The marquee feature for this release is real time two-way calendar synchronization with Office 365, Exchange (on-premise), Outlook.com, Google and iCloud. Setup is quick and easy via Home > My Calendar > Calendar Sync. Calendar type can vary by Employee (e.g. one Employee can sync with Office 365, while another syncs with Google). Details on synced calendar items have been enhanced including Map, Ticket and Task links where appropriate. This cloud-to-cloud sync leverages the Cronofy Calendar API, and is included at no extra charge. While the Outlook Connector is still supported, we recommend using the new Calendar Sync instead so that calendars remain up to date even when Outlook is not running.
A new column and filter have been added to HR > Employees allowing you to view which Employees have the Calendar Sync enabled.
Enhanced the Ticket details shown on a TODO item added in Dispatch Calendar, and made sure TODO gets removed from My TODOs when deleted from the related ticket.
Customized descriptions on Quotes now flow through to the Contract.
For Workflow notifications, added the option to include Internal Notes.
Added a new Workflow condition field that targets Ticket Notes / Activity Details including those coming from email replies. For example, Workflow can be configured to close a Ticket if an Employee replies to a Ticket email notification and includes a token like 'CloseTicket' in the reply.
Added the ability to blank out primary assignees and queues in Workflows Update section.
Show Custom Fields in Ad-Hoc Reports for Time Entries.
CRM Accounts - Show notes field in the Linked accounts grid.
Added a new option in the Email Parser setup screen that allows users to prevent adding the original email as an attachment to the Ticket.
Added a new Rest API Endpoint to allow updating Software Assets.
Added a new Rest API Endpoint to allow creating new Software Assets.
Implement new way of sending emails in a Queueing mechanism with retry feature if failed.
Enhancements
For an improved user experience, the Dispatch Calendar now loads in a searate browser tab and the View Tickets Mode is enabled by defualt.
Migrated Exago to the newest Version Exago 2017 Release Version.
Added the ability to update the Ticket Open Date through Rest API Tickets Endpoint (PUT).
QuickBooks Desktop Sync - Added the ability to update items in BMS that already exist.
QuoteWerks Connector - Use Account Billing Address when selecting a Contact in the QuoteWerks Contact Manager.
Transfer the PO Number from Quotations and Sales Orders to the Invoice level when generating an invoice.
Ad-Hoc Reporting - Exposed Account Location for Tickets.
Service Quotation - Rename Button Label "Convert to Project/Contract(s)" to "Convert to Project/Contract(s)/SO".
Update Last Activity Date of the Ticket on Status change of the ticket.
Hardware Assets - Extend the Asset Name field size to hold 200 characters.
QuoteWerks Connector - Hide Inactive contacts in the Contacts Manager.
Hide time spent label when in client portal since we do not show the time entries.
Added missing fields to software assets in Ad-Hoc reporting.
QuickBooks Desktop Sync - When Exporting Invoices, include the company name in the billing address.
Do not allow edits to time entries that have been billed or posted.
VSA Integration - Improved importing data mechanism to be processed in the background.
VSA Integration - Assign Hardware Asset Category based on Device Type in the VSA.
Rest API - Contacts - Add POC and IsActive fields when adding new (POST) or updating (PUT) Contacts.
Ad-Hoc Reporting - Added new Fields to Contacts and Accounts - Created by and Last Modified By.
On the Email Parser list, a column label was changed from "Last Time Checked" to "Last Time Email recieved" to more accurately reflect the meaning of this field. A separate column, "Last Time Run," shows the last time that the mailbox was checked for new emails.
Fixes
Fix time entry rounding issue due to wrong calculation by ticket time log timer.
VSA Integration - Fix Workflow trigger when ticket is Auto resolved.
Opportunities - Fix the sorting of the Opportunities Type to be ordered alphabetically.
Fix filter By Project Manager Full Name is not working under Projects Module.
Fix resetting description to default when converting Quote to sales order.
Fix the Markup Down not printing on Tickets from Expenses.
Service Quotation - Stop Rounding "Quantity" value in the line Items.
Fix Email Notification is Picking the Ticket Created Date before Updating it from the Workflow in the Email Notifications.
Fix Expense Sheet Status not showing in Approval History.
Fix Attachments not opening from the Attachment Tab of a Project.
Business Process - Fix Wrong spelling in Breadcrumbs of Email Templates.
QuickBooks Online - Fix scroll bar not displaying in payments import result grid when importing payments multiple payments.
Check if Email Parser Reboots would create the email again if it was pulling it.
Custom Fields - Fix Display issue with multiline custom field.
Ticket Notes - Internal Notes - Fix note Formatting when internal notes have invalid HTML.
Fix Error When Clicking on the Expense Button in Finance - Reimbursement.
Tickets - Fix the naming of Primary Technician to Primary Assignee.
Fix Service Call not being pulled correctly in Outlook Sync.
Fix ability to Hide "Discontinued" Product from List View & Tickets > Add Product, and Unable to Delete Newly Created Product Not Used.
Fix Recurring Tickets not carrying software asset information to the created tickets.
Quoteworks - Opportunity not closed automatically when changing the status to "Lost".
Fix Issue with payment rounding.
Fix Adding Time Entries from Rest API is not Saving the Time in UTC and causing the Ticket not to open.
Ticket - Expense - Date not displaying completely.
Fix Error when adding newly created admin task in timesheet.
Fix permission issue to select suppliers from CRM Accounts when adding new Products.
Fix Inactive Employees showing in the Dispatch Calendar.
Xero Integration - Fix Accounts Import Grid limitation of 100 Records.
Email Template - Fix Ticket Open By Field not being populated.
Fix Business Type Lists to be sorted Alphabeticall in CRM - Accounts.
Fix Custom Fields Multiline field not allowing new lines in Projects.
Quotation - Don't show the inactive pricing levels for product items.
Fix discontinued products that are displaying in new PO.
Service Quotation - SO not displaying in the summary page.
Adjust Timesheets - Fix issue with Total Hours calculation.
Tickets - Fix Negative Mark Down expense not saving when adding new expense.
Tickets - "Is recurring Ticket" column not displaying correct data.
Quoteworks Connector - Fix Item Type Drop down list always saved empty.
QuoteWerks Connector - when creating quotation line items, import the taxable flag from the QW item directly, not form the BMS product data.
QuoteWerks Connector - Fix Save Options Popup not displaying on top.
Administrative Work - Fix the cancel button not working properly.
Employees - Fix External Authentication Type Column always displaying empty.
Forgot Password Should not Prompt for Company while in the Gateway Page.
Security roles: fix 'allow modify all' tab not working after add a role to a specific user.
Fix Error in My Calendar when Exporting Calendar.
Fix Ticket Notes Attachment Load in Tickets.
Timesheet - Add Tickets and Tasks Search Popup fix Issue with Clear Search.
Project - Charges - fix the description of project charges is not updated.
My Timesheet - Fix rounding issue of time logged in the grid.
