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Version 3.11 – Release notes

Nov24

Written by:Version
11/24/2009 1:54 PM 

All Jobs The buttons that display notes from Case or Account now display Case & Account's Email and attachments. Phone numbers in Phone task can be updated to CRM
All Jobs Open HW Device from Job Card. In the HW Device open network monitoring software such as N-able, Kasey, LPI or GFI MAX
All Jobs When job is closed the job's activities history is displayed
Case Case Origin renamed from Email2Case-Fully Resolved to Email2Case-Known Contact
Case Rename button to "Reopen Case / Reverse Invoice" that presents its dual functionality. Enhancement: do not create invoice if total invoice is equal zero
Dashboard Improved dashboard. Can be called from browser>favourite. Integrated reports in dashboard.
Email2Case Trim the field retrieved from Email and converted to case to 100 characters and copy long Email subject field to Issue Description of the Case
Google Map Remove apostrophe from address before queering Google map
Integration HW Device integration with Kaseya, N-able & GFI MAX
Invoice None service invoices (CRM invoices) can be printed including fix to the original Microsoft CRM tax calculation in Invoice entity. Add template option for Invoice-CRM.XSLT. Remove last blank page of in printed invoice
Invoice Display in invoice the price of service item sold as prepaid hours or at reduced price to customer.
Onsite Job Replace HW device from pick list to Lookup. Reprint onsite Job Card after job card is closed for customer's signature on work performed onsite
Response time Added 15 minutes to response time. Improve on how Case critical times are calculated
SLA Contract Validation of Price field in Add Allotments function
SLA Contract Add or Remove Monitored Devices from the total amount charged periodically for maintenance agreement-retainer fee. Update invoice to reflect negative charge (reduction in number of monitored devices)
Case Display SLA Contract Lines in alphabetic order (in Case)
Time sheet Plug-in to create time sheet record immediately after Appointment is reported and completed
Web Portal Enhancements Publish more than one web site each with its own logo, company name and company details, display Sales Literature and Knowledgebase by web site specific subject. les literature according to Each web site has its own customizing file
SLA Contract Print as document

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