WAVEDESK platform news

Partnership betrust

Partnership betrust

WAVEDESK starts a partnership with betrust for the integration of the digital signing of documents within the platform. We explicitly opt for a Belgian partner.

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Tab interface

Tab interface

A recent update of the platform shows the different modules in a tab interface. This allows you to have several modules open simultaneously.

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Latest changes

Chronological overview of the changes made to the platform in the last weeks.
Given the frequent update, we only show a limited history here.
You can find a full history of the releases here

06/04/2021

Released 06/04/2021

CONSULTANCY – projects (new): support for creating invoices directly from the projects journal.

CONSULTANCY – projects (new): support for linking purchase invoices to consultancy projects.

INSURANCE – policies (update): export to Excel extended with the policyholder’s bank account number.

06/04/2021

02/04/2021

Released 02/04/2021

CREDIT – OperCredits (new): API link with OperCredits for withdrawing credit requests entered in OperCredits.

PROJECT – purchase invoices (new): possibility to link purchase invoices to projects.

FINANCIAL – purchase invoices (new): possibility to register purchase invoices including the physical document.

02/04/2021

30/03/2021

Released 30/03/2021

CRM – messages (new): support for uploading PDF documents directly to the messages.

CREDIT / INSURANCE – current account (update): additional checks to prevent manual transactions on the intermediaries’ current account from being amended or deleted if they are already included in a statement.

30/03/2021

29/03/2021

Released 29/03/2021

CONSULTANCY – projects (new): possibility to add services to a consultancy project and directly generate a quotation from there.

REST API – documents (new): extension of the REST API to upload documents linked to any entity within WAVEDESK.

INSURANCE – Twikey payments (update): improvements in the transaction operation when processing Twikey direct debits

29/03/2021

28/03/2021

Released 28/03/2021

INSURANCE – Nucleus (new): support for importing proposals to companies.

INSURANCE – SwissLife (update): improvements to the display of the proposal list, addition of date + correction of the filtering.

28/03/2021

25/03/2021

Released 25/03/2021

FINANCIAL – invoicing (new): release of the new invoicing module.

IOS app (new): basic version of the iOS app is scheduled for release on 31/03.

ANDROID app (new): basic version of the Android app is scheduled for release on Monday 29/03.

CONSULTANCY – projects (new): possibility to create consultancy projects.

REST API – attachments (new): extension of the REST API to support attachments (upload and download) depending on the mobile applications.

BRIDGE – statistics products (new): additional statistics to easily draw up a history per customer and / or product during a certain period.

25/03/2021

23/03/2021

Released 23/03/2021

CREDIT – basic files (new): addition of a new basic file for the management of housing statuses.

REST API – policies (update): extension of the REST API for requesting modified attachments with the addition of first monthly premium paid and sepa active.

CRM – journal images (update): improvement in the display of the preview of the image in the journal.

FINANCIAL – quotations (new): possibility to link images to quotations via the journal.

PORTAL – Swisslife proposals (new): display of the intermediary information (surname, first name, company name) + searchable.

FINANCIAL – quotations (update): improvement when forwarding the quotation: the quotation lines have been removed from the editor.

PROJECT – project file (update): improvement of the task registrations for check-in at work and site notification when changing phases within a project.

23/03/2021

18/03/2021

Released 18/03/2021

COACHING – projects (new): support for companies as a coaching client.

18/03/2021

17/03/2021

Released 17/03/2021

PROJECT – dashboard (update): new formula for calculating the month to which the project should be assigned for the graphs.

INSURANCE – acquisition (new): possibility to indicate at policy level whether the acquisition commission has been received and the amount of acquisition.

REST API – extensions (new): large number of extensions to the REST API to support external partners who wish to connect + support for the mobile WAVEDESK application for IOS and Android.

17/03/2021

10/03/2021

Released 10/03/2021

REST API – insurance policies (update): extension of the calls that can be made by external parties to request the details of policies.

PROJECTS – dashboard (update): adaptation to the graph total amount of projects per month.

10/03/2021

09/03/2021

Released 09/03/2021

FINANCIAL – Exact Online (update): improvement in the forwarding of sales invoices to Exact Online.

INSURANCE – policies (new): additional filter to filter the list of policies by grouping.

09/03/2021

05/03/2021

Released 05/03/2021

INSURANCE / CREDIT – intermediaries file (update): improvement in the display of the intermediary file according to the active modules in your environment.

INSURANCE – SwissLife (update): Improvement in the processing of proposals requested by agents without an agent number, proposal was not automatically assigned to the controller but to the agent himself.

INSURANCE – policy list (new): additional export of the creation date to Excel.

05/03/2021

04/03/2021

Released 04/03/2021

CRM – basic tables (new): basic table for managing the categories of graduated prices.

CREDIT / INSURANCE – intermediaries (update): improved display of the pop-up menu in the list of intermediaries according to the active modules, certain menu options were visible even though modules are not active.

CONSULTANCY – intermediaries (new): extension of the intermediaries file with the hourly rate of the intermediary.

04/03/2021

02/03/2021

Released 02/03/2021

CREDIT – statement (new): possibility to send a notification to the intermediaries that a new statement is available within the portal by using a template.

INSURANCE – arrears list (update): additional filter options to filter the list by the number of months arrears and this per intermediary and per policy.

PORTAL – agents (new): additional functionalities for intermediaries acting as agents: possibility to consult dashboard, backlog lists and list of 18-year-olds.

02/03/2021

01/03/2021

Released 01/03/2021

FINANCIAL – quotations (new): if the parameter to include the technical sheets in the quotation is active, they will now be included in the list of annexes.

PLATFORM – parameters (new): additional parameter to indicate whether the platform should include the technical sheets in the proposal of the e-mail for the articles included in the quotation when sending a quotation.

01/03/2021

28/02/2021

Released 28/02/2021

INSURANCE – arrears lists (new): possibility to send the arrears lists in batch to the intermediaries.

28/02/2021

26/02/2021

Released 26/02/2021

PLATFORM – menu (new): additional menu structure for consultancy activities.

CREDIT – mail template (new): additional mail template for notifying intermediaries that a new docket is available in the portal.

COACHING – projects (bug fix): possible error when searching the list of projects.

26/02/2021

25/02/2021

Released 25/02/2021

COACHING – projects (new): support for images in the journal of the coaching projects.

COACHING – projects (update): removal of the location from the list of projects.

COACHING – sessions (new): extension of the type of sessions with business coaching.

CRM – journal messages (new): possibility to save both mail messages and letters in the communication.

25/02/2021

24/02/2021

Released 24/02/2021

INSURANCE – customer backlog (new): possibility to send reminders to customers with support of different templates depending on the backlog.

CRM – list of contacts (new): if it was indicated in the contact form that the email address is not valid, we will display the field in red in the list of contacts.

CRM – contacts (new): additional flag to indicate that the email address of the contact person is not valid.

24/02/2021

23/02/2021

Released 23/02/2021

INSURANCE – templates (new): additional template (3) for arrears of outstanding premium payments.

INVENTORY – article sheet (new): additional tab in the journal for linking images to articles.

PROJECT – list (new): additional tab in the journal for linking images to projects.

23/02/2021

22/02/2021

Released 22/02/2021

PROJECT – dashboard (update): we no longer split the total amount of projects per month per team, we show a global total.

PROJECT – project sheet (update): removal of the unnecessary fields that are now present at phase level.

INSURANCE – templates (new): 2 additional templates for arrears of outstanding premium payments.

22/02/2021

19/02/2021

Released 19/02/2021

PLATFORM – mail templates (update): improved functionality of the use of images in the mail templates.

INSURANCE – Swisslife (bug fix): The proof of residence attachment was not visible when validating a policy application.

CRM – companies (update): display the unique number of the company in the list.

19/02/2021