Written by:Version7/9/2010 10:02 AM
New FeaturesMerge Case – New toolbar button “Merge Cases” in Case’s list. Select the 2 cases to merge. Case which was entered last or the case which has no jobs associated with it, will be merged with the case that was created first or has jobs associated with the case. Merge can be done for 2 cases for same Account / ContactJob Control Panel (JCP) – Create new service activity when you exit JCP if the job is not completedInvoice - Deactivate invoice when it is paid in full. Display deactivated 9paid) invoices on portalPortal’s date format (US / non US format) is read from CRM settings and displayed accordingly on portalOnsite travel time is reported to timesheetAllow Recurring Maintenance cases to be scheduled for all SLA Contract types.Open more than one JCP at a time while in Outlook, Service Calendar or Remote / helpdesk EntitiesPreserve text formatting entered in JCP when displayed in XSLT file (such as invoice or reports)Enhanced SLA Contract line:
Invoice
When case is resolved, the Billing tab shows details of what was billed Fix “re-assign job” functionalityNew workflow plugin to create invoice from any entityService Preferences in Account are displayed in Onsite JobView Service calendar button when assigning help desk & remote jobsIn Helpdesk Job / Remote activity – the default person that support is provided to is the Responsible Contact that that asks for helpdesk support is associated with the helpdesk jobPrepaid Hours- allow SLA Contract with zero prepaid hours
Modified Entities ask_bpqueueitem - Background Queue ask_customsettings – QoS-IT Settings Product SiteMap.xml UOM UOMschedule Account – Add field Service Preferences which is displayed in OnSite Job ask_delivery – Hide Entity ask_distributor – Hide Entity Contractdetail Incident (Case) – Add Status as Merged Invoice ISV.Config
Updated Workflows
Downlowd updated Q4.6 Workflows Replace the 3 new workflows with prefix Q4.6 with same workflow's names but prefix Q3 Unpublish (delete) workflow: Q3- Invoice & allocate initial allotment
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