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.