Feng Office 3.2, and a bunch of new features and modules.

07/02/2015

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Hello everyone.
 
During the past weeks we announced the new features that would be available in the 3.2 version. Well, the wait (and lots of testing!) is over. Version 3.2 is already available packing all of the new features and modules we have been working on during the past months.
 
Lets go over some of the new features and improvements this new version has to offer.
 

Enhanced Workflows

Many of you value Feng Office Templates a lot. They make work much more efficient and save tons of time. We love and use them a lot too – so we decided to improve them some more.
 
You may now set up different kinds of flows upon tasks completion such as the ability to create a task and set its start and due date upon a task completion.
 
For example, lets say that after you complete an initial task to “Do A”, you want to “Do B”.
 
So, if you complete the task Do A today, the task Do B has to be automatically created, starting today, and ending in 3 days from today.
 
This way you can define processes and no longer have to have all the tasks created at the start of your process and then have to worry about adjusting dates. It makes for a much more fluent and efficient flow.
 
Please note: This will be good for some cases, like service management, but might not be the best way to manage a project if you need to have all the dates for all tasks visible for the project, like in a construction project.
 
flow
Here is how the variables look like in this example:
 
variables
 
On the other hand, one can also set conditions for tasks completions, meaning that the system will not allow users to complete a task if there are empty fields. For instance, a task cannot be completed if it has no description, or any other field you select.
 
task_conditions
 

Custom fields for your Projects, Clients, Folders and Workspaces

As many of you have already noticed, Feng Office powerfulness comes from its flexibility and extensibility. This is something we are very proud of, and to continue in this line of work, besides being able to add custom fields to your tasks, documents, events, contacts and other objects, you are now able to add custom fields anywhere else (On what we call ‘Dimension-members’).
 
This means that you will have the opportunity to integrate and manage even more information than before, have it organized the way it fits your organization best, and therefore save even more time.
 
You see, it is all about efficiency.
 
The following is an example for adding properties on Clients. Again, you could add any to your Projects or anywhere else too:
 
client custom properties
 

Improved Projects List

Projects list could have used improvements. So we did them.
 
More information about it can be found in this blog article, but in short, it now looks like this:
 
Selection_141
 

Improved Clients List

Similar to the Projects List, it is now much easier to manage your clients and also leads and prospects:
 
clients list
 

New: Invoicing module

Yes! You can now manage and print invoices from Feng Office. Other than just printing them, it will make your life easier to manage which invoice has been paid for and which one has not.
 
If you are interested in this module, we strongly suggest you take a look here.
 
invoice example
 

Google Calendar sync updated and improved

Feng Office used to have a working synchronization with Google Calendar. When Google changed its API a few months ago we had to make some amendments on our side. They took longer than we hoped for, but it is done! A big upside is that Google has made Calendar Sync safer than before, but our Design Team took the opportunity to improve our side’s user experience too.
 
google calendar sync
If you are interested in synchronizing your Google Cal with Feng, we have prepared a special article here for further assistance.
 

Considering ‘Non Working days’ for tasks management

When pushing tasks or creating tasks from templates, sometimes one would like to skip weekends or non working days such as national holidays, bank holidays, and company holidays. This way you would avoid having tasks on a Saturday, Sunday, or any other day where no one in your organization is supposed to be working.
 
Have a look at this article for more information about it.
 

Rolling out the new version

For Feng Sky and Supported Feng OnSite accounts we have already started a gradual rolling it out. We started with the clients that have been requesting improvements and fixes available on this upgrade and who are comfortable with working with the newest versions. Contact us if you are in a rush to get it.
 
We hope you are as excited as we are about this new version, and that you enjoy everything that comes with it. It was hard, HARD work.
 
Customer feedback is our #1 tool towards improving the system, so, we would love for you to share your thoughts, ideas and suggestions with us. We invite you to please comment below or on the Feng Office forum.
 
Remember to follow us on Facebook to stay tuned on even more improvements coming soon!
 
You are also welcome to privately contact us if you prefer.
 
Enjoy!
 
 

Improved Projects List!

06/26/2015

 
When an organization works with many different projects, upper management and/or other Project Managers would definitely like to see a quick summary, right?
 
Chances are that if one sees a project that is overdue, and its revenue is supposed to be high, one would like to know of this immediately and correct the situation.
 
This can be achieved with the Projects List, which we have renewed for the 3.2 version, and quickly shows all of this information!
 
Selection_141
 
Do note that you can play with different fields and filter or group by them as explained in this article!
 
In addition, if the projects that you and your colleagues manage have custom fields of your own, these can be easily added to the system and shown here as well!
 
Bear in mind that you can always try our demo with sample data, and that any comments you would like to make below are more than welcome, same if you want to privately contact us.
 
 

You can already track your expenses in FO.. what about your incomes?

06/03/2015

income_logo
 
Once again we would like to show you some of the upcoming modules and features in the 3.2 version!
 
We already have an Expenses Module where to track all of the expenses from a project, client, department or from any other level.
 
What we were missing though is where to track the incomes… so here we are! We would like to introduce you to the new Incomes Module!!
 

What may I do with it?

 
You can now create Invoices, Credit Notes or other legal documents so that they can be printed, and most importantly, they can be tracked!
 

Why would it help me?

 
Well, there are several reasons, but the main ones would be:
 
1- For starters, it will be much easier and faster for your colleagues in the Administration Department to work on these legal documents, allowing them to save lots of time here and dedicate this surplus somewhere else.
 
2- Eventually, it will also be possible to compare the incomes with the expenses, and then calculate the profitability of a given project or client. Forecasting profitability should be quite simple too.
 
3- It is no secret that many organizations with a large database of active clients are having a hard time keeping track whether their clients are up to date with their payments or not, but this way, it will be really easy. You would only need to filter the invoices by those which are still Pending
 

Great! I like the sound of that!! How do you plan to make this work in different countries though?

 
That is a good question! Invoices, Credit Notes and other legal documents usually are completely different around the world, and given that Feng Office is used worldwide, we had to work on a flexible system.
By flexible we mean that one can set up different taxes, be it in percentages or fixed amounts. We have also taken into account the scenario for when they are updated in time (ie: if the VAT is 10% one year and the following year changes to 11%)
taxes
You can also set up different kinds of copies, different kinds of legal documents, and last but not least, different notebooks with their corresponding series and document identification:
notebooks
 

Ok, what if I have recurrent payments? Can I automate this somehow?

 
Indeed! This module is even more helpful if you recurrently charge a subscription or other services!!
This means that if you have to charge a client of yours with USD 1000 on the 03/06/2015, and you set up a monthly repetition, you will automatically prepare the invoice for next month so that on the 03/07/2015 you also charge them USD 1000 and you just need to print the invoice and confirm it.
 
Of course if you need to change any detail here, be it the amount, description, or anything else, you can do it.
 

All right! How does it look like then?

 
The “objects”, as we usually call them within Feng Office looks as follows:
invoice example
 
Whereas the preview would look like this:
 
invoice preview
 

How will the invoices look like once they are printed?

 
Once again, great question! For the time being, we simply have one standard design to print them and no manual way to change it.
 
This means that you can either adjust your documents to this design, or, good news is that this can also be solved somehow else, so please feel to contact us for further information.
 

Fantastic! How do I get it?

 
You may contact your Account Executive or the rest of the Team to enable the module.
 
In the meantime, you can try it out in our demo with sample data and read more about it in this article.
 
Comments below are greatly welcome, or feel free to if you prefer so.
 
 
Note: This feature is available for the Enterprise Edition only.