Changelog
All the latest updates, improvements, and new features.
All the latest updates, improvements, and new features.
When a technician pastes a screenshot or photo into a reply, customers and helpdesk admins can now open it from the customer portal instead of seeing a "Not found" message. Those pictures are also included with the emailed copy of the reply, so they travel with the conversation wherever you read it.
Technicians can now archive devices from the asset list, the same way admins do. The row action is called Archive — it hides the asset from your active inventory and closes its current assignment, and the record stays in Core for history. The action only appears for people who can archive, and if something prevents the archive, the message now tells you why.
Technicians can open View as Helpdesk Admin from a company or from a helpdesk-admin contact. Viewing as a regular portal user stays limited to owners, super-admins, and admins.
Project create and edit always show Operating unit. New projects start empty. When you choose a project manager, Core fills the field from that person's Primary LOB, or from their first current allocation when no Primary LOB is set, and you can change it at any time. Changing a project's manager later keeps the operating unit already on the project.
In Operations → Manage capacity, changing a project manager's Primary LOB asks which of their projects should follow to the new unit, pre-selecting projects that still sit on the old unit or have none yet. You can also save capacity without touching any project. The checklist appears when you can edit projects.
The project manager cell in Operations → Resourcing saves the manager in one step and no longer asks for an operating unit. The project keeps its unit, or takes the manager's Primary LOB when it had none.
The Resourcing filter now includes Resourced — Resource Pool, so you can see projects staffed only by a shared resource pool. Projects staffed by a named person and a pool together appear under Resourced All.
Operations → Resourcing now ends with a Total row, matching Forecasting. It adds up every project in your current filters — including projects beyond the first 50 rows — for each period and for Planned hours.
The Operations tab, its filter chip, the project tab and heading, and related messages now say Forecasting to match Resourcing. Links and bookmarks keep working.
When time comes in from EverHour, Core now attaches it to the existing teammate with the same email instead of creating a separate unused record. Hours you log in EverHour show up on the right person in Core.
Financial admins can edit the company profit target and cash floor from the Targets card on Financials, instead of hunting for those values elsewhere.