This summer release brings Two-Factor Authentication (2FA) to PSOhub. For those who want additional security, 2FA is now available to set up from your personal profile page.
2FA setup
Go to your personal account settings (top-right menu, Profile & Preferences)
Scroll to the bottom and select Setup Two-Factor Authentication (2FA)
Minor improvements
The Description field in a deal in HubSpot is synced to PSOhub on the creation of a Project/Quote
You can now enter a Discount code when purchasing additional users on your subscription page
You can directly add a resource to your project team from the Workload sheet
In the Quote, you can add a role without a user within the project team. In addition to that, when selecting that role in the Workload sheet, the Selling rate set in the Project team will be used
We have added several new Activity feeds:
- When changing a Recurring schedule date
- When changing an Installment / Retainer schedule date
- When a Fixed fee amount has been changedAll contacts from HubSpot that are 20+ are now synchronized when you create a deal
A setting has been added to QuickBooks to prevent the contact information from being updated every time.
Bug fixes
Hours booked on the last day of the month are now always included within the invoice
The Exact Online connection test error is resolved
Selecting and deselecting the Contract lines to be invoiced will no longer cause the lines to be duplicated within the invoice
Expenses are no longer automatically saved when adding an attachment
Closed/Archived projects are no longer displayed in the Favorite projects list
When a new HubSpot ticket is added to PSOhub, a new contract line number will automatically be added to prevent errors