Check out the overview of new and improved features in CDESK version 3.2.9. The full news article will be available soon.
TOP NEWS
- Significant improvement in Asset Management – completely new mobile application, moved start of process from purchase order, working with warehouse, full electronic circulation of handover protocols.
- New important features in the configuration database – new tree navigation, visual display of relationships, attributes for Cybersecurity, Business continuity management, and other improvements
- Advances in graphical reporting – new internal tools and a new PowerBi model
- Approval via email communication – using keywords in the message
Improvements by modules:
Requests
- New Request Catalog widget in the Home overview
- Request Catalog: Hyperlink in tile – redirects to external link
- Ability to set workflow for request states in the template
- Adding tags to request templates
- Defining keywords for easier searching in the request catalog
- Separation of configuration items and services into separate columns (request list + export)
- Export of request list (CSV/XLSX) also includes links to attachments
- Ability to enable “Due Date from” for each template individually
- When writing a discussion, it is now possible to insert text from the template directly at the cursor
- Added preview content (preheader) in email notifications from discussions
- Extension of custom opened states from 10 to 30
Configuration database
- Mass deletion of records
- Archive of deleted items from the configuration database with the ability to restore
- Automatic column matching when importing from XLSX based on previously exported XLSX file
- Added CSV export of configuration items (CI)
- New role for configuration items – Item Owner
- Renaming item type “Services Catalog” to “Services”
Calendar
- Ability to create selected objects from a specified time period
Gantt chart
- Creating hierarchy of requests in Gantt chart using drag and drop
- Adding and deleting objects in real-time (changes recorded in the next version)
- Displaying project deals in Gantt chart without the Projects module enabled
- Added filters: Code, Type, Depends on, Current Progress
- Added permissions for Planning Mode field
Projects
- Added templates for project deals with the ability to link to a request and set priority
- Ability to manage custom states of open project deals
- Automatic inclusion of time on a (project) request into the total time of the parent project deal
- Time planning by assignees in project deals
- Added priority for project deals, including a new column “Priority”
Notifications
- Added roles Project Manager and Responsible Person for the project in notification sending rules from requests
Fulfillments
- Summary of fulfillments at the end of the fulfillment list extended with the number of transports and fulfillments
- Automatic application of fulfillment template after selection
- In the fulfillment list, the Status filter extended with values “No Response” and “Approved Non-Zero”
- New columns in the fulfillment list: “Real time worked” and “Hourly Rate”
Orders, Billing and Invoicing
- New option for bulk editing of billing items in the billing item list
- Added multiple columns for filtering in the billing item list
- Billing item can now also be deleted in the order detail
Scoreboard
- Ability to create custom scoreboard
Directory
- Contact export filter by company
Tasks
- Added right panel in Tasks – editing and creating new records
Message Processing
- Improved handling of deleted messages in Messages for processing
Offers
- Email preview shows current offer status
- Extended offer summary with original price and discount amount
- PDF output of offer now includes “Issued by” and “Customer Contact”
Users and Groups
- Updated display of user details
- Ability to assign a unique ID to a user – personal number
- AD connector – Ability to create accounts in CDESK for users without a group
General Features
- Extended filtering in Requests and CMDB by current (logged-in) and invalid users
- Restored ability to filter by condition “is not” for all dates in the system
- Increased size limit for exports to XLSX, CSV from all modules
- New tag settings – assigning tags to modules
- Access to server logs if you operate your own CDESK server
Approvals
- Added roles for approvals – Applicant’s Department Manager, Applicant’s Section Manager, and Applicant’s Division Manager
- Added column selection in the approval list
Connectors
- Added Supervisor attributes to ENTRA ID connector
- Added OAuth2.0 authentication for connection from other systems to CDESK