text and also filter by date. By default, the system displays elements based on the first and last day of the week. At the beginning, there are 5 building elements available in this view, which are the following: Input field builder element - Set which input field data you want to edit Object selector builder element - The selected object's selected property appears in a dropdown menu User selector builder element - Here, your coworkers can appear in a dropdown view (of course, regular typing works too) - You can filter based on user groups to display only a particular user group Product selector builder element - Lists the available products in stock, in both free-text and dropdown formats - You can filter by product category as well Linked application element selector - Displays the identifiers of connectable elements of another application in a dropdown menu. Useful when pairing cost elements or shipments to a project Creator user and date - Set to display the creating user and date in the table

To-do list in list view

The tasks are also visible in list format, you just need to add the Tasks element in the list view settings. At that point, you have multiple options: you can display the number of tasks in text or visualize them with a diagram.

Tasks / To-Do List Building Element

It is possible to add the display of the number of tasks / to-dos to the list view
Text mode: where you can see the number of to-dos, the number of completed, expired, and in-progress tasks. Completed tasks are shown in green, expired tasks in red.
Diagram mode: Above the text mode, the same is displayed diagrammatically with corresponding colors.
If there are no tasks for a given application element, the system does not display anything.

New CRM automation opportunities

In the latest update of our CRM, we are further enhancing our automation capabilities!

New Action - When a component of an application is ready, create a new task in the linked application component

If you are working with multiple interconnected applications, this automation can be useful
When a component (where, for example, data is requested from the customer) is completed, a task is automatically created in the linked application
You can specify who the task is created for, the type of task, the deadline, and duration of the task!

Notification

Notification when someone receives a task
The "open" button in the notification immediately takes the user to the application element

"We rely on leaders in our CRM!"

In our latest update, we are presenting a task list available for managers. In this filterable list, all tasks are accessible both in relation to the specific task and the application, making it easy to view the task from a top-down perspective.

Task list within the application elements

The upper menu bar has been expanded with a new blue background button, which when clicked, the system shows the task list.
In this list, all tasks related to the specific application element can be seen, both the completed and the not yet completed ones.

Task list in the list of application elements

The upper menu bar has been expanded with a new blue background button, which when clicked, the system shows the task list.
In this list, all tasks related to the specific application are visible, both the completed and the not yet completed ones.
On the task cards, there is a blue button that allows us to jump to the specific application element.
The filtering options available in the element list allow filtering among the task cards, including filtering by type, status, responsible team member, and responsible user group.

Automated handling of issues in our latest update.

During the execution of individual tasks, there can always be problems that need to be addressed. Our current development aims to automate the handling of these cases.

Options available in case of a task card:

Tasks can now be closed with a problem, so there is a button for unfinished tasks/problems. In this case, we must justify what the issue was.
If a task is closed with a problem, the system will indicate it to us in a different color.

New action - If a task is closed with a problem, automatically create a new task

You can specify the type of task for which you want to create a new task in case of problematic closure, allowing for unique problem handling for all types of tasks.
You can specify what type of new task should be created and what it should deal with.
You can specify the wording of the task, the deadline, and the duration.
If we use this action, the system will automatically create the task when a task is closed with a problem.

New task automation opportunities in the Fryda system!

Tasks within applications can now be automated. We have added three new actions to the system for this purpose, which allow for the automatic creation of new tasks when creating an application element, after a workflow has been completed, or after a task has been finished.

The CRM's second income brings the automation of task creation!

After creating the application element, let's create a task

New action to add to your applications
As a result, after creating the application element, the system automatically adds the type of task you specified
Descriptions can be added to tasks, and start date and duration can be specified
An unlimited number of such actions can be added, so any number of tasks can be created automatically

After completing a workflow, create a task

New action to add to your applications
As a result, after completing a workflow, the system automatically adds the type of task you specified
Descriptions can be added to tasks, and start date and duration can be specified
An unlimited number of such actions can be added, so any number of tasks can be created automatically

After completing a task, add a new task

New action to add to your applications
As a result, after completing a task type, the system automatically adds the specified type of task
Descriptions can be added to tasks, and start date and duration can be specified
An unlimited number of such actions can be added, so any number of tasks can be created automatically

Tasks in applications

This week we are further developing the CRM functions of our system, as a first fruit of this, Task Management is now available within the application elements!

Tasks in Applications

A new task button has appeared in the applications
In the application list, admin users see an option called "Set Application Task Types" which allows setting the possible task types
Admin users, after clicking on the new task button, will also see the Setting option in the pop-up menu
When setting task types, you can specify which user or user group should be the default responsible after creating the task
When you create a task for someone, they will see it when they open the application item, showing the task, its deadline (the system highlights it in red if the deadline has passed). If there are multiple tasks for someone, the system displays them as cards stacked on top of each other. These tasks can be marked as complete when done. The system also stores the completion time.

Minor refinements and further developments by the end of the workweek.

In our latest update, we fixed an issue with revenue calculations, made the invoice look nicer, and improved the usability of the app's item list.

Application element list

In the modified application element list: The option to add a new folder now only retains the icon, the label has been removed to take up less space, as our statistics show that this is a rarely used feature by our users.