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HelpPlatform UpdatesView a video rundown of our November 2020 Platform Update

View a video rundown of our November 2020 Platform Update

View a video rundown of our November 2020 Platform Update

Watch video on YouTube 

🆕 New Features and Functionality

  • 🔑 Role-Based Access Control: You can now create completely custom roles and fine-tune the various permission levels you want to give users.
  • 📊 Enhanced CW PSA Integration: We have rolled out enhancements to the Connectwise PSA integration, giving you more options around elements to include in the PSA projects.
  • 🤚🏼 Drag and Drop Palozza: We have been deploying drag-and-drop throughout the platform and hope this makes your life better. This update has been a long-requested enhancement, so we’re popping some champagne in HQ! 🍾
  • 🔌 Access Tokens: You can now create access tokens to allow third-party applications to access basic information from ScopeStack. Contact us today to learn more about this function!
  • 🍀 Unique Language and other Merge Improvements: Using some new merge tag tools available, you can now filter and display unique language at the task and project level in various combinations. With Role-Based Access, you can enable your document building users to view the raw Merge Data. This powerful new view will allow you to build completely custom documents on your own!
  • Complex Technical Approval: You can now define more complex and structured technical approval on a project, creating approval by a team and defining required vs. non-required approvers.

🕷Notable Bug Fixes

  • 💸 Penny Rounding Error: A penny here; a penny there. With milestone-based billing, some an extra penny appeared! No more, we now take care of it in rounding.
  • 📑Auto-checkpoints and Versioning Improvements: We’ve made some changes to capture project tasks and their information in versions more comprehensively. We’ve also made sure the platform creates an auto-checkpoint every time you restore a version.

🔮 What’s Next?

  • Dashboards & Reporting
  • Managed Services Support
  • API Improvements
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