V11.0.2.0 Release Notes - January 23rd 2019

V11.0.2.0 Release Notes

Released January 23rd  2019

  • Add Note field into the Employee Schedule Report Style 2
  • Add Job Name to Job Number column in Control center/Work Flow
  • Add Referral Company/Contact to Job creation screen
  • Improved performance on the loading of the schedule screen
  • Contact Method Types Create/Edit page, allow user to edit
  • Actual Cost No Rates Report now have Invoice Details band
  • Fix on the “Delete Own” right
  • View events by day on Schedule screen to have all day view
  • Fix on timecard approval screen that was not compatible with IE 11
  • Fix on the JOB Screen, do not hide the Attach button in the Note tab if the user has no E-mail privilege
  • Fix on the Timecard Style 2 report for time conversion on dates
  • Fix on the WO view tab, it was showing schedules for different days
  • Fix on Job Policy Holder to not create more than one additional address from job customer
  • Fix on Attachments renamed at PSA Web should now rename on PSA Desktop
  • Fix on Custom Forms fill from TaxID to fix not puling from correct place
  • Fix on Work Order Estimate report to display PM Phone Number
  • Fixes to the Control Centre Schedule Tab – filter options not working
  • Fix on the exporting of certain date field from Xact, time not displaying correctly
  • Sync Custom Field Date Fields as Date Type to PSA Web
  • Photo report download link added for pictures

PSA Mobile Release V4.0.3 - IMPORTANT MESSAGE -

*****IMPORTANT UPDATE*****
Please read below

It has come to our attention that there are a number of mobile users that are experiencing issues and in some cases lost data in the mobile app post the Version 4.0.3.  Prior to the update of 4.0.3, we recommended that users turn off automatic updates prior to the new release. 

If your device has been updated 4.0.3 before syncing all existing data back into the web you may need to contact support for further assistance, If the below instructions do not solve your issue.

STEP ONE - Verify your version
To check your app version from the main menu screen select the link in the bottom right corner "About PSA Mobile" it will list the version number at the top of that screen. 

STEP TWO - Check you sync status 
If you have not updated to 4.0.3 please follow the Instructions below, if your version has automatically updated your sync screen will show the app trying to sync, but the re-try sync buttons will be greyed out. Contact our support center for further instruction.

Email: support@canamsys.com 
Phone: 866-992-2626 X2

STEP THREE - Clear Cashed Data, Delete & Re-Install the App  
Once the information has sync'd please clear data, delete PSA mobile app and re-install the latest version. Any data that is unable to sync from the PSA mobile app to the web when the update occurs will be lost and will need to be manually re-entered.

INSTRUCTIONS TO MANUALLY UPDATE PSA MOBILE VERSION 4.0.3 
This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app. We recommend that users turn off their Auto-update features on their devices and Manually perform the update. 

 1. Users need to ensure that they have completed a sync Prior to installing PSA Smart Tech Mobile App version 4.0.3.  Information not synced may not transfer to the new version of the app.

2. If you have any issues, please report to support@canamsys.com BEFORE doing the update. Data Loss, including time cards could be affected.

3a. If you are on Android, a clean install may need to be performed, by clearing data from settings prior to uninstalling and re-installing from the Play Store. 

3b. On iOS devices, simply uninstalling and re-installing should be sufficient.

 To install the latest version of the PSA Smart Tech Mobile App go to either

Google Play Store or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

 

PSA Mobile 4.0.3 - Update Release -

Canam Systems is happy to announce the latest version of our Smart Tech Mobile App. Version 4.0.3 will soon be released to App stores for your users to download.

Expected Official Release Date is December 20th 2018 but is determined by Apple and the Google Play store, pending their approvals.

The fixes we have included in this release are :

  • Add jobs Icon not appearing on some devices.

This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app.

IMPORTANT NOTE: We recommend that users turn off their Auto-update features on their devices and Manually perform the update.  Users need to ensure that they have completed a sync Prior to installing Smart Tech Mobile App version 4.0.3.  Information not synced may not transfer to the new version of the app.

If you have any issues, please report to support@canamsys.com BEFORE doing the update. Data Loss, including time cards could be affected.

To install the latest version of the PSA Smart Tech Mobile App go to either Google Play or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

Release Notes - PSAWEB V11.0.1.0 -

PSA Web

V11.0.1.0 Release Notes

Release Date: December 18th  2018

  • Remove password reset after 90 days
  • Add zip/postal code as option to the Job Listing
  • Added more than 40 colors for the Color Picker on Edit Teams and Schedule Status’
  • Ability to “hide” tabs within jobs i.e. moisture mapper, has been added to Security Roles
  • Added area to input American Profit Recovery credentials
  • Added TAX ID to corporation
  • Add invoiced date to the Job Management Report
  • Add warning when removing all partially approved time cards – Timecard Approval Setup
  • Sync custom field dates as date type to PSA Web
  • tab moves between fields and does not stay in the in “note” box
  • Fix on Schedule performance when “Team” is selected in the Organized By section
  • Fixed issue with schedule screen when using IE 11
  • Fixed issue with Timecard Approval screen and the display of date/time to show actual database time zone instead of UTC
  • Fix on the Advanced Schedule screen that was giving a server error
  • Fix on Company Settings page that resets API Key for PSA Desktop
  • Fix on the Company Schedule report
  • Fix on the Employee Schedule report
  • Fix on the Employee Schedule report Style 2
  • Fix on the Job Schedule report
  • Fix on the Job Management Inactive report

Mobile 4.0.2 - Update release -

 

Canam Systems is happy to announce the latest version of our Smart Tech Mobile App. Version 4.0.2 will soon be released to App stores for your users to download.

Expected Official Release Date is November 29th 2018 but is determined by Apple and the Google Play store, pending their approvals.

The fixes we have included in this release are :

  • Image compression selection feature on the interface.

This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app.

IMPORTANT NOTE: We recommend that users turn off their Auto-update features on their devices and Manually perform the update.  Users need to ensure that they have completed a sync Prior to installing Smart Tech Mobile App version 4.0.2.  Information not synced may not transfer to the new version of the app.

If you have any issues, please report to support@canamsys.com BEFORE doing the update. Data Loss, including time cards could be affected.

To install the latest version of the PSA Smart Tech Mobile App go to either Google Play or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

PSA Web - Version 11.0.0.0 Release Notes

PSA Web  - V11.0.0.0 Release Notes

Expected Release Date: November 22nd, 2018

Schedule

  • Added new group by employees on “day” view of calendar
  • Added new “employees” view on the calendar
  • Added new Summarized schedule on Monthly Calendar View
  • Added new Restrict schedule to only show business days, start and end time
  • Add new Restrict schedule time visibility based on business start/end time
  • Add a button for deleting selected appointment on the Schedule screen
  • Added Organize by "Status"; "Team"; "Tech" on the Schedule screen
  • Added colors for Team
  • Added colors for Employees
  • When organised by "Status"; "Team"; "Tech", schedule events will display by associated color
  • Added to scheduled event to Show Calendar Status as Border Color
  • Added new capture schedule criteria by user to remember the options selected, for the following criteria
    • WO Only
    • Organise By
    • Schedule Status
    • Work Order Status
  • Added Statuses for events on the Schedule screen
  • Added content of tooltip when mouse hovers the event on the Schedule screen
    • Start & End Times
    • Calendar Status
    • Notes (limited to 200 characters)
  • Added Work Order Details to the Tooltip mouseover for Unscheduled Work Orders
  • Added new screen for selecting business days and business start/end time
  • Added time option on DateTime selector sliders on schedule to (DROPDOWN) increments.
  • Add Sending schedule notifications based on To, Cc and Bcc feature
  • Added new Bcc field on the create/edit schedule screen
  • Added new default appointment time that will automatically calculate from Start time
  • Added new Clock In/Out Screen option to show schedule info

 

 

Timecard Approval (new feature)

  • Added new timecard approval setup screen
  • Added new timecard approval process based on the timecard approval setup

 

Other new/fixes feature

  • Fix on Referral Report By Employee is not running
  • Added new Sales By Employee Report
  • Fix on Paid Jobs By Referrer Report Not Running
  • Fix on Job Duplication of Photos/Files the folders and photos are duplicated to the new job however the photos and files are no longer in their appropriate folder.
  • Fix on Exceptions notes remain in Past Due tab when Completed in the Control Center
  • Fix on Time Card Sign Off Report – rounding
  • Add calendar time picker for the Start and End fields of the "Send WO" popup screen
  • Add Mobile compression picture Size Option
  • American Profit Recovery Integration

PSAWEB Version 11 Help Guides are available on the Canam Systems Customer Portal or by asking your friendly PSA Customer Service member.

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