WAVEDESK platform news
Chronological overview of the changes made to the platform in the last weeks.
Given the frequent update, we only show a limited history here.
CREDIT – commission management (new): possibility to register the payment of the deposit along with the date of the payment.
CREDIT – commission management (update): when double clicking on a slip, we now automatically show the print preview of the slip.
FINANCIAL – quotations (update): change colors in the list: black / in preparation, blue / sent, green / won, red / lost.
CREDIT – commission management (new): indication of whether a deposit has been paid and indication of the payment date.
INSURANCE – back office (update): integration of the SwissLife simulator version 3 for the calculation of the premiums.
INSURANCE portal (update): integration of the SwissLife simulator version 3 for calculating premiums.
FINANCIAL – quotations (new): additional parameter in the quotation where the total surface area can be specified + display in the list of quotations.
PROJECTS – dashboard (update): the display of the planning in the week view now always starts with Monday as the first column.
PROJECTS – dashboard (update): minor correction in the display of the week numbers.
FINANCIAL – quotation (update): when e-mailing a quotation from the window for changing or adding a quotation, we now automatically place the status on sent.
FINANCIAL – quotation (update): change in the operation of double clicking on a quotation: if version 1 we now show the print preview by default, if version 2 we open the window to adjust the quotation with print preview.
CRM – platform (update): support for downloading powerpoint files, for this the mime types were adjusted on the server (will be activated this night).
FINANCIAL – quotation (update): the printout template has been adapted to also display the euro sign for additional items included in the quotation.
CRM – mail templates (update): optimization of the window for editing the mail templates for lower resolutions.
CRM – mail templates (new): addition of a mail template to be sent when a new commission overview is available in the portal for insurance intermediaries.
CREDIT – commissions (update): if recurring commission was chosen and 0% direct, so everything staggered, a line was nevertheless created for the month following the deed date with an amount of 0 euros.
CREDIT – statements (update): improvement in the window for generating the statements: when selecting a previous year in the window for which statements should be created, the system indicated that there were no commissions to process.
COACHING – projects (update): extension of the projects with the default location for the training courses.
CREDIT – statement (update): when sending the statement by email, the sending user now always receives a copy in BCC of the email sent.
INSURANCE – policies (new): we now generate a structured message for each policy and display this in the policy details tab. This structured message can be used in your communication.
INSURANCE – arrears lists (update): option to filter by company.
INSURANCE – arrears lists (update): the platform now shows the company in the arrears list.
INSURANCE – policies (update): it is now possible to search for the policyholder’s address in the list of policies.
CRM – attachments (update): the order of the fields in the window to add attachments has been changed. First you have to choose which type and then the description. When selecting the type, the platform automatically places the selected type in the description. This can then be adjusted.
INSURANCE portal (new): additional field for uploading proof of residence with the insurance proposals.
COACHING – sessions (update): split of the location into 2 separate locations: 1 for coaching and 1 for training.
FINANCIAL – invoicing (update): improvement of the invoicing for the treatment of discounts.
CRM – contacts (new): check when creating or changing a contact whether the email address specified in the file does not yet exist in another contact.
CRM intermediaries (update): adjustment of the sorting in the list. In the list we first show the intermediaries with a number. Then the intermediaries come without a number, which we sort alphabetically by name and first name.
PROJECT – phases (update): when a new project is created, 1 phase will now also be automatically created by the platform.
PROJECT – project (update): display of the team in the list of phases within the project.
PROJECT – phases (new): possibility to specify at the level of a phase which team is responsible for the phase.
INSURANCE – policies (update): adjustment of the search function via the selection list of intermediaries. Choosing an intermediary will now search for policies at the intermediary level and at the agent level.
INSURANCE – policies (update): rearrangement of the fields on the different tabs so that the insured are on the first tab and the internal comments on the 3rd tab.
FINANCIAL quotations (update): Visual improvement to the display of the lines in the quotation line editor.
FINANCIAL – quotations (new): we now display the quotation number when creating or editing a quotation and it is now possible to e-mail a quotation directly from the input window.
Documentation (update): update of the documentation for the operation of the CRM dashboard (view article)
CRM – agenda (update): the indications whether a notification must be sent before the appointment to the contact and / or intermediary is now stored with the appointment
CRM – agenda (new): support for linking attachments to appointments in the calendar
INSURANCE – broker search (update): the field for broker search has been expanded with a drop-down list containing both the personal name and the company name in the drop-down list
Documentation (update): update of the documentation for the Google Route integration (view article)
Documentation (update): update of the documentation for the Google Maps integration (view article)
FINANCIAL – invoicing (update): improvements to the handling of discounts in the invoicing module
Documentation (new): article for consulting news and updates from the platform (view article)
INSURANCE reports (new): report with an overview of policies for which an initial premium payment has already been received but which do not yet have a definitive policy number.
Documentation (new): article on how to set your theme within the platform (view article)
Discussion Forums (new): Discussion forums are now available for the WAVEDESK platform.
Documentation (update): update of the documentation for the management of your personal profile (view article)
FINANCIAL – quotations (new): release of the quotation module version 2. This version allows you to visually view your quotation during the preparation of your quotation.
COACHING – sessions (new): additional field with a sequence number for the sessions that can be sorted.
WAVEDESK Core (new): automatic update of the data when activating a tab: when you have several tabs open, the platform will automatically refresh the data on the chosen tab when selecting the tab.
INSURANCE – policies (new): possibility to filter the list on policies with only a definitive policy number.
CRM – Intermediaries (update): the export function for the list of the intermediaries has been adapted to include the language code of the intermediary in the Excel export.
INSURANCE – AXA (update): adjustment of the weekly upload to AXA to only include policies with a definitive number in the upload.