2nd Quarter Updates
- No new process in Q2.
ConnectWise Integration Updates
- We continue to add to all 5 sync areas.
- Company Sync (ID747)
- We added the option to push companies from eAuto to Manage, primarily for clients going live on CW Mange, this would be one of the 1st steps in implementing Manage.
- Added the option to push individual companies from eAuto to Manage based on a custom property on the eAuto company record.
- Agreement Sync (ID964)
- Mostly bug fixes around character limitations between CW and eAuto fields.
- Deposit contracts, better support for time and for dollar contracts.
- Service & Ticket sync (ID965)
- More support to match bill codes between systems.
- Sales Order Sync (ID966)
- Added support for syncing notes from CW orders to eAuto. Sync for ship methods.
- Moving Calls (ID912)
- Needs more beta testers please.
- ID771 Power BI Service MIF & Profitability Dashboard – Finalized, out of Beta
- ID774 Quarterly Business Review in a Power BI Dashboard (released in Beta)
Major Revision Updates
- ID398 Update Meters from Emails
- Major Rework to use Mapping App, Added Parsers
- ID256 Big Overage Bill
- Converted from a Crystal Custom Report to SSRS