BMS (v4.0.7) - 14 October 2017

General

CRM

Accounts - Location - Changed position order of the "Post Code" and "State" fields.
CRM - Accounts - Add New Child - Enable Multilevel Child Support.
Improve the way an account can be set as a child to another account, or disconnected to become a parent account.
Fixed refresh issue when adding attachments to Service Quotations.
Fixed issue while importing Accounts from Excel, having an account type which doesn't already exist in the system.
Fixed issue with website format accepting the Dash character (-).
Allow Custom fields to show when adding new Product Quotations, not only when editing an existing one.

Dispatch Calendar

Finance

Added a new invoice template "Detailed Invoice Without Employee" With Custom Sorting.
Extended the Invoice Description Field to Accept Multiple Lines.
Extend the Contract Description Field to Max Characters.
Enhance the Accounts drop down to support virtual records loading to improve performance.
Enhance the Invoice generation process to include the ability to link to the child account and bill it to the parent account.
Fixed issue with "Comprehensive Ticket" report which was showing $0.00 in Billing Hours.
Fixed issue in Finance - Contracts section when adding a non-existent service (in the drop down list) to a recurring service contract.

QB Integration

Enhance customers notes synchronizations from QuickBooks Online. Only update notes when it is empty in BMS.
QuickBooks Sync - Synchronized Taxation flag (Is Taxable) when importing Inventory/Non-Inv Items.
Extend the Contract Description Field to Max Characters.
QuickBooks Online - add the ability to import child accounts.
QuickBooks Online - add the support to link invoices to Child accounts when synchronizing an invoice initiated by a child account in BMS.
QuickBooks Desktop - Allow import of Jobs as Child accounts.
QuickBooks Desktop - add the support to link invoices to Child accounts when synchronizing an invoice initiated by a child account in BMS.
Fixed issue loading Items list from QuickBooks Desktop using the sync tool.

QuoteWerks

QuoteWerks Connector - Trim Spaces from Vendor Name when comparing to existing accounts.
Enhance Quotewerks Connector displayed time when creating an activity to reflect the current time on the user machine.
Fixed QuoteWerks error message that appears when we try to save an opportunity without location and contact.
Fixed issue with QuoteWerks Connector not updating the opportunity correctly after being updated in QuoteWerks.
Fixed issue with QuoteWerks Connector overriding saved configuration from previously installed versions.
Fixed issue with QuoteWerks Connector developer key validation with QuoteWerks (required to to a change in the latest version of QuoteWerks).

Reports

Fixed issue with "Comprehensive Ticket" report which was showing $0.00 in Billing Hours.

Service Desk

Add hardware assets missing fields to Ad-hoc reports, example: Manufacturer, OS Info, User Info, etc…
Fixed time on tickets listing column "Last Ticket Activity" which was not taking into consideration the user's timezone.
Fixed issue with tickets batch actions not inheriting the queue view filters and listing the correct data.

Services

Add the ability to Hide Ticket Tabs (Expenses, Activities, Charges, Attachments) as Special Feature in Security Roles.

Timesheets

Workflows

Fixed issue with workflow notification not sending email when condition set to changed, and ticket didn't have a selected primary assignee.

API