New Processes

• 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.

PowerBi Updates

• 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