Find out more about new features and improvements in the Fabasoft Cloud 2017 October Release.
The contact management allows you to create and manage contacts in contact rooms (Enterprise and higher only; must be enabled by Fabasoft Cloud Support). Based on user-defined criteria you can specify address lists that can be exported, for example, for sending newsletters.
Contacts can be either contact persons or organizations. Duplicate checks support the avoidance of different datasets.
Special property values of contacts (e.g. salutation, address, telephone number and so on) can be assigned to different contact rooms and are therefore only visible to authorized users in the respective contact rooms. This makes it possible, for example, to ensure that the business contact data of employees are accessible to all employees, while the private contact data is only accessible to the HR department.
Further information can be found in the user help:
Notes on the terms
Fabasoft Cloud users have been referred to as contacts. From now on, the term “user” is used to ensure a distinction to the contacts in the contact management. The organization that is used for user management has been renamed to “Cloud Organization”. When the context is clear, however, the term organization is also used for cloud organizations.
The access rights to Teamrooms and the contained objects are defined by the team specified in the Teamroom. Folders are used for structuring, but do not have their own rights context.
If you want to give a folder a different right context, you can now use the “Tools” > “Convert to Teamroom” context menu command to convert a folder to a Teamroom. Conversely, you can also convert a Teamroom located in another Teamroom into a folder.
The integration enables the Fabasoft Cloud Web Client to be displayed in a separate task area in Microsoft Outlook. This allows you, for example, to import e-mails without having to switch to a web browser window.
To open the cloud area, switch to the Fabasoft Cloud tab in Microsoft Outlook and click the “View” button.
Note: The tab is only available if the “Fabasoft Cloud Outlook Extension” add-in (“File” > “Options” > “Add-ins”) is enabled.
The following improvements make the daily work with the Fabasoft Cloud easier:
With the new update, the following additional functionality is available:
If you select a background color in the advanced settings of your organization, the background color and the logo are considered also for the login pages.