Release Notes

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    Written by CloudBlue PSA on 2018-06-18 Last updated 2021-05-11 - 10 minute read
Last updated on 11/05/2021 21:35:30

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 v4.22.13
#20210423.14 - Bug - Archiving a Contract Doesn't Trigger ContractUpdatedEvent
The Contract Updated Event is now being used when a contract is being archived in addition to updating a contract.
Related To: Contracts,Projects,Rules


#20210426.5 - Bug - Failed to process ticket email
Staff Member or Contractor archived records will be ignored when processing ticket emails, as it is possible to have records of the same email address.
Related To: Email,Ticketing


#20210419.22 - Bug - The Customer Reference is not pulled through to the Customer Reference No field on the order when the quote has been signed in the customer portal
An issue that was preventing the system from recording the customer reference number has been resolved.
Related To: Customer Portal,Orders,Quotes


#20210428.18 - Bug - Sales Target Report Not Loading
An issue that was preventing the system from showing the sales target report has been resolved.
Related To: Reports,UI


Harmony v4.23.5
#20210428.31 - Feature - Add order line ref to invoice line report
The Order Line Ref column has been added to both the Invoice Line Report and the Costs of Goods Report. In addition a Commissionable flag has been added to the Cost of Goods Report.
Related To: Reports


#20210426.15 - Enhancement - Add and remove information from time bookings report
T&M Rate and description columns have been added to the Bookings grid on a Contract and the Time bookings and Earned Spent Time reports. In addition the Billable budget and Non-Billable budget columns have been removed from the Bookings grid on the Time Bookings tab of a Contract.
Related To: Timesheets


#20210211.28 - Enhancement - Contract Import Help Notes and Import File Needs Updating
The contract upload help notes have been modified to reflect the latest changes and provide better information.
Related To: Data Import


#20201202.10 - Bug - Contact Details not saving changes on External User Details Tab
An issue that meant that external user details were not being updated when edited on Contact's External Users Details tab has been resolved.
Related To: Other
Related Tickets: #20201201.37

#20210324.16 - Bug - Time Booking Rule name and description are blank when adding ad-hoc rate
An issue where the time booking rule name and description were blank when adding an ad-hoc rate (PAYG T&M) has been resolved.
Related To: Contracts
Related Tickets: #20210324.1

#20201211.21 - Bug - New Users configured to use SSO are being forced to change password on their first log in
New Users that are configured to use SSO will not be prompted to change their password. The Change Password screen is for the default Harmony credentials and not SSO related.
Related To: SSO
Related Tickets: #20201209.25

#20210218.15 - Bug - State of supplier credit note not stating correctly on Project object > Cost tab
An issue which meant that the correct state of a Credit Note was not being shown on the 'State' column in the Supplier Invoices grid on the Cost tab of a Project has been resolved.
Related To: Projects
Related Tickets: #20210217.31

#20210412.9 - Bug - Related Tickets for Quotes
An issue with displaying related Tickets for Quotes has now been resolved.
Related To: Quotes,Ticketing
Related Tickets: #20210409.16

#20210408.19 - Bug - Unable to add Ticket Activity in Timesheets for future dates
You can now add Ticket Activity using a future date within the Timesheet.
Related To: Timesheets
Related Tickets: #20210412.3,#20210407.15

#20210412.22 - Bug - Product family duplicate names
Ensure the name of the Product Family remains unique when editing.
Related To: Products


#20210416.13 - Bug - Label overrides for Purchases on a Quote are not being displayed
An issue which meant that label overrides were not being displayed on the quote line headers has been resolved.
Related To: UI
Related Tickets: #20210416.10

#20210416.15 - Bug - Mandatory rich text custom field does not save
An issue with the mandatory rich text custom field not saving has now been resolved.
Related To: Custom Fields
Related Tickets: #20210416.12

#20210420.44 - Bug - No supported culture found when matching Purchase Order Lines with Supplier Invoice
Use the localised number formatting when matching Purchase Order Lines with a Supplier Invoice (Supplier Invoice > Matching > Purchase Order Lines to match with Supplier Invoice > Matched field).
Related To: UI
Related Tickets: #20210419.25

#20210420.50 - Bug - Ticket type not available for as filter on the Plan Tickets grid
Ticket types that "Must Be Used For Project Plans" or "Can Be used For Project Plans" are available to be selected as a filter on the Plan Tickets grid (To-Do > Projects > Plan Tickets)
Related To: Ticketing


#20210419.9 - Bug - Missing portal view permissions for end customer
Missing permissions have been added to external users roles.
Related To: Customer Portal


#20210330.6 - Bug - Duplicate Account ID is set on Customer when uploading Schedules
Ensure that the new generated Account ID is unique when the setting "Auto Generate Counterparty Account Id" is enabled.
Related To: Schedules
Related Tickets: #20210329.13

#20210325.12 - Bug - Portal Access Options defaulting to No
An issue, which meant that Portal Access options were not using the option set as the system default when the 'Use System Default' option was selected for external users Portal access has been resolved.
Related To: Setup
Related Tickets: #20210324.21

Harmony v4.23.4
#20210401.21 - Enhancement - Time Bookings tab: Sort entries by Date & Time
When a user orders the grid by the date it now orders by the start time as well.
Related To: Invoicing,Timesheets
Related Tickets: #20210401.17

#20210331.13 - Bug - Quote grid markup or gross margin percent values
An issue with calculating the markup or gross margin percent has been resolved.
Related To: Quotes
Related Tickets: #20210331.5,#20210415.1

#20210410.3 - Bug - Add Commissionable flag to the Invoice Lines report, and API endpoint
If an order line is commissionable it now appears as commissionable in the API and in the Invoice Lines report.
Related To: Reports


#20210409.15 - Bug - When printing a quote in french it's showing wrong page number format
An issue which meant that the page numbering format was incorrect when printing documents in French has been resolved.
Related To: Pdf


#20210408.11 - Bug - Hyperlink not working when using Norwegian browser language
An issue with hyperlinks not working for the Norwegian language has now been resolved.
Related To: Errors,Ticketing,UI
Related Tickets: #20210408.9

#20210413.26 - Bug - Not Able To Edit Product Terms Of Sale On Quote
In a quote, when trying to change terms of sale, form elements are now editable for Standard licence types and read-only for Harmony Rev licence types.
Related To: Quotes
Related Tickets: #20210415.18

#20210406.21 - Bug - Incorrect validation message when added line to quote
An incorrect validation message, that was shown when adding another line to a quote, has been resolved.
Related To: Quotes


#20210125.30 - Bug - Asset Edit Fails When Related Contract is Terminated
An issue which meant that you were unable to view an asset's related contracts when the related schedule was terminated has been resolved.
Related To: Errors
Related Tickets: #20210122.20

#20210326.15 - Bug - SLA target due is blank when moving from a on hold status type to the target status.
If a target goes from "On Hold" to "Closed", and a new target is automatically created, the due date will be recalculated on both targets.
Related To: SLA
Related Tickets: #20210324.19

#20210324.13 - Bug - API: utilities/getactions - ContractID
An issue that was stopping the system from returning the Contract ID has been resolved.
Related To: API


#20210219.12 - Bug - Incorrect pinned statistics for the grid Unreleased Fixed Price Lines
The grid Unreleased Fixed Price Lines (To-Do > Billing Release > Fixed Price) now have "Covered By Staged Payment" and "Fully Released" in the available filters in order to correctly create pinned statistics.
Related To: Billing,Dashboard,Sales,UI


#20210406.23 - Bug - Cloud Marketplace issues when trying to add products with associated POs to quotes
An issue that resulted in an incorrect validation message being shown when adding a product with a back to back cost to a quote has been resolved.
Related To: Purchasing


Harmony v4.22.12
#20210126.40 - Bug - Recurring block purchase showing incorrect annual price
An issue with recurring blocks displaying an incorrect annual price has been resolved.
Related To: Quotes
Related Tickets: #20210125.15

#20210328.5 - Bug - Incorrect calculation for pinned statistics on monetary values
Pinned statistics on monetary values are now calculated using the instance currency value.
Related To: Reports


#20210217.25 - Bug - Filters with date range are breaking the layout of the page
The width of date picker elements have been modified to prevent them from breaking the page style when the "Choose Date Range" option is selected to filter data.
Related To: UI


#20210226.17 - Bug - Error releasing purchase order
When editing a purchase order line validation now takes place to ensure the terms against the associated sales order line are matching.
Related To: Errors,Purchasing
Related Tickets: #20210226.14

#20210330.7 - Bug - External user does not have permission to sign a quote
An issue which meant that external users were unable to sign quotes when not logged in has been resolved.
Related To: Orders
Related Tickets: #20210329.16

#20210326.22 - Bug - Project task ordering
An issue with the order of activities and tasks on the Gantt View of the Project Plan tab has been resolved.
Related To: Projects,UI
Related Tickets: #20210326.12

#20210131.7 - Bug - Error generating report subscriptions
An issue generating report subscriptions has now been resolved.
Related To: Errors


#20210302.37 - Bug - Creating a Ticket when Processing an order/Quote with a nested Category
An issue that was preventing the system from saving the category correctly during order processing, was resolved.
Related To: Ticketing


#20201117.20 - Bug - Permissions issue with contacts
An issue, which meant that all contacts were not being shown in the global search has been resolved.
Related To: Search


#20210331.12 - Bug - Recent menu items with incorrect values
An issue with displaying the Recent menu items has been resolved.
Related To: Ticketing,UI
Related Tickets: #20210331.8,#20210406.24,#20210406.16

#20210409.11 - Bug - Setting "Allow public comments to be created by contacts outside of the ticket's customer contacts" is not working
An issue with the setting "Allow public comments to be created by contacts outside of the ticket's customer contacts" (Setup > Ticket > Email Interface) has now been resolved.
Related To: Ticketing
Related Tickets: #20210408.25

#20210413.10 - Bug - Custom reports subscriptions not showing custom fields for Project Plan Tickets
An issue where the custom fields weren't being shown on existing reports subscriptions on tickets and project plan tickets has been resolved.
Related To: Reports,Ticketing


#20210331.25 - Bug - TimesheetCommentsRequired field for Absence Tasks is always being saved has null when updating an existing record
An issue that was seen when loading a timesheet calendar containing a non working day has been resolved.
Related To: Timesheets


#20210331.28 - Bug - No-reply email rule and auto-create contacts from known domains
Emails that match the No-Reply Email Rules will no longer be converted into a contact if the setting "Auto-create contacts from known domains" is enabled. Additionally, the existing filter "BlockAnonymousUserNotification" has been renamed to "NoReplyEmailRuleMatchedForTicketCreator".
Related To: Email
Related Tickets: #20210316.16

#20210412.15 - Bug - Error exporting event from harmony to calendar in exchange via GraphService
An issue seen when exporting events from the Harmony calendar to Outlook when the user has more than 10 calendars in Outlook has been resolved.
Related To: Errors


#20210408.17 - Bug - When placing unassigned group invoice lines on hold expense lines are being added
In invoices un-assigned lines when adding lines to On Hold, from a grouped tab, only invoice lines, not expense lines are put on hold.
Related To: Billing,Invoicing


Harmony v4.23.3
#20210325.13 - Bug - The ability to hide the 'billing value' on PAYG Subscriptions lines on quotes
An issue with the print option "Show Subscription Billing Value" for PAYG Subscription has now been resolved.
Related To: Quotes
Related Tickets: #20210325.11

#20210308.12 - Bug - Alert message not displaying full customer name
An issue where the full customer name was not being displayed on an Alert box has been resolved.
Related To: Quotes


Harmony v4.22.11
#20210129.22 - Bug - CSS to hide import buttons no longer works
An ID has been set for each import button in both the Customers and Suppliers list in order for custom style rules to work.
Related To: UI
Related Tickets: #20210128.44

#20210315.18 - Bug - Ticket ignores the team and status when 'Default visibility to customer' ticked
Resolved "Team and Status are not being saved when uploading tickets if ticket type is set with option 'Default Visibility to Customer' turned on."
Related To: Ticketing
Related Tickets: #20210314.3

#20210323.16 - Bug - Unable to edit a schedule due empty CancellationPolicy field
An issue, which meant that schedules could not be edited has been resolved.
Related To: Schedules
Related Tickets: #20210325.7,#20210330.13

#20210308.11 - Bug - Unable to process emails containing non printable characters
Non printable characters are removed when processing emails from the configured incoming mailbox.
Related To: Email


Harmony v4.23.2
#20210323.14 - Bug - Error when clicking on the Home Tab on the Dashboard
An issue that was preventing the home tab in the dashboard from opening has been resolved.
Related To: Dashboard


Harmony v4.23.1
#20210304.45 - Feature - Ability to mark order lines as being Commissionable
The 'Show commissionable check box on quote lines' and 'Commissionable check box is selected by default' settings located in Setup > Quotes > Settings allows you to set a commissionable flag on order lines shown in the order details report.
Related To: Quotes
Related Tickets: #20210304.44

Harmony v4.22.10
#20210217.13 - Bug - Two options for Absence Budget when filtering causing error
An issue, that resulted in an an error when filtering by the Absence Budget column on the Annual Leave Budgets located on To-Do > My Time> Enter Absence, has been resolved.
Related To: Errors
Related Tickets: #20210216.36

#20210317.12 - Bug - Error with Outlook Add-In using SSO
An issue with logging-in via SSO using the Outlook Add-In has been resolved.
Related To: Outlook Integration


#20210324.3 - Bug - Knowledge Base Images not visible
An issue where the images in a Knowledge base article were broken after a user added or removed a document has been resolved.
Related To: Knowledge Base
Related Tickets: #20210323.26

#20210319.15 - Bug - "Auto Add To Tickets" causing duplicate email notifications
An issue with duplicate email notifications when the setting "Auto Add To Tickets" is enabled on the contact has been resolved.
Related To: Email,Ticketing
Related Tickets: #20210319.14

#20210319.17 - Bug - Issue with timing in calendar view with US team members
In the Team Schedule calendar view a fix has been made so that all day events are shown regardless of the time zone
Related To: Calendar
Related Tickets: #20210323.6

#20210323.10 - Bug - Single quote character is causing the Recent menu item to break
An issue with unable to view any objects (e.g. Tickets, Quotes etc.) that was caused by the Recent menu item has now been resolved.
Related To: UI


#20210322.7 - Bug - Error when adding image to KB article
An issue that was stopping the user from saving a Knowledge base article has been resolved.
Related To: Errors,Knowledge Base


 

About the Author: CloudBlue PSA is the most complete cloud professional services automation (PSA) software on the market. Purpose-built with functionality to simplify every need of MSPs and Professional Services Organisations, CloudBlue PSA introduces a state-of-the-art PSA system built for today’s modern service provider. The platform empowers services organizations to scale recurring channel revenue and diminish operational complexity via its advanced product suite, which includes automated billing and reconciliation, an industry-leading customer support center and network operations center (NOC), real-time profitability analysis, and much more. CloudBlue PSA is available globally. Follow CloudBlue PSA on , LinkedIn or Website


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