Office Integration

IT Glue Integration

Plan Module

Flexible Items Module:

Contacts Part

Assessment part

Warranty updates service

Permissions logic

General

Warranty Integration Engine expanded

Now we also provide sync for Acer, Asus and HPE
​Note. For Acer system updates only USA serial numbers
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IT Glue Flexible Assets Integration:

Plan Module Enhancements:

Office 365 Module Enhancements:

General Application Enhancements:

Integrations Enhancements:

Tickets Module Enhancements:

Tickets - Service Board Permissions
Added ability to limit user access to Service Boards for Tickets module.
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Tickets - New Ticket button
Added ability to input MSP service Email, which is used on the "New Ticket" fast option (shortcut with "Mail to").
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Plan module
Added 1st version of Plan Template and Plan Module.
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Merge Office with Contacts
Added ability to merge contacts list from PSA with User List from Office Integration.
Advanced filters in Office part and Contacts Part has been developed.
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UI Changes
New Login Wallpaper, New SO default logo.

Office 365 Integration

Instructions to setup
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Added feature "Preview content during asset fields mapping"
When you first time setup integration it may be very difficult to select fields you want to bring to SO from your PSA, especially if the come from RMM agent and you are not sure how they labeled on API. Now you can click little "eye" icon to see example of each field content on the fly.
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In the Assessment / Asset module, the "Quantity" field now supports negative values.
This enhancement enables users to account for refunds in their budget planning by entering negative quantities.
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Edit item form on Asset and Assessment was redesigned
New white design instead of green has been applied
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Error messages
Error messages was redesigned. Logic for group errors has been added.
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"Tickets" part

Users with "Tickets" Integration now can enable Tickets part it Template / Report.
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Changes for Assets widgets (Asset Chart, Asset Count)

Asset Type field has been converted from single-slect to multi-select
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Checkboxes for mas-maintanance is saved
If you mis click item using mas-maintanance feature you can return and proceed - all selected items will be checked.
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Ability to edit Asset Columns from template
No need to choose asset columns in a separate menu - now user can adjust Asset part columns from template.
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Fast option to add part
Plus icon for fast-adding part on report has been added.
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Settings - Integration - Connection - "Instructions button"
Added links to Knowledgebase instructions
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Edit sources for Dropdown column from report

Added ability to edit option for Dropdown column: Assessment part - columns - click on Dropdown column - Edit.
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Bugs fixed:

Angular new version (v16.0)
Major upgrade of front end Angular to v16
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.Net updated to new version (v8)
Major upgrade of backend to .net v8
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Report - External content parts
If system can't open external content internally due to source limitations, then option "Open in a new tab" appears
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Create multiple reports background process
This is long running process on backend, moved to sockets (execution on the background, user can leave the page and process will keep running)
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Widgets

Integration - logs
Now logs show when sync was scheduled, when sync started and when finished (with time)
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Report - "User" field
Field converted from text input to a dropdown single-select
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New column type for Assessment custom column - Dropdown
New column can be added via template for Assessment columns
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Schedule
Changes in "completed" value count:

Advanced logic for Warranty Updates
Bug fixes and enhanced asset update logic.
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Multiple Dashboard parts
Added ability to create any number of Dashboard ("Overview") parts on Template or on current report.
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Template Tags Library
Tags are shown in Template now:
Settings --> Templates --> Open Template --> Parts --> Assessment --> Tags.
It is easier to select tags for items on "Edit item" form.
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Password requirements & Show / hide password option
When user creates an account or resets the password system shows the password requirements.
User can check inputted password using "eye" option.
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Schedule refinements
Little changes in Alignments and Total counters formula.
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Responsive mode enhancements
"User info" popup redesigned for responsive resolution.
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Assessment enhancements

Halo PSA Integration.
Halo Contacts sync from PSA.
Fast options (redirect to PSA) "New tickets", "New contact" from report.
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ConnectWise Tickets Integration

Module builder.

Configuration sync enhancements
Enhanced logic for clear data when click "Delete all" in Configurations menu.
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Branding / Client portal
Link in Invitation email, logo and MSP name branded in all emails.
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Module builder feature
Settings - General - "Modules" tab
Ability to add custom modules using html embedded code or https links.
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Login with Google
You can login via Google if you have registered using google email
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Copy Ticket link option
Ability to fast copy Ticket URL in Tickets module
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Inline filtration for true/ false fields in Tickets
Now it's easier to setup filters for Tickets
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Tickets module responsive view
Page adaptation for tablet devices
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Design minor changes, bugs fixed.

Added "Status" filter for Contacts on report
Now you can filter by Active / Inactive contacts. System saves filter value for new versions.
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Template "Assessment" page redesigned

Halo PSA Integration Streamline
Added shortcuts to fast create objects in PSA and links to open object in PSA
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ConnectWise Tickets Integration Streamline
Bugs fixed
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Desktop view icons visibility changes
Most icons are shown only on hover now
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Login Refinements
Fixed styles for standard elements for all pages (login, MFA code, Reset Password, Confirm email)
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Halo PSA Contacts Integration
Integration Contacts from Halo PSA.

Tickets integration with ConnectWise
Tickets Module shows live tickets from CW. It's totally flexible and has the ability to filter, group, search and add notes to tickets.
The Tickets tab is shown in the Companies module for companies mapped with CW.
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Kaseya Manage integration
New PSA integration syncs Companies and Configurations.
Installation Instructions here.
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Resizable tables in Report. Separate width settings for Build, Display and Presentation.

Added ability to resize columns. The system saves column width within the template independently for every mode.
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"Column settings" option on the Assessment part, build mode
Now you can change template column setting without leaving the report page.
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Login with Microsoft
If you already have an account in SO, then you can login fast using Office 365.
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Add a new repot based on a template
Toggle "Carry over data from report" added to "Add report" form.
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Undo / repo on Edit template items
Keyboard combination "Ctrl + Z" is supported now.
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Load default widgets option
Option helps to load main widgets to your Template or Strategy module.
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Widgets' drilldowns optimized

Only main columns are chosen by default.
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Add company streamline
"Status" and "Primary site name" are filled in with default data.
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Syncro PSA Contacts sync
Contacts syncs from Syncro now and are shown in reports.
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Drag and Delete icons on hover
Icons are shown only on hover now.
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Report design standardizations
Report header redesign - more clean page layout for mobile devices and tablets.
Parts design standardized in build mode.
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Text editor enhancements
More options for text formatting in a mini-popup.
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Tables standardization
Design changes for all tables.
Ability to resize and sort for all tables.
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"Force sync" backend improvements
Better sync logic, fewer errors in case of sync conflicts.
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Halo PSA Integration v1
Halo PSA Integration (Types, Company statuses, Companies, Sites, Assets).
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Syncro PSA Integration v1
Syncro PSA Integration (Company statuses, Companies, Sites, Assets).
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Custom Domain
Custom domain launched allowing you to setup a custom domain for the app with a branded login page
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Custom Email
Custom email launched allowing emails from the system to be branded
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Refinements

Design enhancements

Custom Domain/Email
Custom domain and email (beta, limited access to feature).
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Autotask Assets
Autotask integration streamlining and notes
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Autotask Contacts
Autotask Contacts sync.
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Company Type Changes
"Company type" not mandatory for company.
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Design Changes

Warranty Service Logs
Detailed Warranty Service logs (list of updated assets).
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Responsive
Responsive design for App
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Autotask Streamlining
Autotask Integration Streamlining
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Overview Part Refinements
Overview design streamlining
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Log changes
Added time in Logs
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Favorite Companies
Favorites section in Strategy module
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Design Changes
Design standardization for font sizes in titles
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Connectwise Tickets
Tickets form ConnectWise (beta, limited access to feature)
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Autotask Integration
Autotask Integration launched into public beta
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Market field changes
"Markets" field not mandatory for company.

Branding settings

Reduce number of reports shown
"Show more" option for Report list has been added.
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New Companies List Design
Redesign Companies list in Strategy module.
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Row Highlighting
Highlight active row has been added to all tables.
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Widget Drill Down
"Drill down" option for widget on click (first beta version of the feature).
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Manual group/item changes
Add manual item / Add manual group - fields order has been changed .
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Click out to save
System saves all forms on a click out now (if all required fields are filled in).
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New Notification System
Enhanced notification system for errors and success messages.
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Warranty for all
Warranty service now available for all clients starting from Backer plan.
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Mobile UI
A bunch of changes to use app from mobile devices and tablets:

Warranty Updating
Added Warranty Updates service for Lenovo and Dell Assets (Beta version, available only for some clients).
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Changes for PSA Integrations logic

Prohibited editing of the mapped objects in Strategy Overview (sync priority is on PSA side, so this improvement will help to not lose the data)
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Integrations list

UI enhancements for report

Improvements for Widgets engine

Better layout for Asset chart, fixed bug with "Undefined" category.
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Changes for "Add report" option

Advanced logic for "migrate report" option, ability to migrate text parts and custom parts content.
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Enhancements for "copy template" option

New template will be added to user permissions when copy template by manager.
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PSA integration changes

Total redesign for Budget and Roadmap part
The budget and roadmap section has undergone a total redesign to make the report look cleaner and more compact. The page breaks logic for print mode has also been improved.
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Changes for widgets

Added option "Default open part" for template parts settings

So user can specify what part must be opened first in a build mode.
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Changes for assessment part

Changes for schedule module

Zero values (unfilled draft reports) are excluded from Total Average health shown at the bottom of the Schedule module.
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Contacts part changes

Added new commands for Cover Page
Commands are moved under text editor fast options, so user can click the command (selects from the dropdown) instead of typing command from keyboard (or copy/paste).
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Edit companies form was moved under Companies menu

Click Company - Company tab
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Bugs fixed

Text Editor New Options
Added new options inside text editor
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Part Source
Added part source (current / template) to current report part settings
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Connectwise Shortcut
Added option "Add contact in CW" to a contact part
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External Parts
UI refinements for fields on the edit part forms for "External embed" and "External content" part types (bigger size, fast copy option)
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Contacts Excel Export
Added option "Export to excel" for Contacts part
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Connectwise Integration Streamlining
Streamlined adding contacts while adding new companies to Integration mapping
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Contacts from ConnectWise Manage.

Added new widget type - Count Managed contacts (Available from Strategy, Company Overview and Report).

Widgets enhancements:

new UI library, report progress chart redesign, assets chart redesign.

Added "Duplicate template" option.

Undo/Redo
Added Undo/Redo Keyboard Commands for Assessment and Assets Parts
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Schedule Totals
Changes in the Schedule bottom line of Totals are made
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Text editor changes
The text editor stretches to full width for part type "text part" when internal notes checkbox unchecked.
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Bugs fixed

New user streamlining
Streamlined new user creation
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Roadmap/Budget design changes
New design for Budget and Roadmap part
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Widget Enhancements
Enhancements for Widgets engine and Widgets design
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Assessment Default Part
Assessment part is now always opened first in build mode.
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Editing items in Presentation/Display
The User can change the "Data" field from Display / Presentation mode using double click on it.
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Login Wallpaper
New login wallpaper.
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Budget Totals
Added Totals to budget quarters
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Strategy Widgets
Widgets under Strategy module.
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Colors rules on widgets
Possibility to add color rules on Widgets.
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Connectwise Integration Streamlining
Streamlined the process of adding new companies and their configurations under CW Integration
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New Widgets

New Part Types

Double Click to drag
Double click on drag bar to collapse. System remembers the width of the Companies list on Strategy.
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New Parts Engine

Widgets refinements

Connectwise Sync Logic

Improvements of sync logic with CW
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Design
A lot of UI refinements across the app.

Design
Smart reduction for Assets

Integrations streamlining
Configurations delete logic
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Overview Engine
Overview Engine launched to create widgets across the app

Integration Logs
Logs for Integration, sync results report
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UI refinements

Advanced Template
Advanced template to template migration functionality
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User for multiple reports
Set user for multiple report creation

Asset Notes
Assets note now show up on assets
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Asset Excel
Assets export to excel
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Dashboard
Dashboard design enhancements
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Parts Engine Changes
Parts order changing
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Connectwise Manage Integration Launch

Mass maintenance

Various enhancements throughout
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Bug Fixes

Connectwise Beta Integration

Company Sites
You can now add different sites per company to budget by sites. (The upcoming Connectwise integration will use sites to allow you to budget configurations by sites for clients with many locations)
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Multi Market
Ability to add multiple markets to companies allowing companies to get multiple vertical specific groups/items on reports.
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Mass Maintenance
Ability to do mass maintenance on companies
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Template to Template Migration
Ability to seed data on new report from a different template/company/report
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UI Refinements
Lots of UI refinements
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Territories reinvented into Groups
Only one territory was allowed to be added per company. We renamed Territories as Groups and now companies can be part of multiple groups. Some examples of how to use groups now are: Group your clients by vCIO, Compliance Regulated Companies, geographic regions, etc. The will allow you to do really amazing reports and client analysis in our upcoming reports module!
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Schedule Refinements
- Future dates now listed as light gray and
- Added column counts
- Ability to set primary user for templates in mass on Schedule module.
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New Executive Summary Editor
We upgraded the executive summary editor to a new engine which will open up more opportunities for features in the future and smooth out the existing editor experience.
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Dashboard Refinements
New UI styling adjustments
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Bugs Fixes
Many bugs fixed. If you notice a bug is still present after 3.1 and 3.1.1 please report it.
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Multi Type
Enabled ability to have multiple types in preparation for Connectwise Manage integration.
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UI Streamlining
Many UI enhancements.
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Always on app updates/patches
Enabled ability to release features while app is being used live.
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QA
Major QA team and tools investments for escalation in development.
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Presentation Mode
New presentation mode with ability to edit while you are presenting.

Totally New Platform
The platform was entirely rewritten for long term growth and rapid agile development. There is not a single line of code that was reused from SO2. Due to the pandemic and the amount of work it did take far longer than we expected. Sorry about that. I know many people were waiting.
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Our beta was very short however... we have been using the app for two months in our MSP so its a very stable version. But there still may be small bugs. Please report them as you find them. We do have a very large list of tasks still being worked on this week and next. We did not want to delay launching any further so here is the new version!
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Recurring Items
SO3 now allows for recurring items on templates. It is not enabled by default for accounts that came from SO2. Please go to Settings>Templates>Select your template>Assessment
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Manual Groups and Items
You can finally add manual groups and items onto an individual client report that do not come from the template.
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New Dynamic Filters Site Wide
Modify your view on the fly across the entire app to analyze your clients and stack like never before.
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New Executive Summary
The new executive summary finally has styling! You will need to go into the template and apply styling to your default executive summary (Bold, numbered lists, etc) and then as you make all client reports once in SO3 you will need to style them once.
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Roadmap Revamped
Standalone roadmap view with easy editing of just the items in the roadmap.
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New Budget
A totally new 12 month budget view for professional budgeting for companies large and small.
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New Budget Date Management
In SO2 we had Quarters and did not actually have years. In the new version Quarters have been transformed into individual months and "This Year/Next Year/Future" has been transformed to actual years.
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New Display Mode - No more save to PDF (Just print to PDF)
The PDF mode was replaced with a new Display mode for easy virtual strategy meetings. Now if you want to export a PDF you need to print and "Save as PDF."
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New Draft and Completed Mode
In the new version there are now "Draft" reports and "Completed Reports." Completed reports are disassociated from the template and cannot be edited. You can only have one draft at one time. Now draft reports show up as orange on the schedule until you mark them "Complete" after you finish a meeting with a client.
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New Dashboard
The dashboard has been redesigned with a new views and filters.
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Schedule Mode
The schedule report has been revamped with new filters and better logic.
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Column Settings
There is an entirely new template engine. The column settings are designed for the best display view. Please be careful changing things because it will affect the way the reports display.
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Knowledgebase and Videos Updates Coming
Right now the Knowledgebase is still setup for SO2. By the end of the week we will have the knowledgebase rewritten and in the next 2 weeks all our quickstart videos will be finalized and published.
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Adjust Zoom and Navigation
The old app worked best at 90% zoom. If you log into the new app and your view is still stuck at 90%, change it in the browser to 100%.
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Small Laptops and iPads
The app still doesn't work perfectly on smaller laptops or iPads. You can hide the navigation and companies list when editing the report. We will resolve this very soon. The app WILL work on iPads now!
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Free Onboarding!
We are now offering free onboarding weekly. Please register here.
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New User Types
We now have a new user class called "External Users". These are designed to give to your clients to access the system. They will not have any chat widget, Youtube videos and eventually you will be able to fully white list the app as your own custom client Strategy Center!
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New Template Engine
Custom columns, custom grades and tags for groups and items for infinite customization.
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Customize Grades
The new template allows you to edit and customize your grades. We dont use the Standard grade in our MSP so we deleted it. This is how we have our grades setup

PDF Customization
You can now edit the page size, orientation, margins and font sizes for a more custom tailored report. The new recommended orientation is Landscape and all the recommended settings are under Settings > Templates > PDF Report Settings.
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Page Number
You can now add the page number to the PDF parts. (You need to go into the template and enable it there and you will need to enable it on all Overviews once. Releases we make do not effect existing Overviews)
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All Currencies
For our many international MSP allies, you can now use the app in any currency! Check it out under Settings > Localization.
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Hidden Groups
Now if you hide all items under a group, the group itself will not print on a PDF. 
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Health Score
New Health score feature added for each group, overview report, client, and global health allowing you to see which clients have the most aligned tech stacks and which are the least aligned.
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Health Score on TSM Schedule Report
Health score added to TSM Schedule report
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Global health
New global health score allowing you to see how healthy your entire client base is. 
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Clients sort
New ability to sort clients by alphabetical order, grade or health score. 
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Persistent Filters
Filters and sort are now persistent in the Overview module and will remember if you leave the page and come back
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Edit Template Item Improved
Edit template item in overview now takes you back to the item you were editing
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Back-end
Major back-end rewrites of multiple sections to increase in speed and continued preparation for version 3.
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Default grade on items
New default grade per item set to "Question." You can now set the default grade for items in the template. 
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Clear item button
Adjusted styling for "Info" "Edit Template" buttons on items and added a new button "Clear item" allowing you to clear the entire item in an Overview instead of having to clear out each column.
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Default prepared by
The "Prepared by" field will now be filled out from the user creating the report by default. (It can still be changed manually after.)
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CSS
New CSS styling upgrades site wide (Ongoing)
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Dashboard filters
New filters added under Dashboard for Territories and Markets
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Double click to open
Added ability to double click to open Users, Territories, Markets, Types, Companies and Template items instead of having to select and press the edit button!
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Add Company button
Added a "Add Company" button to below the Company list to be able to add companies without having to go into settings. 
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PDF Parts
Added PDF Parts as a first step at PDF engine rewrite. Now you can select which parts of the Overview you want to feature on the PDF. 
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Internal Notes
Added "Notes" field next to the "Executive Summary" for notes the MSP can now store in the system. Notes will not print on the PDF and are internal only. 
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Clear MFA
Ability for Admins and Managers to clear MFA for other users in case they lose their phones and get locked out. (Admins can only clear MFA for other admins. We recommend having two admins per account if possible.)
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Japanese Yen
Added Japanese Yen to currency options for our Japanese MSP friends. 
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International date format
Added yyyy/mm/dd date format for our international MSP friends.
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Other
Many other refinements app wide.
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Default Executive Summary
New default executive summary feature (You can now set a default summary at the template level and all new clients get the same executive summary base structure)
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New Structure
New tabs for Overview (This will allow you to edit executive summary in full screen and creates the structure for new features)
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Add Company Button
Add company button on Overview
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Design

Multiple bug fixes
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New login wallpaper

New Overview Format
New Overview format. No more drop downs. This will reduce the amount of time it takes to grade every item by 50%. 
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Edit Template Item in Assessment
You can now edit the Template for each item right from the Overview screen! You can evolve your template on the fly!
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Design
Lots of CSS refinements and display bug fixes. 
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Advanced View
Advance View options for the dashboard detail views. To access click the little menu icon next to each column to customize your view!

MFA
Multi factor authentication added for Google Authenticator and Microsoft Authenticator
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New Icon
Added "In Progress" and "Info" icon
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Assessment Legend
Revised legend on PDF
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Schedule Module
New Schedule module created to set goals how many times you want to meet with clients and track how often you meet. 
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Stripe Billing Integration
Stripe billing integration rewrite (Update credit card, view invoice history, etc)
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New Grade Options
New grade options on report for items (Gold star, Blue question, Hidden)