Features

Human Resource Management (HR)

• The Users can set first day of week as per their preferences
• The users can force login value when creating a user from a member
• Business cards for members can be generated
• Different files on member cards can be added
• Preview of emails sent by member module is shown
• Image editor can be used in user photo
• Public and private notes can be added to the expense reports
• Leaves that were previously validated can be refused
• The users can apply for leaves for someone else if they have the right permission to accomplish so
• Leave_request_management_Module#Adding_files_to_leave_requests Files can be added to leave requests
• The users can create for expense reports for someone else if they have the right permission to accomplish so
• Expense reports can be cloned
• Company alias’ name can be added when you add a company from a member
• Date of birth of the user can be added on user card
• Every user is allowed to set their preferred default calendar page
• Employee link can be added in expense report binding page

Customer Relationship Management (CRM)

• Price level can be defined for prospects
• Commercial proposals can be exported
• The users can select third parties’ emails in emailing module for all third parties with expired contract's lines
• Information from third party card are automatically suggested when creating a contact from a third party
• Attachments can be added on intervention cards
• Customer code and supplier code are defined automatically
• Proposal date can be modified if status is draft
• Proposal validation can be notified via emails
• When creating a third party from a member, it is set as a new customer
• Default language for third parties can be added and used if the multilanguage module is enabled
• Intervention cards can be sent by emails
• Logos can be added on third-party card
• The users can use extrafields on third parties
• A closed commercial proposal can be opened
• Delivery date is shown in proposal template
• Customer codes can be edited at any time
• Orders can be created from contract
• Proposals can be created from interventions
• Closed shipments can be reopened
• Messages are shown on ticket card
• Public and private notes can be added in proposals
• The status of members can be chosen to be either external or internal while creating a member linked to a third-party
• The users can edit fields of proposal when proposal is not yet signed
• Online signature for proposal are available
• The prices on proposal can be updated while initiating proposal cloning

Vendor Relationship Management (VRM)

• Warning can be sent if vendor payment is higher than due amount
• Vendor invoices can be created from vendor orders

Financial Modules (Accounting/Treasury)

• Projects can be added on donation sheets
• The users can clone commercial proposals and orders
• Product labels are added in invoice exports fields
• Contact to vendor orders can be added
• Accountancy code for product (buy and sell) can be set
• Bank name, from which the amount is paid or the to which the payment is received, is shown on invoice
• Sales journal and Purchase journal report can be added
• Vendor invoice can be created from purchase order
• Donations can be cancelled
• Payment notes can be edited
• Manual orders from proposal can be created
• Supplier reference on supplier orders can be added
• The users can clone an order with prices updates
• Customer payments are supported with online payment link
• Invoice module asks date of invoice when using the Clone feature
• Vendor invoice can be created from a reception
• Miscellaneous payment can be cloned
• Customer invoice template list is available in Tactic. The users can add input date from/to
• Support for recurring purchase invoices is available in Tactic
• List of available currencies in Tactic

Product Management (PM)

• Confirmation is needed while cloning products
• Stocks can be added in product lists
• List of stock movement can be filtered based on date or product
• Limit for stock alert can be set to 0
• New product ref can be defined when cloning
• Automatic stock increase increases the stock on dispatching of products from a vendor order receipt
• Comments on stock dispatching can be added that are to be save into stock movements
• Personalized fields can be used on products/services
• Stock of a warehouse can be corrected from warehouse card
• Child label of product variants change if parent label changes
• Linked categories are copied on product clone process
• Products are sorted by product reference
• Reference on product variants can be forced
• Default warehouses can be added for product dispatch
• The default BOM on a product can be set by the users

Projects/Collaborative work

• Contacts can be linked to the projects
• Project can be set while creating a contract
• Project module supports status of project and end date
• Project module support Gantt diagrams
• Week view for calendar is available
• Cloning project allows the users to clone task, notes, projects files, tasks files, and contacts
• Event into calendar signifies different users with different colors
• Workload field on tasks suggests the amount of time that should be invested each day to complete the task on time
• An event automatically created whenever a project is created
• Project card shows opportunity amount
• Hourly value of the users can be added to the projects if the module salary is on
• The users can add project's task to agenda on create event form

Multi-modules tools

• VAT numbers are added in export fields
• The users can filter third parties lists on categories
• The users can filter products and services lists on categories
• Categories can be added to members as well
• Colors on tags and categories help in differentiating those

Websites and other frontal application

• Different bank accounts can be used in the course of POS.
• POS module can work with only one payment method
• The users can choose cash account during POS login
• Tags and categories can be set for the websites as well
• Split Sale is available in TakePOS

Interfaces with external systems

• Print icon is showed in the pages without menu to allow direct printing.
• Field errors-to in emailing can be added for users’ convenience
• Inline images can be used in emails
• The attached file on email can be removed if attachment was wrong
• Files can be attached on emailing campaigns
• Your logo can be shown on top of left menu
• The messages that are to be sent can be shown in the modules
• Signatures can be added at end of predefined email text
• The users can select third-parties into emailing targets, even if module category is not enabled
• Module mailman can be used for subscribing or unsubscribing to mail list according to categories or type of member
• Options to send an email when PayPal or paybox payment is done, can be added
• Emails can be sent from third-party card
• External links can be attached to objects as we can attach files
• Notification module support expense report validation as well as holiday validation and approval
• Ticket message notifications is received when the ticket is edited from public interface

Miscellaneous features

• Add an option in GUI to show a Quick add button into top menu bar (add button in the list view related)
• Add possibility with constant MAIN_LOGIN_BADCHARUNAUTHORIZED to define bad character unauthorized into login name
• option to default check "notify tier at creation" in ticket module
• Suggest a method to generate a backup file for user with no access to mysqldump binary (backup related)
• Allow extrafields on pdf : extend to line desc
• Use a numbering module for shipment and contract (related to the numbering rule)
• Add a help and support center (help in tactic wiki related)
• SEPA XML - option to place payment Type Info at Credit transfer Transaction level (need to research on SEPA and then implement it as per the rule)
• Allow extrafields on pdf : extend to line desc (adding extrafields through complimentary attributes)
• support user_modif in order (sort user date by modification)
• option to default check "notify tier at creation" in ticket module (notification to third party, need to find the constant)
• Can make one invoice for several orders (needs testing)
• The help link pages open directly in the Tactic wiki pages