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Release Notes 1.22 (including Hotfixes 1-5)

Oct 21, 2020 7:00:08 AM / by Daniel Wang posted in Release Notes

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It’s just been a week since our last release, but here we are, hard at work to bring you only the good stuff. With that said, 1.22 has been officially released!

This release focuses more on QuickBooks Online, as this is the latest addition in our Integrations. Also included are some small hotfixes that mainly focused on cleaning up some bugs.

  • QuickBooks Online has been added into our Integration list
  • ConnectWise Time Entry and Tickets optimization
  • Created some Autotask Datasets
    • Ticket Statistics Last 14 Days
    • Contract Service Units
    • Invoice Data
    • Task Data
    • Contract Data
    • Contract Block
    • Opportunity Data
    • Phase
    • Department
    • Resource
  • Created some QuickBooks Datasets
    • QuickBooks Online Invoices
    • QuickBooks Destkop Customers
  • Implemented configuration in User Management window wherein the user email will only show if a connection with one of our integration programs has been established
  • Fixed bug feedback link not always appearing on bot trigger alerts

Release Notes 1.22 Hotfix 1

  • Added Time Entry ID and respective URL in ConnectWise Daily Utilization Report
  • Added Time Entry ID and Ticket ID with their respective URLs in ConnectWise
  • Added trendline on Bot Trigger report
  • Aligned status in both Ticket Long “In Progress” Verifier – AutoTask bot and PSA Status setting
  • Changed tooltip verbiage on Load default button
  • Fixed display bug in User Edit dialog box

Release Notes 1.22 Hotfix 2

  • Fixed bug wherein escalation is not working properly
  • Fixed bug in filtering by user field in Reports

Release Notes 1.22 Hotfix 3

  • Fixed several bugs in Idle Time Verifier bot wherein the bot sends out a notification even though a user already has a ticket in progress

Release Notes 1.22 Hotfix 4

  • Fixed bug on inaccurate display of QuickBooks On-Premise integration status

Release Notes 1.22 Hotfix 5

  • Optimized Idle Time Bot Verifier logic to send out alerts more accurately
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Release Notes 1.21 Hotfixes 1-13

Oct 14, 2020 7:00:17 AM / by Daniel Wang posted in Release Notes

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After a month of continuous development, we at Mspbots are proud to release 1.21, our biggest release yet! Included in this release are 3 new bots for Autotask users, as well as 1 new bot for ConnectWise users. Also included are several hotfixes that further improved the speed and performance of our application.

Release Notes 1.21 Hotfix 1

  • Enhanced the report in “Dataset-ConnectWiseTimeEntry” by adding more detailed information (i.e. TimeEntry ID, Actual Hours)
  • Resolved ConnectWise Daily Utilization report No Data display issue
  • Fixed Utilization Reports Data Review for TimeEntry 
  • Resolved the “Reported Bug” issue, as it was not sending out messages to MSPbots Bugs channel
  • New Feature for Role Management, clients can now assigned new roles to users in the User Management Tab
  • Resolved Bug in the Last Sync Date color coding scheme as it was not accurately using the scheme due to TimeZones
  • Fixed Client Detailed Info report to show “Null” data in Team’s Last Sync info if AAD is not authorized
  • Fixed calculation results in the User Utilization Report
  • Fixed Dataset TimeEntry to show accurate data of user’s Team assignment

Release Notes 1.21 Hotfix 2

  • Added color-scheme for Client Detailed info report MS and MR column
  • Modified Color Status for Error messages in teams
  • Included Bot button in the Attendance Tab to show all Attendance type bots
  • The attendance board will display the local Timezone of the user who is logged in the app.mspbots.ai
  • Resolved business tables datateams_groups and datateams_channels which has no data to display
  • Fixed pivot table bug, Pivot is now displaying data without having to refresh the page
  • Changed buttons capitalization in the Attendance tab
  • Modify Dataset-ConnectwiseSchedule view layout
  • The report and dataset lists will be filtered according to the permissions and role that the user belongs to

Release Notes 1.21 Hotfix 3

  • Released 3 New bots for Autotask clients
    • Excess Idle Time Verifier
    • Ticket long “in progress” verifier
    • Late Time Entry alert
  • ConnectWise TimeEntry performance-optimized on the backend
  • ConnectWise Ticket performance-optimized on the backend
  • ConnectWise performance-optimized on the backend
  • Implemented feature to count and/or sum up in the datasets
  • Modified Dataset-Office365ADusers to show valid data and use one timezone
  • Improved description of output data log
  • Resolved a Bug for one of our client on the Excess Idle Time verifier

Release Notes 1.21 Hotfix 4

  • Filtered duplicate entries in the ConnectWiseTimeEntry datasets
  • Removed Time in the Create and Update Date column in the Bots tab
  • Modified QA Bot feature: Determine whether there is a subtype under the user’s type, if not, do not check the subtype
  • Modified synchronization time limit to resolve ConnectWise Sync time bug issue
  • Resolved QA command on the bug report that has no message-id, and email is not sent to Teams bug report channel
  • Resolved sync data issue from Integration to Client detailed info reports
  • Resolved Bug on MSPbots app command for “break”
  • Resolved App.mspbots.ai slow loading issue

Release Notes 1.21 Hotfix 5

  • Modified ConnectWise Ticket Dataset to disable the 1000 limit and add view filter on the grid and pivot table for the last 7 days of the ticket creation date
  • Synchronize and clean the Service Board and status in Datasets
  • Add Internal Notes field in the Datasets function
  • Added Service ticket KPIs in the Dashboard
  • Fixed Job title and Office location sync in the User Management tab
  • Fixed bug for ConnectWiseFlow dataset as it was not displaying any data
  • Fixed bug in the Client Detailed info report, as it was not displaying data for some of the fields

Release Notes 1.21 Hotfix 6

  • Fixed the Missing fields for Dashboard Gauge- Service Ticket KPIs
  • Added Filter option in Dataset-ConnectWiseTimeEntry for the Ticket Service Board field
  • Changed “New Feature Request” option to be on the upper right part of the window

Release Notes 1.21 Hotfix 7

  • New feature release in the Ticket Closure QA bot. Added ServiceBoard and ticket status parameters.
  • New Bot for ConnectWise users, Ticket Closure QA – Schedule Check. Similar to TechStat Bot, this automatically checks the content of the QA bot and send the user a message at (X) minutes before the end of shift
  • Added the parameter (Service Board, status). The option is a drop-down menu
  • Fixed the Missing fields for Dashboard Gauge-Sales Data
  • Fixed Dashboard_StaffEST report to be visible to the users
  • Fixed bug in converting time zone for Created Bot detail

Release Notes 1.21 Hotfix 8

  • Fixed error message detail in the permission popup window
  • Auto-select user in the Dashboard gauge report
  • Modified tooltip words and link to the new feature request
  • Fixed bug in AAD Authorization status sync update
  • Fixed bug in the refresh function from the home page
  • Fixed bug in the Idle Time Verifier for Autotask integration

Release Notes 1.21 Hotfix 9

  • Created a dataset for each bot state: Bot Info Compare
  • Modified Line and Bar chart in Report gauge to support multiple categories
  • Add Ticket summary detail in the Schedule Acknowledgement Bot
  • Fixed bug in the Attendance icon from the Reports tab in MSPbots Team App
  • Fixed permission management bug for newly created role
  • Fixed bug in the User Management profile sync
  • Fixed bug in UID for reviewing Real-Time report from the Bot alert messages
  • Fixed bug in the “Agreement” detail in TimeEntry Bot
  • Fixed bug in the AAD Authorization under the Get Started
  • Fixed 404 error on Autotask users when clicking the ticket number
  • Fixed bug in Next Stem Prompter bot
  • Fixed bug on the new feature request option in Home page
  • Fixed no last sync date data for Autotask user profile
  • Modified sync failed message for Teams in Integration tab

Release Notes 1.21 Hotfix 10

  • Modified the “Get Started” window in the Home screen, Hide the Get started when the client completes all steps
  • Created audit log to properly track parameter modifications made in the bots
  • Fixed bug in ‘real-time’ option in the bot message thru Teams
  • Added ‘Select All’ option in the team member list filter in the Bot Message report
  • Fixed the incorrect number display of role configs in the Edit User window in Attendance tab
  • Add additional columns in dataset

Release Notes 1.21 Hotfix 11

  • Newly created bots are highlighted with NEW icon
  • Fixed bug in ConnectWise Ticket Status Change report wherein some tickets are shown that have no changes in Ticket status
  • Added Last Login column in the User Management tab
  • Fixed bug wherein a user is not properly mapped on the Autotask User Mapping field in User Management tab

Release Notes 1.21 Hotfix 12

  • Added Check type, Check SubType and Check Configuration toggle switches on Ticket Closure QA and Ticket Closure QA – Schedule Check bots
  • Changed bar chart to a stacked bar chart display
  • Added tooltip verbiage on when to use the Load default button

Release Notes 1.21 Hotfix 13

  • Fixed synchronization issues with some erroneous data
  • Aligned MSPbots welcome message in both the General channel in MS Teams and the help functionality in MSPbots tab
  • Fixed bug in the Attached Agreement Prompter bot wherein Exclude type field is not working as expected
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