Vorex (v5.1.0) - May 2021

This release includes new features, improvements, and fixes.

What's New! 

New Service Desk: Here is the list of new features implemented in the New View for this release. 

  • Copy ticket number
    • A copy to clipboard action is available in the ticket tab so the ticket number can easily be copied.
  • Affected Hardware
    • The Affected Hardware sub-tab now includes information about assets synced from VSA. This information is taken from the details page so that technicians do not have to navigate away from the ticket.
    • The Affected Hardware sub-tab now includes Live Connect.
  • Software Asset
    • The software asset field is now inline editable.

Quotes

  • Summary Toolbar
    • Quotes now have a summary toolbar to help users understand their potential financial impact.

Release Notes

Finance

The currency format Swiss Francs (CHF) has been updated.

Reports

Tickets Per Asset is a report that helps you understand the volume of tickets compared to the number of supported assets. This metric helps you to project ticket volume when taking on new clients, price your services appropriately, and scale your team if necessary.

Reports

Tickets Per User is a report that helps you understand the volume of tickets compared to the number of supported users. This metric helps you to project ticket volume when taking on new clients, price your services appropriately, and scale your team if necessary.

IT Complete

PSA supports multiple themes at the user profile level. Default and Classic are available to choose from under My Profile > Preferences > Theme.

Quotes

The line items table in quotes has been refactored to accommodate forthcoming enhancements.

Quotes

The location field has been added to the quote creation form.

Quotes

Users can now discount service items in quotations.

Admin

Under Admin > Import > Import Data, the ConnectWise option has been removed.


Multi-tenant

Fixed: Merge and absorb functions were not working in the parent tenant. 

Service Desk

Fixed: When appending a note to a ticket, the email parser did not pick up an active contact if there was a duplicate inactive contact present in the system. 

Xero Integration

Fixed: Exporting invoices with a credit entry was changed to a debit entry in Xero.

New Service Desk

Fixed: Custom fields were not included in ad hoc reports. 

New Service Desk

Fixed: When adding a time entry on a ticket the Time Entered By field was not always honored.

New Service Desk

Fixed: Once a timesheet was approved a user could no longer add time entries for the approved period.

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Contact us