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Release Notes January 2025
ServiceHub Release 7
- Features:
- Storing Filters in as URL parameter
- Ability to hit back button and return to previous results page with existing filters applied.
- Ability to bookmark specific filtered ticket queue for future use.
- Default Contacts per Customer
- Ability to define under Customer profile which users should be automatically added as additional Contacts to all tickets.
- Tenant Viewer Role – New role for users who should be able to view all tickets, but no functionality to create or update.
- Storing Filters in as URL parameter
- Enhancements:
- Show End Customers in Customer list under settings – Previously Partners had to click into a Partner to view End Customers.
- Actions Design Cleanup – remove inconsistency between action button placement and design
- Update T&M Approval Required default to yes.
Release Notes December 2024
ServiceHub Release 6
- Features:
- Chat mentions
- Ability to tag other users that are assigned in the ticket via General Chat
- Display message preview in unread message email notification
- 500 character limit
- Column sorting
- Ability to sort tickets in table view by each column in ascending or descending order (e.g., numeric, alphabetical, date)
- Chat mentions
- Enhancements:
- Display Carrier & Tracking Number to Partner and End User – displayed in Part Event drawer
- Remove filters
- Ability to see each applied filter at the top of a page and ability to remove them individually via “X” icon
- Search on Serial Number on all queues
- New Filters on all queues – Work Type, Project, Skills
- Display Partner/End Customer on card view in queues
Release Notes November 2024
ServiceHub Release 5
- Features:
- New Operations Roles – the addition of the two roles below will allow us to combine a set of tenant user roles to create an ops user with ability to work tickets end to end, without having access to admin settings.
- Execution – allows a user to solely focus and edit events that are in execution stage.
- Reviewer – allows a user to solely focus and edit events and client requests that are in review stage.
- Add Date Range Filters
- Ability to filter on Created and Closed dates of all ticket types – client requests and events.
- New Operations Roles – the addition of the two roles below will allow us to combine a set of tenant user roles to create an ops user with ability to work tickets end to end, without having access to admin settings.
- Enhancements:
- Add Closed as an option for Status Filter – Previously Closed status was not an option on the statuses available to filter on.
- Enhanced Table List Views – Switched from a stacked table design to a tabbed window design for each status when looking at tickets in list view. This will allow a user to look at a broader list of results for a particular status, taking up the full page.
ServiceHub Release 4
- Features:
- Add Client Contacts: Ability to add multiple client contacts to a Client Request. Each contact can be marked to receive email notifications associated with this request or not. One contact is marked as the Primary.
- Enhancements:
- Additional email notifications sent to clients for key ticket updates: Part ETA, Arrival, Shipment Status updates, Tech ETA, Arrival, Departure, additional contacts added, and all Client Request status changes
- Toggle to Hide/Show Closed Tickets: Ability to toggle each queue (e.g., All Events) to show Closed tickets
- Filter Enhancements:
- Filter on Device Type
- Filter on multiple fields at the same time
