This page contains the Release Notes of calendar week 49/2022
- Import of electronic bank statements
- Communication management for leads
- Training plan templates for catalog plans
- Hiding the old training world
Import of electronic bank statements
We now offer the possibility to import bank transfers from members as well as return debit notes comfortably as XML file in the format Camt.053 into Magicline. Once imported, return debit notes and bank transfers are automatically assigned to the respective members and booked accordingly. Bank statements in CAMT.053 format can be requested from your bank.
Communication management for leads
In addition to the existing "card view" in the leads area in Magicline, there is now the new list view. It offers you an even better overview of your leads and makes the processing more efficient and easier. Furthermore, the contact planning and documentation allows a seamless process for lead acquisition, which perfectly guides employees and significantly increases the success rate.
Note: The function is only available from the "Pro" price tier. If you are still using another price package, you can easily upgrade your Magicline and benefit from many additional features that are exclusively available in the higher price packages. Here you can find information about changing packages in your Magicline.
Training plan templates for catalog plans
From now on, you can create catalog plans even easier and faster by using your training plan templates directly. You can find the "Select template" option under Training plans/Training plan catalog.
You can find more information about catalog plans in this article.
Hiding the old training world
After the introduction of the new training world, we have now hidden the old training world in the Magicline. However, you can still access it via a "Go to old training world" button in the new training world if needed.