Check out the latest updates in Rev.io PSA!

New Features

• The Filter button on the Ticket List view now features the new Show Tickets Without Customers filter option, which hides any tickets that have an assigned customer, allowing you to focus on tickets that still need to be assigned. [ADO-30408]
• You can now add multiple providers to products with the Serialized, Non-Serialized, or Labor Product Type. These providers are available for selection on the Purchasing tab of the Product Details screen, allowing you to enter a corresponding SKU/USOC for each provider. [ADO-47963]
• For products with multiple providers, changing the Product Type to Service will force you to reduce the provider list to a single provider before you can save the change in order to prevent invalid data configurations. [ADO-48103]

Updates

• Ticket Tech Assigned is now available as a Triggering Event when creating workflow notifications. Selecting this option allows you to configure notifications that trigger when a ticket's Tech Assigned changes. [ADO-39614]
• When adding or editing items on the Contract Rates tab of a contract, the Start Date and End Date fields are now tied to the contract's start and end dates, and cannot be modified. This functionality will be available again in a future release. [ADO-48259]
• The Contract Rates tab on the Contract Details screen now features the options to search and arrange columns. [ADO-45509]
• The new Billing Configuration section is now available when selecting permissions for user groups or roles. This section features permissions for creating, editing, viewing, and deleting billing config on the System Settings screen. [ADO-46397]
• The new Customer Billing section is now available when selecting permissions for user groups or roles. This section features permissions for creating, editing, viewing, and deleting billing information on the Customer Profile screen. [ADO-46396]
• When creating or editing products or customer assets, the Provider field is no longer required, which allows for more flexiblility when managing these items. Similarly, when creating or editing providers, the Provider Type field is no longer required. [ADO-47961, 48409, 48482]
• The Manufacturer and Manufacturer Part # fields now only display when creating or editing products with the Serialized or Non-serialized Product Type. [ADO-45511]
• The Billing Information tab in the Overview section on the Customer Profile screen now displays the customer's Bill Profile first so that it's easiest to find. [ADO-48659]
• You can now search for technicians on the Dispatch Board by entering their name in the Search field above the timeline grid. You can also sort the tickets in the ticket panel by their Ticket ID. [ADO-36032, 37863]
• The ellipsis menu available at the end of each row on the Quotes tab in the Opportunities section of the Customer Profile screen now features the option to Delete quotes that have not yet been completed. [ADO-43747]

Bug Fixes

• An issue preventing some users from receiving their PSA account credential emails or password reset emails has been corrected. [ADO-48118]
• The Assets List submenu option no longer displays for users who don't have the correct permissions. [ADO-48454]
• Selecting a contract from the Recurring Services tab on the Customer Profile screen no longer displays the Ticket History tab. Instead, the Contract Rates tab defaults as expected when the screen loads. [ADO-48415]