Syncro April – June 2019 Release Notes

Hey all,

Happy Wednesday!

This post contains a list of everything we’ve shipped over the last few months. Bigger features which have already received their own shout-out are first, followed by some smaller (but mighty useful) updates and bug fixes. Enjoy!

1. Pax8 Integration: We’ve integrated with Pax8! Learn more in our Pax8 integration blog post here.
2. Malwarebytes: We launched a Malwarebytes anti-malware integration!
3. Appointments: We’ve added the ability for you to create “buffers” between Appointments, allowing you to have better control over how much time you’d like to allow in between scheduled Appointments.
   
   

   

   
   
   
4. Appointments: You can now trigger Appointment Reminders to send to your Customers sometime before their Appointment, either by email and/or SMS.
   
   

   

   
   
   
5. Appointments: We created a new “Appointment Type” template tag to be used in your Appointment Reminder emails!
6. Invoices: You can now bill your Customers on a per-Contact basis within Recurring Invoices.
   
   

   

    
7. Invoices: We now have a “Paid” Invoice Email Template to make it clearer to your client when they’re receiving a Paid or Unpaid Invoice Email.
8. Invoices: You can now specify the name of Invoices that will result from a Recurring Invoice Template. Learn more in our blog post here.
9. Recurring Invoices: We’ve added a new Recurring Invoice Line Item type that calculates quantities based on the count of the Customer’s Contacts, or on the count of the Customer’s Contacts that have a particular custom field.
10. Customer Portal: We now have Customer Portal User Permissions, similar to Syncro user account permissions! Create groups with specific settings to give your Customers access to only the information you wish for them to access.
    
    

    

    
    
    
11. Documentation Center (Wiki): You can now upload photos into Wiki Pages.
    
    

    

     
12. Tickets: You can now tell which Ticket Charges (Ticket Line Items) have been applied to which Invoices when looking at the Ticket Line Items modal on a Ticket.
    
    

    

     
13. Assets: You can now clone Asset types, saving you time when setting up new Asset types.
    
    

    

    
    
    
14. Leads: We released a new captcha to help prevent spammy Leads from getting into your account.
15. Syncro Live: The Remote Session Indicator available within Syncro Live can now appear “on” by default in order to notify your client that you’re remoting into their device.
    
    

    

     

Small, but mighty: 

1. Bitdefender: In the case of attempting to install Bitdefender on an Asset which already has another AV installed, we now surface a warning to communicate that Bitdefender can’t be installed, and show steps to resolve the issue.
   
   

   

    
2. Estimates: We’ve added a setting for you to automatically “Decline” an Estimate after a certain amount of days of your choosing. Head to the Admin area of your account (Estimates > Preferences) to check it out.
   
   

   

   
   
   
3. Scripting: You can now charge time via scripts by using the “Create-Syncro-Ticket-TimerEntry” module function.
4. Scripting: We improved the Script results table within the Asset Details Scripting tab by updating the user interface, making it easier to read/use.
5. RMM Alerts: You can now bulk-delete and bulk-resolve RMM Alerts!
6. RMM Alerts: We added a helpful tooltip to the Offline Alert “Re-arm” function to make its use more clear.
7. Recurring Invoices: We’ve added a link to the associated Customer at the top of the Recurring Invoice edit page for easier accessibility.
8. Recurring Invoices: The quantities of Contact and Asset line items are now recalculated every time the Recurring Invoice edit page loads.
9. Invoices: We added an option to run Scheduled Invoices on demand if a Scheduled Invoice was set to run, but missed the 6 am scheduled kickoff.
10. Assets: The antivirus details found within the Asset Overview tab and the Asset Quick View modal now provide more information, specifically around AVs already installed on the Asset along with the Managed AV’s installation status.
11. Assets: We’ve added the Asset name to certain applicable Asset Notification Rules for added context.
12. Automated Remediation: Auto-resolved Alerts will now also close Tickets that were created via Automated Remediation.
13. Windows Patch Management: Windows Patch Policy data now shows up within the Asset Details page overview section if the Asset has at least one Patch Policy applied.
14. Tickets: When converting a Lead into a Ticket, there will be a Private Comment in the Communications section of the Ticket indicating that the Ticket was created from a Lead.
15. Tickets: We added a setting that defaults a Ticket’s Charged Time to “True” instead of “False.” Head to the Admin area of your account (Tickets > Settings) in order to turn this on!
16. Tickets: Now a Ticket’s resolution date can be edited via the Ticket edit page.
17. Tickets: A few months ago, we launched a new way to view all currently running Ticket Timers. We recently released another user-requested update to this feature which allows you to now stop any currently running Ticket Timer from this page! Check it out in your account to learn more.
18. Customers: We added the ability for you to remove icons from Customer Custom Fields if you wish to.
19. Customer Portal: We improved the user interface (style and formatting) of Payments and Payment Profile details.
20. Documentation Center (Wiki): We updated the user interface within both the Customer Details and Documentation Center modules to make it clearer that you can create multiple Documentation pages per Customer.
21. Policies: Now, when cloning RMM Policies, sub-policies will also be included in the copied version.
22. Variable Tags: We added a new “{{account_subdomain}}” tag to be used in Scripting and PDF/Email Templates.
23. Microsoft Outlook: Outlook errors will now show a little more info when we are unable to renew your authorization token, helping you to troubleshoot what’s going on.
24. Timelogs: We improved the timelog entry user interface a bit to make things easier to read and work with.
25. Syncro Live: We now support scrollwheel function in Syncro Live.
26. Dashboard: We enhanced the performance of the Dashboard page.

Bug Fixes:

1. Bug Fix: We improved the user interface of Event Log Queries, making it easier to use.
2. Bug Fix: Ticket Timers now display time correctly, counting all logged time as well as the current user’s active time, instead of all logged time along with all user’s active time.
3. Bug Fix: Addresses that weren’t filling in the “Address 2” field now should :).
4. Bug Fix: We fixed a bug with displaying the correct “Current Date Range” in the Daily Invoice Report.
5. Bug Fix: Editing Timelog entries will now not cause the date/times to be reset.
6. Bug Fix: We fixed the Vulnerable Systems Report when filtering by new patches.
7. Bug Fix: We fixed a bug where runtime script values in RMM Script Automations wouldn’t save. Now they do 🙂
8. Bug Fix: The Asset Export report now uses computer_name instead of device_name, giving you more valuable information in your export.
9. Bug Fix: We fixed a bug in which deleting Invoices in your Syncro account did not also delete them from QuickBooks Online.
10. Bug Fix: We fixed a bug where saving rate limits in RMM Automations wasn’t properly saving the limit.
11. Bug Fix: We fixed a UI issue with Alerts appearing outside of the Alert tab.
12. Bug Fix: Tabbing through fields in the Ticket Timer form now works as expected.
13. Bug Fix: We fixed a bug in the new Appointment modal where items weren’t saving properly.
14. Bug Fix: We fixed the “Missing Bitdefender” option in the Saved Asset Searches.
15. Bug Fix: We fixed a 404 issue that appeared when trying to access Custom Widget flows containing Appointment steps.
16. Bug Fix: We fixed a bug with the {{appointment_hours_from_now}} template tag.
17. Bug Fix: Merging a Lead into a Ticket when the Lead has inbound emails will work now.
18. Bug Fix: We fixed a bug where we were showing disabled Spiffs in the Spiff and Commissions table even if you did not have the “show disabled” setting on.
19. Bug Fix: We fixed a bug that would show potential Bitdefender conflicts when Bitdefender wasn’t enabled on a Policy.

We hope you enjoy these updates!

Until next time,
The Syncro Team

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