We several updates coming out of our Community-Driven Development Track, as well as a few miscellaneous releases as well.
First up, we finally have two winning submissions from our latest round after we got our estimates back from engineering. The first winner is Andy Parkes, who wanted us to add date criteria to Saved Ticket Views. And for what it’s worth, I absolutely love this idea! We are going to be adding start and end dates to Saved Ticket Views for both Created Date, and Resolved Date. This should give way more flexibility now when filtering tickets for specific use cases.
The next one has been asked for so many times that I don’t feel right giving anyone credit for this one, so we’re going to call this one a community effort :). We’re going to be adding a (long long long overdue) Applied Policy Report. This report will basically allow you to filter by asset policy name, and produce a list of all endpoints that utilize that anywhere within their Effective Policy (as part of Policy Inheritance).
Both of these are now officially on the engineering docket.
Next, we have a slew of small QOL releases that just went live today!
1. Add The Ability To Export Contacts To CSV
Now when you go to the contacts tab of any Customer, you’ll see a new Export button that will dump those contacts to a CSV.
2. Add Invoice Reminders To Email Summary Of The Invoice Detail Page
Now invoice reminders will show their history within the Email Summary section of Invoice records.
3. Allow Customer To Change Payment Profiles In The Customer Portal
Now when customers add a new credit card to the Customer Portal (e.g. replacing an expired card), they can assign the payment profile to be used for any recurring charges.
4. Missing Patches By KB Report - Make KB Numbers Navigate To Respective Microsoft Update Page
These were static labels prior, now updated to hyperlinks.
5. Missing Patches By KB Report - Count of Assets Missing Now Navigate To Filtered List Of Assets
This was previously a static label, and now it will navigate to the Assets page and automatically show a filtered list of affected assets.
6. New Lead Button In Leads Module
We’ve added a “New Leads” button to the leads module for manually adding new leads.
7. Added Assigned Contact Column To Tickets In The Customer Portal
This is a brand new column for displaying the assigned contact for tickets in the Customer Portal.
8. Added Confirmation For Editing/Deleting Customer Credentials
Lots of folks found it too easy to accidentally edit customer credentials with no prompt or warning, so we’ve added one.
9. New Invoice Tags For Year
Not too long ago we added invoice tags for {{last_month}}, {{current_month}}, and {{next_month}}, and now we’ve add the same for year as well: {{last_year}}, {{current_year}}, and {{next_year}}.
