New features / Enhancements
1. Link between Cost entity and SLA Contract Line to allow Maintenance contracts to accumulate costs during the maintenance agreement period.
2. Reported Time Type. New pick-list in QoS-IT Setting to associate the reported time with descriptive text list. At billing stage all reported times of same type are grouped and totalled.
3. When Job allocated to one user is “taken over” by another user, a message shows the user name that owns the job and asks for confirmation to be assigned to the user that takes over the job. Service activity is updated accordingly
4. Redesign Invoice & Case entities to “many to many” relationship. Add “Reverse Invoice” function
5. In-house job can be linked to HW device even if the device is not of the customer
6. Billing preview to allow delete & re-bill of Case. New Case status “ Ready for Sign Off”
7. Timesheet on weekends defaults to type “Weekend”
8. Allotment report that can be generated either within QoS-IT or by the customer on web portal
9. Workflow to send Email report at case close if the contract is Allotment type
10. Onsite and In-house parts look up from CRM Products entity
11. Lookup for Account & Contact for onsite job address
12. Onsite>scheduling displays customer’s preferences read from Account>Administration, Response By, and allow manual scheduling of service Activity and the Service Activity’s duration.
13. Improved Email activity in JCP by upgrading the Email editor control, default the Email subject to case number and case issue and add lookup to Contact to retrieve Email address.
14. Improved Phone activity in JCP with look up to Account and Contact phone’s numbers
15. Improved Email activity by “moving” history Emails to History Tab and reformatting the way Email content in history tab is displayed.
16. When Contract expires – a message and ability to reassign new contract
17. When SLA Contract is assigned to case the expiry date of the contract is displayed. If expiry date is within the next 2 days the test is in red colour.
18. At case close the case cost is calculated
19. Case – when selecting responsible Contact warning if the Contact is not associated with customer’s Account
20. Trial / testing version of QoS-IT dashboard.
To allow access of CRM users without Administrator rights to dashboard, change to full permission access to all users to the directory: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\ISV\ASK\QOSITV2\Dashboard\IMG
21. Improved Pending Job
22. Date in US format
Watch release notes video
Changes CRM Configuration
The following entities’ configuration is imported and will effect (hide) existing attributes:
QoS-IT Entities:
ask_cost
ask_customsettings
ask_helpdesk
ask_hwdevice
ask_qositinvoiceline
ask_remotejob
Microsoft Entities:
Contract (SLA contract)
Email
Incident (Case)
Invoice
Phonecall
Task
Other updates:
CSR Role
SiteMap.xml
ISV.Config
NOTE: to display entities that "disapear" after SiteMap.xml update- follow this link
Email Template
Customer confirmation of onsite visit
Workflows
Allotment report at case close
Bug fix
a. Onsite job, Email to customer to Email of job card URL
b. Hardware device extend Web Interface URL field to 250 characters
c. In-house calculation on minimum and increment times fixed
d. Outsource services in maintenance contract can be deleted
e. Extend onsite job card to Customer which is a Contact (not just Accounts
f. CRM invoice which is Zero will display “0” not null (blank)
g. Fix tax on invoices where there is no tax charged
h. Fasttrack is now assigned to the person on the computer & now
i. Fix message “no service time for allotments that are all customized
j. Takeout spaces in address (printing Invoice)
k. Rename Case Origin from Email / Phone to Manual Entry