Check out the latest updates in Rev.io PSA!
Updates
- The Role Permissions section on the Add Role and Edit Role screens now features the System Settings category, allowing you to assign permissions for creating, editing, viewing, and deleting system settings. [ADO-30284]
- When adding time logs and tasks to tickets, a notification message now displays to indicate you have successfully added the time log or task. [ADO-30512, ADO-30523]
- The New Customer screen, which previously featured a three-step flow, has been redesigned to allow you to enter all relevant information on a single page like other areas of the system. [ADO-28392]
- Customer statuses have been updated to match those in Rev.io Billing. Previously, customers in Rev.io PSA could be either Active or Inactive. The customer Status options are now Open, Pending, Prospect, and Closed. [ADO-27785]
Bug Fixes
- Updating a user's name in either Rev.io Billing or Rev.io PSA now carries the name change through to the following areas of the system.
- The Action By field on customer journal notes. [ADO-31138, ADO-30747]
- The rep dropdown on the Calendar screen. [ADO-30767]
- All time logs associated with the user. [ADO-32081]
- The Tech Assigned dropdown on tickets. [ADO-380084, ADO-30085]
- When accessed from the Calendar screen, the Assigned To/Attendees field on new calendar items once again defaults to the rep selected on the Calendar screen as expected. [ADO-32801]
- You can once again click the Edit Time Log link on the Timesheets screen without generating an error. [ADO-32804]
- You can once again click a running timer in the top toolbar to return to the ticket without generating an error. [ADO-32547]
- The New Time Log button is now disabled as expected on the ticket Time Logs tab once the ticket has been sent to Billing. [ADO-19598]
- The Add Item button is now disabled as expected on the ticket Parts & Labor tab once the ticket has been sent to Billing. [ADO-19599]