June 23, 2022

Kaseya Quote Manager release notes

Product search

Product search dialogs now have infinite scrolling. When you scroll to the end of a product list, another set of products will automatically load.

ConnectWise PSA integration

  • We've added more validation logic to detect additional cases that could prevent syncing data with ConnectWise PSA.
  • We now trap cases that could cause ConnectWise PSA product line item syncs to silently fail and report the cause of the failure.
  • Now, if a ConnectWise PSA opportunity has an expected close date that is later than the quote creation date, we use the expected close date as the start date for recurring products.

QuickBooks Online integration

We no longer attempt to sync sales orders with no line items to QuickBooks Online since QuickBooks Online will reject them.

Performance

We've continued to identity opportunities to improve the performance of the platform and reduce the total load we need to support.