Check out the latest updates in Rev.io PSA!
New Features
- The Workflows screen is now available in the Admin module, allowing you to configure notifications that trigger based on certain events in the system. Functionality for workflows will be expanded in future releases.
Updates
- Several screens have been optimized for use on mobile devices. Simply log into Rev.io PSA from a browser on a mobile device to see how our platform adjusts to the smaller screen size. [ADO-33324, 33325, 33326, 33328, 33329, 33330, 33903]
- You can now enter and save information in the Company Information section in the Company category on the System Settings screen. This section includes your company name, address information, website, and phone number. [ADO-30715]
- The Tasks tab on tickets now defaults to sorting in descending order by Start Date and Start Time, allowing you to easily access the most recent tasks without having to sort the list manually. [ADO-30480]
- The Ticket List view no longer allows you to select Edit from the menu options on tickets with a Closed status. This update prevents you from accidentally making changes to a ticket that has already been closed. [ADO-30370]
- The Tickets tab on the Customer Profile screen no longer allows you to select Edit from the menu options on tickets with a Closed status. This update prevents you from accidentally making changes to a ticket that has already been closed. [ADO-30371]
- When creating customers, the Type field now defaults to Customer and the Status field defaults to Open for both business and residential customers. These changes help reduce manual entry and prevent errors. [ADO33608, ADO-33609]
Bug Fixes
- You can once again select the Task Complete checkbox on a task accessed from a ticket without generating an error. [ADO-32687]