Hi All
New features in this release worth highlighting are:
- Resellers can raise quotes directly from your external user portal
- Rate mappings for time and materials professional services work are now only used if you budget multiple rates to the same project task. Otherwise the rate connected to the task is used for billing
- You can attach multiple contacts to a ticket
For the full list of changes, see below:
RefNumber | Type | Name |
#20130501.9 | Bug | Internal assets categories appearing on customer portal |
#20130430.12 | Bug | Add Invoice Date to Invoice Report Filters |
#20130418.11 | Bug | Relating tickets can create multiple entries |
#20130418.8 | Bug | My details error |
#20130418.7 | Feature | Quote by Reseller |
#20130418.5 | Bug | 404 error |
#20130417.13 | Feature | Tickets and Assets for End Customers |
#20130417.11 | Feature | Ticket Set-up tab reordering |
#20130417.8 | Bug | Calendar bug from message queue |
#20130417.5 | Feature | Project Type to display on project overview page |
#488 | Feature | Create lead button on customer |
#20130417.2 | Bug | Filter doesn't work on related tickets list |
#20130429.10 | Bug | Serialisation bug |
#20130416.23 | Bug | SLA REport = system error on filtering |
#20130416.19 | Bug | Short Footer Mappings section no longer visible on customer record |
#20130429.4 | Bug | Schedule related changes |
#20130416.18 | Feature | Title on the Sales tab within Customer needs updating for 'Quotes' |
#20130429.3 | Bug | TaskBudget missing AllocateBudgets |
#20130416.16 | Bug | SaveProductFamilyState error |
#20130429.1 | Bug | Error when clicking 'opportunities by stage' when in campaigns |
#20130416.15 | Feature | Harmony - Additional product category state |
#20130426.3 | Bug | Error while saving customer with email domains |
#20130416.11 | Feature | Document store in Opportunities |
#20130426.1 | Bug | Error message on reset schdule line |
#20130416.8 | Bug | Changing the rate mappings on a project updates the rate definition instead of just the mapping |
#20130416.1 | Bug | GetOpportunitydetailsForCampaignStage error |
#20130425.10 | Feature | Increase size of text box on edit screen for contract terms |
#20130410.3 | Feature | Improvements around how rate mapping is applied on PS projects |
#20130425.6 | Bug | Creating project from support schedule bug |
#20130409.10 | Bug | Double click results in duplicate rows in grid |
#20130425.3 | Bug | Sequence contains no matching element on UpdateBundleItems |
#20130403.5 | Feature | Ability to attach more than 1 customer contact to a ticket |
#20130425.2 | Bug | Calendar Integration: Vacation is showing a day early on calendar |
#20130402.6 | Feature | Be able to add a customizable pre-amble on the online order approval page |
#20130327.8 | Feature | WIP Claim Approvals should be on Approvals tab not Journals plus ability to view project financials |
#20130424.14 | Feature | Allow Customer Ref on Invoices to be editable (and save) after Invoice Release |
#20130322.2 | Feature | Deletion of comments and audit tracking |
#20130424.12 | Bug | SLA severity not defaulting when creating a ticket |
#20130424.10 | Bug | ProductPricelist empty guid |
#20130424.8 | Feature | Ability to take PO through process via the PO rather than the lists |
#20130424.6 | Bug | Error (System.ArgumentNullException): Value cannot be null. |
#20130321.9 | Feature | Add 'Transaction Value' including ccy to journal export |
#20130424.2 | Bug | Creating expense errors |
#20130321.6 | Feature | Proof of Order aceptance |
#20130312.14 | Feature | Ability to add component list/spec when defining product items |
#20130423.16 | Bug | Note completed email |
#20130228.7 | Feature | Credit Control comment on aged debtor report |
#20130423.12 | Bug | Contract terms |
#20130423.11 | Bug | Assets Listing |
#20130423.10 | Bug | Customer-Specific Pricing - need to stop the ability to create a price list that doesn't match customer's jurisdiction |
#20130423.4 | Feature | Sales Units |
#20130422.3 | Bug | Product Families |
#20130418.12 | Bug | Serialization bug on update payment obligation |
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 Twitter or LinkedIn