Check out the latest updates in Rev.io PSA!

New Features

• The Customer Profile screen has been completely overhauled and now features an updated header where you can add custom tags to the customer account. Similar to the Ticket Details screen, the Customer Profile screen also features its own Stage side panel, which currently allows you to access the most recent invoice for the customer, but will feature more options over time. [ADO-42925, 42926, 42928, 43742]
• The Customer Profile screen also displays additional billing information, invoices, unposted transactions, payment history, and a ledger, which can be accessed from three main tabs: Overview, Servicing, and Billing. You can also access quick actions to add payments, charges, credits, or invoices on the customer account. [ADO-43790, 43791, 43744, 38532, 38534, 38535, 43737, 43681]
• The Dispatch Board is now available in the Scheduling module, which allows you to efficiently schedule technicians for your tickets. From this screen, you can filter tickets, drag and drop tickets to specific technicians, and schedule calendar items to appear on your technicians' calendars. [ADO-36006, 36008, 36030, 37873]
• The Dispatch Board also features real-time, updated information for technician availability so you can easily see when techs have items on their calendars and which techs are available for the work you need to schedule. Thanks to Richard Crook for his feedback! [ADO-37308]

Updates

• The system now prevents you from deleting any entries on the Ticket tab in the System Tables category that are currently being used in your instance. [ADO-42458]
• The Email Settings category on the System Settings screen now allows you to validate the outgoing email addresses entered for ticket replies and workflow notifications. [ADO-40842, 44183]