Changelog

In the second half of September, we completely redesigned the Calendar and introduced Hanna Sign and Google-based Gmail connection. We also improved address search, filters, menus, and everyday data management.

Redesigned Calendar

The Calendar now includes a persistent filter panel, a mini calendar, record types, and employee selection with record counts. Choose between Day, Week, Month, Agenda, or Schedule views, export to PDF, and use a dedicated mobile view.

Personal settings let you choose the default view, first day of the week, card style and size, and whether weekends are displayed. In the Outlook integration, you can select which calendars should synchronize Hanna Tasks.

Related guide: Calendar and its views

Hanna Sign

Hanna Sign is a new simple electronic signature option for Contracts, Contract annexes, and Documents. The signer draws or types their signature and confirms it with a code sent by email, while Hanna appends a signing certificate to the PDF.

Related guide: Electronic Document Signing

Connect Gmail with Google

A Gmail mailbox can now be connected using Sign in with Google, without entering the mailbox password in Hanna. This connection is available in the employee profile, Ticket departments, and the Lead email integration.

Related guide: Connecting the Staff member mailbox

Address search across the Baltic states

In address fields for Contacts, Leads, and Objects, Hanna now suggests matches in Lithuania, Latvia, and Estonia. Selecting an address automatically fills in the city, postal code, and county.

More convenient filters and lists

• Change the value of an active filter directly above the list without opening the full filter panel.
• In the main modules, display and filter by creation and last-modified dates and users.
• Product and Document lists now include a searchable category tree with record counts.

Arrange the menu around your work

Each user can control the visibility and order of items in the side menu. Frequently used modules stay within easy reach, while unnecessary items no longer get in the way.

Related guide: Hanna Navigation and Side Menu Management

Faster Dashboard

Dashboard widgets now load in parallel, while the menu and page header appear immediately. The updated My work widget lets you quickly add, complete, and delete items.

API v4 and MCP additions

API v4 and MCP now include new reference data and filters based on record creation and modification details. A Lead can be created through the API using either a company name or a person’s name.

Related guide: API and MCP Settings and Documentation

Import Luminor bank statements

Luminor XML bank statements can now be imported into Payments. Hanna attempts to identify the payer automatically and link the payment to an Invoice or Proforma Invoice.

Related guide: Imported payments and their recognition

In the first half of September, we updated Kanban boards, introduced Hanna AI email analysis, and strengthened API key management. We also improved email templates and system performance.

Updated Kanban boards

Kanban boards for Leads, Tasks, Opportunities, and Projects now use the same filters, search, and saved views as their lists. You can choose which fields appear on cards and set their order, move several Tasks at once, and have Hanna remember the selected view for each user.

Related guides: Lead list, Kanban, filters, and templates · Tasks list, Kanban, calendar, filters, and templates · Opportunity list, Kanban, filters, and templates

Hanna AI email analysis

In the email section of a Contact, Lead, Project, Object, or Opportunity, Hanna AI can summarize the conversation, including customer needs, agreements, open questions, important dates, and next steps. You can save the result as a note or create a Task from a recommended action.

Images in email templates

Images can be inserted or pasted into email templates and the bulk email window. They are uploaded to Hanna, keeping emails lightweight and improving how they are displayed to recipients.

Related guide: Email Templates and Languages

API key management

API keys now have an expiry date and a visible status. You can rotate a key securely without interrupting the integration. When an employee is deactivated, their keys are revoked automatically.

Related guide: Creating an API key and managing permissions

Faster Hanna experience

We optimized loading for module lists, card tabs, employees, and Goals. City filters in Contact and Lead lists now work as type-ahead searches.

In the second half of August, we expanded file storage and API capabilities, improved the mobile Hanna experience, and refined saved views and the import of product lines into Opportunities.

Import product lines into an Opportunity

Opportunity product lines can be imported from an Excel or CSV file. After upload, map the file columns to product code, name, quantity, price, VAT, discount, and other fields.

Related guide: Opportunity import, export, bulk actions, and reports

Store files in Google Drive

You can connect Google Drive to Hanna and choose which modules should store their files externally. Existing files from the selected modules can also be moved in one action.

Related guide: OneDrive and Google Drive File Storage

File management through API v4

API v4 can retrieve files attached to records in the main modules, upload and download files, and remove them.

Related guide: API and MCP Settings and Documentation

Improved mobile experience

The most important actions are now available from a bottom bar in record views. In sales documents, the bar also includes PDF and email actions.

Download several files at once

In a record’s Files section, you can select multiple files and download them as a single ZIP archive.

Related guide: File preview, visibility, sending, and deletion

Easier saved-view selection

When a list or report contains many saved views, Hanna shows them in a side panel grouped into personal, shared, and other employees’ views.

Updated system and table walkthroughs

We refreshed the System walkthrough and added walkthroughs for record views. The new Table walkthrough explains search, filters, saved views, export, and the actions available in module lists.