These improvements cover updates made since the November 6th release.

New Features

Mobile App Assets

We’ve expanded the functionality of our new mobile app. Upon release in Summer 2024, the app was focused on active tickets, alerts, and appointments. Now, with our assets update, users can search, manage, and interact with assets regardless of if they are connected to an open ticket or alert.

This new functionality adds the ability to search, view, and even remote access any managed asset directly in Syncro Mobile. 

Read more here:  Work with Assets.

QuickBooks Payments Support

We've added support to collect customer payments directly through the QuickBooks online portal without needing to activate the CC or ACH portal permission for each invoice. This reduces manual clicks.  

Read more here: Set Up QuickBooks Online.

For information about what else is coming, please visit the Syncro Platform Roadmap.

Improvements & Fixes to Existing Features

We're listening to your requests and making improvements to make Syncro work better for you. Here are some improvements and fixes we've made in this release:

MS Teams Web Hooks

Per this MS Developers Blog Post, web hook based Office 365 Connectors will be retired on January 31, 2025.  You will need to create new workflow URLs to be applied to your Syncro integration with MS Teams.  This MS Teams support article has more information on how to set up incoming web hooks with workflows for MS Teams.  

Once you have your new workflow URL, you need to update the Microsoft Teams Workflow URL in each Notification Set in which you have MS Teams notifications configured.

Tickets

• Issue causing the Quick Resolve button in Ticket Views to take almost 15 seconds to process was fixed.
• Fixed an issue preventing supported file types and sizes from being able to attach to tickets.
• Fixed an issue preventing tickets from loading under certain circumstances.

Assets

• Fixed an issue where the bulk action to change customer was not actually changing the customer.
• Fixed an issue where the Assets page would not load under certain circumstances.

Customers

Addressed an Error that was preventing Customer records from merging in certain cases.

Invoices

Fixed a pagination error that could lead to an Invoice page not loading as expected.

Reports

Fixed an issue in the Ticket Time Tracking Report that would lead to an unexpected error when filtering for certain groupings of time.

Smart Search

• Many UI improvements were made particularly in the mobile view.
• Tickets from last year or earlier will now display the year for clarity.
• Ctrl+K is now a shortcut on the Edge browser to open Smart Search to avoid a conflict with the Ctrl+Shift+K shortcut on Edge browsers to clone the current tab. 
• Quality of search results particularly on pages after the first page has been improved.

Other

• An issue causing an error when trying to access QuickBooks Online from the App Card was fixed.
• An issue causing an error when trying to access Webroot from the App Card was fixed.
• We resolved an issue where some dropdown menus were displaying blank spaces in dark mode.