Check out the latest updates in Rev.io PSA!
New Features
- The new Reports Dashboard allows you to view various dashboards and graphs for data in your instance. To start exploring the Dashboard, access Reports > Dashboard and select one of the two options on the My Dashboards tab. You can also create your own data sets for reports and custom dashboards. [ADO-30342]
- The new Time Entry tab is now available in the System Tables category on the System Settings screen. This tab allows you to configure the options that populate the Time Log Reason dropdown on time logs. [ADO-28631, 38661]
- The new Tickets tab is now available in the System Tables category on the System Settings screen. This tab allows you to enter, edit, and delete the options that populate the Status dropdown on tickets. [ADO-29226, 31942]
- The Company category on the System Settings screen now features the new Company Business Hours section where you can configure your company's time zone, business hours, and work days. [ADO-31442]
Updates
- You can now right-click to open any submenu option on the main sidebar menu in a new window. Thanks to Eric Lamp and Heather Polinski for their feedback! [ADO-38593]
- The main sidebar menu features several other updates to enhance user experience, including highlighting which module you're currently using, displaying a border when you hover over a module option, and hiding modules that you don't have permissions to access. [ADO-38366, 39413]
- The Status chip on the Customer List view now displays as blue for customers with a Pending or Prospect Status. Previously, these statuses displayed as green, along with the Open Status, which caused some confusion. [ADO-35792]
- The Role Permissions section on the Add/Edit Role screens now features a new Ticketing tab that contains permissions to open, close, and send a ticket to Billing. [ADO-33713]
Bug Fixes
- When you change a user's Status, the User Management list view now updates automatically to display the correct Status without requiring you to manually refresh the screen. [ADO-38393]
- On the Timesheets screen, the Edit Time Log link is disabled in the weekly grid if the ticket has a Closed Status or if the ticket has been sent to Billing. Tickets with these conditions cannot be modified. [ADO-34732]
- You can once again mark tasks as complete/incomplete using the ellipsis menu on the customer Calendar Items tab. [ADO-39460]
- The Workflows screen header no longer overlaps the main sidebar menu, preventing you from accessing other areas of the system. [ADO-39722]
- The search icon no longer displays upside down in the Product dropdown on the ticket Parts & Labor tab. [ADO-40085]