1.29 Release Notes

    Written by HarmonyPSA on 2013-03-07 Last updated 2018-06-27 - 6 minute read

Hi All

This is a large release, adding much exciting new functionality. Some of the larger additions are:

  • Support for 2 Factor Authentication: We now integrate with Scorpion Software's Auth Anvil product. Please contact them if you would like to purchase tokens to use with Harmony.
  • Synthetic Date Dimensions: Any date fields in the reporting can now be filtered and grouped by date, month and year
  • Ability to CC Harmony on emails: You can now CC the the system on communications with customers. Harmony will store and index the communication against the customer.
  • Calendar Integration: Every user has a unique calendar URL which can be optionally enabled. This means you can include your Harmony calendar in either Outlook or Google Apps or indeed anything which supports iCal.
  • Custom Fields by Sub Type: You can now define subtypes for any type of object (quote, customer etc) and specify which custom fields are relevant to that subtype. Very useful!
  • Asset Register: You can create assets and log tickets against them and define customer contract coverage
  • Ability to place customers on hold
  • And much much more.....
See the list below for the full change list:
RefNumber Type Name
#20130306.5 Feature 2FA check box on login screen
#448 Feature Credit notes when terminating schedules in the future
#20130225.1 Bug Perpetual rate card is sending renewal reminders
#447 Feature Synthetic date dimensions...
#20130222.2 Feature Deliverable details from orderline status page
#378 Feature Ability to cc the system on customer email comms
#20130218.2 Bug Ticketing: Save on "Assign To Me" button does not trigger Related ticket close check
#20130215.5 Feature Ability to change the SLA on an existing ticket which has status change history
#377 Feature 2 Factor Authentication
#20130215.3 Bug Monthly invoicing report graph changes currency with browser setting
#375 Feature Calendar integration
#20130215.2 Bug Delegating responsibility bug
#372 Feature Fully brandable customer portal
#20130214.8 Feature Operation for 'Can see operations tickets for all teams'
#253 Feature Clearly marking dead band lines on invoicing
#20130214.6 Feature Auto-Advance functionality in workflows
#183 Feature Custom fields on orders
#20130213.7 Bug Ticket grid duplicate bug
#120 Feature Asset Register
#20130213.2 Feature Improved customer statements layout
#20130212.6 Bug text wrapping
#20130214.9 Feature Custom fields selected by subtype of an entity type
#20130301.8 Feature 'Only ticket time bookings allowed' flag on project tasks
#20130301.6 Feature When a ticket type has a default SLA it becomes mandatory
#20130212.2 Bug Details view headers
#20130211.12 Bug Activity > Contracts tab, refresh grid when searching
#20130227.50 Bug When changing type of ticket, the workflow for the ticket should change
#20130211.10 Bug Time booking screen on tickets
#20130227.42 Bug Orders: Purchase screen missing column in colspan for total line
#20130211.7 Bug Negative values should not be allowed for Support values on quotes.
#20130227.17 Feature Auto redirect to SSL
#20130208.1 Bug Pivoting error if group by bit type column
#20130227.2 Bug System.InvalidOperationException: Cannot convert null to a value type
#489 Feature Setting for defining formatting of invoice lines from schedules
#20130226.5 Bug Error (System.ArgumentOutOfRangeException)
#459 Bug File extension list when uploading documents
#20130226.2 Bug Deferred revenue breakdown
#451 Feature Default project tasks for tickets
#20130225.6 Feature Placing customers on hold
#450 Feature Minimum time booking in percentage of hour
#20130225.3 Bug Show either supplier or non supplier product families on quotes and purchase orders
#20130301.7 Bug Customers: Adding address does not save the Tel & Fax fields
#249 Feature batch statement prints


About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on or LinkedIn

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