New features – Treesoft CRM 7.1

Foreword

Treesoft CRM 7.1 includes many improvements, functional enhancements, and completely redesigned features.

Table of Contents

Address list:
New features in the address list and goal setting
Address list now 100% in Qt, Delphi has been eliminated here Display
address groups in a tree
structure Display contact persons
for an address Full-text search as default setting
Direct access to address filters
Display of active address filter Pin
address list Create
and edit addresses Create
and edit contact
persons Deletion status completely renewed in addresses and contact persons
Display of deleted addresses/contact persons
User-defined display of columns
Direct access to filters marked as favorites
Multiple selection of addresses
Direct link to the geodata tool

Geodata tool:
New development Geodata tool
Saving settings
Filter groups and address filters
Temporary filter group/marking
Map of the geodata tool
Printing the map
Google Earth Export

Duplicate cleansing
New development Duplicate cleansing
Duplicate search
User guidance
Duplicate resolution
Duplicate groups Create
duplicate groups
Edit
duplicate groups Ignore duplicates based on duplicate groups Start
duplicate resolution
Perform duplicate resolution
Configure duplicate resolution
Exclude address groups and main/secondary addresses Exclude
Configuration of history entry Set
deletion status after resolution is complete

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address list

New features in the address list and goal setting

The objective of the “New Address List Development” project was to completely eliminate the Delphi programming code, develop a uniform address list at all different program locations in Treesoft Office, and offer you easier and faster work with different address groups. In version 7.0, there were six differently developed search lists that were called up at 30 different locations in the program. That is now a thing of the past! There is now only one address list that is called up in all relevant functions, ensuring uniform and faster operation. You can look forward to it!

Address list now 100% in Qt, Delphi has been eliminated here

The address list, previously known as “Find List Addresses,” was programmed in Delphi in Treesoft CRM. In version 7.1, we have now completely redeveloped it in C++/Qt. The new address list is now even more intuitive to use and loads much faster than the previous version when starting the addresses.

Display address groups in tree structure

You can now use the Show address groups button to display the groups in a tree structure in a separate window (on the left side of the dialog box).

Display contact person for an address

You can now also use the Show contacts button to display the contacts for the selected address directly in a list in a separate window (on the right-hand side of the dialog box).

Display of contact details for the contact person

Display of contact details for the contact person

The display of contact details (such as abbreviation, position, department, etc.) can be selected via the context menu (right-click on the column header). The settings are saved on a user-specific basis and can be reset to a predefined default if necessary.

Full-text search as default setting

The default setting is now to perform a full-text search when opening a new address window and calling up the address list.

Direct call of address filters

The user can filter the display of addresses using various buttons. By default, all addresses are displayed in the address list. You can use the following buttons to filter the addresses in the address list in various ways and display them: 

The buttons for filtering addresses have been moved from the separate filter bar directly into the address list, allowing direct access to the functions.

Display of the active address filter

The title bar of the address list shows which address filter is active and how many addresses were found.

Pin address list

The Pin button can be used to pin the address list so that it remains visible in the foreground at all times.

Create and edit address

You can now add a new address or edit an existing address directly via the context menu of the address list.

Create and edit contact persons

It is now also possible to add a new contact directly to the contact list in the address list via the context menu.

Deletion status completely renewed in address and contact person

With the 7.1 upgrade, you can now mark addresses as deleted directly via the context menu. This is done via the Delete Status Addresses selection dialog, where the corresponding delete status is set. You can also assign a delete status to individual contacts for an address in the same way.

Display of deleted addresses/contact persons

Addresses or contacts that have been deleted in advance can be displayed directly via the context menu in the address list. The addresses are color-coded according to their deletion status (archive, check, and delete).

Custom display of columns

It is now also possible to show and hide individual columns in the address list via a context menu. The settings are saved on a user-specific basis and can be reset to a predefined default.

Direct access to filters marked as favorites

Using the drop-down menu of the Filter button, you can call up and apply filters marked as favorites directly from the address list.

Multiple marking of addresses

You can select multiple addresses in the address list by checking the corresponding checkboxes. These can be shown or hidden using the context menu (Show multiple selection command). By default, the checkboxes for multiple selection are disabled, i.e., not visible. The context menu can be used to select, deselect, or reverse the selection of all addresses displayed in the address list. The Show selected addresses only command in the context menu limits the display in the address list to the selected addresses.

Assign multiple addresses/contact persons to an entry or project

Assign multiple addresses/contact persons to an entry or project

In one of the next beta versions, it will also be possible to assign multiple addresses and contacts to an entry or project directly using multiple selection.

Direct link to the geodata tool

Using the Show selected addresses in the geodata tool command, the software transfers the address(es) selected in the address list to the geodata tool and displays them graphically on a map.

Transferring an address to Google Earth

Transferring an address to Google Earth

The geodata tool can also transfer a selected address directly to Google Earth via the Google Earth button and display it there graphically. In addition, the drop-down button allows export to a KML file.

Direct link to Google Maps

Direct link to Google Maps

Alternatively, you can also display the selected address in Google Maps via the context menu of the address list.

geodata tool

New development of geodata tool

Before developing a new tool, we naturally check whether the existing one can be revised and updated. However, the geodata tool already implemented in Treesoft CRM did not meet our current requirements in terms of usability and graphical user interface. For this reason, we decided to completely redevelop the geodata tool, and you will see that this was the right decision. With the new geodata tool, we have focused on intuitive user guidance. The new geodata tool allows you to display the location of addresses on an interactive map or alternatively in Google Earth. You can display all addresses from predefined address filters or individual addresses. The new tool is intuitive to use and the graphical user interface complies with current standards. This makes it virtually self-explanatory to use!

Saving the settings

• The geodata tool now saves the size of the window and the width of the columns. When you open the geodata tool again, it will reopen with the settings you have chosen.

Filter groups and address filters

• By saving configurations, you have direct access to different filter groups.
• When you delete a filter group, you must confirm the action with a corresponding query. This prevents filter groups from being deleted accidentally.
• When you delete a filter group, it is not deleted immediately, but is given a deletion status, similar to deleting addresses and contacts.
• The deleted filter groups will then no longer be displayed in the geodata tool. Of course, you can also undo the deletion status of a filter group and thus display the filter group again in the geodata tool.
• You can use the context menu to display the deleted filter groups and then, if necessary, undo the deletion status.
• In the geodata tool, you can assign multiple address filters to a filter group. For example, you can store individual address filters for the different states in the "Sales Germany" filter group and thus display the addresses separately by state on the map.
• To distinguish between the different address filters, you have the option of assigning each one a corresponding icon, transparency, and scale. You can select the icons from a list of predefined markers and colors. When selecting colors, the software uses the predefined basic colors.

Filter groups and address filters

• The geodata tool saves filter groups and address filters globally. This means that they are available to all users.
• You can quickly find the filter group you want in the geodata tool using the search field. For a better overview, the filter groups in the geodata tool can be sorted manually so that the ones you need most often are right at the top of the list.

Temporary filter group/marking

• When displaying the addresses marked in the address list in the geodata tool, the software creates a temporary filter group. This is displayed in addition to the filter groups created in the geodata tool. The addresses are all assigned a common, permanently stored icon for display.

Map of the geodata tool

• By activating the checkboxes at the beginning of the list, you can display the selected or filtered addresses on the map in the geodata tool. Currently, the map in the geodata tool is limited to Germany. The internal map is based on a map of Germany, on which the individual federal states can be displayed by double-clicking.
• We plan to expand the geodata tool for the international market to display foreign addresses on a world map.

Printing the map

• Of course, you can also print out the map or a selected section of the map from the geodata tool on your printer.

duplicate removal

New development: duplicate removal

Avoiding duplicates in your address database plays an important role in maintaining master data. In the long term, these can not only lead to inconsistent data, but also to financial losses for you: relevant and related customer data is spread across multiple duplicates, which in the worst case can render the collected data useless for you. Sales loses efficiency due to missing information. The same customer receives newsletters multiple times, for example, and may find this annoying and distance themselves from you. The list could go on and on.

Treesoft CRM already had an automated duplicate cleanup feature. However, this no longer met our current requirements in terms of usability and graphical user interface. For this reason, we decided to completely redesign the duplicate cleanup feature, and as with all new developments, you will see that it was really worth it.

The most important goals of the new duplicate cleansing compared to the previous Delphi implementation were:

• Developed entirely in the C++/Qt programming language

• Intuitive to use

• The graphical user interface must comply with current standards.

• The duplicate search should deliver significantly more reliable results.

• Finding duplicates should be much faster.

• The resolution of the duplicates found should be self-explanatory.

The new duplicate cleansing (overall process) includes both the standard duplicate search for finding duplicates and the fee-based duplicate resolution feature, which must be purchased separately, for merging addresses.

duplicate search

The standard scope of services offered by Treesoft CRM includes a powerful, easy-to-use duplicate search function. The duplicate search function automatically finds addresses in the address database that show a certain degree of similarity. The cleanup of such similar addresses falls within the scope of duplicate resolution and is covered in a separate section (see Duplicate Resolution).

user guidance

You can clean up duplicates directly from the address dialog box via the Address menu using the Clean up duplicates command. In the dialog box that appears, select the desired search area. The following options are available for finding duplicates:

• For the address displayed

• For the currently filtered addresses

• Select an address filter

• For all addresses

Alternatively, you can use the last option to display the duplicates found in the last search and continue processing them directly there. The software searches the addresses for duplicates according to your selection and then displays them clearly in a separate dialog box. A color is assigned to the duplicates found in order to classify them. These colors have the following meanings:

The following functions are available in this dialog box:

If you cancel the duplicate search, a message will inform you that not all existing duplicates may be displayed.

duplicate resolution

As described above (see duplicate search), Treesoft CRM already has a powerful, easy-to-use duplicate search function as standard. However, duplicate resolution is an add-on module for Treesoft CRM that must be purchased separately, which we would like to introduce to you here.

Treesoft CRM duplicate resolution provides you with a simple and effective tool for detecting duplicates in Treesoft CRM and resolving them automatically in an intelligent manner. You can compare the company name and address data of the duplicates. Treesoft CRM duplicate resolution combines the desired information, such as address/customer/supplier information, contact persons, and history entries, in the target address and creates a corresponding history entry about the action performed. The software supports you with an intuitive user interface and powerful functions for fast and effective duplicate cleansing. You can customize the function to your operational requirements using various settings.

Duplicate groups

It may happen that the duplicate search you perform finds addresses that are very similar but are not duplicates. This can be the case, for example, if several departments of a company have been created as individual addresses in the system, or if several different companies with various matches (e.g., telephone number) are located at the same site.

You can add such addresses to a shared duplicate group so that they are no longer displayed as duplicates and are not found again in the next search.

Create duplicate groups

Edit duplicate groups

Duplicate groups can be edited from the address dialog box via the Lists menu using the Duplicate Groups command. The following function is available for editing duplicate groups:

NOTE: If a duplicate group contains fewer than two addresses, it will be automatically deleted.

Ignoring duplicates based on duplicate groups

If multiple addresses have been identified as duplicates and are in a common duplicate group, they will no longer be displayed as duplicates.

Start duplicate resolution

You can call up the resolution of duplicates from the following lists and dialogs:

• Address list
  If several addresses are selected in the address list, you can start the resolution of the selected addresses via the context menu with the command Resolve selected duplicates.

• Edit duplicates
  found Alternatively, after starting the duplicate search, you can call up the duplicate resolution in a separate dialog box by clicking the following button: Edit duplicates found.

• Here, too, it is necessary to select at least two addresses in the dialog box, i.e., the checkboxes in front of them must be activated.

In both cases, the resolution of the selected addresses takes place in a subsequent dialog box (see Performing duplicate resolution).

Perform duplicate resolution

In the dialog box that appears, select a template address that will serve as the basis for resolving the selected addresses. Normally, this is the oldest address, i.e., the address with the lowest address number. Any conflicts that may arise but can be resolved, such as multiple customer numbers, must be resolved manually. Here, you simply select the customer number to be transferred to the target address. If conflicts cannot be resolved, for example due to different ERP links, the duplicate resolution cannot be performed and is therefore terminated with a corresponding message. In this case, you must manually resolve the existing conflicts in Treesoft CRM before calling up the function.

Configure duplicate resolution

You can customize the resolution of duplicates to suit your company’s requirements. The settings can be configured in the options dialog under the Duplicate Cleanup branch. These settings apply globally, i.e., they are applied to all users.

Exclude address groups and primary/secondary addresses

By default, the duplicate search excludes address groups and main/secondary addresses because there is a very high probability that these would be recognized as duplicates by the software. However, this is not normally desirable. If address groups and/or main/secondary addresses are to be included in the duplicate search, simply uncheck the respective checkboxes.

Configuring the history entry

When resolving a duplicate, the software automatically creates a corresponding history entry and logs the action performed. The history entry is linked to all associated resolved addresses. Here you define the main group, group, and subject for the history entry to be created and select whether the address numbers should be automatically appended to the subject.

Set deletion status after completion of dissolution

When resolving duplicates, the duplicate resolution automatically sets a deletion status for all selected addresses, with the exception of the target address. Select the desired deletion status in the options dialog.