2024.10.10 Production Release

A.I. Copilot

  • Introducing a new Copilot agent to assist technicians with performing tasks and functions within the platform

Google Device Manager

  • introducing Google Device Manger to help sync and update your Google devices in SherpaDesk's Asset Manager

Invoicing

  • Added a payment receipt and notes field
  • Added Payment Methods to Invoices & Payments
  • Added the option to '1-Time' Bill for a Product Only contract

ToDo's

  • Add the option to set a time and date for a reminder on ToDo's

Technician Permissions

  • Added multiple permission settings to control what technicians have access to within the system
  • Implemented bulk update options to assign permissions to technicians
  • Added filter options on the Login page to review permission access

Custom Reports

  • Added a new field Notes to the data source for Projects
  • Added LocationID and LocationName to the data source for Time Log

Bug Fixes and Optimization

  • Updated the UX on Start and Time entry to remove the values on click
  • Added an auto-archiving function to archive tickets that have reached a certain number of days after being closed
  • Fixed bug when the option of 'Choose Lowest Sub-Class' during ticket creation was not being applied when updating a ticket.
  • Updated the SLA Calculations for Response Due By time. This is to be set values.
  • Fixed the bug in running the Time and Cost report
  • Fixed a bug where the system was not automatically assigning users to Accounts based on their email domain