EN

Record automatic assignment

Record Automatic Assignment

Add-on available for version 6.3 and later

Record Automatic Assignment is a functionality that allows you to automatically assign records to system users.

In companies with different departments, there is always a need to forward / assign a record to specific people based on certain criteria. Whether it's a support team where new tickets are assigned to a team (such as: Technical Support, Customer Support, Sales Support, etc.) or a lead-based sales team to serve potential customers or supplier service.

In most cases, records are assigned manually by department managers. The Record Automatic Assignment functionality enables the automation of these processes.

RECORD AUTOMATIC ASSIGNMENT ADVANTAGES

  • vast variety of configuration options
  • selection methods:  Load Balancing, Round Robin
  • SMALL

    10 €

    net per month

    up to 19 users

  • MEDIUM

    20 €

    net per month

    20 to 49 users

  • LARGE

    40 €

    net per month

    50 users and more

[cart]

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon  visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

Everything you need to know about record automatic assignment

  • » Can I get a discount?

    Yes, a 5% discount applies if you purchase the service for a year. To do so, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • » Where can I enable the YetiForce Automatic Assignment functionality?

    The functionality is available in all YetiForce user modules.
    The addon might not work in modules made by companies that are not authorized YetiForce partners.

  • » Where can find documentation for Record Automatic Assignment?

    The documentation can be found here: Automatic Assignment

Read more …Record automatic assignment

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Widgets premium

Widgets premium

Add-on available for version 6.4 and later

This is a set of widgets that will allow you to display additional information on the desktop and in the record summary, making all the necessary details available to the user at their fingertips.
Currently, the set includes 2 widgets - PDF Preview and Updates, and more widgets will be added in the future.


PDF Preview

It is a widget that allows you to preview a system generated PDF document straight from the record summary view. Thanks to this widget, you will be able to preview an invoice or any other PDF document directly from the record, without having to save it on your hard drive. This solution will significantly facilitate the work of users responsible for issuing and sending PDF documents, and the accounting department employees who won’t have to download all invoices in order to view them.

PDF PREVIEW ADVANTAGES

  • Quick PDF preview
  • Widget in record summary
  • Option to quickly send by email

Updates

It is a widget that allows you to view the history of user activity. It will let you review all activities that have been performed on records in the system in a given period of time by all users. The widget contains numerous advanced filters that will help you search for individual activities. e.g.

  • searching by the user who made the changes
  • searching by the owner of the record where the changes were made
  • filtering by time interval
  • filtering by activity type

UPDATES WIDGET ADVANTAGES

  • Preview record activity
  • Includes all records in modules
  • Advanced filters
  • SMALL

    4 €

    net per month

    up to 19 users

  • MEDIUM

    10 €

    net per month

    20 to 49 users

  • LARGE

    18 €

    net per month

    50 users and more

[cart]

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon  visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

everything you need to know about
Widgets premium

» Can I get a discount?

Yes, a 5% discount applies if you purchase the service for a year. To do so, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. 

Read more …Widgets premium

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PDF premium

PDF premium

Add-on available for version 6.4 and later

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Chromium/Chrome must be installed on the server where the YetiForce system is located in order for the add-on to work properly.
Please read the FAQ at the bottom of the page.

PDF Premium is an additional engine for generating Chromium/Chrome PDF files, which introduces the ability to create more advanced and complex PDF files than the standard engine available in the YetiForce system.

YetiForce PDF Premium add-on is a more advanced version of PDF functionality. The basic version of the PDF functionality is available for free in the YetiForce system.

Functions:

  • compatibility with CSS3 and HTML 5

  • compatibility with all technologies supported by the browser

  • fully supported special characters and fonts

  • the only limitation is the browsers capability

  • support for Linux, macOS, Windows

NOTE: The PDF Premium add-on requires additional configuration after purchase. Activation of the add-on is described HERE.

PDF PREMIUM ADVANTAGES

  • Create complex PDFs
  • Compatible with CSS3, HTML 5 & all browser supported technologies
  • SMALL

    8 €

    net per month

    up to 19 users

  • MEDIUM

    20 €

    net per month

    20 to 49 users

  • LARGE

    38 €

    net per month

    50 users and more

[cart]

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon  visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

everything you need to know about
PDF premium

  • » Can I get a discount?

    Yes, a 5% discount applies if you purchase the service for a year. To do so, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • » Where can find more information about Chromium/Chrome and documentation?

    Please refer to the PDF Premium documentation to find download links, instructions on how to configure the generator path and select the new engine. 

Read more …PDF premium

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Webservice Premium

Webservice Premium

Add-on available for version 6.2 and later

The Webservice Premium service is mandatory for the YetiForce Portal to work.

YetiForce Webservice Premium is an extended version of the standard API available in YetiForce for free. The addon was created mainly with the YetiForce Portal platform in mind, however, it can be used for various purposes depending on your company's needs.

Webservice Premium differs from the standard one in the number of supported methods -apart from the basic methods, it also supports the following: 

  • Base module:

    • Gets dashboard widgets
    • Hierarchy of records
    • Generate PDF
    • PDF templates
    • Add inventory record from cart
    • Get the source-based data
    • List of widgets
  • Base action

    • Install the system
    • Get menu
  • Products:

    • Data for the product
    • Tree list of records
  • Users:

    • Changing user preferences
Webservice Standard access is free. More information can be found in the FAQ at the bottom of the page.

WEBSERVICE PREMIUM ADVANTAGES

  • RESTful APIs
  • OpenAPI/Swagger documentation
  • 2FA TOTP
  • SMALL

    34 €

    net per month

    up to 19 users

  • MEDIUM

    64 €

    net per month

    20 to 49 users

  • LARGE

    124 €

    net per month

    50 users and more

[cart]

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon  visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

Everything you need to know about
WEBSERVICE PREMIUM

  • » Can I get a discount?

    Yes, a 5% discount applies if you purchase the service for a year. To do so, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • » Where can I find the documentation for the Webservice Premium add-on?

    Tthe documentation for the paid Webservice Premium add-on is available HERE.

  • » Where can I find the documentation for the free Webservice?

    The documentation for the standard, free of charge Webservice is available HERE.

  • » What's the difference between Webservice Standard and Webservice Premium?

    Below is a list of available methods in both services

     YetiForce Webservice Premium  YetiForce Webservice Standard

     Base Module:

    • Gets a list of custom view
    • Gets data of custom view
    • Get data about fields, blocks and inventory
    • Get privileges for module
    • Data for the record
    • Edit record
    • Delete record
    • Create record
    • Record history
    • Related list of records
    • List of records
    • Related list of modules
    • Gets dashboard widgets
    • Hierarchy of records
    • Generate PDF
    • PDF templates
    • Add inventory record from cart
    • Get the source-based data
    • List of widgets

      Base Module:

    • Gets a list of custom view
    • Gets data of custom view
    • Get data about fields, blocks and inventory
    • Privileges for module actions
    • Data for the record
    • Edit record
    • Delete record
    • Create record
    • Record history
    • Related list of records
    • List of records
    • Related list of modules







    BaseAction:

    • Download files
    • The allowed actions of the module list
    • Install the system
    • Get menu

     BaseAction:

    • Download files
    • The allowed actions of the module list


    Products:

    • Data for the product
    • Tree list of records

     Products:

    -

    Users:

    • History of access activity data
    • User password change
    • Logs user
    • Logout user
    • Data for the user
    • List of users
    • User password reset - Password change
    • User password reset - Generating and sending a one-time token
    • 2FA details
    • Activate 2FA
    • Disable 2FA
    • Changing user preferences

     Users:

    • History of access activity data
    • User password change
    • Logs user
    • Logout user
    • Data for the user
    • List of users
    • User password reset - Password change
    • User password reset - Generating and sending a one-time token
    •  2FA details
    • Activate 2FA
    • Disable 2FA
  • » Which one of these services is required for YetiForce Portal to work?

    Webservice Premium is required for the Portal to work.

  • » Where can I download YetiForce Portal?

    You can get it for free from our GitHub repository.

Read more …Webservice Premium

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Foreign registers

Foreign registers

Add-on available for version 6.5 and later

The Foreign Registers package includes functionalities that verify data of companies from around the world and populate records in the YetiForce system with these data.

NOTE: Detailed functionality and additional information can be found in the description of individual add-ons.

FOREIGN REGISTERS INCLUDE:

  • CVR DK
  • ENTREPRISE GOUV FR
  • EDGAR USA
  • COMPANIES HOUSE UK
  • ENHETSREGISTERET NO
  • VAT UK
  • NORTH DATA
  • RECEITA WS CNPJ BR
  • ZEFIX CH
  • VATIFY
The Foreign Registers package includes:
  • CVR DK

    Downloading data about Danish and Norwegian companies via CVR API from the database of the Danish Central Register of Companies (CVR).

    Country: Denmark, Norway

    Provider: CVR  https://cvrapi.dk/

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: Yes

    kolektory1

    kolektory2

  • ENTREPRISE GOUV FR

    Downloading data on French companies from the National Institute of Statistics and Economic Research (INSEE Institut National de la Statistique et des Études Économiques)

    Country: France

    Provider: INSEE (Institut National de la Statistique et des Études Économiques)

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: No

    gouvfr 1

    gouvfr 2

  • EDGAR USA

    Downloading US company data from the U.S. SECURITIES AND EXCHANGE COMMISSION (SEC) from the EDGAR database

    Country: USA

    Provider: US SEC https://www.sec.gov/

    Modules: Accounts, Leads, Partners, Vendors, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: No

    EDGARUSA 1

    EDGARUSA 2

  • COMPANIES HOUSE UK

    Downloading data about UK companies from Companies House.

    Country: United Kingdom

    Provider: Companies House  https://find-and-update.company-information.service.gov.uk/

    Modules: Accounts, Leads, Vendors, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: Yes


    Limits apply, more information on supplier's website:   https://developer.company-information.service.gov.uk/developer-guidelines/

    Companies house

  • ENHETSREGISTERET NO

    Downloading data about Norwegian companies from the central database Brønnøysund (The Brønnøysund Register Centre).

    Country: Norway

    Provider: Brønnøysundregistrene  https://www.brreg.no/

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: No

    E NO1

    E NO2

  • VAT UK

    A service that allows you to check whether a company is VAT registered in the UK

    Provider: HMRC https://www.gov.uk/ 

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: No

    Additional fee for database access: No

    Account Registration: No

    VAT UK1

    VAT UK2

  • NORTH DATA

    Downloading company data from the international North Data database covering 8 countries (Austria, France, Germany, Poland, Luxembourg, Spain, Switzerland, Great Britain)

    Country: Austria, France, Germany, Poland, Luxembourg, Spain, Switzerland, United Kingdom

    Provider: North Data

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional Database Access Fee: No, but limits apply.

    Account registration: Yes

    North data countries

    North data

  • RECEITA WS CNPJ BR

    Downloading data on Brazilian companies provided by ReceitaWS from the database of the Federal Tax Office of Brazil (Cadastro Nacional de Pessoas Jurídicas)

    Country: Brazil

    Provider: Cadastro Nacional de Pessoas Jurídicas (CNPJ)

    Modules: Accounts, Leads, Vendors, Partners, Customers

    Autopopulate records: Yes

    Additional fee for database access: No / Yes - limits apply

    Account Registration: Optional

    CNPJ1

    CNPJ2

  • ZEFIX CH

    Downloading data on Swiss companies from the Swiss Central Company Name Index (Zentraler Firmenindex)

    Country: Switzerland

    Provider: Zentraler Firmenindex  https://www.zefix.admin.ch/

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional fee for database access: No

    Account Registration: Yes

    zefix name

    zefix number

  • VATIFY

    Downloading company data from the VATify.eu database, which also contains the current VAT payer status

    Country: Listed on the provider's website:   https://www.vatify.eu/coverage.html

    Provider: Vatify

    Modules: Accounts, Leads, Vendors, Partners, Competition

    Autopopulate records: Yes

    Additional fee for database access:  No

    Account Registration: Yes

    Vatify Bulgaria

    Vatify RPA

  • SMALL

    8 €

    net per month

    up to 19 users

  • MEDIUM

    14 €

    net per month

    20 to 49 users

  • LARGE

    24 €

    net per month

    50 users and more

[cart]

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon  visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

Everything you need to know about the Foreign registers package

  • » Can I get a discount?

    Tak, 5% zniżka obowiązuje tylko w przypadku zakupu dodatku na rok. By go dokonać, skontaktuj się z nami pod adresem This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • » Do I pay for one of these add-ons or all of them?

    Once you make a payment, all the add-ons listed in the Foreign Registers package will be activated for your system. 

  • » Where can I find the documentation?

    The documentation for this package can be found HERE.

  • » What permissions do the users need in order to use this addon?

    Users must be granted permissions to record collectors. Here's how to grant these permissions.

Read more …Foreign registers

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