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
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Go to your personal account settings (top-right menu, Profile & Preferences)
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Scroll to the bottom and select Setup Two-Factor Authentication (2FA)
Minor improvements
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The Description field in a deal in HubSpot is synced to PSOhub on the creation of a Project/Quote
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You can now enter a Discount code when purchasing additional users on your subscription page
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You can directly add a resource to your project team from the Workload sheet
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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
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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 changed -
All contacts from HubSpot that are 20+ are now synchronized when you create a deal
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A setting has been added to QuickBooks to prevent the contact information from being updated every time.
Bug fixes
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Hours booked on the last day of the month are now always included within the invoice
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The Exact Online connection test error is resolved
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Selecting and deselecting the Contract lines to be invoiced will no longer cause the lines to be duplicated within the invoice
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Expenses are no longer automatically saved when adding an attachment
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Closed/Archived projects are no longer displayed in the Favorite projects list
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When a new HubSpot ticket is added to PSOhub, a new contract line number will automatically be added to prevent errors