V11.0.15.0 Release Notes

PSA Web

V11.0.15.0 Release Notes

July 14^th 2020

• New Feature – In Advanced Schedule, users can now drag and drop schedules to the restricted working hours when the Allow Outside Business Hours box is selected.
• New Feature – Print Advanced Schedule, users now can print their Advance Schedule. By clicking on the Print Button, a full schedule will display all events and a diagram of the Project Timeline Chart.
• Enhancement - Increased performance on loading of Advanced Schedule
• New Feature – In Advanced Schedule, a Send Notification option has been added
• Bug Fix I Advanced Schedule, the hover functionality over scheduled items is now fully visible.
• New Feature – Xactimate Integration, added helpful Xactimate import message instead of Red Error message
• New Feature – Security for Job Relationship, added a security option that when selected will not allow users the ability to modify anything in the relationship tab of the job. This will be the default setting.
• Bug Fix - Advanced Schedule – When an appointment is created the system will not allow you to book beyond your company’s default start and end time.
• Bug Fix - Schedule - When an appointment is created in Proven Job Management it will now block the time in the Outlook calendar of the person being scheduled.
• Bug Fix – Schedule, when a Schedule Event is cancelled or deleted in Proven Job Management it will also be cancelled in Outlook
• Bug Fix – Advanced Schedule, in Resources the first month displayed will now default to the month of the first appointment
• New Feature - Contractor Connection Integration is now available
• Bug Fix - Mobile App, uploads with a space in the filename are now being uploaded correctly
• Bug Fix - No duplicate records will be created if a user double clicks on a save button i.e. Notes, job, Contacts, etc.
• Bug Fix – Jobs Screen, when a user goes to Job Lookup and selects the “ALL” option, if the users exits that screen and then returns, the list will default to the “ALL” option
• Bug Fix - Control Centre - the Workflow show criteria filter issue has been fixed
• Bug Fix – Workflow, exception added from Job->Edit-> Workflow tab is not saved
• Bug Fix – Work Orders, the icon for sending WOs has been changed to an envelope
• Bug Fix - PSA Desktop sync in no longer removing additional company types in Proven Job Management
• Bug Fix –fixed to not allow add a primary type in Proven Job Management that does not correspond to PSA desktop types
• Bug Fix - Advanced Schedule - change “Desc.” to “Subject” for consistency
• Bug Fix – XactAnalysis, notes are now being imported when they are part of the Estimate
• Bug Fix - Workflow - Incorrect query results after updating the workflow job contact field has now been fixed
• Bug Fix – An attachment is now removed from calendar when an attendee is removed from a scheduled item
• Enhancement - API new Log listing performance improvement
• Enhancement - Updated more French Translations
• ACT QO-14416 Modify Data Mining tool for PSA Users to import Company, Contact and Related Relationship from a standardized spreadsheet template
• Bug Fix – Xact Import Estimates, now allows for “&” ampersand symbol
• Enhancement – model and manufacturer fields added to equipment screens (both create and edit)
• Enhancement – ability to restrict employees that get pushed to QBO has been added to the contact screen