New Features

Add a new contact from dropdown menus. There is now a choice to Add New from the contact dropdown menu when creating a new Aero, Master Aero, Aero Template, and New Team Member.

Deferred reason on Manage Aeros screen. If a task has been deferred and there is a deferred reason, the deferred reason will now show in the Status column on the Manage Aeros screen.

Time Notes on Start Email screen. There is now a Time Notes field on the Start Email screen (Quick Links > Start Email).

More Details on Aeros from Do Task Screen. There is now a link to click into a specific Aero from the Company Aeros tab while working on another Aeros (assuming the user has the appropriate permission).

Complete task history with Aero Workflow

Delete Aero Template. There is now a way to delete an Aero template. Navigate to Manage > Aero Templates, click the View button next to the template you want to delete, scroll down to the bottom of the screen and click the Delete button.

QBO Connect & Disconnect. The Manage QuickBooks menu (Admin > Manage QuickBooks) now includes a way to connect and disconnect your Aero account and your QBO account from within your Aero account.

Time notes on Time sheet. There is now a column on My Timesheet with the time notes.

Duplicate an Aero. You can now duplicate an Aero by cloning it. Manage > Aeros, click the View button next to the Aero you want to duplicate and choose Clone Aero next to the screen menu.

duplicate tasks in Aero Workflow

Duplicate an Aero Template. You can now duplicate an Aero Template by cloning it. Manage > Aero Templates, click the View button next to the Aero Template you want to duplicate and choose Clone Aero Templates next to the screen menu.

duplicate a template in Aero Workflow

Duplicate Master Aero. You can now duplicate a Master Aero by cloning it. Manage > Master Aeros, click the View button next to the Master Aero you want to duplicate and choose Clone Master Aeros next to the screen menu.

duplicate a recurring task in Aero Workflow

Add and start Aero from template. There is now a button on the Aero Templates grid to add an Aero and have it start immediately.

Start a task from a template in Aero Workflow

Time logged on a project. There is now a Time tab on the Edit Project screen that give you a total of all time logged on the project.

Time logged on a Master. There is now a Time tab on the Edit Master Aero screen that give you a total of all time logged on the Master Aero.

Auto Save Steps. Steps added when editing an Aero Template are now automatically saved when the Save and Close button is clicked, even if the Save Changes button was not clicked first.

Start Aero opens in a new tab. Start Task, Start Appointment, or Start Email from the Quick Links menu all now open in a new tab.

My Schedule expanded. The My Schedule screen shows time in 15 minute blocks instead of 30 on the Day View, Week view, and Business Week view.

Edit Aero from My Schedule. Aeros can now be edited directly from the My Schedule screen (assuming you have the correct security level).

Master Aero Grid changes. Manage Master Aeros screen now defaults to showing 30 at a time and grouping by company.


Bug Fixes

Fixed the problem where creating a template from an Aero sometimes resulted in a Bad Request Error.

Fixed the problem where replying to an email that is part of a long email chain resulted in a failed save and send.

Fixed the problem where clicking Save and Close on the Edit Master Aero screen sometimes just refreshed the screen without closing.

Fixed the problem where deleting an email template resulted in a Bad Request Error.

Fixed the problem where clicking to View a project from within the Edit Company screen resulted in a Bad Request Error.