Release Notes

Save
    Written by HarmonyPSA on 2018-06-18 Last updated 2019-06-24 - 21 minute read
Last updated on 24/06/2019 07:54:19

This is a reference list of features and bug fixes released in the last 10 Harmony releases
For a detailed description of new features please keep an eye out for our more complete new feature announcements in our blog.

Harmony v4.19.7
#20181106.17 - Feature (Work Item) - Add ability to create quote groups where the unit and total price of the individual lines are hidden
There is a new setting under legal entity>presentation called Hide Unit And Total Price On Subheading Groups On Quotes.
Related To: Quotes
Related Tickets: #20181017.17

#20190214.16 - Bug (Work Item) - Option to cancel from Create screen
We have now added a cancel button in the quick create forms which will take you back to the page you were previously on.
Related To: UI
Related Tickets: #20190213.18

#20190418.6 - Feature (Work Item) - Block Balances API
- Change API Block Purchases to Individual Block Balances - Create new API method on Block Purchases called Contract Level Block Balances
Related To: API


#20190426.12 - Feature (Work Item) - Add checkbox to include\hide work item allocations on calendars
A global setting has been added to Finance > Setup > Control > Controls to allow you to hide Work Item Allocations from Harmony Calendars.
Related To: Calendar


#20190510.27 - Feature (Work Item) - Create an API endpoint for the Hubspot integration
We now have specific APi endpoints for integration with GitHub
Related To: API
Related Tickets: #20190510.26

#20190522.20 - Bug (Work Item) - Dashboard issue with calendar
Fix for dashboard calendar is not showing data of the selected user
Related To: Dashboard
Related Tickets: #20190521.18,#20190611.6,#20190614.12

#20190524.12 - Feature (Work Item) - Ability to view previous purchases for a product when adding to a quote
This will come into play when selecting a product from the product list for adding to a quote. After selecting the product, a link is shown that will open a page containing a list of previous purchases by the customer for this product.
Related To: Quotes


#20190529.26 - Feature (Work Item) - Ability to change contractuals on work items
Work Items will now allow you to change the Project and task that the work item was created against.
Related To: Projects
Related Tickets: #20190517.4

#20190607.8 - Feature (Work Item) - Danish support for customer portal page
Added support for dk culture.
Related To: Customer Portal


#20190607.10 - Bug (Work Item) - Bundle Group name issue
Added validation for terms match when adding items to bundle having group name and group behaviour. Also added validation for terms match when adding item having group name and group behaviour to quote.
Related To: Quotes


#20190610.6 - Bug (Work Item) - createasset API - VisibleToExternalUser
Fix issue when setting VisibleToExternalUser to true when creating assets via API
Related To: API
Related Tickets: #20190607.39

#20190610.8 - Feature (Work Item) - API changes
- API changes to be able to be able to add Comment in Tickets/ChangeStatus UserEmailOrId" and "TeamNameOrId in Tickets/AddComment and add StatusNameOrId in Ticket/Assign
Related To: API,Ticketing
Related Tickets: #20190607.37

#20190610.35 - Bug (Work Item) - billing forecast report to include recurring block purchases
Added Recurring block purchase information to report.
Related To: Reports
Related Tickets: #20190607.41

#20190610.43 - Bug (Work Item) - Guid parsing error
Fixed error handling when invalid data is passed to for file links.
Related To: Other
Related Tickets: #20190610.40

#20190611.23 - Feature (Work Item) - Presentation name of customer
Ability to have a custom customer name for printing orders and invoices.
Related To: Invoicing,Orders,Quotes


#20190617.15 - Bug (Work Item) - Ticket charges name change problem
- When adding charges on a ticket do not change the Item Description to default text when quantity is changed
Related To: Ticketing
Related Tickets: #20190617.8

#20190619.12 - Bug (Work Item) - Traslation problem with contract terms
- Fix translation issue on quotes between view and printed document when legal entity culture different than browser/windows
Related To: UI


Harmony v4.19.6
#20181228.6 - Bug (Work Item) - Inconsistent triggering of block below threshold warning email

Related To: Blocks


#20190404.4 - Bug (Work Item) - Work Item Grid filter issues
Allow muili filter in Status column
Related To: Projects


#20190517.6 - Bug (Work Item) - Ageing on Customer Statements vs CSV
Ageing totals on account statement and document activity grid are corrected to use the same calculation.
Related To: Invoicing
Related Tickets: #20190510.16

#20190517.16 - Bug (Work Item) - Iframes in Ticket Description forced to specific dimensions
Fix ticket description iframe attributes removal
Related To: UI
Related Tickets: #20190515.20

#20190529.20 - Feature (Work Item) - Supplier Reference field on Account Statement
Added Supplier Ref in the Supplier's Account statement grid and print report
Related To: Other
Related Tickets: #20190206.11

#20190530.7 - Bug (Work Item) - Custom fields with look ups not shown on PDFs
Fixed issue that was causing Lookup Custom fields not to be populated in reports.
Related To: Custom Fields
Related Tickets: #20190530.2

#20190530.11 - Bug (Work Item) - Timesheet rounding and calculation rounding
Rounding hours up to 2 decimal points when saving time bookings
Related To: Timesheets
Related Tickets: #20190516.13

#20190531.11 - Bug (Work Item) - Report Subscriptions Group By
Fixed group by pattern on report subscriptions.
Related To: Reports
Related Tickets: #20190529.27

#20190601.1 - Feature (Work Item) - Global address list report
Added report with list of all companies addresses
Related To: Reports


#20190604.32 - Bug (Work Item) - Backing Sheets InvoiceLineRef field is printed empty
Fixed report query.
Related To: Invoicing
Related Tickets: #20190604.30

#20190606.13 - Bug (Work Item) - Multiple contacts with the same email address
Fix issue when creating ticket in email service from a user that exists as a StaffMember and before was ExternalUser that was archived.
Related To: Other
Related Tickets: #20190605.19

#20190606.16 - Bug (Work Item) - Pre-Sales Tickets on projects don't show any records
Fixed grid query.
Related To: Ticketing
Related Tickets: #20190606.10

#20190607.24 - Bug (Work Item) - Company Gantt chart date range filter error
Fixed filter issue when using End Date on Company Gantt
Related To: Projects
Related Tickets: #20190607.23

#20190610.10 - Bug (Work Item) - Unable to select different Severity once a different SLA type is selected.
The severity dropdown is now refreshed when the SLA is changed.
Related To: Ticketing


#20190610.32 - Bug (Work Item) - 'Milestones' appearing on invoices
Removed milestones from the description and a script to remove it from existing billing methods
Related To: Projects


#20190610.39 - Feature (Work Item) - Contact Last Logon Date in the grid
Add fields "Last Logged In" and "Auto Add To Tickets" in the contacts grid
Related To: Customer Portal,UI
Related Tickets: #20190610.36

#20190610.42 - Bug (Work Item) - Opportunities are not pulling the correct billing total for the whole contract term
Recalculating opportunity values now calculates correct billing total for the whole contract term instead of annual first year total
Related To: Sales
Related Tickets: #20190610.12

#20190611.32 - Bug (Work Item) - Incorrect Billable hours warning in billing release
Removed cancelled time bookings from outstanding total.
Related To: Billing


#20190612.9 - Bug (Work Item) - PDF page size not set for Custom Document Templates
The page size that is set in Legal Entity > Brand was not being applied to tickets as they are not linked to a Legal Entity. Additional global settings have been added to control the page size and margins for templates that will be used if the Brand is not available.
Related To: Templates,Ticketing
Related Tickets: #20190125.17,#20190611.35

Harmony v4.19.5
#20190403.10 - Feature (Work Item) - Specify a time when report subscriptions get emailed
You can now set the time that reports will be sent emailed to subscribers from the Report Subscription page.
Related To: Reports
Related Tickets: #20170508.2,#20180316.7,#20190403.11

#20190413.4 - Bug (Work Item) - Login Page: Invalid return url
Do not accept external url's on login page
Related To: UI
Related Tickets: #20180822.11

#20190505.4 - Feature (Work Item) - Show quote\order related documents on the Documents tab of a project
Ability to show order, quote, opportunity and lead related documents on the documents tab of the project
Related To: Projects
Related Tickets: #20190505.3

#20190513.17 - Bug (Work Item) - Missing account code mapping message
Added additional validation on creation of schedules to warn of missing mapping.
Related To: Schedules


#20190521.2 - Bug (Work Item) - Timesheet reminders -
- Add configuration for Timesheet Reminder Frequency and Timesheet Reminder Day of Week
Related To: Timesheets
Related Tickets: #20190516.2

#20190521.15 - Feature (Work Item) - Over Budget Message
- Add contract reference and name on overbudget message
Related To: Projects
Related Tickets: #20190518.1

#20190523.4 - Bug (Work Item) - Debtor Invoice Import Template - Customer PO Number
Made Customer PO Number available from the template.
Related To: Invoicing
Related Tickets: #20190522.5

#20190523.8 - Bug (Work Item) - Missing colours in PDF generation
- Fixed custom documents styles when generating the PDFs
Related To: Templates
Related Tickets: #20190523.3

#20190528.11 - Bug (Work Item) - Custom field - Read only user can't see the field content
- Fix problem when showing multiselect custom fields for readonly users
Related To: Custom Fields
Related Tickets: #20190522.24

#20190529.15 - Bug (Work Item) - Error when trying to preview a report
Fix for error thrown when trying to preview a report due to group setup definition being saved in filter setup.
Related To: Reports
Related Tickets: #20190528.2

#20190529.25 - Bug (Work Item) - Customer lookup display issue
- In lookups search window show the alerts ignore the html context and show as plain text
Related To: UI
Related Tickets: #20190529.6

#20190530.10 - Bug (Work Item) - Shouldn't be able to edit released consumption billing
Removed ability to edit released Consumption Billing.
Related To: Billing


#20190530.13 - Bug (Work Item) - Overriding global rates to local contract copies archived rates
Now only active rates are copied.
Related To: Other


#20190530.14 - Bug (Work Item) - Filter in Billing Release
- Remove extra comment field, and allowed filtering on the remain field
Related To: Billing


#20190530.15 - Bug (Work Item) - Validation error when creating Legal Entities
Added missing field to form.
Related To: Other


#20190531.15 - Bug (Work Item) - Billing method is not updated when editing
Fixed issue that was causing the Billing method Product Name is not to be updated when editing and consumption API call changes
Related To: API,Billing


#20190601.3 - Feature (Work Item) - Company creation: Contact should link to existing if they already exist
- Allow add companies with a existing contact
Related To: Data Import
Related Tickets: #20170731.1

#20190603.15 - Bug (Work Item) - Error importing payments from QuickBooks Online
Added additional error handling on payment import.
Related To: Quick Books Online
Related Tickets: #20190508.22

#20190603.16 - Bug (Work Item) - Issue saving non unique Tax rules
Added additional validation to Tax Rule setup.
Related To: Invoicing


#20190605.13 - Bug (Work Item) - Bookings report not showing Rate Contracts
Fixed issue with security check on Bookings Report.
Related To: Reports
Related Tickets: #20190604.25

Harmony v4.19.4
#20190303.8 - Bug (Work Item) - Block Purchases page defaulting to 'Individual' tab.
Changed default tab to By Contract
Related To: Blocks


#20190427.3 - Feature (Work Item) - Goods Receipted Qty on Supplier Invoice Matching tab
Included Goods Receipted Qty on the Matching tab for supplier invoices.
Related To: Other


#20190507.24 - Bug (Work Item) - Cost Recognition on Billing Release
Fixed issue with recognition of cost when releasing billing.
Related To: Billing


#20190516.18 - Bug (Work Item) - Action/Task Reminders
Added system event CalendarScheduleAssigned to use in rule and fixed bug - Custom event created for property AssingedToResponsibility not triggering when changing Assigned To on Action
Related To: Actions & Events,Rules


#20190520.9 - Feature (Work Item) - Support pinning and boards on Block Purchase grids
Added pinning and boards support to Block Purchases > By Contract grid
Related To: Billing


#20190520.18 - Bug (Work Item) - "Source" field of Lead not supported in 'Advanced Filters'
You can now filter and sort by Source in the Lead grid.
Related To: Sales


#20190521.14 - Bug (Work Item) - Purchase Order Approved Event Email
Fix for the rule created for Purchase Order Approved event.
Related To: Rules


#20190522.8 - Bug (Work Item) - Change the 'Delete' functionality in Teams to Archive
Delete on Teams has been changed to a soft delete.
Related To: Other
Related Tickets: #20190521.20

#20190522.26 - Bug (Work Item) - Ticket cost with price bands not showing price
Fixed issue with price band lookup.
Related To: Ticketing


#20190523.9 - Bug (Work Item) - Assets without legal entity and legal entity level control
Assets having no legal entity are now visible for restricted users (not administrators) when legal entity level control is enabled.
Related To: Assets
Related Tickets: #20190520.12

#20190523.13 - Bug (Work Item) - Null Work Item Category
Category fix for the workitem created via quick process order form
Related To: Projects
Related Tickets: #20190523.12

#20190529.19 - Bug (Work Item) - Problem auto generating Supplier Account ID
Fixed issue with Account ID auto generation.
Related To: Other


#20190531.9 - Bug (Work Item) - Webhooks - Error dehydrating property value
Fixed mapping issue.
Related To: API
Related Tickets: #20190531.8

Harmony v4.19.3
#20190408.4 - Bug (Work Item) - Project tab Gantt performance improvements
The project tab Gantt now applies a filter for start date of 30 days by default, in order to limit the amount of data being requested.
Related To: Actions & Events


#20190425.6 - Bug (Work Item) - Quote Field labeled as "internal remark" is included in details
Excluded internal remarks from the quote details when quote email is being sent to customer through Email Quote
Related To: Quotes
Related Tickets: #20190424.22

#20190502.22 - Bug (Work Item) - Block purchases value in Outstanding Milestones column
Fixed outstanding milestones calculation
Related To: Orders
Related Tickets: #20190501.14

#20190507.33 - Bug (Work Item) - Add "Received Work Reports" column to contacts grid
Added "Received Work Reports" column to Contacts grid
Related To: Other


#20190510.22 - Bug (Work Item) - Problem sorting products when creating a rate contract
- Fixed issue on sorting Product Items when creating Rate Contracts
Related To: Other
Related Tickets: #20190509.19

#20190514.13 - Bug (Work Item) - Read Only hyperlink display error
Fixed hyperlink field when in read only mode.
Related To: Custom Fields
Related Tickets: #20190514.3

#20190514.15 - Bug (Work Item) - Report Method column not available on tickets grid
- Added ReportSetup column to ticket grid
Related To: Ticketing
Related Tickets: #20190514.6

#20190514.27 - Bug (Work Item) - Gross total is not display on sub totals
You now have option to show net and gross totals on subgroups when the option of grouping is set to sub heading (purchases and recurring only)
Related To: Quotes
Related Tickets: #20190512.2

#20190515.10 - Feature (Work Item) - Razor Templating improvements
This is a feature which wraps the dynamic tag into a utility method which resolves the tag at runtime and encodes it. We added additional dynamic tag validations to document templates, dynamic hyperlinks and web hooks. The format would be: @Html.Tag("##Title##", ViewBag) This will return a plain text. If you need to encode the content into HTML or Json you can specify the optional parameter. Ex: @Html.Tag("##Title##", ViewBag, EnumTagEncoding.Json) In the EnumTagEncoding you can pick from HTML or Json
Related To: Actions & Events


#20190516.8 - Bug (Work Item) - Routing not applied on cloned tickets

Related To: Ticketing


#20190516.12 - Bug (Work Item) - Incomplete Purchase Orders
Fix for bug that was causing some purchase orders not to move to the completed state.
Related To: Other
Related Tickets: #20190515.4

#20190516.31 - Feature (Work Item) - Continuum Integration Enhancements
The lookup for site (continuum) to customer (harmony) and device (continuum) to asset (harmony) are done through the external system tables on their IDs and not names. Continuum still presents a weakness for lookups we have to do on name such as ticket status or ticket category because we match their names. Continuum only supports ASCII characters, any other character is stripped out. In this case the customer must make sure the names match by changing the names in Harmony to use only ASCII characters
Related To: Actions & Events


#20190517.24 - Bug (Work Item) - Journal Export
Fix for an error thrown when exporting journals from summary tab
Related To: Journals
Related Tickets: #20190517.13

#20190520.17 - Bug (Work Item) - COG missing in report
Fixed Cost Of Goods calculation for Order Details Report.
Related To: Reports


#20190521.12 - Bug (Work Item) - Issue processing schedule
Attempting to process inactive schedules could cause the Harmony Service to get stuck in a loop.
Related To: Schedules
Related Tickets: #20190521.10

#20190522.22 - Bug (Work Item) - Business Report error
Fixed issue with Annual Business report.
Related To: Reports
Related Tickets: #20190522.12

#20190523.16 - Bug (Work Item) - QBO Supplier List Import
Fixed issue that was causing some supplier not to be imported from QBO
Related To: Quick Books Online
Related Tickets: #20190523.11

Harmony v4.19.2
#20181231.3 - Bug (Work Item) - Bug: Harmony Nightly Tasks Could not load BillingCycle
Fixed issue with Nightly Tasks that was causing the Billing Cycle not to be loaded.
Related To: Billing
Related Tickets: #20181229.1

#20190124.18 - Bug (Work Item) - Be able to remove a selected customer from ad-hoc timer
- Allow remove customer from timer time bookings
Related To: Timesheets


#20190124.21 - Bug (Work Item) - Bug: Notify Followers event not appearing in the Show Notifications list against a ticket.
Fix for Notify Followers event that does not appear in the Show Notifications list against a ticket
Related To: UI


#20190205.17 - Feature (Work Item) - Feature: Display unassigned invoice lines on SCH, SO, Funds on invoice tabs
Added unassigned lines grid with possibility to add to invoices in Schedules, Rate Contracts, Projects and Orders
Related To: Invoicing,Schedules


#20190418.4 - Bug (Work Item) - Bug: Rules Grid Advanced filter
Fixed advanced filter for all available columns on rules grid
Related To: Rules


#20190430.50 - Bug (Work Item) - Bug: Posting Private & Public comment with ad-hoc recipients
Fixed issue issue whereby only the public comment is emailed to ad hoc recipient if both a public and private comment are entered simultaneously.
Related To: Ticketing
Related Tickets: #20190429.78

#20190502.3 - Bug (Work Item) - Bug: Unable to post an invoice
Fix for an error thrown when trying to post a supplier invoice
Related To: Invoicing
Related Tickets: #20190501.9

#20190502.23 - Bug (Work Item) - Bug: Ticket External Reference Parsing Patterns issue
Fixed issue that was causing matching on customer reference to fail when the customer name contains a character that needs to be escaped in html
Related To: Email
Related Tickets: #20190501.13

#20190505.2 - Feature (Work Item) - Feature: Change the End Customer dropdown on quotes to a customer lookup

Related To: Quotes


#20190507.22 - Bug (Work Item) - Bug: Customer account number not set on customer when Quick Processing a quote.
Fixed issue that was causing the Quick Process for the quote to complain about a missing customer account number even if one was entered on the form.
Related To: Quotes


#20190507.26 - Bug (Work Item) - Feature: Enable responsibility properties in custom events
Changes to Custom events to allow rules to be triggered when a ticket is assigned to someone.
Related To: Rules


#20190512.3 - Bug (Work Item) - Bug: Assign Reference No button is greyed out
Fixed issue that was disabling the button incorrectly on certain Invoices
Related To: Invoicing


#20190512.4 - Bug (Work Item) - Bug: Earned Spent report
Fix wrong earned value calculation for a fixed price project in earned spent time report.
Related To: Timesheets


#20190513.8 - Bug (Work Item) - Bug: Column width on Quote pdf is too narrow for long description.
Fixed quote print issues 1. money symbol dropping off the line 2. Item long description is not coming as complete line
Related To: Quotes


#20190514.29 - Bug (Work Item) - Bug: Incorrect Consumption upload validation for suppliers

Related To: Billing


#20190515.9 - Bug (Work Item) - Bug: Ticket type not locked down via asset
Ticket types were not being filtered by customer when the ticket is created from an asset.
Related To: Ticketing


#20190515.12 - Feature (Work Item) - Feature: Ability to change a ticket type from the external portal
External users will now be able to change the ticket type after a ticket has been created.
Related To: Ticketing


Harmony v4.19.1
#20181108.4 - Feature (Work Item) - New custom field type (Location Look-up)
You can now create custom fields which look up addresses in the system
Related To: Custom Fields


#20181108.20 - Bug (Work Item) - Expenses and foreign currency transactions
You can now claim tax back successfully in the rare case where expenses have been spent in a non base ccy
Related To: Expenses
Related Tickets: #20181107.2

#20190208.17 - Bug (Work Item) - Completed actions listed as next due

Related To: Actions & Events,Ticketing
Related Tickets: #20180703.19

#20190410.17 - Bug (Work Item) - Re: Job Sheet Discrepancy in Time Stamp
-Look into employee Location timezone
Related To: Billing


#20190423.13 - Bug (Work Item) - Ticket Search/Filter Bug - Filter ignored
Fix for filter on ticket grid
Related To: Search
Related Tickets: #20190418.11

#20190423.35 - Bug (Work Item) - Error in Rules
Removed Fund rules based on Fund entity as Fund entity is obsolete.
Related To: Rules


#20190424.14 - Bug (Work Item) - Activity type in earned spent time report
- In Earning Spent Tome Report allow to filter by multiple Activity Types
Related To: Reports
Related Tickets: #20190423.39

#20190425.14 - Bug (Work Item) - Report showing different times than the calendar entries
In User Activity reports show the timestamp in the user in the grid and in the report
Related To: Reports


#20190426.6 - Bug (Work Item) - Possible bug - Email notifications not shown when in Sales view (audit log)
Email notifications now showing on Audit Log tab in Sales View for Quote, Order, Purchase Order, Invoice
Related To: Orders
Related Tickets: #20190426.5

#20190428.5 - Feature (Work Item) - Additional API endpoints and better handling of malformed json parameters
An endpoint has been added for creating ad-hoc invoice lines, adding lines to invoices, emailing invoices and listing expenses
Related To: API
Related Tickets: #20190428.3

#20190430.44 - Bug (Work Item) - Create ticket from Contact - Contract not populating
- When creating tickets from Contacts, populate the contact in ticket view with the origin contact
Related To: Ticketing
Related Tickets: #20190430.11

#20190430.59 - Feature (Work Item) - Easily Accessible Deep LInks
You can now click on a button next to the title of the object you are looking at, and a deep link will be copied to your clipboard
Related To: UI
Related Tickets: #20190430.56

#20190501.11 - Feature (Work Item) - Include an Allocated Items column in the Bank list

Related To: Billing


#20190503.33 - Feature (Work Item) - Ability for contractors to be paid at different rates depending on what they are working on
You can now enter multiple rates with which a contractor will be paid for their and set criteria for how those rates are applied to time bookings
Related To: Other


#20190503.40 - Feature (Work Item) - Grid custom fields advanced filter of type lookup for persons do not have current user checkbox

Related To: Actions & Events


#20190506.4 - Feature (Work Item) - Add a Create Asset and Update Asset API endpoint
New API endpoints have been created for creating and updating assets
Related To: API


#20190506.6 - Feature (Work Item) - Include Name column in unreleased consumption lines grid
Added missing Name column to the release grids for consumption billing
Related To: Billing


#20190507.7 - Bug (Work Item) - Error when product item is being removed

Related To: Other
Related Tickets: #20190504.2

#20190507.12 - Bug (Work Item) - Ticket Category Dropdown is empty
Not loading a ticket category dropdown based on customer group.
Related To: Ticketing
Related Tickets: #20190506.7

#20190507.20 - Bug (Work Item) - Timesheet Activity Types not shown by default on the Add timebookings form
Activity Types not shown when you add timebooking within a task.
Related To: Timesheets


#20190507.25 - Bug (Work Item) - API key column too narrow in profile page

Related To: API


#20190507.35 - Bug (Work Item) - Subgroups not grouping time and materials from billing release

Related To: Billing


Harmony v4.19
#20180611.23 - Feature - Feature: Global Rates
We can now create global contracts in the system which can have either Time or Incident rates defined on them. These global contracts are defined against Legal Entities and Jurisdiction. You can link a customer contract to global contract, which when linked will derive the pricing for the customer contract from the global rates. You can override the pricing on the customer contract by copying the global rates to the customer contract and changing the price.



#20180813.7 - Feature - Feature: Ability to pin board totals to dashboard
This enhancement to the boards functionality allows you to create tiles containing the total results of the board that can be pinned to the dashboard.



#20190102.6 - Feature (Work Item) - Feature: Customer Groups
Ability to create groups of customers and control staff members' access to these groups. Customer group restrictions are enforced in all lists and search functionality within the system as an additional security filter.
Related To: Other


#20190102.7 - Feature (Work Item) - Feature: White Label Help Desk
This change allows customers to be set up so that they can manage tickets from their own customers through Harmony.
Related To: Customer Portal


#20190102.8 - Feature (Work Item) - Feature: Customer Portal Enhancements
Additional settings on Contact that means these contacts are always added to tickets whether logged internally, via the portal or via email. Ability to limit the available Ticket Types and Ticket Categories by customer group. Ability to add multiple contacts when creating a ticket, either in the portal or internally. Ability for ticket routing to take into account Ticket Type, Category and also Customer Group. Additional permissions added to external users: Turn off email alerts, Turn off access to the portal, View only access to tickets so they can view and add comments to tickets only.
Related To: Customer Portal


#20190109.14 - Feature (Work Item) - Feature: Customer Portal - Tickets linked to assets
External users can now select an asset when creating tickets from the Customer Portal. (http://help.harmonypsa.com/article/show/50864-how-do-i-create-a-new-ticket-from-the-customer-portal) A Ticket Form generator has also been added to allow you to create a script for a ticket form that can be embedded into other websites that will allow tickets to be created without logging in.
Related To: Actions & Events


#20190124.38 - Feature (Work Item) - Feature: Excluding user who triggers email from rule notification
Global setting to exclude the user that triggers the rule notification from receiving the email has been added to Finance > Settings > Control > Defaults and the option to override the global setting on each rule has also been added.
Related To: Rules
Related Tickets: #20190123.20,#20190308.21

#20190315.11 - Feature (Work Item) - Feature: Expensify Export and Import Integration
Improvements have been made to the Expense download and upload functionality in Harmony to allow easier integration with Expensify.
Related To: Expenses


#20190405.10 - Feature (Work Item) - Feature: Restrict categories by ticket type
You can now limit ticket categories available to use on a ticket by the ticket type.
Related To: Ticketing


#20190405.11 - Feature (Work Item) - Feature: Category Description
A category description will be shown above the Category when creating tickets.
Related To: Actions & Events


#20190405.13 - Bug (Work Item) - Bug: Expected initialisation date is not carried forward to initialisation form
When confirming schedule lines on billing release, the Confirmation Date or Expected Initialisation Date will be used if available.
Related To: Schedules
Related Tickets: #20190405.4

#20190411.18 - Feature (Work Item) - Feature: Customer Portal settings page improvements
The options related to the Customer Portal have been changed from dropdown lists to checkboxes.
Related To: Actions & Events


#20190411.22 - Bug (Work Item) - Bug: Multi-day All Day Events in calendar feed
Fixed issue that was causing Multiday all day events to show an incorrect start time in the desktop version of MS Outlook.
Related To: Calendar,External System Integration


#20190412.18 - Feature (Work Item) - Feature: Email Statement button on Customer > Accounting Tab
This feature adds a button to Customer Accounting tab which generates the account statement and sends the emails it to the Invoice recipients set on the Customer record.
Related To: Invoicing


#20190417.25 - Feature (Work Item) - Feature: Unassigned Invoice Lines Grid - Add Customer Order Reference
Included the Customer Reference for Orders in the Unassigned invoice lines grid.
Related To: Orders


#20190417.32 - Bug (Work Item) - Bug: External User email address not updated with contact update
When updating the Contact information in customers, the external user information for the Contact is also updated.
Related To: Customer Portal


#20190418.14 - Bug (Work Item) - Bug: Time Booking starting at 00:00 hours
Fixed problem when setting the From time to 00:00 when adding time bookings on tickets.
Related To: Timesheets


#20190422.1 - Feature (Work Item) - Feature: Support for custom request headers in web hooks
You can now configure request headers in the webhooks.
Related To: Rules


#20190422.4 - Bug (Work Item) - Bug: Previewing quote when volume charge set to reset on renewal
Errors were thrown when previewing and printing volume charge quotes where there was an estimated qty and the reset period was on renewal
Related To: Quotes


#20190423.10 - Bug (Work Item) - Consumption rate uploads does not allow decimal values for estimated qty

Related To: Billing


#20190423.28 - Bug (Work Item) - Bug: Queue Error when generating recurring ticket
Fixed issue that was causing recurring ticket generation to fail in some scenarios.
Related To: Ticketing
Related Tickets: #20190423.7

#20190423.37 - Bug (Work Item) - Feature: Rate Contract upload custom fields and mandatory invoice contact
The Rate Contract upload now supports custom fields and invoice contact is no longer mandatory.
Related To: Setup


#20190423.38 - Bug (Work Item) - Bug: Harmony Searches
Fixed issue that was causing some search queries not to return any results. Fixed issue that was causing the Advanced Search option to become unticked when moving onto the next page of results.
Related To: Search
Related Tickets: #20190424.6,#20190424.13

Harmony v4.18.14
#20190403.14 - Bug (Work Item) - Lead uploads on campaigns not allowing more than one lead from the same customer
- Allow to upload leads in campaign with the same customer
Related To: Sales
Related Tickets: #20190403.6

#20190403.18 - Bug (Work Item) - Time format incorrect when editing Events
Fix event time format for different cultures than UK on dashboard
Related To: Actions & Events
Related Tickets: #20190402.20

#20190404.12 - Bug (Work Item) - WIP Claims Due does not remove abandoned projects.
- Filter by archived projects in "WIP Claims Due" on "Billing Release"
Related To: Projects
Related Tickets: #20190403.3

#20190408.10 - Feature (Work Item) - Audit user login attempts
Failed and successful log in attempts will be shown in the Audit Log tab on the User Details page.
Related To: Customer Portal
Related Tickets: #20190405.17

#20190409.13 - Feature (Work Item) - Provide ability to raise billing via API without throwing an exception if billing agreement is not found
This is useful if the webhook does not know in advance if the rate exists on the contract or not
Related To: API


#20190413.2 - Bug (Work Item) - Find Expenses advanced filter for Staff Member
Fixed label in Advanced filter.
Related To: Expenses
Related Tickets: #20180823.22

#20190413.5 - Bug (Work Item) - Sales billing release message
Fixed the wording of the help text.
Related To: Billing
Related Tickets: #20180821.9

#20190415.17 - Feature (Work Item) - Add dynamic tag navigator in Standard Response template designer
The standard response designer did not include a tag navigator to help you build up your dynamic tags
Related To: Ticketing


#20190417.26 - Feature (Work Item) - Add product item group column to order line and quote line report
Added additional column to grid.
Related To: Reports
Related Tickets: #20190417.28

#20190417.31 - Bug (Work Item) - Customer searching not returning expected results
Changed search logic to treat spaces between multiple search terms as wild cards.
Related To: Search


 

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


Categories

Recent posts

Subscribe to our blog