PSA WEB V10.0.2.0 RELEASE NOTES

PSA WEB V10.0.2.0 RELEASE NOTES 

(Release Date: February 22nd 2018)

Jobs Management Updates:

· Added - Auto fill company & parent information when contact info is entered

· Added - Rights to create own timecard

· Added - Ability to select Job Roles in log note template

· Added - Do not display contacts linked to inactive companies

· Added - User fields to log note template

· Added - Policy holder field to custom forms

· Fixed - Performance when opening a job with multiple addresses

· Fixed - Keep original date/times when duplicating notes (Duplicate Job)

· Fixed  - Layout of edit screen when policy holders name is too long

· Fixed - Make document search criteria case insensitive · Fixed – Date Filters in control center

· Fixed - Formatting of the line item notes in the work order

· Fixed - Display the correct audit information to reflect the work order selected

· Fixed - Issue when Auto filling date Received option · Fixed - Email replies coming back when reply address is (CC or BCC)

· Fixed – Requires at least one rate to be selected on the employee level (desktop only)

· Fixed - Date range selection for sending WOs · Fixed – Ability to Send WO details to sub-trade from Send WO button  

Job Management Reports Updates:

· Added -  Primary vendor information & hours to Open Work Order Report

· Added - Show latest log notes on Job Note Report - Open Jobs

· Added - Employee grouping and filtering in Referral Reports

· Fixed -  Employee filter on Job Management Report

  QuickBooks Integration: ·

Fixed - Company settings save when overwriting last Import date

· Fixed - Importing expenses from QuickBooks Online 

Scheduled Maintenance - March 2018

As part of our ongoing efforts to improve our services, we will perform server maintenance on March 5th 2018, beginning at 11:00 pm EST for approximately 2 hours each.

We have selected these dates and times to minimize the impact to our global community, as it is historically one of our least active periods.

We apologize for any inconvenience this may cause, but the reliability of our services is our highest priority and this maintenance is a key step on our path to continued stability.

Stephane McLaughlin,  Customer Service Manager.

PSA WEB V10.0.1.0 RELEASE NOTES

PSA WEB V10.0.1.0 RELEASE NOTES 

(Release Date: February 7th 2018)

Job Management Updates:
· Added- Company address appears below when selecting customer on (Create/edit)
· Added - synchronization for Additional sites
· Added - Ability to fill recipients based on job role for log note templates
· Added - Re-activate (XA) assignment if deleted, but user exports it again.
· Added – Create attachment button saves (WO)to a (PDF) in job attachments
· Fixed - Issue with auto filling “Received Date” on job when created (option)
· Fixed – Issue when trying to delete additional sites on the job
· Fixed – Issue with past due notifications sending if job synced before workflow item was completed.
 
Miscellaneous Updates:
· Added - Modifications to customer portal notes screen must see notes & print option
· Added - Modification to Jobs, Companies & Contacts to prevent overwriting another user’s changes.
· Added – Ability to search for job attachments in schedule & log note popup
· Added – Total number of files in schedule & log note popup when selecting attachments
· Fixed - Sync issues when primary type is a built-in type
· Fixed - Label for timecard period to reflect that the day selected is the first day of the period not last.
 
Reports Updates:
·Added - Job Management Report - Grouping by employee
 
Moisture Mapper Integration:
·Added - Ability to “Unlink” a job from MM.
·Fixed - Importing jobs when Loss Description from MM is empty but exists in PSA Web.
 
QuickBooks Integration:
· Fixed - If a job is closed in PSA any changes in QB will not re-open it.

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