Moovila Version 43.0 was released on January 12, 2025, EST. The following updates are available in this release:
- General Updates:
- Default Note Visibility:
To establish an organizational standard for note creation, a default note visibility of “All Project Participants” or “Internal Members Only” can now be configured in Enterprise Settings. Once defined, all newly created notes across the enterprise will use this default.
For existing enterprises, the default remains All Project Participants to avoid disrupting current workflows. Newly created enterprises will default to Internal Members Only. Moovila admins may update this by clicking on the More Options icon in the left navigation, then selecting Enterprise Settings. The setting may be adjusted using the highlighted dropdown below.
- Default Note Visibility:
- ConnectWise Integration-Specific Updates:
- Improvements to ConnectWise Project Sync Performance: To speed the process of pushing a project from Moovila to ConnectWise, users can now live search for companies using either the Company Name or Company ID in ConnectWise. This prevents the company type search from loading all associated company accounts and causing delays for environments with large company lists.
By default, searches are limited to the company types configured in the ConnectWise Companies tab. Selecting “Show All Company Types” before searching will expand the search to include the full company list.
- Pause of Opportunities Functionality: Until additional enhancements are available for Opportunity sync between ConnectWise and Moovila, the option to enable Opportunity syncing from the Moovila interface will be unavailable for both new and existing clients unless it is already enabled.
- Improvements to ConnectWise Project Sync Performance: To speed the process of pushing a project from Moovila to ConnectWise, users can now live search for companies using either the Company Name or Company ID in ConnectWise. This prevents the company type search from loading all associated company accounts and causing delays for environments with large company lists.
- Halo and Autotask Integration-Specific Updates:
- Integration Configuration Improvement:
Project names in the Integration Configuration dialogue are now clickable. This allows users to navigate directly to the associated project. Links will only be displayed for projects to which the user has permission.
- Integration Configuration Improvement:
- General Fixes / Enhancements:
- When creating a repeat task, the warning message has been updated to clarify that dependencies cannot be set for the task to save successfully.
- An issue where-in the Billable Balance totals were not displayed in Task Dashboards has been resolved.
- Holiday names are now visible in Work Capacity Settings beyond the year 2026.
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