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RichardR
Goreloβ€’2d agoβ€’
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Richard

Contacts vs clients? How to file them

🦍Gorelo Question🏨MSP Question
Most of my customers are home users but also a few business customers too. How would you file them as far as contacts & clients are concerned?
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Mikel

@everyone πŸ“° **Release Notes 2026-03-06** πŸ¦„ **Portal **- The Ticket Summary Report is now available in the Client Portal using the β€˜Portal - All Tickets’ tag ✨ **API **- The GET Groups endpoint is now available (in preparation for Tickets) ✨ **API **- The GET Users endpoint is now available (in preparation for Tickets) ✨ **Automation **- You can now use 'Ticket Tags' as a condition when configuring Event & Time automations ✨ **Integrations **- The system will now prevent you from configuring a second accounting integration if one is already active ✨ **QuickBooks **- Optimized the QuickBooks integration for faster access token retrieval ✨ **Infrastructure **- Completed various backend infrastructure updates to optimize our service bus messaging and overall reliability ✨ **Tickets **- Tags are now automatically applied to tickets created via form submissions ✨ **Tickets **- URLs are now detected when typed into a checklist πŸ› **Automation **- Fixed an issue where automations were not properly cancelled upon a ticket state change πŸ› **Automation **- Fixed an issue with line space handling in the automation comment editor πŸ› **Automation **- Fixed an underlying issue causing a certain subset of automations to fail unexpectedly πŸ› **Contracts **- Fixed an issue where updating a ticket's client did not correctly re-invoice hours for Limited/Block Hours contracts πŸ› **Xero **- Fixed an issue where Tracking Categories were not appearing or updating correctly πŸ› **Forms **- Fixed an issue where deleted forms were not properly moving to the Recycle Bin πŸ‘‡ Ticket Summary Report in the Client Portal

Mikel Β· 13h ago

Mikel

@everyone πŸ“° **Release Notes 2026-02-27** πŸ¦„ **Tickets **- You can now launch asset chat directly on a ticket with the entire conversation saved to the ticket timeline ✨ **API **- GET Ticket Statuses is now available (in preparation for Tickets) ✨ **API **- GET Ticket Tags is now available (in preparation for Tickets) ✨ **API **- GET Ticket Types is now available (in preparation for Tickets) πŸ› **General **- Fixed an issue where adding an inline element to a signature would incorrectly add extra spaces or jump to the next line πŸ‘‡ Asset chat directly on a ticket πŸ‘‡

Mikel Β· 2w ago

Mikel

@everyone πŸ“° **Release Notes 2026-02-20** πŸ¦„ **General** - User signatures now allow for a better customization experience ✨ **Assets **- You can now download Agent Logs via the 3-dot menu ✨ **Contracts **- Time Entries covered by Limited and Block hours are now deducted immediately ✨ **General **- Initial avatar colors are now automatically assigned for both new signups and existing users ✨ **General **- Billing confirmation popup has been introduced when creating a new Gorelo user to provide better cost visibility ✨ **Reports **- The Ticket Summary now displays your top 10 tags when clicking on the Tags section ✨ **Tickets **- The 'View original' email popup now displays the From, To, and CC fields ✨ **Tickets **- Improved the textual formatting of names/dates in comment notification emails πŸ› **Scripts **- Fixed an issue where custom field variables were treating case-sensitive text as separate entities πŸ› **Tickets **- Fixed an issue where signatures were not being trimmed πŸ‘‡πŸ‘‡

Mikel Β· 3w ago

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