ConnectWise Mobile

This release contains the following new features and fixes including:

1. New enhancements added to the app:
Global search to include History of previously searched tickets
Global search to include Opportunities
Opportunity sorting options in list view
Opportunity List view search bar added
Ticket List view search bar added
Ability to attach URL in ticket attachments
Ticket Filter now allowing for multiple types
Misc Schedule Entry and Activities now have a FAB to allow adding Time/Expense entries and Resources where applicable
Viewing ticket to update customer updated flag
Ticket filters allowing default customizations
Added permission errors where needed
Allow for deleting contacts
2. Bug fixes include:
SSO login over non SSO member already logged in caused app to crash
Opportunity filter to view open was showing closed
Company ID was getting overwritten when creating new Company
Missing Ticket Owners when updating tickets in Mobile app
Incorrect Permission error when adding Products to Tickets or when accessing Agenda
Search Contacts not giving search results

This release contains the following new features and fixes including:

New enhancements added to the app:
Barcode Scanner for Serialized Pick and Ship
Service Ticket Agreement Selection
Customizable Side Bar Menu
Site Default Mileage to apply to expense
Time / Expense Ability to Change Billing Option
Products Internal Notes visible in Ticket
Disable Editing to Invoiced Product
Bug fixes include:
Dark Mode Global Search Issue
Agreement Added to Product
Expense Entry Character Limit
Numbers Custom Field Character Limit
Editing Misc Schedule
URL Attachement in Tickets

MFA Login with accepting Token bug fix

This release contains the following new features and fixes including:

New enhancements added to the app:
Add Products to Opportunity
Update Ticket Summary
Customize Sort on ticket boards
Project Ticket Filter by Company
View tickets via configuration
Activity to use defaults
Activity to show Company Name on Calendar
Jailbroken Device not supported
Bug fixes include:
TimeSheet info ribbon to show submitted
Expense entry on tickets not applying Agreement
SSO login errors
Attaching Video crashes app

This release contains the following new features and fixes including:

- New enhancements added to the app:
- Updated App icon Logo and color scheme
- Add option to search Closed Tickets in Global Ticket Search
- Add ticket owner to Service/Project ticket
- Access Submitted Time Sheets/Expense Reports
- Show Product Price
- Change Site on a New Ticket
- Add team tab to Companies
- Add extension numbers to contact phone
- Ability to add and edit contacts
Bug fixes include:
- Calendar deletes items when adding new to following day
- Calendar shows duplicate scheduled items at first
- Schedule items do not show on Calendar after 6:30PM ET, but show on Agenda
- Barcode Scanning products adds extra digit to code
- Touch ID not accepting of SSO member password
- Calendar missing entries for New Zealand members
- Limited permission adding resource to ticket

This release containing the following new features and fixes:
New enhancements added to the app:
Delete products from tickets
Ticket Status set to not show are now hidden on service board when set to a filter
Bug fixes include:
Product Billable flag was incorrectly set when added to tickets
Custom fields set to Number type did not hold more than 3 values
Time Entry company selection
Company Notes character limit increased
Keyboard was covering notes when typing
Agenda issues
Time Entries CC field
Attachments to tickets
Warehouse and BINs selection

Bug Fixes to ensure user is able to update tickets with no issue

- Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed

Crash fix

Bug Fixes

Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket

Bug fixed for the MFA

1) My Activities list view - a filterable list view to view activities for your member.
2) Recently searched suggestions - available on Company, Contact, and Configuration searches.
3) View Closed Tickets for a Company. Available on the Ticket - Details tab and Company - Details tab.
4) Drill into a Company from a Ticket.
5) Sign-Off form - Signature is now stitched to the sign off form.
6) 'Now' button to set current time or date on time and date fields.

This release contains the following new features:

1. Delete Time and Expense entries.
2. View Total Hours on a Time Sheet.
3. Create Service Ticket from a Config.
4. Add/View Company Notes.
5. View Sites & Addresses on Company.
6. Product Description displays on Product Search (Products show Product ID and Product Description).
7. Priority can be updated on Tickets.
8. Default Home Page can now be set in Settings (standard default is Agenda).
9. Viewing another Members Agenda or Calendar will now default that viewed Member when creating Misc. Schedules/Activities/Tickets.

This release contains the following new features:

1. Delete Time and Expense entries.
2. View Total Hours on a Time Sheet.
3. Create Service Ticket from a Config.
4. Add/View Company Notes.
5. View Sites & Addresses on Company.
6. Product Description displays on Product Search (Products show Product ID and Product Description).
7. Priority can be updated on Tickets.
8. Default Home Page can now be set in Settings (standard default is Agenda).
9. Viewing another Members Agenda or Calendar will now default that viewed Member when creating Misc. Schedules/Activities/Tickets.

1) Change Board on Service Tickets.
2) Custom Fields are now available for the following:
a) Tickets: Company, Ticket, and Additional Details pods are now available and editable.
b) Time Entries: Overview and Details pods.
c) Expense Entries: Overview and Expense Entry pods.
3) Pick and Ship: Products can now be picked and shipped on Tickets.

Markdown - This release has Markdown available for Time Entries and Ticket Notes.

This release contains the following new features:

1) Service Board Filtering: filter Service Tickets by Service Board, Status, Priority, Company, Company site, Company Contact, Type, Subtype, and Item. This can be accessed by going to the 'Service Board' option in the Left Navigation Drawer and selecting the filter icon in the upper right hand corner of the Service Board screen.
2) Product Search - Product Description can be used to search for a Product to add to a Ticket.

Maintenance release with SSO fixes.

Attachments can be added and viewed on Companies, Configurations, and Opportunities.

Maintenance release containing the following:

1) Issues with SSO.
2) Isolated crashes for users.

The following new features are available in this version:

1) Activities - Create Activities, edit Activities, and schedule resources on Activities via the blue Floating Action button on Agenda and Calendar.
2) Configuration updates-
a) Configurations under Company - Details tab as well as Ticket - Configurations tab now sort Alphabetically.
b) Create/Edit Configuration - Configurations are now able to be created via the blue Floating Action button on Configuration Search. Existing Configurations can now edited.
3) Expense Tax Types - Add Tax Types to Expenses using the Floating Action Button.
*Note, Tax Types are set per Location in Billing Setup Table. Tax Types will not append to an Expense that is to a location not set up for Tax Types.
4) Company Contact List - The list of active contacts for a Company can now be viewed in the 'Details' tab of a Company.

The following are the new features in this release:

1) Opportunities - View, create, and edit Opportunities.
2) Work Role on Time Entry - Work role field now available on Time Entry.
3) Charge To - Time and Expense entries can be added to an Activity/Company/Ticket from the Time Sheet or Expense Report. Items in Charge-to will populate from what is on the Agenda/Calendar.

The following features have been added to this version:

1) Easier Search - Company, Configuration, and Contacts have been broken out into Left Navigation Drawer items.
*Note: Ticket Search is accessible in 'Search' at the top of Left Navigation Drawer, and Company, Contact, and Configuration can still be accessed in 'Search' as well.

**Note: on smaller sized phones this might 'hide' features like stopwatch. The Left Navigation Drawer has been made scrollable so that they are still accessible.
2) View/Change Site on Ticket - the Site name and address can be seen on Tickets and a new site selected.
3) View Other Members Agenda/Calendar - Can select a different member on Calendar/Agenda to see other members schedules.

Maintenance Release for reported issues.

In this release we have added the following new features:
1) Added the ability to create Service Tickets via a Floating Action Button on the Service Board screen.
2) Added the ability to update the Type/Subtype/Item fields of a Service, Project, or Project Issue Ticket.

The following issues have been fixed in this release:
1) Back button on iOS 13 goes back too far.
2) Incorrect Location/Department defaulting on Expenses for Activities.
3) In/Out board shows User that was marked out and then inactivated.

1) Ability to add Misc Schedule Entries to Agenda and Calendar via the floating action button.
2) Ability to add Notes to Tickets without a Time Entry. Located on the Ticket Notes tab (page with + icon).
3) The Ability to mark yourself in/out of office via the Mobile app, and see other member in/out status.
-Select Profile Picture to go to My Profile to set your in/out status.
-Other member's status can be seen in in/out section in the left navigation drawer.

Maintenance release for issue fixes.

You asked and we listened! This release contains the following requested features:

1) Barcode Scanner: Available on Global Search (when Configuration selected), adding a Product to a Ticket, and when adding a Configuration to a Ticket.
a) For Configurations, the barcode scanner checks the Name, Model, Tag, and Serial number fields.
b) For Products, the barcode scanner checks the name, Mfg part #, and Vendor SKU.
2) Download Attachments: the ability to download attachments from the Attachments tab of a Ticket.
3) Change Company on Ticket: Company can be changed on Service tickets*.
*Note, you cannot change Company on Project tickets, Tickets that have written off Time or Expense Entries, Tickets that have been invoiced, Tickets tied to a Sales Order, or Tickets tied to an Opportunity.
4) Add Tasks: Tasks can now be added to a Ticket.

In this release we have the following new features:
-Adding ability to see and schedule other resources on Tickets.
-'Schedules' tab on Tickets has been renamed to 'Resources' tab.
-Time Sheet UI has been updated.
-Expense Report UI has been updated.
-Time and Expense list views have been added under the Details tab of Activities.

Fixes for reported issues.

Various bug fixes

New Features introduced:

Stopwatch:
- Stopwatch can be started on a Ticket and turned into a Time Entry.
- Stop watch is now available for Service, Project and Project Issue Tickets
- Stopwatches will stop at midnight to prevent multi-day stopwatch entries.
- A new Stopwatch List View has been added to view all active (and stopped) Stopwatches
- Stopwatches are preserved on Logout and stored locally on phone.

Enhanced Service Board Filtering:
- Filter by Tickets assigned to your Member (only if there is an open schedule records)
- Filter by individual Service Board Statuses (only open statuses)

Search:
- Ability to search on Tickets, Companies, Contacts, and Configurations.
* Tickets: can search by Ticket # (must be an exact match) and Summary Line. This will only search open tickets.
* Company: can search by Company name/identifier.
* Contact: can search by First Name, Last Name, or Company. Only Active contacts will show.
* Configurations: can search by Configuration Name, Company Name, Model #, Serial #, or Tag #. Only Active Configurations will show.

Enhanced Company and Contact Full Views:
- Company now has Overview and Details tabs:
* Overview tab includes: Company Phone Number, Company Address, as well as Main Contact information. Interactive buttons have been added as well.
* Details tab contains list views for Open Tickets and Configurations for the Company.
- Contact now has Communications and Details tabs:
* Communications tab has the Contacts Email address and Phone Numbers's (fax not included).
* Details tab contains list views for Open Tickets and Configurations for the Company that the Contact belongs to. Note, these List Views have the generic blank state if Contact is not associated to a Company.

Bugs Fixed:
- Time Entries with no start/end times moving to previous day on time sheet.

Fixed crashing issue with last release

Enhancements
* Easily locate specific Project Tickets using the new Project Ticket Search feature
* When searching and only one result is returned, the record will no longer be automatically opened

Major Bugs Fixed

* Various bug fixes and performance improvements
* When adding a product with a set price in the product catalog, it will no longer default to $0 and pull in the price defined in the setup.
* Can now view notes on closed time entries

Enhancements

* Easily locate specific Project Tickets using the new Project Ticket Search feature
* When searching and only one result is returned, the record will no longer be automatically opened

Major Bugs Fixed

* Various bug fixes and performance improvements
* When adding a product with a set price in the product catalog, it will no longer default to $0 and pull in the price defined in the setup.
* Can now view notes on closed time entries

Enhancements: - Update to how projects display on Agenda - Search screen will no longer automatically open the record when 1 result shows - Added Videos to Gallery Picker - Can now drill into notes on closed time entries Major bugs Fixed: - Multiple crashes - 3DTouch order.