Release Notes

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    Written by HarmonyPSA on 2018-06-18 Last updated 2021-02-14 - 23 minute read
Last updated on 14/02/2021 04:00:12

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 v4.22.6
#20210129.31 - Feature (Sponsored) - Disable signing of expired quotes
Ability to sign expired quotes by external user is disabled.
Related To: Customer Portal,Orders,Quotes
Related Tickets: #20210125.38

#20201123.6 - Enhancement - IP Mismatch Message
- When IP changed is detected during an ajax call, a new flow is triggered allowing the user to log in again without losing their previous page.
Related To: Setup


#20210129.16 - Enhancement - Do not remember adhoc recipients for internal comments
The adhoc recipients list will no longer be remembered by default for internal ticket comments.
Related To: Ticketing


#20210129.17 - Enhancement - Add Un-Invoiced Value column to Billing Methods tab
An "Uninvoiced Value" column has been added to the Unreleased Sales grid on a project's Billing Methods tab.
Related To: Invoicing
Related Tickets: #20210128.36

#20210129.25 - Enhancement - Ability to remember adhoc recipient public comment list by default
There is now a setting called "Remember adhoc recipient public comment list" (located in Setup > Tickets > General > Comments) that drives the default behaviour for remembering the adhoc recipient list for public comments.
Related To: Ticketing
Related Tickets: #20210129.24

#20210201.17 - Enhancement - Quotes: Contract Signed Confirmation Message
The confirmation message displayed when marking a contract as signed on an order now includes the name of the contact you are marking the order as signed on behalf of.
Related To: Orders,Quotes


#20201211.16 - Enhancement - Users to Auto-follow ticket when assigned to tasks on tickets
The Auto Follow When Adding Task check box automatically adds users assigned tasks on a ticket as followers on that ticket when the check box is selected.
Related To: Ticketing
Related Tickets: #20201127.21

#20201026.21 - Enhancement - Add column called Project to Orders page
A Contract column has been added to the orders page to display the related contract reference.
Related To: Orders,Projects


#20210127.29 - Enhancement - When creating tickets via email get all ticket references from the email subject
When creating email tickets get all valid ticket references in the email subject, and return the first ticket that matches a reference, searching by the order that references are sent in the subject.
Related To: Email,Ticketing


#20201202.24 - Enhancement - Increasing row Invoices > Unpaid
The Invoices / Unpaid grid list has been enhanced so that 500 elements per page can be viewed.
Related To: Invoicing


#20210203.36 - Enhancement - Change "Brand" on existing rate contracts
Uses now can edit the brand of a rate contract.
Related To: Contracts


#20210113.30 - Bug - Typo in Uploads
The label name on Setup > Upload > GL Codes has been changed from "Expenses" to "GL Codes".
Related To: UI


#20210126.14 - Bug - Add Budget Year column to Absence grid
In each request absence line, a budget year column has been added to inform the user what budget year that absence line will consume.
Related To: Calendar
Related Tickets: #20210123.7

#20210205.29 - Bug - Missing notification for ticket contacts when closing dependent tickets
An issue with ticket contacts not receiving notifications when closing dependent tickets has been resolved.
Related To: Ticketing
Related Tickets: #20210204.38

#20210209.27 - Bug - API Error When User is Logged Using SSO
An issue in the system was preventing the correct execution of API when the user was logged using SSO has been resolved.
Related To: API


#20210204.20 - Bug - Override Asset Name field not working
An issue that was preventing the override of the asset name field has been resolved.
Related To: UI,Other
Related Tickets: #20210204.1

#20201102.12 - Bug - Error message when processing supplier invoice
An issue with the quantity and value being out of sync when creating a supplier invoice has been resolved.
Related To: Invoicing
Related Tickets: #20201026.16

#20210204.23 - Bug - Schedule import file failed message
Improvements have been made on the validation messages returned during the import of schedules
Related To: Data Import


#20210201.75 - Bug - Tax Issue With Recurring Consumption line process
Validation has been removed for non existing tax rules when selected to initialise later for consumption volume items.
Related To: Errors,Orders


#20210209.17 - Bug - ProjectTaskID in Tcikets end point: POST&GET /webapi/v1/tickets/workitems not working
An issue that was preventing the system from returned ProjectTaskID on the API has been resolved.
Related To: API
Related Tickets: #20210209.16

#20201230.6 - Bug - Error Message for absence request validation
An issue that caused the system to show the wrong validation message has been resolved.
Related To: UI
Related Tickets: #20201229.11

#20210202.14 - Bug - Manually created list view on Opportunity > Day Book >Actions & Events tab doesn't show up on other Opportunities
An issue that was stopping the filter from appearing in the Opportunities page has been resolved.
Related To: Opportunities
Related Tickets: #20210202.2

#20210106.40 - Bug - consumption line Descriptions not updating on unassigned consumption lines
An issue that was preventing the system from displaying the right description for consumption lines has been resolved.
Related To: Billing,UI
Related Tickets: #20210106.16

#20210202.16 - Bug - API Error: Max Pool Size Reached
An issue in the system that was preventing the API throttling from working properly has been resolved.
Related To: Errors


#20210204.33 - Bug - Able to create opporunitites without populating the forecasted value and forecasted gross profit values
When creating an opportunity the Forecasted Value and Forecasted Gross Profit fields will be empty as default, instead of their previous 0 default value.
Related To: Opportunities,UI
Related Tickets: #20210129.13

#20201204.12 - Bug - Unable to sort product items on Item Bundles within a Product Family
An issue that resulted in the Product Items included on the Item Bundles tab on a Product Family, neither sorting or showing more than one page on the item grid has been resolved.
Related To: UI
Related Tickets: #20201203.35

#20210129.20 - Bug - Error with Exchange calendar integration
An issue with the Exchange calendar integration has now been resolved.
Related To: Errors
Related Tickets: #20210129.12

#20210129.21 - Bug - Server error returned when saving a Lead
An issue, that resulted in a server error being returned when saving a lead has been resolved.
Related To: Errors
Related Tickets: #20210129.18

#20210202.25 - Bug - Harmony Service failing to process pending background jobs
An issue with the Harmony Service failing to process pending background jobs has been resolved.
Related To: Other


#20210105.29 - Bug - Rounding issue with Staged Payments
An issue around rounding for quantity or value when creating staged payments has been resolved.
Related To: Billing
Related Tickets: #20201201.28,#20210105.19

#20201022.34 - Bug - Project page scroll and column resize broken
An issue was stopping the user from resizing the columns on the Gantt View has been resolved.
Related To: Projects,UI
Related Tickets: #20201022.30

#20210128.38 - Bug - Unable to pin Un-invoiced Sales $ total on dashboard
Users now have the ability to add the Uninvoiced Value as a pinned total on the dashboard from the Billing Release > Sales > Unreleased Sales grid.
Related To: Dashboard,UI
Related Tickets: #20210128.8

#20210210.21 - Bug - Filter Issue for custom fields of type Dropdown List
An issue, which meant that dropdown type custom fields weren't being displayed on a grid when the filter option selected was either "Any" or "None Of" has been resolved.
Related To: Other
Related Tickets: #20210127.9

#20210119.32 - Bug - Ticket routing not being applied to Team/User dropdowns when creating tickets
Creating tickets as an internal user or as an external ticket owner will now pre-select the Team and/or Staff Member based on the ticket routing rules.
Related To: Ticketing


#20210201.8 - Bug - Check correct datetime format in custom fields on csv uploads
The datetime format for custom fields is now validated before a csv is uploaded.
Related To: Other


#20210203.11 - Bug - Look up field length is not correct
The lookup field width has been fixed in Clone Quote form in orders, and also when creating actions and events from a ticket's Day Book tab.
Related To: UI


#20210129.15 - Bug - In between and not between filter Ops not saving
An issue, which meant that the "Between" and "Not Between" filters on the Timebookings repost were not being saved, has been resolved.
Related To: Reports


Harmony v4.21.39
#20210119.39 - Feature (Sponsored) - Ticket associated with Order
A new endpoint called "ticketsquotes" is added to API in order to retrieve every relationship between tickets and quotes.
Related To: API
Related Tickets: #20200729.23

#20201211.24 - Enhancement - Custom Error message for 403 errors
The error message displayed for 403 errors (Forbidden request) has been enhanced.
Related To: Errors


#20210122.25 - Bug - Special characters in attachment filename
When using Harmony on a Mac, and uploading files that include special characters, for example | , in the filename Harmony will now handle the file name by stripping out the special characters.
Related To: Errors


#20210108.39 - Bug - Error retrieving data from external calendar
An issue with retrieving Outlook external calendar information has been resolved.
Related To: Errors,Email,External System Integration


#20210110.7 - Bug - Fwd: APIs

Related To: API


#20200911.20 - Bug - Request Path validation
A request path validation error has been resolved.
Related To: UI


#20210106.13 - Bug - Incomplete Label Overrides information
The information displayed on Label Overrides has been updated.
Related To: Other
Related Tickets: #20210106.9

#20201029.22 - Bug - Only able to enter whole hours per day when creating a contactor
You are now able to enter decimal values in a Contractor's Hours Per Day field.
Related To: Other


#20210120.15 - Bug - Issue with Rule due Contact Email filter query generation
Resolved rule string filter with "Does Not Contain" generating wrong query.
Related To: Rules


#20201028.24 - Bug - Unable to add an unassigned line to an invoice
An issue whereby you could not add an unassigned invoice line to a non posted invoice has been resolved.
Related To: Invoicing
Related Tickets: #20201028.18

#20210111.22 - Bug - Error: Key Not Found
An issue that was preventing the client from doing API calls has been resolved
Related To: API,Errors


#20210114.15 - Bug - Display Issue when selecting the asset list when editing a ticket relationship
An issue, which caused the asset list to be moved to the right when editing a ticket relationship, has been resolved.
Related To: UI,UX
Related Tickets: #20210125.34,#20210121.12

Harmony v4.22.5
#20210125.25 - Enhancement - Sort primary contact, primary invoice contact and primary support contact dropdowns in Customers screen
On the Customer Details tab the contacts drop-down menus now have the contact email address in front of the name to distinguish between contacts with same name.
Related To: UI


#20210119.14 - Enhancement - Ability to clone report subscriptions
Report Subscriptions have been enhanced, so that they are now able to be cloned.
Related To: Reports
Related Tickets: #20190917.13

#20210114.25 - Enhancement - Incorrect IP Address on Order Sign Off
Use other HTTP headers to identify the client IP address as part of signing Orders via the external portal.
Related To: Orders
Related Tickets: #20201125.8

#20201224.8 - Enhancement - Return URL when changing password is not validated
The return URL parameter is now validated when a user changes their password. This return URL parameter is then used to redirect the user when their password has been successfully updated. If the return URL is invalid the user is redirected to the home page.
Related To: UI


#20201130.7 - Bug - Error when creating a ticket from the Outlook plugin
An issue, that resulted in an error being returned when trying to create a ticket from the Outlook plugin, has been resolved.
Related To: Errors


#20200911.31 - Bug - Error when viewing Orders within the external portal
An issue, which meant that Orders were seen in the Sales > Quotes section of the external portal has been resolved
Related To: Customer Portal,Quotes


#20210118.18 - Bug - Error when adding tickets to timesheet using Spanish browser culture
An issue with adding ticket activity within the user timesheet when using the Spanish browser culture has been resolved.
Related To: Timesheets
Related Tickets: #20210118.12

#20210127.12 - Bug - Error on Billing Release screen
An issue, that resulted in an error being displayed when selecting the Ticket tab on To-Do > Billing Release > Time, has been resolved.
Related To: Billing


#20210119.34 - Bug - Error with the Exchange calendar integration when entering an absence
An issue with the Exchange calendar integration involving entering and cancelling absence requests has been resolved.
Related To: Calendar


#20210114.34 - Bug - Invoice line report not showing product item
An issue where the Invoice Lines report was not displaying the Product Item for consumption rates has been resolved.
Related To: Reports,UI
Related Tickets: #20201218.18

#20201202.21 - Bug - Permission to stop users closing an opportunity does not work
An issue with closing an opportunity when the /AllOperations/Opportunity/CloseOpportunity permission was granted to a user has been resolved.
Related To: Setup
Related Tickets: #20201201.16

#20210118.38 - Bug - Expanding Project Profitability causes UI to be rendered incorrectly
An issue seen when expanding Project Profitability within the Project Overview tab has been resolved.
Related To: Projects


#20210115.29 - Bug - Pinned Items Missing - Unassigned Invoice Lines
Unassigned Invoice Lines is now visible on the dashboard as a Pinned Total
Related To: UI
Related Tickets: #20210115.19

#20210125.40 - Bug - Expense Permission issues
The Activity/Expenses/Details permission has been added to the Base User role.
Related To: Setup


#20201218.8 - Bug - Project Activity sequence changes
An issue, that was changing the activity order when the user dragged a task from one activity to another has been resolved.
Related To: Projects
Related Tickets: #20201129.10

#20210128.17 - Bug - The Purchases report does not show custom fields
The Purchases Report now shows custom fields
Related To: Reports


#20201218.11 - Bug - Absence request cancellation validation
The cancellation of an approved absence request is now validated. If all of the dates are in the past then the user can no longer cancel. If all the dates are in the future then it will be cancelled as normal. If there is a mixture of past and future dates then only the future dates will be cancelled.
Related To: Timesheets
Related Tickets: #20201218.7

#20210118.11 - Bug - Message Queue Service Email Error
An issue with processing messages within the queue has been resolved.
Related To: Email


#20201022.27 - Bug - Unable to edit Task information
An issue with saving Task information edits such as Category, Title and Notes, has been resolved.
Related To: Ticketing
Related Tickets: #20201022.22

Harmony v4.21.38
#20201126.62 - Feature (Sponsored) - External Doc Field To Upload Custom Order Document
Ability to upload an external document on quote/order and display that on customer portal instead of HarmonyPSA quote/order pdf
Related To: Customer Portal,Orders,Quotes


#20201117.27 - Enhancement - Do not default tax rules on contract lines when they are created
Tax rules are no longer defaulted when processing a quote. This means the contract line is created contract lines without tax rules.
Related To: Billing,Invoicing
Related Tickets: #20201117.26

#20201130.9 - Enhancement - Increase width of lookup custom field
The lookup element width has been increased for better readability.
Related To: Custom Fields,UI
Related Tickets: #20201116.19

#20201216.21 - Bug - Typo in Notes_QuantityConsumedEarning.csv
Fixed text to RollingCancellationPolicy in load consumption rates help notes csv
Related To: UI
Related Tickets: #20201216.18

#20201210.66 - Bug - Incorrect validation when editing the ticket type
A validation issue, seen when editing the ticket type from cannot be used for project plans to must or be used for project plans, has been resolved.
Related To: Ticketing


#20201210.79 - Bug - Error returned when rebooking time in advance
An issue, that resulted in a validation error, when trying to rebook a time booking in advanced time entry mode has been resolved.
Related To: Timesheets


#20201223.13 - Bug - Unable to see KB articles in global search that have no customer related, but all articles can be seen in Knowledge base grid
All knowledge base articles that are visible in the Resources > Knowledge Base page, and not related to specific customers are now visible in the global search.
Related To: Search
Related Tickets: #20201217.22

#20210114.14 - Bug - Lookup Custom Fields are not mandatory
An issue, which meant that mandatory lookup custom fields were not mandatory, has been resolved.
Related To: Custom Fields
Related Tickets: #20210113.37

#20210118.16 - Bug - Master Settings - Adding Custom domain validation failing
An issue, which meant that custom domain validation was failing, has been resolved.
Related To: Setup


#20210113.21 - Bug - Error with Exchange calendar integration
An issue with the Exchange calendar integration where it was not able to find the correct calendar has been resolved.
Related To: Calendar,Errors


#20210104.25 - Bug - Problems with batch print in the Harmony System Tray
An issue, with batch print in the Harmony System Tray, has been resolved.
Related To: Invoicing
Related Tickets: #20201218.1

Harmony v4.22.4
#20200901.3 - Feature - Tickets: Ticket Comment Enhancements
A list of ad-hoc recipients can now be managed directly under a ticket. The list can then be used as part of adding an internal or public comments. Additionally, for public comments, there is a Contacts list that is pre-populated with the ticket's contacts. Only the selected contacts are notified with the new comment added.
Related To: Ticketing


#20201221.14 - Feature - Incoming mailbox to use Microsoft Graph API
You can now setup an incoming mailbox (for either Support or CRM) to use Microsoft's Graph API as a way to retrieve emails. This is similar to the existing functionality of setting up the Office 365 Exchange Online (EWS OAuth).
Related To: External System Integration


#20201211.33 - Enhancement - Additional Columns on Reports > Purchases page
Custom fields and Sales Person columns have been added as optional columns to the Purchase report page.
Related To: Purchasing,Reports


#20201002.15 - Enhancement - API: Ticket Followers and Contacts endpoints
Tickets related contacts and followers have been added to the WorkItems and ServiceTickets endpoints in the Harmony API.
Related To: API


#20210112.17 - Bug - Issue with menu permissions Activity Contracts
An issue, that meant the Contracts menu under Activity > Contracts wasn't displayed unless you had the Administration role, has been resolved.
Related To: Setup
Related Tickets: #20210114.26,#20210112.15,#20201127.20

#20201201.13 - Bug - Errors: Invalid board ID
An extra check has been added to the boards' page to prevent it from breaking when the operational area of the board is not specified.
Related To: Errors


#20201211.26 - Bug - Cloned ticket contacts
An issue, that resulted in cloned tickets not removing the contact list and primary contact list when a customer has been removed, has been resolved.
Related To: Ticketing


#20201216.16 - Bug - Kaseya Integration Should Allow URLs that Start With HTTPS
The server URL for the Kaseya external system should now include the protocol of the URL instance.
Related To: External System Integration


#20201229.4 - Bug - Edit button has been not showing for Label Override
An issue, that meant the Edit button was not showing on the Label Override page, has been resolved.
Related To: UI


#20210107.9 - Bug - Kaseya Duplicate Agent ID Issue
The import asset functionality in Harmony has been fixed, in case Kaseya API returns a list of agents with a duplicate.
Related To: External System Integration


#20200930.27 - Bug - Clicking on a CTR on the timesheet page, it duplicates the tab instead opening up the CTR
An issue, which meant that URL links to contracts in a timesheet did not open the contract, has been resolved.
Related To: UI
Related Tickets: #20200930.24

#20201214.39 - Bug - External user access permission flags (checkboxes) are not updated when adding/removing external user roles
An issue, that meant external user details were not be updating unless their permissions were changed in the external user details page, has been resolved.
Related To: Other


#20210104.16 - Bug - Unit price to follow Subheading Without Detailed Price behaviour on Quotes and Orders pdf/view
The Sub Heading Without Detailed Price grouping behaviour is shown the same way when viewing both the Quote and Order on view/pdf.
Related To: Orders,Quotes


#20190320.13 - Feature - MaxRemote / MSP RMM integration: Assets are forever/Cant unlink
The unlink capability for linked assets under external systems is added.
Related To: Assets
Related Tickets: #20190306.18

Harmony v4.21.37
#20201126.61 - Feature - Make asset search popup on Create Ticket reduce duplicates
A new "Include Terminated Schedules" check box has been added when adding an asset to a new ticket. Selecting this check box ensures that non active lines that contain assets are not shown in the search results.
Related To: Ticketing


#20201117.30 - Enhancement - Product changes not being recorded in Audit Log
The Audit Log has been enhanced to include product changes
Related To: Setup
Related Tickets: #20201117.15

#20201224.5 - Enhancement - Last Invoiced Date Column added to the Reports > Projects > Project list
The Last Invoiced Date column has been added to the Projects List Report.
Related To: Reports
Related Tickets: #20201216.22

#20201231.7 - Enhancement - Importing payments from QuickBooks to indicate the invoice was part or fully paid
When successfully importing payments from QuickBooks Online, the Outcome column now indicates whether the invoice has been paid in full or if there is a partial amount outstanding. This applies to both customer and supplier invoices.
Related To: Quick Books,UI


#20200803.78 - Enhancement - Add ability to select font colour in Public Comments
A text colour button has been added to the editor for both internal and public comments on the ticket details page.
Related To: Ticketing
Related Tickets: #20200723.46

#20201116.9 - Enhancement - Clear Down EmailBase table
A new job has been implemented to optimize database growth
Related To: Other


#20201223.3 - Bug - Error refreshing Xero token
An issue with importing Xero invoice payments has been resolved.
Related To: Errors,Xero


#20201126.60 - Bug - Schedule renewal process - Service Level Issue
When generating a renewal quote from a schedule, the original order line, if there is one, is also cloned instead of an off price list order line being created.
Related To: Schedules


#20201222.14 - Bug - Error: Missing Exchange event.
An issue, that sometimes caused an error that when an action was deleted in Harmony calendar when the same action had already been manually deleted from the Outlook calendar, has been resolved.
Related To: External System Integration


#20201216.5 - Bug - Creating ticket from template set no longer refreshes grid
The grid on the Tickets tab of a contract has been fixed so that it reloads after a ticket is added from a template set.
Related To: Contracts,Ticketing
Related Tickets: #20201215.32

#20201203.30 - Bug - Connecting to QB every time payments are imported
An issue with having to re-login with QuickBooks Online on a daily basis when importing payments has been resolved.
Related To: Quick Books


#20201211.7 - Bug - Error when checking attachments
Measures have been added to prevent the application from crashing when processing attachments.
Related To: Actions & Events


#20201230.3 - Bug - Error Exporting Invoices from Harmony to QuickBooks Online Special characters in counterparty name
An issue with exporting invoices containing right single quotation mark (U+2019) into QuickBooks has been resolved.
Related To: Quick Books
Related Tickets: #20201229.13

#20201202.14 - Bug - Split revenue amendments not saving
In the opportunity's details page, when clicking on Split Revenue button on a deal profile, the popup has been modified to prevent confusion. Fields are coming up as empty and the there's only one calculate button. An information banner has been added to guide the user to the results of splitting revenue.
Related To: Opportunities


#20201211.10 - Bug - Can't Generate Renewal Quote
An issue, that resulted in a server error being returned when renewing schedules with a new quote creation, has been resolved.
Related To: Errors,Quotes,Schedules
Related Tickets: #20201210.80

#20201211.13 - Bug - Missing parameter when saving document
The IsPublic parameter of SaveDocument action has been enhanced to be optional so that passing a null value does not generate an error.
Related To: Errors


#20210103.7 - Bug - Error sending email
An issue with sending error emails to support has been resolved.
Related To: Errors


#20201201.9 - Bug - Issue with Importing Payments from QuickBooks Online
An issue with importing payments for invoices and supplier invoices from QuickBooks online has been resolved.
Related To: Quick Books Online


#20201211.23 - Bug - Email template tag not showing customer name
An issue, that meant the CustomerName wasn't been shown in the contract balance overdrawn emails when the correct Dynamic Tag was used in the Custom Email Templates, has been resolved.
Related To: Email
Related Tickets: #20201210.78

#20201201.14 - Bug - Error when serializing email messages in the queue to xml with invalid characters
Remove non printable caracters from emails before save in the queue.
Related To: Errors


#20201201.15 - Bug - API taking a long time to return data
The API endpoint gettimebookingreport has been enhanced to increase performance.
Related To: API


#20201216.17 - Bug - Error: Exchange user not found
An issue with sending out error emails has been resolved.
Related To: Errors


#20201215.14 - Bug - Publishing a KB article removes changes
When publishing a KB article, changes will be saved before it is published so that unsaved changes aren't lost.
Related To: Knowledge Base
Related Tickets: #20201214.42

#20201216.24 - Bug - Harmony - Poor Performance
A performance issue, seen when loading the opportunities report grid, has been resolved.
Related To: Reports


#20201103.18 - Bug - Price Per inputs on recurring blocks
Price Per input is no longer available for recurring blocks.
Related To: Blocks


#20201224.9 - Bug - Query error
An issue seen when selecting ID as a group by field in the pivot mode of reports is now resolved.
Related To: Errors


#20200902.18 - Bug - Team Schedule view not showing properly
An issue in the system, that was letting the user set the legal entity end work hour before the start work hour that resulted in the Team Schedule calendar being shown as blank, has been resolved.
Related To: Calendar
Related Tickets: #20200901.27

#20200901.26 - Bug - HTML tags need to be removed when exporting to QBO
Any
tags in the product item description will be replaced with a newline character upon saving and updating. Also, when loading a product item, newline characters in the description are replaced with
tags to maintain the structure of the description.
Related To: Invoicing


#20200918.1 - Bug - Bank Vouchers are not displayed under Activity>Bank grid
The "Bank Voucher" type has been included in the list of cash movements. This can be seen within Activity > Bank.
Related To: Billing


#20200802.7 - Bug - API Throttling
API calls will be limited by 10 simultaneous / 120 per minute calls.
Related To: API


#20200922.25 - Bug - Columns under the Expense Categories tab on LE not filtering
An issue, that resulted in the grid in the Legal Entities Expense Categories tab not filtering, has been resolved.
Related To: Other
Related Tickets: #20200921.60

#20201223.8 - Bug - Support Email SMTP details
An issue with sending error emails to support has been resolved.
Related To: Errors,Email


#20201214.33 - Bug - User exchange calendar is being deleted
An issue, that resulted in the user exchange information being deleted when updating a staff member email address has been resolved.
Related To: Email


#20201204.22 - Bug - SLA selection on Bundles not pulling through to quote
When adding a bundle to a quote only the service levels that belongs to the service level group of the product item are shown.
Related To: Quotes
Related Tickets: #20201203.38

#20201204.30 - Bug - Min timesheet hours pop-up on user account
On the employee's details form, if "Minimum Timesheet Hours Per Week or Day" is set to Division Default, and "Min Timesheet Hours" left empty, no validation error is shown when saving the user details.
Related To: Timesheets
Related Tickets: #20201203.48

#20201218.9 - Bug - Missing Email Settings Validation for EWS OAuth
The Azure Configuration when setting up an incoming mailbox using EWS OAuth is now validated.
Related To: Errors,Email


#20201214.38 - Bug - Header information is not being read from injected headers
Fixed issue in mail rejectors when using email header patterns
Related To: Email
Related Tickets: #20201103.22

#20201203.20 - Bug - Ninja RMM integration issue and requests
The ticket related to a Ninja alert now has a title with the format: {Device Name} - {Alert Title}
Related To: Ninja RMM
Related Tickets: #20201201.35

Harmony v4.22.3
#20201012.20 - Feature - Add Exchange Rate via API
It is now possible to add or update exchange rates via the API
Related To: API
Related Tickets: #20201008.82

#20201207.14 - Enhancement - Modify Create Ticket API to Receive Activity
The CreateTicket endpoint in Harmony's API can be called with an ActivityID to create a ticket for a certain activity in a project.
Related To: API,Ticketing


#20201008.90 - Enhancement - Create KB Article from API
Harmony KB articles can now be created/updated/viewed via the API
Related To: API,Knowledge Base
Related Tickets: #20200603.17

#20201117.29 - Enhancement - Defaulting portfolio cost budget by global setting
A new global setting for Portfolio Projects, Default cost budgets on Portfolio Projects to Multi Component mode, has been added to the Defaults page in Setup > Controls > Defaults.
Related To: Projects


#20170226.1 - Enhancement - Ability to batch create tickets for a range of customers
Batch of tickets, for a range of customers, can be created within the Customers grid (Resources > Customers).
Related To: Ticketing


#20200730.24 - Enhancement - SLA: New target each time status is hit
More than one SLA target can now be triggered when a specific status is hit in the work flow.
Related To: SLA
Related Tickets: #20200729.8

#20201023.23 - Enhancement - Add Between and Not Between filter operation for time columns
Between and Not Between filters have been added for time columns when searching in lists. The entered time should follow a HH:MM format, e.g. 09:30.
Related To: Reports


#20201022.21 - Enhancement - Outlook Addin SSO, Security Feature request
You can now register an application in Azure with a single tenant supported account type to be used for the Outlook Add-In SSO.
Related To: Outlook Integration


#20201207.7 - Enhancement - Add Custom Fields to Project Activity
Custom fields have been enabled for the project's activity. These fields can also be edited after adding an activity to the project's plan.
Related To: Custom Fields,Projects


#20201215.29 - Bug - Quotes > Tickets Grid
Duplicate rows in the Quotes > Tickets grid have been removed
Related To: Quotes


Harmony v4.21.36
#20201201.25 - Feature (Sponsored) - Assets - Separate permission to control Identifier update
Separate permission to control asset identifier update
Related To: Assets
Related Tickets: #20201009.41

#20201130.23 - Feature - Ability to choose whether to use Annual or Term value of recurring commitments on margin table on quote
The new setting Use Full Term Value Rather Than Annual Value On Margin Breakdown on Quote Designer, located in Setup > Control > Controls, is used to control whether the margin breakdown on the quote is driven by annual or term value
Related To: Quotes


#20201208.16 - Bug - Credit card drop-down not populating when adding charge to ticket
Fix to populate drop down with credit card as it was not populating previously
Related To: Ticketing
Related Tickets: #20201130.16

#20201203.19 - Bug - Time backing sheet grid
An issue that resulted in the Time Backing Sheet being slow to load has been resolved
Related To: Invoicing,Timesheets
Related Tickets: #20201203.11

#20201207.8 - Bug - Error opening tickets without a category
Set the default category, in ticket types has mandatory field and do not allow to create ticket via the API without category.
Related To: Errors,Ticketing
Related Tickets: #20201210.42

#20201007.15 - Bug - Activity Template can not be added to Projects
An issue was stopping the user from adding an activity template when the target project has no activity has been resolved
Related To: Projects,UI
Related Tickets: #20201007.2

#20201128.5 - Bug - Rejected Email temp file clean up
An issue with the process of the email service configuration has been resolved.
Related To: Email


#20201118.18 - Bug - Project hours booked calculation
An issue was preventing the system from showing the correct amount of booked time in the Gantt
Related To: Projects
Related Tickets: #20200911.16

#20201202.29 - Bug - cannot edit project plan ticket without saving
Within the Project Plan Gantt View the user can now decide if they want to commit the draft tasks or not during when saving
Related To: Projects


#20201126.49 - Bug - Customer Portal Finance information visibility
Access to the Finance information role for external users has been removed.
Related To: Customer Portal


#20201116.14 - Bug - Daily Plan causes task dates to change
On Gantt the subtasks will be ordered by start date automatically
Related To: Projects
Related Tickets: #20201028.55

#20201019.25 - Bug - Slow performance loading dashboard
Improvements have been to system performance when used by a user without SU rights
Related To: Dashboard,Ticketing,UI
Related Tickets: #20201019.16

#20201130.15 - Bug - Project Add Ticket to Existing Activity ticket order
When adding an Activity Template to a Project that has existing tasks the new tasks are added to the end of the list.
Related To: Projects


#20201204.10 - Bug - Grids not moving columns into requested order
An issue that was preventing the system from reordering columns on grids has been resolved
Related To: UI
Related Tickets: #20201210.64,#20201203.39

Harmony v4.22.2
#20201118.13 - Enhancement - Info message on the t&m time booking rules for global contracts
Help text has been added to the clock definition when setting up time booking rules for contracts and global contracts.
Related To: Timesheets,UI
Related Tickets: #20201118.8

#20201118.16 - Enhancement - Default delivery manager to current user in processing order form
When processing an order the Delivery Manager field defaults to the current user
Related To: Orders


#20201117.8 - Enhancement - Add Norwegian language support
Add support to Norwegian language
Related To: UI


#20201007.4 - Enhancement - Ability to add custom fields to Posted Invoices section grid under Invoices tab of Project Object
The posted invoice grid in a project's invoices tab is now customisable, meaning that columns can be added and removed from the grid. In addition, custom fields are included in the grid.
Related To: Invoicing
Related Tickets: #20200828.41

#20201117.31 - Enhancement - Remove recently visited pages from user profile record
Any recent items in the profile record that were saved before upgrading to V4.22 have been removed due to URL changes in 4.22
Related To: UI


#20201019.17 - Enhancement - Select Primary Contact on ticket creation with multiple contacts
The ability to select a Primary contact has been added to the ticket creation page.
Related To: Ticketing


#20201126.55 - Bug - Create Opportunity and Create Lead buttons are disabled when viewing a Customer page
When viewing a customer page the "Create Lead" and "Create Opportunity" buttons are now always enabled.
Related To: Other


#20201002.12 - Bug - ProcessTicketEmailCommand operation failed to run
An issue with ticket email processing has been resolved.
Related To: Errors
Related Tickets: #20200928.24

#20201001.14 - Bug - When creating Time Based Earning Methods from T&M purchases use the order line description if not pooling time
When creating a project from an order that has the same multiple T&M products, the line's description now shows up in the project's Billing Methods tab. In the rate's description column and also in rule's name, description, and rate columns the value consists of product name and order line description.
Related To: Projects


 

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