Added the ability to grant or block access to the 'About' dialog via the Admin > Security Roles page. Removed client portal access to the About box.
The 'Income Account' and 'Expense Account' values defined for each billing configuration specified on the Admin > Finance > Billing Configuration page are now included in exports to Quick Books.
CRM
Added support for multiple templates for quotations and sales orders. As has been done with invoices, a variety of templates will be added over time.
Finance
Added two new search parameters to the Finance > Billing Review > Labor Hours page:
Task Status
Ticket Status
Added two new search parameters to the Finance > Billing Review > Expenses page:
Ticket Status
Project Status
Fixed a QuickBooks Desktop > Invoice Date discrepancy due to a time zone issue in the web service.
Fixed an issue with missing product charges in invoice line items when synchronizing with QuickBooks.
Fixed an issue with synchronizing an invoice when the sales rep specified a middle name in Quick Books.
Fixed an issue with posting the same record twice if opened concurrently in two different windows.
Quickbooks Sync now includes the export of sub-accounts in the Chart of Accounts.
Fixed an issue that prevented syncing invoices that included an item description containing the ampersand (&) character.
Home
The Home > My Timesheet > 'Notes' tab was renamed 'Internal Notes', to make it clear notes added to this tab are not shown to clients.
Service Desk
Added the Contact field as a search parameter to the Service Desk > Assets Management > Hardware Assets page.
Added the address of the customer account location to printouts of service desk tickets.
When a client sends in an email to create a ticket, the system now responds with a 'Reply All' email message instead of a "Reply" message.
You can now update a ticket linked to an inactive contract.
Added the ability to set the text foreground color for a specific ticket status. This option is set using the Admin > Service Desk > Ticket Statuses page.
Reports
Added Hardware Assets and Software Assets to the Report > Ad Hoc Reports page.
Added a new 'Report Logo' option to the Admin > Company Settings > General tab. This option affects all reports and forms that support showing a logo. This is a separate option from the 'Logo' option used to display a logo in the user interface.
VSA Integration
Batch closing of VSA integrated tickets now closes the associated alarms in the VSA.
Fixed an issue with the new line format in the Ticket Description field of monitoring alert tickets created from an integrated VSA.
