Inserve has a new look

Inserve is getting a complete rebrand this month. The app has received a significant update, allowing you to customize it more to match your own brand identity. Below you will find all the options that have been added for customizing your branding:

https://docs.inserve.nl/nl/article/huisstijl

New mobile view for the ticket overview

The mobile view has been significantly improved. In addition to the existing quick filters, it is now possible to sort and filter in this overview. The layout is much cleaner thanks to the use of cards. This view is now specific to the ticket overview.

Extra options for quotes

A considerable number of options have been added to personalize quotes even further. Think of setting margins, showing or hiding a logo. In addition, it is possible to move text to a next page using a new magic field.

https://docs.inserve.nl/nl/article/offerte-opmaak

[Feature] The time entry print now includes a total per activity and a grand total across all activities.

[bug] A block in a quote now always spans the full page

[performance] Loading notifications could take a long time in some cases

[bug] A custom field on a deal no longer sets the status to open by default

[bug] Invoice total is now calculated correctly again

[bug] Notes are immediately visible after creation under a company

End date for subscriptions

It is now possible to set an end date for a subscription, so that no more draft invoices are generated after this date. The subscription data is retained and you can schedule the end of a subscription in advance.

For more information, see https://docs.inserve.nl/nl/article/abonnement-einddatum

Further in this release:

[Feature] Work orders now scale correctly on both mobile devices and tablets.

[Feature] Auto-reply emails no longer receive a ticket created notification.

[Feature] The length of a project line is now validated so it is not unexpectedly truncated.

[Feature] You can now set a contact person as a handler. Previously you would receive a message that the contact person already existed.

[Fix] It is possible again to enter negative quantities in a quote line.

[Fix] When creating a new ticket based on a message, attachments are now also included.

[Fix] You can open a new tab again via CTRL + click in the navigation menu.

[Fix] Search now also works on page 2+ from the ticket overview on the company detail page.

[Fix] Contract hours were sometimes displayed as 0 when creating a new period. This has been resolved.

[Fix] Ticket prints to PDF now include the company name again.

Live update in a ticket

When a colleague updates a ticket, you now immediately receive a notification and see the update directly in your messages.

And more:

[Performance] Deals load 30% faster

[Feature] The hours estimate on a quote is now only visible when actual hours have been entered.

[Feature] Messages in a ticket are now loaded on scroll. This significantly improves performance for long-running tickets.

[Feature] Teamleader customer number has been removed from a quote.

[Feature] Euro signs are ignored in the CSV import.

[Fix] Invoices from Exact in the customer portal can now be downloaded.

[Fix] Ingram license sync now shows Adobe products individually instead of the umbrella product.

[Fix] Deleted ALSO licenses now appear as "Deleted" in Inserve.

[Fix] Microsoft 365 sync could incorrectly activate the own handler.

Invite colleagues and customers to an appointment

You can now directly invite participants to an appointment scheduled from Inserve. This can include colleagues, customers, or other contacts.

Drag & drop in a message

It is now possible to drag files directly into Inserve. Images are displayed inline, while other files are now correctly added as attachments.

Adjust column width

The width of all columns can now be adjusted directly, so you can optimize the view to your liking.

Menu improvements

Submenu items now finally remain visible even when navigating to other parts of the menu.

Other updates:

[Feature] Products that are archived or deleted in Moneybird are now also neatly removed from Inserve.

[Feature] Exact products are now synchronized based on ID instead of product code. This prevents products from appearing twice when the product code is changed.

[Fix] The 'last modified' date of a subscription is now only updated when an actual change is made.

[Fix] When re-linking a mailbox, a new webhook subscription is now immediately requested.

[Fix] The sync with Xelion could expire.

[Fix] With a large number of tasks, adding a new task could become slow. This has now been resolved.

[Fix] Approving quotes for a subscription works correctly again.

[Security] Improvements implemented based on the penetration test.

Improvements to adding attachments

When adding an attachment, it is now immediately visible which attachments have been added and you can also remove them. In addition, it is now possible to add more attachments later from other folders or locations.

Here are the other updates:

[Feature] Time entry on mobile has been improved.

[Fix] Subscription periods where multiple periods are invoiced in advance are now correctly displayed in the customer portal.

Invoices visible on company page

From the company page you now have direct insight into a customer's invoices.

Post-calculation added to quote

When you add a quote line with post-calculation, this is immediately visible in the quote.

Here are the other updates:

[Feature] Improvements when retrieving licenses from RoutIT.

[Feature] Contract periods now show the rounded and actual logged time.

[Feature] The number of results per page on overview pages can now be quickly adjusted.

[Fix] When adjusting the SLA, no incorrect notifications are sent anymore.

[Fix] When your session expires after 14 days, you are redirected to the login screen.

[Fix] The administrator role remains active when switching between 1st and 2nd line handler.

[Fix] When editing a message in a template, you can add attachments again.

[Fix] Project lines with logged time can no longer be deleted.

[Fix] The 'Next' button in the cockpit works correctly again.

[Fix] Improvements related to invoice lines in Moneybird.

[Fix] Notifications now always load when opening the notification bar.

[Fix] Navigation from ticket to template now reloads correctly again.

[Fix] The order of ticket types is now taken into account in the customer portal.

[Performance] Performance improvements on initial load (33% faster).

Add labels to a contact person

Add labels to contacts to quickly display important information about them, such as an IT contact person or a specific preferred treatment.

Time entries visible in new customer portal

Time entries can now be made visible in the new customer portal. This gives the customer access to the registered time on a ticket. This is only possible if you have set the correct permissions for the contact person.

And here are the other updates:

[Feature] TDSynnex prices based on new API information. Prices coming in via the API should now be correct.

[Fix] Page title is updated again when navigating via a notification

Ticket templates filtered by company

When a company is applied to a ticket template, it will automatically be filtered when searching for a template. This means users only see templates that are relevant to the selected company, or those without a company applied.

Search and filter on quote references

It is now possible to search and filter on quote references, making it easier to find and manage specific quotes.

And here are the other updates:

[Feature] Tables in a quote are now neatly grouped per page

[Fix] There was a situation where an inline image was not included in a ticket

[Fix] Address line is now visible on the quote

[Fix] The total of a subscription is now calculated again when creating a quote via a quote template

[Fix] Stages in quotes created via a template can be reordered again

Quote redesign: cover page and letterhead

It is now possible to add a cover page and letterhead to a quote. More information can be found here: https://docs.inserve.nl/nl/article/offerte-opmaak.

In addition, the layout of quotes has been significantly improved so they look much more professional.

Progress when exporting invoices

We now clearly show the status of invoices that need to be exported. While we handle this for you, you can sit back and relax.

Under the hood, significant improvements have also been made to the sending process. You may not notice this personally, but we are proud of it nonetheless.

Archive contacts

It is now also possible to archive contacts.

Once archived, these contacts will no longer appear in the selection list within Inserve. They will also no longer have access to the customer portal. If you have a sync with Microsoft 365 activated, deleted users will from now on be automatically archived.

And here are the other updates:

[Feature] Previously, missing the right permissions would result in a server error. Now a message is displayed with information about which permissions are missing, so you can report this to your administrator.

[Fix] Inline attachments could not be removed in certain cases.

[Fix] SSO to the ideas board works correctly again.

[Fix] Project stages from Inserve can now be exported to SnelStart.

[BETA] RoutIT integration