New Features
New Service Desk
Suggested Docs: For better visibility, IT Glue suggested docs and password dropdown are now placed above the ticket title.
Opportunity Finder
The Opportunity Finder unlocks the power to discover promising opportunities among your customer base. It calculates and identifies new revenue opportunities in PSA and you can find the results organized by profitable services offered, profitable clients, and highest conversion probability. Find the detailed guide here.
Email Parser
Email parser uses OAuth now to support shared mailboxes for Office 365 servers with OAuth2.0 enabled.
Admin > Service Desk > Email Parser > Enable OAuth 2.0 Authentication: Yes > Shared Mailbox: Yes
Application ID and Directory ID of the mailbox are used to generate a token for authentication
Find the detailed guide here.
Outbound email
Custom SMTP now supports OAuth 2.0 for Exchange Online
Admin > My company > Outbound email
Use Custom SMTP Settings: Yes > Enable OAuth 2.0 Authentication: Yes
Fill in the below values from your account
Application ID:
Directory ID:
V2 API
GET /v2/crm/quotes/{quotationId} results now include
SalesRepresentativeId
SalesRepresentativeName
Flexible Assets
Flexible Assets Tool tip to indicate a free text field is added for IT Glue Flexible assets > Filter values field.
Fixes
Multi-Tenant
Fixed: Reset password email link threw an error for a user belonging to the Child tenant
CRM
Fixed: The unit price field displayed an incorrect calculation when a Quote was converted into a Sales Order
V2 API
Fixed: External employee was not able to authenticate using /v2/security/authenticate
Quotes
Fixed: Currency in Quotes Notification did not inherit setting from Admin > Company Settings > Currency
Service Call
Fixed: Changing the start date on an existing Service call did not update the end date
Service Desk
Fixed: Deliver/ Purchase order buttons were displaying for a user who only had access to Ticket view mode
Service Desk
Fixed: Ticket URL shared from Home > Queue did not contain necessary restrictions
New Service Desk
Fixed: Under Service Desk > Tickets > Add Time log > tabbing was not working as expected for the “Start Time” and “End Time” fields
New Service Desk
Fixed: Internal Notes were not included in the email when the workflow was triggered
New Service Desk
Fixed: UI/UX, Under Service Desk > Ticket > Activities > Filter button bubble went over the Activities header
New Service Desk Dashboard
Fixed: Color overlapping was seen on Ticket Due widget > Overdue tab