It’s a little after midnight but I can’t help but write about my favorite new Autotask features.
The most important is by far the projects upgrade. The projects screens now resemble and have the functionality of tickets. This includes one of my biggest pet peaves, an ability to go from Approve and Post to a project task details screen that actually allows me to accomplish something more than just reading time entries.
A close second is a new design of a feature request from Lee, the new “Save & Forward / Modify” button will allow someone to edit very important parts of a ticket during a save operation like: Due date, title, description, resources, queue, Estimated Hours, contract, work type and issue types. One shocking miss here is the ticket number on the time entry screen and the new “Save & Forward / Modify” screens remain simple text. No hyperlink back to the ticket screen?
An important third which should be met with much fan fair by the “why should I need a work around for this?” crowd is the improved contact functionality. Adding the “tickets” tab to the contact details screen and adding a contacts filter to the ticket search screen constitute steps forward that are a long time coming.
I can’t wait to have our book keeper dig into the new expense reporting functionality. I’m sure there will be more posted here about that in the future.
BK
Wow, the Expense report stuff is a big let down. I was hoping I could do travel charges on project tasks the way we do them in tickets. Now with the addition of Expenses on both tickets and tasks the costs for travel charges should be changed to expenses.
2 new feature requests associated with the release that seem like the biggest missing links.
Click a task and it should open, not do NOTHING
https://community.autotask.com/forums/t/18026.aspx
Expense Reports and Costs are Soooooo Frustrating
https://community.autotask.com/forums/t/18025.aspx
BK