what’s new in autotask psa• crm • new object permission for adding contacts: yes/no •...

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