Check out the latest updates in Rev.io PSA!

Updates

• The system now verifies that there is not an active timer running on the ticket when you close a ticket. [ADO-36311]
• When selecting the View Full Calendar from the Calendar Quickview section on a ticket, any new calendar item created automatically retains the customer and ticket information without requiring you to manually reselect those items. [ADO-30864]
• Several enhancements have been added to support use of Rev.io PSA by Rev.io Billing Reseller Partners based on their Bill Profile ID. [ADO-35471, 35472, 35426]
• The options in the Triggering Event dropdown for workflow creation have been renamed from "Calendar Event Created/Modified" to "Calendar Item Created/Modified" to reflect that these options include both tasks and events. [ADO-36563]
• When viewing time logs in the Daily View section on the Timesheets screen, the Work Requested is now truncated for time logs less than 15 minutes so that the text doesn't display outside of the designated box. [ADO-34380]
• The first user to log into Rev.io PSA for each instance is automatically granted Global Administrator permissions so they can configure system settings and manage other users as intended. [ADO-34423]

Bug Fixes

• When sending an email from Rev.io PSA, the system now consistently lists the From email address as the sender, rather than the To address. [ADO-36088]
• The "Unable to save record. Please try again." error message now functions as expected when the system is unable to send an email from the ticket Activity tab. Previously, you needed to refresh the screen before the error stopped displaying. [ADO-36565]
• The message icon once again displays consistently at the start of the row on the ticket list for tickets with unread emails from customers. [ADO-36099]
• Successfully saving an activity note to a ticket after failing to send an email no longer incorrectly duplicates the note. [ADO-34870]
• Saved ticket activity notes now consistently display as entered with rich text formatting. [ADO-36077]
• The Send to Billing button on tickets now displays enabled as soon as the ticket is eligible to send to Rev.io Billing. Previously, you needed to refresh the screen before the button was enabled. [ADO-36065]
• The date picker functionality now displays the correct number of days in March so you can select March 30th or 31st as desired. [ADO-36337]
• The Workflows List view now loads on the first attempt as expected and no longer requires you to refresh your screen. [ADO-35831]