Vorex (v4.0.36) - Sep 2020
This release includes a new feature, enhancements, and fixes.
New Feature
Periodic Asset Sync
Asset information from VSA is synchronized to Vorex daily with Periodic Asset Sync. Vorex runs a scheduled nightly job to get the latest asset information from VSA. For more information, see Enabling periodic asset sync.
Enhancements
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CRM |
Account records now support Department definitions in order to support Group ID to Department mappings when VSA hardware assets are synced to Vorex. |
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Workflows |
For Service Desk tickets, a single email is sent when a notification is triggered. The email specifies the ticket Contact in the To field, and all recipients specified in the ticket CC field are included in the email CC field. |
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Finance |
To prevent proration errors, users cannot change the way units get derived after a service is saved. Recurring Services Contract > Services > Add/Edit Services > Automatically Derive Billing Units options will get disabled. |
Fixes
| General | Fixed: Closed administrative work types still appeared in the pop-up when adding admin tasks to a timesheet. |
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CRM |
Fixed: When a quote originates from QuoteWerks, the contact was not displayed on the quote list page. |
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CRM |
Fixed: Quotes originating from QuoteWerks could return a 500 error. |
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Finance |
Fixed: Billing Automation did not generate invoices for the 'Charges' Billing Type. |
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Integration |
Fixed: Invoices weren't exported to QuickBooks if sales tax was turned off. |
