Release date - September 23, 2024
What's in this release:
- Filter client's data across integrations without writing SQL
- New Main Menu - Reports
- New Option for Scheduled Status Priority Rule in NextTicket for ConnectWise Manage - Is Empty
- Improved UI for the API Call Block for Bots
Filter client's data across integrations without writing SQL
What's new?
Now, you can set the Client Name field in the Datasets. Once set, you can filter the client data in a dashboard by entering the client's name in the company slicer.
Who can use the new feature?
Users with admin permissions
Related article
How to Filter Data for a Specific Client in Dashboards
New Main Menu - Reports
What's new?
We have separated Reports from the Dashboards, so now you can directly view and use reports in Reports section in the app's main menu.
However, the functionality for Reports remains the same as before, including creating new reports, using Template Reports, accessing Best Practice reports, adding reports to your favorites, adding widgets to reports, sharing reports, cloning reports, creating schedule reports, exporting reports, setting the auto-refresh frequency for reports, and more.
For the next month, you can still view reports on the Dashboard screen. After that, you will only be able to access reports on the Reports screen.
Who can use the new feature?
Users can view reports, while admins can create and set up them.
Related article
How to Create and Use Reports in MSPbots
New Option for Scheduled Status Priority Rule in NextTicket for ConnectWise Manage - Is Empty
What's new?
You can now set the new Is Empty option for scheduled location when configuring the default priority rule Scheduled Status for the NextTicket for ConnectWise Manage app, . This also indicates the corresponding points when the scheduled location is empty.
Scheduled Status - Selected a scheduled status (Firm or Tentative) and scheduled location (In-house, Is Empty, On-Site, or Remote), indicate the corresponding points when the user is the current user or any user, and the current time is before or after the scheduled start or end time by a certain number of minutes.
This priority rule will help you manage scheduled tickets to avoid scenarios where users pick up tickets that are scheduled for others before the schedule starts or the user forgetting to work on tickets that are scheduled for them right after the schedule begins.
Who can use the new feature?
Users with admin permissions.
Related article
Setting Up the Point System for NextTicket Priority Rules​
Improved UI for the API Call Block for Bots
The user interface of the API call block for bots have been modified to be more user-friendly. Below are the updates:
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Integration field moved up - The Integration field was moved to the top of the other fields and now shows only the client's integrations in alphabetical order.
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New Test button - A Test button was added to allow the user to test the API call.
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Code status - The code status appears on the lower part of the window to indicate if the test and code retrieval succeeded or failed.
Related article
How to Configure the REST API Call Bot Block