BMS (v5.19.0) - 25 Feb 2023

This release includes new features, enhancements, and fixes.

New Features

Company and Contact Notes from IT Glue

When organization in BMS is connected to IT Glue, organization details including company and contact notes are synced and show in BMS tickets in the new view. Find the detailed guide here - BMS-IT Glue Integration: Company and contact notes from IT Glue  
company_note_BMS3.png

contact_notes_in_BMS1.png

More Keyboard Shortcuts  

A set of new shortcut keys have been introduced to allow technicians to move easily from one ticket to another in the new view. This will impact Tickets and My Tickets pages.

  • Shift + right arrow: to move between tickets to the right
  • Shift + left arrow: to move between tickets to the left

Enhancements

  • Editing User's Own Notes
    A special feature is now available in the security role so that an MSP can edit their own note if they have permission to do so. Under Special Features, a Prevent user from editing his own ticket notes checkbox is available. By default, it is set to false. This will remain so until you change this setting. This is added under Admin > Security > Roles > Service Desk > Special Features.   
  • Editing Another User's Notes 
    A special feature is now available in the security role so that an MSP can edit another user's note if they have permission to do so. Under Special Features, a Prevent user from editing other user’s ticket notes checkbox is available. By default, it is set to false. This will remain so until you change this setting. This is added under Admin > Security > Roles > Service Desk > Special Features.
    Editing_own_and_others_notes.png
  • V2 API
    • POST /v2/finance/contracts/recurringservices
      • creates a new recurring service contract
    • PUT /v2/crm/contacts/{id}
      • updates a contact object

Fixes

BMS-VSA X Integration

Fixed: After an integration was reconfigured with a new token, BMS kept using the old one for some time, during which time neither the ticket sending from VSA X to BMS nor the remote connection was working.

Ticket

Fixed: The ticket listing page in BMS auto-refreshes every 15 minutes. So new tickets that were created or originating via email parser did not reflect in the listing page without manual refreshing.
Ticket

Fixed: User was able to deliver products both with quantity linked to project and quantity not linked to project after creating a ticket, adding a charge, selecting the same product and inserting another quantity.  
Ticket

Fixed: When attachments are downloaded from ticket, the filename is not correctly downloaded if the filename contains a special character.
Ticket

Fixed: If the subject has US as prefix in the ticket number and another ticket number follows with a prefix other than the US, the order was not followed. However, if the second ticket number in the subject has US as a prefix, the order was maintained.
Role

Fixed: If you went to Admin > Security > Roles > Create new role and then opened Report section, an ITG Reports checkbox used to appear.

Currency

Fixed: If you went to Company Settings > Currency and then changed the currency to a currency other than the US dollar and then checked by going to Admin > CRM > Credit Limit, the credit limit did not get updated with the modified currency. It still used to show US dollar.

System Logs

Fixed: The design of the page number in logs list (Admin > Logs > System Logs) was faulty.

Active Directory

Fixed: Extra logic has been added for retrying to connect to AD in case of timeouts. This will keep the connection stable for a longer period of time.

V2 API

Fixed: Triggering the below endpoints was not retrieving any data unless it was sorted by dueDate.

  • v2/servicedesk/dashboard/ticketsdue
  • v2/servicedesk/dashboard/ticketsupcoming