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Roadmap

Changelog

How can we help you?

Start with Hanna basics, your profile, Dashboard, and everyday navigation.

Essentials

Manage customer information, Leads, Opportunities, and sales activities.

CRM and sales

Plan Tasks, Calendar activities, Projects, and team goals.

Work and projects

Create and manage financial documents, Payments, Expenses, contracts, and files.

Finance and documents

Manage Items, Orders, stock movements, and logistics workflows.

Items, inventory, and logistics

Handle Tickets, email, Assets, and service processes.

Service and assets

Use Reports, imports, exports, and file management tools.

Reports and data

Configure your organization, Staff, permissions, modules, security, and integrations.

System administration

General account behavior, data management, and login security settings.

Miscellaneous

The "Miscellaneous" tab manages general settings, search parameters, and display rules for certain modules.

General settings and default values

These general settings control duplicate and deletion behavior, activity record retention, and the display of Calendar reminders.

Data Quality, Activity Logs, and Reminders

The Security tab defines password and session policies, mandatory 2FA, and allowed login IP addresses.