Version 2.1

Magnetic version 2.1 is released on January 19th 2024. Documentation of the new features and changes are found below.

• New Dashboards
  • Profitability Dashboard
    The Profitability Dashboard provides a comprehensive and real-time overview of key financial metrics, enabling businesses to make informed decisions and optimize their financial performance.
    Read more here
    
    
  • Revenue Forecast Dashboard
    Track, analyze, and optimize your agency's financial health.Take charge of your agency's financial health the Revenue Forecast Dashboard. Keep a close eye on billings, monitor budgets for open projects, and factor in potential revenue from upcoming opportunities.
    Read more here
    
    
  • Pipeline Forecast Dashboard
    This dashboard provides an in-depth overview into your sales pipeline giving a detailed breakdown of your opportunities(deals) as they move through their respective stages.
    Read more here
    
    
• Clean Up
  We've cleaned up and re-organized fields within various modals (windows) throughout Magnetic. This should make adding and viewing quicker, easier and reduce clutter.
  
  Here's a summary of sections that have been updated
  • Cleaned up the "Company" modal
  • Cleaned up the "Job" modal
  • Lane view tiles:
    • Increased color height
    • Re-alignment of menu icon and the menu when it is expanded
    • Re-aligned probability indicator
  • Cleaned up the Company Settings page
  • Cleaned up Task list view
  • New table design
    We’ve updated the design on all table views to make it look more modern and less ‘Excel like’
    
• Internationalization
  • Added support to output Financial documents into different languages (English, Spanish, French, German, Danish and Portuguese) and set date/number formatting based on country/location.
  • Optimized the accounts edit/create pages design layout
    
    
• Optimized the design of the Analytics dashboard menu
  We’ve made a design update to the list of dashboards to make it more visually appealing and to make it easier to find the dashboard you want.
  
• Email Cost Estimate
  • Added a recipient auto-suggest feature. When you start typing, a dropdown of Magnetic contacts will appear that can be selected.
  • Include Electronic Approval Link: We’ve also made an adjustment so the To Recipients will be able to approve the Cost Estimate and the CC’d recipients will not. This will show in the email that is sent.
    
    
• Team scheduler
  • Added the ability to exclude tracked time in the capacity calculations. With the option enabled, capacity will be fixed to each day for the duration of the task, irrespective of how much time is left to be tracked on a task.
    
    
• Lane views:
  • Added the ability to filter by employee/user
    When selecting one or more employees from the the list, the view will update and only show the tasks associated to the employees selected.
    
    
• Magnetic Worfklows/Zapier integration
  • Added support for Zapier Webhooks. This will allow users to use any Magnetic workflow trigger as a starting point when creating new zaps in Zapier
    
    
• Various bug fixes and stability improvements