What's new in CDESK 3.0.184

In the version 3.0.184, a new tab Note for Assignees (internal discussion) has been added to work orders.

TOP new features – November 17, 2020

Note for assignees (internal discussion) for work orders

In the version 3.0.184, a new tab Note for Assignees (internal discussion) has been added to work orders. Like the Note for Assignees in the requests, it is used for communication between work order assignees. These records are not accessible to the customer unless you manually change the permission.

Entries in the tab Note for assignees (internal discussion)
Figure: Entries in the tab Note for assignees (internal discussion)

 

The form for adding a new post is identical to the form used in the requests and it also provides the same options. You can enter your own e-mail in the field for the notification recipients. The field for the post offers advanced options for editing text, as well as inserting images. You can preview the email notification before posting.

 

Form for entering the Note for Assignees
Figure: Form for entering the Note for Assignees

 

Notification that an internal discussion has been added to the work order
Figure: Notification that an internal discussion has been added to the work order

 

 

The internal discussion in the work order is also transferred to the linked request, where it is marked with a flag.

 

Internal discussion from a work order between the posts of the request
Figure: Internal discussion from a work order between the posts of the request

 

The permissions to access internal discussion on work orders are managed independently of the requests and have their own settings.

 

Permissions to access internal discussion
Figure: Permissions to access internal discussion

 

Email notifications of the requests by the request type

 

The new version brings the possibility to notify requests according to the Type of requests. For each type of requests you can select users which will receive email notifications.

Selection of users to be notified for a specific type of request
Figure: Selection of users to be notified for a specific type of request

 

Moreover, a new User role for the Request Type has been added to the notification settings. This allows you to set which specific request changes the users will be notified of according to the type of request.

 

New role in the User notification settings for the Type of Request
Figure: New role in the User notification settings for the Type of Request

 

Handwritten signature on invoices and reports

 

The Signature for print reports field has also been added to the user's profile. This field allows you to upload a photo of a handwritten signature, which will be displayed on reports and invoices issued from CDESK.

Button for inserting a signature photo
Figure: Button for inserting a signature photo

 

Signature on the invoice
Figure: Signature on the invoice

 

 

New access, editing and deletion measures have been added to this setting.

 

Signature permissions for print reports
Figure: Signature permissions for print reports

 

Last change above request

 

With the last update, a new Last Change column has been added to the list of requests, in which the parameter that was changed as the last is recorded. The following changes are recorded:

  • Changed request assignee
  • Changed request status 
  • Changed request priority
  • Changed request name
  • Changed request description
  • Responsible person changed
  • Changed assistant assignee
  • Changed deadline to assign a request
  • Changed response deadline of request
  • Changed completion deadline of request
  • Changed term of request´s alternative solution
  • Added note among operators
  • Added discussion comment
  • Added fulfillment
  • Added device to the request
  • Removed device from the request 
  • Changed reason of completion
  • Solution changed 
  • Changed request priority
  • Changed area of service
  • Changed 2nd level of service area 
  • Changed urgency 
  • Changed impact
  • Changed type of request 
Information about the last change of the request
Figure: Information about the last change of the request

 

The Last Change column has also been included in the advanced filter and export.

 

Filter by the Last Change column
Figure: Filter by the Last Change column

 

Last Change column in export of the request
Figure: Last Change column in export of the request

 

 

Alternate Login

 

A new Alternate Login (mail address) setting has been added to user settings. When this function is enabled, the user will be able to log in to CDESK using an email address or other expression.

Enabling the Alternate Login feature
Figure: Enabling the Alternate Login feature

 

An alternate login can be set in the user's profile. A contact e-mail can also be used as an alternate login.

 

Setting an alternate login name in the user's profile
Figure: Setting an alternate login name in the user's profile

 

List of all new features in CDESK 3.0.184 >

Date:
17. November 2020