Contact Us:

670 Lafayette Ave, Brooklyn,
NY 11216

+1 800 966 4564
+1 800 9667 4558

Chronological overview of WAVEDESK CREDIT release notes

On this page you can find a chronological overview of the adjustments, new functionalities and changes that have been made to the  WAVEDESK CREDIT platform.

Here we only give an overview of the changes that have been made in the last 6 months.

0.3.1.0
January 16, 2022
Added
Added separate structure for the estimators
Added
Addition of a separate structure for the notaries
0.3.0.9
January 10, 2022
Improved
Uniformization of the windows within the platform
0.3.0.8
January 05, 2022
Added
Support for printing the EPC QR code on invoices for fast payment of the invoice
Added
Addition of the billing name field to the company sheet
0.3.0.7
January 04, 2022
Added
Expansion of commission schedules with up to 20 scheduled payments
Added
Extension of the intermediary's file with a maximum of 20 scheduled payments
0.3.0.6
January 03, 2022
Added
Extension of the number of months to spread the commission on the file of the financial institutions from 10 to 20
Added
Ability to specify a default article in the general settings. This article will be automatically inserted when creating a new invoice
0.3.0.5
December 30, 2021
Added
Possibility to reprint the E-id sheet
Added
Additional flag on the credit file where you can indicate whether the file should be automatically submitted for invoicing when entering the deed date (checked by default)
Improved
The credit file list now uses paging to improve performance
Added
Check when saving the various attachments whether the attachment is not yet present in WAVEDESK, for each attachment found the user can choose to save the attachment or not
Added
Check when saving the mail if the mail has not already been processed in WAVEDESK, the user can still choose to process it anyway
Improved
Improved search function in the Outlook plugin to search for contacts
Improved
New installation routine for the WAVEDESK client tools
0.3.0.4
December 27, 2021
Added
Portal: possibility for the customer to consult his invoices
0.3.0.3
December 23, 2021
Added
Ability to reprint a mail directly in the WAVEDESK CREDIT platform
Added
Invoicing: possibility to indicate that the invoice may be visible on the customer's portal
Added
Invoicing: possibility to link a contact person to the chosen company
0.3.0.2
December 22, 2021
Improved
Many improvements to the billing module for support of companies and individuals
0.3.0.1
December 21, 2021
Improved
Various improvements to the billing module
Fixed
Improvement in the validation of the documents: the type of document was not processed correctly for linked contacts
0.2.9.9
December 15, 2021
Added
When entering a note, it is now possible to additionally link the note to other entities
Improved
Various visual improvements to the attachment upload window
0.2.9.8
December 14, 2021
Added
Extensions to the rights available for the users
Improved
Various improvements to the French translations
Added
Addition of 300 icons to use as clarification of the base files
Updated
Mail templates: removal of the unnecessary mail templates
Added
Added support for icons in the master data
Improved
Improved proposal of the financial plan when entering the requested amount of credit
Improved
Several improvements to the English translations
0.2.9.7
December 06, 2021
Added
Integration E-id card readings
Added
When filling in the partner field in the contact sheet, we now also automatically update the partner sheet with regard to this field
Added
When processing credit documents, we now also include the partner if a partner is present on the contact sheet
Fixed
Shortcut to the release notes correctly placed for English and French
Improved
Search contacts Outlook plug-in: improvement in the search for multiple contacts in the mails
0.2.9.6
December 02, 2021
Added
Additional option provided in the general settings to display or not the risk profile / personal preferences tab in the credit file
Fixed
When creating a mail for rejected documents, the attachments of the previous mail could still be present
Added
Mail: possibility to add additional relations (contact, company, intermediaries) where the mail should be saved without having the relation receiving the mail
0.2.9.5
November 29, 2021
Added
Customer portal: we now display the submission date in the list of credits
Added
Processing credit documents from the portal: possibility to link the documents to an additional contact
Added
Contacts: the mail for the invitation to use the portal can now be saved at the height of the mail traffic
0.2.9.4
November 23, 2021
Added
Credit documents: possibility to easily reject delivered documents with optional possibility to notify the end customer by e-mail that the documents must be supplied again
Added
End customer portal: the possibility is now provided for the customer to change his initial password
0.2.9.3
November 22, 2021
Added
Portal: possibility for the customer to download credit documents when they are made available from the back office module
Added
Portal: additional menu for the customer where he can choose to submit documents or consult his files
Added
Release new version of the portal with custom theming
Added
Ability to merge data between contacts, companies and intermediaries
0.2.9.2
November 19, 2021
Updated
E-mail: when replying to an e-mail, we no longer include the attachments that are present in the original e-mail. We still do this when forwarding an email
0.2.9.1
November 18, 2021
Added
Credit file: possibility to have multiple details within 1 credit file
Improved
When selecting a contact in a credit file, we now take over the following matters from the contact sheet if available: profession, name of employer, employed since and type of contract
Improved
The hints in the portal when uploading documents are now the individual messages that were entered with the credit documents to be requested
0.2.9.0
November 17, 2021
Added
Mail: possibility to reply or forward directly when consulting a mail
0.2.8.9
November 16, 2021
Improved
Various improvements to the English translations
Added
Ability to add attachments from the entity's attachments while creating a mail
Improved
Optimization of the picklists for contacts and companies (use of pages)
Added
Ability to move attachments between contacts and companies
0.2.8.8
November 15, 2021
Added
Possibility to adjust the hints for the credit documents to be delivered at the level of an individual contact
0.2.8.7
November 12, 2021
Added
Possibility to change the description when approving and processing submitted documents via the portal
0.2.8.6
November 10, 2021
Added
Credit document validation: addition of a global validation window across the various contacts to validate the credit documents provided
Added
Provided credit documents: possibility to validate documents and move them to the attachments with the possibility to select an attachment type
Improved
Contacts: improvements to the search function in the contacts list
Added
Visual display in the dashboard if there are documents to be validated that have been received via the customer portal and an indication of the number of documents to be validated
0.2.8.5
November 09, 2021
Improved
Attachment sorting: the attachment sorting has been adjusted, we now sort first by type and then within a type at the time of upload
0.2.8.4
November 08, 2021
Added
Mail: possibility to compose a mail while still using the other modules
0.2.8.3
November 05, 2021
Added
Attachments: Ability to preview directly in the attachments themselves without having to double click to open the attachment
0.2.8.3
November 04, 2021
Added
Journal mail traffic: it is now possible to consult a preview of the mail directly in the journal by just clicking on a mail in the list
Removed
Contacts: removal of the telephone work field in the contact detail sheet
Added
Calendar: when booking an appointment in the calendar and sending a confirmation to a contact or an intermediary, the mail can now be saved in the file of the contact person or intermediary
Improved
Journal attachments: when downloading an attachment, the platform will now first check whether a description has been provided for the attachment. If this is the case, the description will be used as the name of the file. If not, the platform will use the original name as the file name.
Removed
Journal attachments: removal of the original file name. It has no value to display this in the list.
0.2.8.2
November 02, 2021
Improved
Attachments: possibility to delete multiple attachments at once
0.2.8.1
October 26, 2021
Improved
Attachments: possibility to download multiple attachments in 1x
Updated
Contacts: show home phone in the list instead of work phone
Removed
Contacts: removal of the field role from the contact sheet
Added
Contacts: Add a field 'Professional introducer'. An intermediary can be linked here. In the future, this will allow to consult a list of contacts on the portal provided by the intermediary
Added
Companies: Add a field 'Professional introducer'. An intermediary can be linked here. In the future, this will allow to consult a list of companies on the portal that have been provided by the intermediary
0.2.8.0
October 25, 2021
Improved
Attachments: possibility to open attachments in a separate tab, making it possible to continue working while the attachment can also be consulted. This works for images, PDF files and emails
Improved
Attachments: possibility to select 1 or more attachments in the journal and include them in a new mail. The chosen attachments are automatically included
0.2.7.9
October 21, 2021
Added
Customer portal: possibility to upload documents necessary for the credit application
Added
Credit application documents: possibility to create an individual list of necessary credit documents per contact + follow-up on whether the documents were delivered via the customer portal
0.2.7.8
October 19, 2021
Added
Dashboard: Ability to minimize the tasks and phones at the bottom + tracking user's choice
Added
Agenda: extension in your personal profile with the option to specify in which view the agendas should open, you can choose between day, week, work week, month and agenda view
Added
Contacts: addition of an extra field 'Job (free)' next to position to provide an additional detailed description of the position
Improved
Contacts: change to some fields: delete type, delete department and move from employed since to position since
Fixed
Portal: improvement to the filtering function of the credit files (possible error message)
0.2.7.7
October 18, 2021
Improved
Dashboard CRM: we now keep track of the position of the lower part so that it is back at the same height when opening the dashboard again
Improved
Companies: removal of some redundant fields
0.2.7.6
October 08, 2021
Added
Credit Documents: Addition of credit document management. This module can be used in a next phase to quickly select the documents for a specific customer who has to deliver them. The documents will be requested through the customer portal
0.2.7.5
October 07, 2021
Removed
Insurance: the insurance section is no longer visible in the back office module
Updated
Messages tab: name of the tab adapted to mail traffic
0.2.7.4
October 06, 2021
Compatibility
Breakdown of WAVEDESK to the specific module WAVEDESK CREDIT
Improved
Portal: Improvement in the display of the commission amount in the dashboard

Demo account WAVEDESK ERP

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK CREDIT

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK ERP

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.

Demo account WAVEDESK CREDIT

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.