Post on 10-Aug-2020
What’s New in Autotask PSA2018.2 Release Details
GRACE FITZGERALDPRODUCT MARKETING MANAGER – Autotask PSA
EMILY PORTUESEPRODUCT MANAGER – AUTOTASK PSA
JOE ROURKEDIRECTOR OF PRODUCT MANAGEMENT - AUTOTASK PSA
Unify People, Process, Data
All Provided on a reliable cloud Platform with 99.99% uptime
The Three Main Reasons Why MSPs Choose Autotask PSA
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100 % Cloud 99.99% Uptime
Make Data Driven Decisions Quickly and
Easily
Centralize your Operations
Reimagined service ticket user interface
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2018.2 Release
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We know you aren’t chained to your desk
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Native iOS Mobile App
Autotask PSA
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Quarterly Release Cycle(3 to 4 releases per year)
Quarterly Release Cycle
• Task UI
• Datto / PSA Integration
• Line of Business
• Account Locations
• GDPR
• Dashboards, API
• 50+ enhancements
JUNE RELEASE
Quarterly Release Cycle
• Task UI
• Datto / PSA Integration
• Line of Business
• Account Locations
• GDPR
• Dashboards, API
• 50+ enhancements
• Client Portal Homepage
• Client Portal URLs
• Configurable Time Entry
• Time Off Start/Stop Time
• Account Location Converter
• Contract Visibility/Security
• 20+ Enhancements
• Client Portal Ticket Experience
• Configurable Request Types
• Multiple Config Items on Tickets
• Ticket Thermometer Rating
• Acct Location Importer / Tax Region
• Security, API, Grids
• 10+ Enhancements
JUNE RELEASE SEPT RELEASE DEC RELEASE
Quarterly Release Cycle
• Task UI
• Datto / PSA Integration
• Line of Business
• Account Locations
• GDPR
• Dashboards, API
• 50+ enhancements
• Client Portal Homepage
• Client Portal URLs
• Configurable Time Entry
• Time Off Start/Stop Time
• Account Location Converter
• Contract Visibility/Security
• 20+ Enhancements
• Client Portal Ticket Experience
• Configurable Request Types
• Multiple Config Items on Tickets
• Ticket Thermometer Rating
• Acct Location Importer / Tax Region
• Security, API, Grids
• 10+ Enhancements
JUNE RELEASE SEPT RELEASE DEC RELEASE
Quarterly Release Cycle
• Task UI
• Datto / PSA Integration
• Line of Business
• Account Locations
• GDPR
• Dashboards, API
• 50+ enhancements
• Client Portal Homepage
• Client Portal URLs
• Configurable Time Entry
• Time Off Start/Stop Time
• Account Location Converter
• Contract Visibility/Security
• 20+ Enhancements
• Client Portal Ticket Experience
• Configurable Request Types
• Multiple Config Items on Tickets
• Ticket Thermometer Rating
• Acct Location Importer / Tax Region
• Security, API, Grids
• 10+ Enhancements
JUNE RELEASE SEPT RELEASE DEC RELEASE
Quarterly Release Cycle
• Targeting quarterly releases
• Continue maintenance release
schedule
• Quality remains our top priority
• Functionality might come out in
several phases
• Development of larger items
might span phases
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2018.2 Core Items
• Client Portal Homepage
• Client Portal URLs
• Configurable Time Entry
• Time Off Start/Stop Time
• Account Location Converter
2018.2 Core Items
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Contracts
Contract Visibility
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• Admin > Features & Settings > Resources/Users > Security Levels > Contracts
• No Edit Contract
• No access:
• Contracts Module
• Contract Search
• Contract Widgets
• Recurring Contract – can view services but cannot add/edit
• Block/Retainer – Cannot Edit/Inactivate/Delete, only View Amount Posted
• Per Ticket – No right-click menu option for purchases
• Fixed Price – Can only view Milestones (no Add, Edit, or Delete)
Contract Visibility
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Negative Service/Recurring Discounts
• Can add negative price services in Admin or Contract Itself
• Unit Price and Extended Price can now be negative
Hours to Bill Including Block Factor(s)
• Column chooser option in Approve & Post
• Will show Hours to Bill with Block Factor applied
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Service Desk
SLA Paused – Next SLA Event (Hours)
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• Will only have a value when mapped to event in “Waiting Customer”
• Added to:
• Column Choosers
• Dashboard Widgets – Report, Group, Filter, and Column
• Work List
• API
• Data Warehouse
SLA Goals
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Knowledgebase Search
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• Match any term (OR)
• Match all terms (AND)
• Available in KB Search for CAP as well
New Search Grids
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• Service Call
• My Workspace
• My Tasks & Tickets
• My To-Dos
• My Service Calls
• My Change Approvals
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CRM/Sales/Opportunities
Edit Configuration Item
• Users can now edit a Product even it is has
been associated with Time Entries/Charges
New Search Grids
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• Quote
• To-Do & Note
• One single page instead of two
• Options to Export into Import Template
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Miscellaneous
Miscellaneous
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• Dashboards
• New Filter for General Ledger Account
• Inventory/Procurement
• Delete a Charge on a Canceled Sales Order (as long as it hasn’t been A&P)
• Add Purchase Order ID number to Edit Purchase Order page
• Calendar
• Send “free time” appointments to Autotask (if unchecked, “free time”
appointments will not be sent)
• MS Outlook Extension
• MS Exchange Extension
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Admin
Attach Original Email to Ticket
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• New Setting in Admin > Incoming Email Processing > General > Attachments
• Will attach .eml of original email message
• *Will not update with attachments of subsequent emails*
Additional Contacts
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• Additional Contact(s) available for Form Template Notification
• Ticket Note
• Ticket Time Entries
Queue & Role Separation
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• Spearheaded by Services for easier means of creation and setup
Deleted Ticket & Task Activity Logs
• Access for Admin to view deleted Notes, Time Entries & Attachments
Security Level Settings
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• CRM
• New object permission for Adding Contacts: Yes/No
• Service Desk
• Mine + Accounts – Can view Tickets/Service Calls but no Account Details
• Can view UDFs in Ticket grids
• Can view/add/manage recurrence master tickets
• Other
• Form Templates Access
• View Internal Cost Data – expanded to include CRM/Quote
System Settings
• Global Setting to respect Ticket Category UDFs
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Mobile
LiveMobile iOS – Phase 1
• Native Login• 2 Factor / Single Sign-on
• Native Main Menu• Native Dashboards• Native Grids
• My Tickets• My Tasks• My Queues• Accounts• Contacts