January 27, 2020 Release Notes

Table of contents

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    We released new powerful Bitdefender paid Add-Ons. Learn more here.

    We improved the organization of Contacts in search results that appear when using Search All the Things.

    We renamed various reports within the Reports module, as well as alphabetized them. Using the old report names to search will still work properly and return the new report name as a result (in addition to the old report name). Check the table below for the old vs new name.

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    Report Category Old Name New Name
    Customers Customers Credit Balance Credit Balance By Customer
    Customers Customer Detail Customer Detail
    Customers Customer Export To CSV Customer Export
    Customers Customer Export To CSV (freshbooks) Customer Export (freshbooks)
    Customers Customer Map Customer Map
    Customers Customers Open Balances Open Balances By Customer
    Customers Customer Opt Outs Opt Outs By Customer
    Customers Pending Ticket Charges Report Pending Ticket Charges
    Customers Customers Prepay Hours Balance Prepay Hours Balance By Customer
    Customers Customer Purchases Purchases By Customer
    Customers Referral Report Referrals
    Customers Customers Ticket Count Ticket Count By Customer
    Email and SMS Communication Log Communications Summary
    Email and SMS Consumables Usage Report Consumables Usage
    Email and SMS Inbound Email Log Inbound Emails Summary
    Employees Credential Access Report Credential Access
    Employees Performance Report Performance
    Employees Employee Sales And Commission Report Sales And Commission
    Employees Ticket Status By Tech Ticket Status By Technician
    Employees Tech Hours Report Ticket Time By Technician
    Employees Time Clock Report Time Clock
    Inventory Inventory Aging Aging Inventory
    Inventory Inventory Changes Report Inventory Changes
    Inventory Inventory Changes Report (by date) Inventory Changes By Date
    Inventory Inventory Stockout Report Inventory Stockout
    Inventory Inventory Valuation Report Inventory Valuation
    Inventory Product Labels Report Product Labels
    Inventory Shrink Report Shrink
    Invoices Invoice Aging Aging Invoice
    Invoices Invoice Export To CSV Invoice Export
    Invoices Line Item Export Line Item Export
    Invoices Recurring Invoices Recurring Invoices
    Invoices Refund Refund
    Payments Gateway Reconciliation Report Gateway Reconciliation
    Payments Payments Report Payments Summary
    Payments Unsettled Payments Unsettled Payments
    Profit and Loss Charts Charts
    Profit and Loss Sales Summary (P&L) Profit And Loss Summary
    RMM Asset Audit Asset Audit
    RMM Asset Overrides Asset Override Summary
    RMM Executive Summary Executive Summary
    RMM Customer Managed Anti-Virus License Usage Managed Anti-Virus Summary
    RMM Vulnerable Patches Missing Patches By KB
    RMM Vulnerable Systems Missing Patches By Asset
    RMM Customer RMM RMM Summary By Customer
    RMM Installed Applications Software Inventory
    Sales Discounts Report Discounts
    Sales Daily Invoices Report Invoices By Day
    Sales Daily Payments Report Payments By Day
    Sales Product Sales Report Sales By Product
    Sales Sales Detail Report Sales Detail
    Sales Overview Sales Overview
    Sales Customer Sales Summary Report Sales Summary By Customer
    Sales Z Reports Z Reports
    Tax Sales Tax Sales Tax
    Tickets Tickets Created Created
    Tickets Deleted Tickets Deleted Tickets
    Tickets Tickets Pending Charges Pending Ticket Charges
    Tickets Recurring Tickets Recurring Tickets
    Tickets Tickets Resolved Resolved Tickets
    Tickets Tickets Time To Resolve Resultion Time Summary
    Tickets Rework Tickets Reworked Tickets
    Tickets Export To CSV Ticket Export
    Tickets Tickets Time Tracking Ticket Time Entry
    Tickets Tickets Without Charges Tickets Without Charges
    Warranties Warranty List Warranties By Expiration Date

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