v4.335 – 24 February 2021
Microsoft 365 Integrations
You can now connect to your Microsoft 365 account to view your diary and send emails from Clik Service.
- Connect your Clik Service to your personal or shared Outlook account.
- Allow your users to set up their own Microsoft 365 account.
- You can now send emails from your personal or shared Outlook inbox directly within Clik Service.
- You can set up property change notifications to send directly through Microsoft 365 servers.
- Create email signatures for your Outlook emails in Clik Service.
- Connect your Clik Service diary to your Outlook calendar.
- Overlay your Outlook calendar in the Clik Service diary.
- Format how information is displayed in the diary using templates.
- Sync engineer planning with your Outlook calendar.
You don’t need to be logged into Clik Service to have diary items sent to Outlook if someone else is running Clik Service in the office with Microsoft 365 enabled.
- You can now search, view and save emails from within the CRM and job sheets.
- Save emails and attachments to communications and documents from the search results.
VAT Domestic Reverse Charge
- You can now create invoice templates for domestic reverse charge.
- We’ve added new VAT tax codes to be applied to invoices.
- New standard invoice template with the domestic reverse charge tags attached.
- You can now map Xero domestic reverse charge codes.
- Added support for the Sage reverse charge code.