Check out the latest updates in Rev.io!

New Features

• You can now build out packages on the new Packages screen, accessible from the Inventory module in the sidebar menu. You cannot add these packages to quotes yet, but you can select from your configured packages when adding recurring services directly on the customer account. At this time, you can select only one Provider per package, and you can only add one package per service on the customer.
• The Support Inboxes tab in the Email category on the System Settings screen now allows you to route incoming tickets to specific inboxes for specific user groups. For example, sales@company.com can route to a different team than support@company.com. [ADO-60112]
• The new Contacts section is available in the sidebar menu in the Customer Portal, allowing your customers to add, edit, and deactivate contacts for their company so that you have the most updated information.
• The new Serial Number Lookup screen, accessed from the Inventory module on the sidebar menu, allows you to quickly search for specific serial numbers in your inventory by entering at least 2 characters. Clicking a line item on this screen allows you to view details for the serial number, including current state, movement history, and whether the serial number has been converted to a customer asset or sold. [ADO-61042-61047]
• The new Assign Ticket on Email Domain Match option has been added to the Service category in System Settings. When this option is enabled, incoming emails that share a domain with a single customer account but do not match an existing contact will automatically create a ticket for that customer. For example, if John Doe doesn't exist as a contact in your instance, an email from johndoe@company.com now creates a ticket for the customer if only one customer in your instance has the company.com domain. If the domain matches multiple customers, the ticket remains unassigned and can still be manually assigned to a customer from the ticket list. [ADO-58825]

Updates

• When creating or editing ticket macros, the Work Requested field is now limited to 256 KB to align with the existing size limit that exists on tickets themselves. [ADO-58576]
• The Inventory Management screen now features the Serial Numbers tab in addition to the existing Matrix and Reservations tabs. This tab provides a list view of all serialized inventory records and support standard list capabilities, including column arrangement, sorting, filtering, and search. [ADO-60868]
• The On Order quantity in the Totals column on the Inventory Management screen is now clickable. Selecting the value opens a modal that lists all active purchase orders containing that product, allowing users to quickly see where the on-order quantity is coming from without leaving the matrix. [ADO-59776]
• You can now drag and drop projects, phases, tasks, and tickets to adjust the timing of specific items using the Gantt view on the Work tab of the project details screen. You can also hover over items for more details and double click to edit details for the item. [ADO-60223]
• You can now add multiple customer contacts to a project using the new Associated Contacts section on the project stage side panel. [ADO-59963]
• The new Projects tab in the Servicing section on the customer profile screen allows you to view and access all projects associated with that customer regardless of Status. [ADO-60263]
• When creating and editing customers, you can now enter a custom Account Number for the customer so you can use a familiar or internal identification system in addition to the system-generated Customer ID. [ADO-57784]

Bug Fixes

• The ticket list now saves your changes for filtering and hiding/rearranging columns after refreshing the screen. [ADO-60568]
• When adding a charge or credit from the customer record and selecting a product, the Cost and Rate fields now automatically populate with the values defined in the product catalog. [ADO-60271]
• The Documents tab on the customer profile screen now displays a clear error message when attempting to upload files with special characters in the file name, helping users understand why the upload failed. Thanks to Obera Connect for their feedback! [ADO-60873]
• Custom fields that were previously deleted no longer prevent you from creating a new field with the same configuration. The system now allows the field to be recreated without displaying a generic error. [ADO-59260]
• Text entered into a text custom field is no longer retained when you click Cancel. Any unsaved changes are now properly discarded, ensuring the field only displays values that have actually been saved. [ADO-60869]

Mobile Updates

Due to App Store and Google Play approval processes, these updates may take time to appear in the app.

• The Items Serviced section is now available on tickets in Rev.io Mobile, allowing you to add customer assets directly to the ticket so all related work and asset details can be documented in one place. [ADO-57372]
• The new Customer Summary screen in Rev.io Mobile allows you to view custom fields for your customers based on your existing custom fields configurations. [ADO-59689]
• The Assets, Calendar Items, and Tickets sections are now available on the Customer Details screen in Rev.io Mobile, allowing you to view assets, events/tasks, and tickets for the customer. [ADO-60173, 60174, 60175]