Roadmap

Planning 2021

The WAVEDESK team is constantly working to expand and improve the functionalities within the platform with questions from existing customers.

We are also working on several of slightly longer-term projects to ensure that we can meet market demand in the future. Below you can find a few themes that we are working on internally with the intention of making them available within the platform in the course of 2021:

  • Mobile application complementary to the platform available for IOS and Android
  • Expansion of the already available integrations with external parties including Google, Office365, …
  • Making the WAVEDESK API publicly available so that external parties can easily link to the platform
  • Further optimization of links with, among others, Exact Online, Yuki, …
  • Expansion of the functionalities of the portal for the end customers
  • Integration AS/WEB (Portima)
  • Integration of a module for the management of support requests specifically for companies that offer services

Recent changes

An overview of the recent changes made to the platform in chronological order.
We only list the most recent changes here given the frequent updates to the platform.
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

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