_changelog OTM Update 3.0 – 2010-08-02

1. Online order
   Customers with service pages can place an order using an online form. The online form is converted automatically to a PDF file and added to the project documents. The PM gets a message under “Orders” that the order has been received (just like when a faxed order has been uploaded).
2. Additional languages for communication with customers
   All communication with customers (e-mail and PDF documents) can now also take place in Dutch and Portuguese (BR). The customer user interface is also available in these languages.
3. Back-end tools for adapting standard texts
   The following standard texts can now also be individually customized in the administration module:
   - e-mail to customers
   - texts in documents for customers (quotations, invoices, credit notes, etc.)
   - services offered
   - OTM web site navigation menu
4. Resource service pages
   The color themes were upgraded.
5. Various other minor improvements were implemented.

The next OTM update is scheduled for September/October 2010.

_changelog OTM Update 2.6 - 2010-07-16

1. Partial invoices can now be created as postable documents in a project. They are taken into account on the final invoice.
2. Customer credit notes (for example, a goodwill credit note) can be created for a project.
3. A payment request can now be generated for a project. This is the commercially correct solution for customers subject to prepayment. A proper invoice can be generated after the prepayment is received or the project is concluded.
4. Features 1, 2 and 3 can be tracked appropriately in the OTM bookkeeping module.
5. Further improvements were made to the token editor for localization. This is not seen directly by licensees.
6. Various other minor improvements were implemented.

The OTM 3.0 update is scheduled for August 2, 2010.

_changelog OTM Update 2.5 - 2010-07-05

1. Services are configurable for agencies
   Administration > Agency > Core data > Projects
   The services offered by the agency can be selected here. Services which are not selected do not appear in the system’s list of services, for example on the quote request form.
2. Bookkeeping
   If there are changes to the master data for the resource between the time a credit voucher is downloaded and the status is changed to “paid”, a warning will be shown next to the status selection box.
3. Line item specific taxes
   Individual tax settings can now be defined for the line items of quotations and orders.
4. Subtotal
   A subtotal can be inserted in the quotation after a line item:
   Quote > Line items > Edit line item > Quantification / Price > (checkbox selection)
5. Exporting search results
   Part or all of the search results list for customers or resources can be exported in LDIF format.
6. “Change password” for PMs in the project manager front end
   Project management interface > User preferences
7. OTM basics / Q&A
   Linked via the PM front end
8. New design for the customer front end
   The logout button was moved from the bottom left to the right top.

The next OTM update is scheduled for mid-July 2010.