Vorex (v4.0.40) - Jan 2021
This release includes new features, enhancements, and fixes.
New Features
OAuth for Microsoft Inbound Email
PSA supports OAuth2.0 authentication for Microsoft IMAP connections. This enhancement is related to inbound email capability and is in response to Microsoft's lifecycle announcement, in which they indicate that they will begin deprecating basic authentication in October 2021. For more information, see OAuth 2.0 for Microsoft O365.
Dedicated Integration Account
A dedicated user type has been introduced to enable MSPs to use the API for OAuth based application integration without having to consume a paid license. Under HR > Employee it is called 'API Employee.' This user will only be able to authenticate to the API, they will not be able to login to the user interface. For more information, see Dedicated API integration account in PSA.
Asset Health Report
Ad Hoc Reporting now includes a report on asset health, which includes an overall score based on disk utilization and operating system type, and a ticket overview for the account. For more information, see Working with Asset Health Report.
Enhancements
| General |
The keywords in browser tabs have been reversed to apportion more space to the page name. |
| Service Desk |
Admin > My Company > Company Settings > Service Desk > Ticket Number Format > Count - this is a new format that does not include the date. You can also set a Ticket starting number for the same. |
| QuickBooks |
The QuickBooks Desktop plug-in now has an option to set the To line in invoices to the Account Name. Under the Options tab set 'Yes' for 'Set account name in address line 1'. |
Fixes
| General |
Fixed: Users were logged out after a session time out even when remember me was checked during the logon. |
| QuickBooks |
Fixed: When exporting invoices to QuickBooks for a non-taxable organization, the tax code defaulted to the first taxable item instead of the selected option. |
| QuickBooks |
Fixed: Due to an API limitation, only 50 payments from the Import Payments page were imported from Quickbooks. |
| QuickBooks |
Fixed: The QuickBooks plugin produced error logs as a result of a QuickBooks SDK update. |
| Inventory |
Fixed: A display issue on the Stock Adjustments page prevented the user from viewing the complete serial numbers for products. |
|
CRM |
Fixed: Client portal registration from a managed workstation would fail because it did not honor the default phone type selection. |
|
CRM |
Fixed: On every save the quote expiry date decreased by one day. |
|
CRM |
Fixed: Quotes did not show the tax amount for a taxable charge. |
|
CRM |
Fixed: When adding an Activity inside a Contact, and the corresponding Account had more than 10 Contacts, the update was applied to the incorrect Contact. |
|
CRM |
Fixed: User contact profile picture was not rendered correctly on a Service desk ticket. |
|
Service Desk |
Fixed: The CCs field in tickets displayed duplicate email addresses. |
|
Service Desk |
Fixed: The delete ticket button was decorated as disabled, but the action could still be triggered by users with insufficient privileges. |
|
Service Desk |
Fixed: Workflow did not update associated asset on a ticket. |
