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.