Version history
A brief overview of CDESK changes and improvements
CDESK 3.0.189 – current version
20.5.2021
- Home overview
- Setting the allowed widgets according to the user account type.
- Address Book
- In the company form, the option to select a default address for the sender of CDESK notifications.
- Requests
- The menu directly displays information about the number of requests awaiting response and missed requests.
- When printing a request, the record also includes all completed / approved custom properties attached to the given request.
- Searching the request list by request tags.
- When a request is duplicated, a Copies / Is a copy of relationship is created between the duplicate and the duplicated request. Information about this relationship is found in the Related requests tab.
- New roles for receiving request notifications. These are the roles: Customer contact from the deal and Responsible assignee from the deal.
- Summary report of open requests for an assignee group.
- Offers
- After verifying all offer lines, a dialog box informing of the changes made is displayed.
- New button to display the offer summary directly in the offer list.
- The sending of a notification is recorded in the History tab.
- Leave requests
- New notification configuration for the Leave requests module.
- Users and groups
- Individual setting for visibility, assignability and selectability of a company inherited from a parent group.
- Approval
- Added information about an attachment in the form for the approval process for a request and a work order.
- Active Directory integration
- Option to specify multiple OUs (Organizational unit branches) for loading users from Active Directory.
- Login via Azure Active Directory
- Replacing Azure AD with the user’s Azure email.
- Improvements in controlling CDESK
- Option to go to a given record by clicking on a toast notification.
- Enhanced keyboard control when creating an advanced filter.
- Navigation using the keyboard arrows in the date field in the advanced filter.
More about the TOP new features of version 3.0.189 >
CDESK 3.0.187
11.4.2021
- Outlook Plugin
- Creating requests, tasks and discussion posts directly from email in the MS Outlook application.
- Login via Azure Active Directory
- Linking CDESK accounts with accounts in Azure Active Directory and using them for login.
- Requests
- Direct access to a computer via an Easyclick request.
- Generating a new regular request at an interval counted from the closing date of the previous request
- Fulfilments
- Aligning the assignee selection according to the assignees offered in the request.
- The notice about entering a fulfilment in the past is displayed only if the set time is exceeded.
- Noticeboard
- When a group is set as the recipient of a post, all members of the selected group are displayed among the recipients in the form.
More about the TOP new features of version 3.0.187 >
CDESK 3.0.186
25.2.2021
- Requests
- Automatic assignment of an email conversation without an identifier into the discussion of a request
- Sending SMS notifications to all members of the assignee group when a request is created
- Free text can be entered into the Who is requesting field
- Work orders
- SLA notifications for the assignment and fulfilment deadlines of work orders
- CMDB configuration database
- Checking the unique value of a custom property
- Planned work
- Addition of new fields Information for the customer and Internal description
- Leave requests
- New module used for recording and approving leave requests
- Users and groups
- Option to set optional assignees / assignee groups for other assignees / assignee groups according to the category and type of company
More about the TOP new features of version 3.0.186 >
CDESK 3.0.185
11.1.2020
- General functions
- Password quality check.
- Security measures in case of invalid login attempts.
- Option to set up two-factor authentication.
- Requests
- Option to disable the Response deadline.
- Colour differentiation of discussion posts depending on whether it is a discussion with the customer or an internal discussion.
- In the request list, text indicating whether a request contains offers is displayed next to the request name. The colour of the text changes according to the current status of the offer.
- Export the request list to a DOCX file.
- Fulfilments
- The signature image is displayed in a fulfilment sent via email.
- CMDB configuration database
- New columns added to the list of service outages. The columns can also be included in the export.
- Reports
- Items without an offer can be added manually to budget control reports.
More about the TOP new features of version 3.0.185 >
CDESK 3.0.184
17.11.2020
- Deals and Invoicing
- Option to change the order of work and flat rates assigned to a deal. The order change is also taken into account when issuing an invoice.
- Requests
- New column in the request list, which records the data most recently changed on the request. This information can also be included in the export, or used in advanced filtering.
- Pre-filling the logged-in operator in the Assignee field, if it is not defined by another criterion.
- The Visibility setting has been added to request templates. It allows choosing whether a request created from the template will be accessible as Internal or Ordinary.
- Option to display custom properties in the request list.
- Request notifications
- Sending email notifications according to the request type.
- Work orders
- New Note for the assignee (internal discussion) tab. It allows the assignees of a work order to hold a discussion that is not accessible to the customer.
- Fulfilments
- Adding and editing an accounting item directly from a fulfilment.
- New Total fulfilment time column added. It records the sum of the fulfilment time and other time.
- Users and groups
- Option to enter an alternative login name. A setting was also added so that the contact email is used as the alternative login name.
- Option to upload a photo with a handwritten signature, which will be displayed in invoices and reports generated by CDESK.
More about the TOP new features of version 3.0.184 >
CDESK 3.0.183
17.9.2020
- Invoicing
- A stock delivery note will be invoiced together with the fulfilment. It is also possible to allow the delivery note to be invoiced even if it has a zero price set.
- Adding a QR code to the invoice, which is used for payment.
- Deals
- Option to archive accounting items. An archived item cannot be invoiced nor selected in fulfilments. Uninvoiced fulfilments in an archived accounting item will be displayed at the next invoicing.
- Fulfilments
- The fulfilment list also displays the type and service area of the linked request.
- Calendar
- Entering holiday templates, which are also used in SLA and SLO.
- Knowledge base
- New module in CDESK for recording and sharing knowledge between designated people.
- Planned work
- When saving a new record, it is possible to create information about the planned work in the announcements.
More about the TOP new features of version 3.0.183 >
CDESK 3.0.182
21.7.2020
- Invoicing
- Added the option to attach custom attachments to invoices.
- Requests
- Adjustment of the criteria for including requests in the My awaiting response group in the priority view.
- When recording the last change on a request, the adding of discussions is now also counted. This date is also displayed in the request list under the Changed column.
- The “contains” function has been added to the advanced filter for filtering records by assignee group. It enables a field for entering free text.
- Fulfilments
- If a fulfilment has an hourly rate assigned to a flat rate as its accounting item, the fulfilment list will, in the Accounting item column, display not only the name of the accounting item but also the flat rate to which the item is assigned. This also applies to fulfilment lists on deals, requests and also tasks.
- Message processing
- A field for selecting a deal for the chosen customer has been added to the rule for processing a message as a new or internal request.
- Offer notifications
- New function so that the customer contact receives copies of offers for the customer assigned to them. The function can be turned off / on in the Global settings.
- CMDB configuration database
- Automatic creation of a location when entering a new company.
- Option to bulk edit custom properties over objects in the configuration database.
- Planned work
- In the Global settings, a setting has been added for whether the selection of a notification template will be mandatory or optional on a planned work record.
- General functions
- Introduction of avatars (pictograms for accounts) in CDESK. Option to choose from predefined avatars, or to upload your own photo. Used mainly in discussion notifications.
More about the TOP new features of version 3.0.182 >
CDESK 3.0.181
22.6.2020
- Deals
- XLS report of the invoice attachment from the invoicing preview.
- Editing an issued invoice, including the items on the invoice.
- Requests
- Option to set the Desired deadline field to be displayed only for selected request types.
- The preview of the request discussion is displayed to the customer according to the settings of their email notification, which is different from the operator notification.
- Setting for postponing the Completion deadline, if a closed request was returned to in progress after a discussion post was added.
- Request notifications
- Within customer notifications, a new variable has been added that displays the entire history of the request discussion, including the initial input (for now in plain text).
- Fulfilments
- Option to create a billing fulfilment from multiple internal fulfilments directly on a request.
- The Other time field can be enabled for internal fulfilments.
- Tasks
- Option to filter items in the list according to whether a task contains / does not contain a location.
- Offers
- A History tab has been added to the offer form, which informs about the creation and changes made to the record.
- For individual items on offers, it is possible in the Global settings to define custom units and also the order in which they will be offered. Individual units can also be disabled so that they cannot be selected in offer items.
More about the TOP new features of version 3.0.181 >
CDESK 3.0.179
11.5.2020
- Address Book
- The History tab has been divided into two parts:
- Company – contains all changes on the company record
- Requests – contains a list of requests that were created for the given company.
- Requests
- New button for quickly closing a request.
- In the CDESK user profile, it is possible to set the sender name for the discussion with the customer.
- Attachments from the discussion with the customer can be displayed in the request form among the other attachments. This function can be turned off / on in the Global settings.
- When creating a request, if a company (customer) has exactly one deal recorded in CDESK, this deal is pre-set in the request. The deal must be in a status other than denied or closed. This function can be turned off / on in the Global settings.
- Fulfilments
- New button for inserting the name and description of a request or work order into fulfilments.
- Offers
- The customer cannot revoke the acceptance of an item on an offer.
More about the TOP new features of version 3.0.179 >
CDESK 3.0.177
31.3.2020
- Deals and invoicing
- Improved invoicing – fulfilments can be invoiced directly in CDESK.
- Added invoicing of flat rates with prepaid hours.
- Added the option of manual flat rate invoicing.
- New export for the invoice preview, invoice fulfilments and the summary by requests.
- New option to select on which fulfilment types an accounting item should be offered : all / non-complaint / complaint. The function is available if complaint fulfilments are enabled in the global settings.
- Requests
- In the Tested by the customer status, buttons for evaluating the testing have been added.
- When the customer evaluates the testing of a request, it is possible to insert a note about the testing.
- Change of the request status to the Ordered status after acceptance, or partial acceptance of an offer on the request. If the offer is denied, the request switches to the Assigned status.
- Change of the request status to the Offer status after sending the offer to the customer for acceptance.
- In the Request templates module, a button for export to XLS has been added.
- In the Waiting for 3rd party request status, it is mandatory to enter from – to times if supplier selection is enabled for this status.
- Option to create a new request from the context menu of an attachment on a request.
- Setting so that VIP Service applies only to selected request types and service areas.
- Option to create planned work from a request, which is then displayed in the calendar to all authorised users, not only the responsible assignees.
- On the Related requests tab, the option to add a request via the catalogue of requests has been added.
- In request notifications, the Assigned operator role can also be set as a recipient.
- The detail of the assigned company can be displayed on a request.
- For requests and work orders – new interactive service forms
- From a CI object attached to a request and a work order, it is possible to generate interactive service protocols. They serve to record service work in the form you require (filling in prescribed fields, ticking certain options and the like).
- Interactive service protocols can be exported in PDF format or archived to the given service request / work order in CDESK.
- They work very well responsively on mobile phones/tablets too.
- Work orders
- In the Waiting for supplier work order status, it is mandatory to enter from – to times if supplier selection is enabled for this status.
- Fulfilments
- On a request in the Fulfilments tab, a summary of accepted hours, hours worked (if internal fulfilments are enabled) and invoiced hours from the offer on the request is displayed.
- New option to create billing fulfilments from internal fulfilments from the lists on the tabs of the modules to which the internal fulfilments are assigned.
- New filtering according to whether a billing fulfilment has / does not have a link to an internal fulfilment.
- New fulfilment filtering by request status and billing date on the request.
- New option to choose which fulfilments will be automatically included in invoicing.
- According to the request status, the following options are available:
- all
- from closed requests
- from closed accepted requests
- from requests closed without acceptance
- According to the date, the following options are available:
- fulfilment creation date
- billing date in the request
- New function for automatically creating a complaint fulfilment for a selected request type.
- New option to offer different accounting items for complaint fulfilments.
- Added the option of a mandatory choice of accounting item.
- For an accounting item of the flat rate type, the fulfilment date is taken into account against the validity date of the flat rate.
- Message processing
- In the rule for message processing, it is now possible to define tags for the request created from this rule.
- Calendar
- In the new calendar, a function for automatically creating tasks when requests are Drag&Dropped in the calendar has been added.
- A display of planned work has been added, which is displayed to all authorised users, not only the responsible assignees.
- Offers
- Added display of summaries for quantities from offer items differentiated by units.
- Reports
- New report – Request budget control.
- Added report – Service availability records for a selected period.
- New report – Statistics of submitted and accepted closed requests (including those closed without acceptance).
- CMDB configuration database
- The default filter and column layout in the CI list is now separate for assignees and separate for other users.
- Bulk editing of configuration objects – the option to edit custom properties has been added.
- General functions
- If you use an unsupported web browser, you will be notified of it after logging in.
More about the TOP new features of version 3.0.177 >
CDESK 3.0.175
28.2.2020
- Deals
- Option to add non-billable work as an accounting item. No price is set for this item; it serves only for recording.
- Requests
- New Request weight function.
- Filtering the request list by request weight.
- Bulk editing of requests directly in the list.
- In the request list, the last entered filter as well as the search remain remembered.
- Request notifications
- Option to create a custom template for email notifications from discussion posts.
- Work orders
- New To resolve filter. The filter offers the following options:
- My to resolve
- To be resolved by teams
- Work order notifications
- Option to set notifications regarding work orders to also be received by the users filled in the Who is requesting and For whom they are requesting fields.
- Fulfilments
- Settings of conditions for invoicing fulfilments.
- New setting for simplified time entry..
- In the fulfilment list on a request, summary totals of hours from internal fulfilments, billing fulfilments and the hours that were accepted by the customer from offers have been added
- Tasks
- Option to filter records by the Helper assignee field.
- Offers
- Setting the acceptance method
- 1-tier acceptance
- 2-tier acceptance
- Introduction of offer statuses
- In preparation
- For verification
- For approval
- Partially approved and denied
- Approved
- Denied
- Fulfilled
- Cancelled
- Creating requests and tasks from an offer.
- Option to copy offers to other customers.
- Notifications about the creation of a new offer and changes on an offer.
- When the assignee is changed, a picker with a selection of a message for the new assignee is displayed on the offer. The function is optional.
- Option to export an offer to PDF.
- CMDB configuration database
- For a report on a CI change, the visibility of records according to customer visibility is taken into account.
- Option to define a default filter and column list for the CI List. It is set separately for administrator / operator / assignee and other accounts. It is set in Global settings -> CMDB, the Default CI list settings section.
- In-app notifications (bell in the top right)
- They also contain a message for the new assignee from a request.
More about the TOP new features of version 3.0.175 >
CDESK 3.0.172
27.1.2020
- Address Book
- New properties added for the customer account : Contact for reminders and Contact for sending invoices
- Requests
- Option to link related requests
- Determining priority according to urgency and impact. Urgency and impact can be defined for each request type separately
- Option to filter records in the request list according to whether they contain / do not contain a task
- Sending notifications for request rating
- Setting whether, when a request is switched to the Waiting for 3rd party status, a supplier can be selected on the request
- Automatic switch from the Assigned status to the In progress status after adding a discussion post with the customer or adding a fulfilment
- Automatic switch from the Waiting for customer status to the In progress status after adding a discussion post from the customer
- Prediction of regular requests into the future
- When the Restrict assignee selection by assignee group function is enabled, the My assignee groups option is offered in the assignee field
- Linking an email address to an account when filtering in the request list – when filtering by users, those requests that do not list the given user’s name but originate from the Message processing module are also displayed
- Reminders of deadlines for requests and work orders before / after the deadline at set intervals
- Adjustment of filters in the request list when the Restrict assignee selection by assignee group function is enabled
- The option to filter by assignee group becomes available
- When filtering by assignee, only users registered as an assignee or operator are displayed
- Adjustments in notification settings when the Restrict assignee selection by assignee group function is enabled
- Request discussion
- Option to display a preview of the email notification for a discussion before sending it
- Request templates
- When the Restrict assignee selection by assignee group function is enabled, the following columns have been added in the report found in request templates :
- Assignee group for the Easyclick customer account
- Assignee group for Operators
- Requests and work orders
- Permission for making an internal note accessible to / hidden from users who are not assignees of the record
- Work orders
- Option to count the time a work order is open
- Fulfilments
- Internal fulfilments no longer have a mandatory link to billing fulfilments – they can be entered independently of billing ones, which simplifies the records for work that is not to be billed
- Message processing
- An attachment from a received email is also moved into the created record, e.g. into a request
- CMDB configuration database
- Change of colour in the list of configuration objects according to a date field
- New Restricted filtering function over the CI list. It allows disabling searching by the main group and type
- New Searching in others’ records function. A user can be granted access to objects that belong to other users on the basis of searching and a subsequent exact match of a certain property, for example a serial number.
- In the advanced filter, only those properties that belong to the selected CI type are offered in the column list
- Reports
- Option to set permissions for reports over the CMDB Configuration database
- The following columns can be added to settings reports from request templates
- Assignee group for the Customer account in Easyclick
- Assignee group for operators
- The option is available only when the Restrict assignee selection by assignee group function is enabled
- Users and groups
- VIP service – option to classify a user as a VIP user, who may have higher priority in resolving requests
- General functions
- New menu – a new look and operation of the menu, enabled in the Beta features. Option to choose favourite items. Each user sets their own
- Choice of date and time format in the operator profile. Support for the international date and time format
More about the TOP new features of version 3.0.172 >
CDESK 3.0.167
4.11.2019
- Requests
- Option to uniformly set the assignee in the service area for the customer account/Easyclick and Operator/Assignee
- Option to print a request in the scope of basic information
- Change of the order of statuses when setting the status in a request
- Changed priority view of requests and work orders in the list
- An image inserted into the request description is also added as an attachment in the request
- Request notifications
- The email notification about the creation of a new request from a message to be processed is received by all recipients listed in the To and also Copy fields. These addresses will also be automatically inserted among the recipients of discussion posts
- Work order notifications
- New interface for setting notifications. You can determine recipients according to your own needs
- Fulfilments
- New function for automatically pre-filling the location in a fulfilment in case the fulfilment has a link to a task/request with a filled-in location
- CMDB configuration database
- Optional naming of items in the menu under the CMDB module
- The CI List (list of configuration items) has been extended with these columns :
- Created – date and time of CI creation
- Created by – the user who created the CI
- Changed – date and time of the last change on the CI
- Changed by – the user who last changed the CI
- Optional properties
- New basic property – text field with formatting
- Planned work notifications
- Added a notification about planned work at the chosen times, including a customer notification
- Reporting
- Reporting on the change of CI object values over a chosen period
- Notifications
- Option to set the sender’s email domain for password reset and notifications for substitution and approval. For all three options it is also possible to set the sender name
- Substitution notifications
- In-app notifications
- Option to clear all notifications at once
- General functions
- Access to items in the list via a single click on the name. The function is found in the modules : Address Book, Deals, Requests, Tasks, Price lists, CMDB Configuration database, DMS, Users and groups. It will gradually be added to other places.
- Licences
- Setting the licence in the user account. This is the first step towards deploying the licensing policy. In the future you will be prompted to set a licence for all your users.
More about the TOP new features of version 3.0.167 >
CDESK 3.0.166
7.10.2019
- Scoreboard
- New module in CDESK. It allows displaying a comprehensive overview of the number of request and work order records according to your company’s preferences
- Address Book
- The option of an SLA other than the Global one has been added to the company import
- Noticeboard
- Option for bulk deletion of posts
- Requests and work orders
- When creating ordinary requests and at the same time requests from the catalogue, the option to determine which type of records a user can create
- Added option to select an assignee depending on the selected assignee group
- For regular requests, the option to generate a request in advance has been added
- Extended functionality of the filter in requests. In filters that involve time, it is possible to select the time unit: minutes, hours, days.
- New option for whether it will be possible to edit a request before it is assigned to an assignee
- Option to set whether deadlines should be recalculated by a subsequent change of the request priority
- Fulfilments
- Grouping by requests in the fulfilment list also displays tasks
- Tasks
- In the permissions for tasks, the option to create tasks in the past has been added
- Calendar
- Added calendar weeks and a new two-week view
- Display of request records in the calendar to the helper assignee as well
- CMDB configuration database
- Option for bulk editing of general properties of CI records
- Planned work
- New module in CDESK. Recording and notification of planned work and outages.
- Approval
- Option to insert the reason for approval/denial into the request description
- New look of the email notification
- Mobile application
- Option to select a location in a task
More about the TOP new features of version 3.0.166 >
CDESK 3.0.164
5.8.2019
- Address Book – Import of companies from the supported formats XLS, XLSX, CSV.
- Requests – The request list contains new columns for display, filters and export.
- Requests – Default user view in the request list. It is possible to select a default filter and column list.
- Requests – A new status has been added – Suspended. When a request is put into this status, the SLA is not counted.
- Work orders – Option to set the order of execution of work orders – parallel-serial.
- Work orders – Option to postpone deadlines during the time when the time to fulfilment is not counted, for example for the statuses waiting for customer, waiting for approval.
- CMDB configuration database – Extension of the basic CI information with the status of the configuration item with an optional list of statuses for individual CI Types.
- CMDB configuration database – Addition of a new setting to the CI Type – Unique name within the CI Type.
- CMDB configuration database – The function for automatically generating the CI name has been extended with generation according to a pattern (prefix + automatic numbering).
- CMDB configuration database – Option to choose whether the CI list should load automatically or only after selecting the Main group and Type. The setting speeds up loading of the CI list when there are a large number of items.
- Notifications – Adjusted look of emails sent from CDESK.
- SLA notifications – Option to set the sending of a notification not only for an expired deadline but also at a chosen time before the deadline expires.
- Approval – Permissions for access to approval processes (mine / others’).
- Substitution – Extension of substitution functionality with the option of central setting.
- Approval – The reason for approval or denial can be written into the request description.
- Mobile application – Added support for the visibility of compound property fields depending on the selected item.
More about the TOP new features of version 3.0.164 >
CDESK 3.0.163
1.7.2019
- Requests – Option to determine for which request type work orders will be created.
- Work orders – New work order status : Cancelled
- Work orders – Option to set statuses.
- Work orders – Automatic assignment of a CI to a work order according to the request.
- Fulfilments – In the fulfilment list it is possible to group items by request and filter by request.
- Tasks – option to add fulfilments and links to locations.
- CMDB configuration database – Option to set permissions for CI records according to main groups.
- CMDB configuration database – Option to deny access to certain CIs, except those for which the user is listed as the owner.
- Optional properties – New basic property type – Hyperlink.
- Optional properties – Option to add optional properties to the user profile.
- Users and groups – Setting access to the user profile. It is possible to set which information the user will be able to edit in their profile and which will be read-only.
- Reporting – Report of service availability by customers for a selected month.
CDESK 3.0.159
15.5.2019
- Requests – CI selection – optional columns as properties from CMDB
- SLA / Recording and evaluation of service availability (SLO)
- EasyClick – added the option “Show my requests from CM” (until now all requests were visible)
CDESK 3.0.156
20.3.2019
- Mobile applications – integration of a more advanced text editor
- Option to accept/not accept a Request directly from the email notification about closing
- Option for push notifications for the mobile and desktop app
- Fulfilment list – option to group by accounting item
- Optimisation of loading contracts with service details
- Discussion with the customer – display of only related contacts and users when creating posts
- Request list – colour differentiation of records according to request types
- Information about the user – added a name list of superiors
- Contact list – added optional columns, filtering by category and export to Excel
- Requests – added a link to the message from which the request was created
- Fulfilments – fix of an error that could have caused incorrect recalculation of dates
- Requests – addition of new deadline fields
CDESK 2:
- Request list – added the column Current resolution status
- Discussion posts – added a check for whether at least one recipient exists
CDESK 3.0.152
18.1.2019
- CI selection in a Request – taking into account users from the Who is requesting and For whom fields (according to the CI Owner)
- PDF export of fulfilments – added the option to group pages by customers
- Adding a fulfilment – simplified fulfilment entry (instead of entering the end time, the option to enter only the duration)
- Setting deadlines in SLA – added a check of the set deadlines according to the TTO<RT<TTAS<TTR logic
- Added searching by change date in the histories of Requests and Deals
- Option not to fill in a note when Accepting a resolution
- Added the option to create a Work order also from the list of Work orders
- Implemented support for creating drafts of Work orders
- Fulfilment list – added further columns to the web listing
- Work order list – added the option to sort records by columns
- Option to add new objects (request, fulfilment, task etc.) anywhere in the system from the top bar
- Mobile applications – added information about login (server etc.)
- Customer list – added the option of optional columns and sorting by columns
CDESK 2:
- Mobile applications – added information about login (server etc.)
- Enabled editing of a fulfilment in a request (fulfilment performer, fulfilment recorder)
- The “Mobile” item from the customer details is carried over to the receiving protocol
CDESK 3.0.148
18.12.2018
- Added notifications for WO assignees
- Permissions for requests – added the option Access to subordinates’ records
- List of issued invoices – added advanced filtering
- Approval process – change of the definition of the Note field to mandatory
- Approval process – added display of request details and optional properties
- Request list – optimisation of loading tags and tasks/WO
- Optimisation of the request catalogue GUI for IE11 and Edge
- Automatic closing of a Request after all WOs are closed
- Blocking the removal of a Request if a WO is present on it
- Improvements to notifications for Requests subject to approval
- Tasks – added a more advanced HTML editor
- Fulfilments – Adding fulfilments – added totals for the listed fulfilments
- Request list – added new filtering options
- Unjustified complaint about a request – added mandatory stating of the reason
CDESK 2:
- Added a button for updating the names of already existing CI objects.
CDESK 3.0.146
15.11.2018
- Home overview – added the option to preset a default widget display for users, with the option of locking editing.
- A denied request – is considered definitively closed and is no longer displayed in the list of open requests (unless the denial status is revoked).
- Added a Change of status of a closed request toggle, which allows disabling its reopening.
- Message processing rules – added the option to notify the draft owner.
- Added an optional field Complained-about assignee for justifiably complained-about requests.
- Request/work order template – added the option to set a default status after denial.
CDESK 2:
- Android mobile application – bug fixes (main menu not displaying, crash after pressing “Take photo”)
- Removal of the problem with deleting manually added devices
- Document recording – addition of a page footer for displaying contact details on the invoice.
CDESK 3.0.145
10.10.2018
- CMDB – the field Owner added to the basic CI properties
- Dynamic display of items in CMDB according to the filled-in CI owner
- CMDB – import of CIs from XLS, with automatic column matching
- Request list – option to filter only complained-about requests
- Creating WOs on the basis of approved request items
- Option to leave a request deadline (response, assignment, alternative resolution, fulfilment) empty
- Justified complaint about a request – added the optional field Complained-about assignee
- Added floating buttons to the editing of the user detail
- Message processing – enabling the editing of the internal address to the server’s IP address
CDESK 2:
- Backup – fix of errors during the generation of XLS reports (empty file, missing graphs)
CDESK 3.0.144
26.09.2018
- Global settings – added customer notifications
- CMDB – the columns Branch and Location for devices added to the CI list
- CMDB – searching by ID in the list of CI objects
- Address Book – graphical differentiation of groups from users when adding Operators
- Option to add files also via the mobile apps
CDESK 2:
- Fix of the time counting error in the report of fulfilments for an invoice
CDESK 3.0.143
10.09.2018
- Added a connector for FinStat and pre-filling of customer data using this service
- Request catalogue GUI – display of the list of templates when there are more of them under one tile
- Requests – added the field For whom
- Added a button for straightforward verification of the VAT ID
- Stock cards – addition of the field Quantity with a date
- Work orders – added dynamic approval
- Added the option of invoicing to resellers (partner, reseller)
- Addition of the option to export optional properties to XLS
- Addition of the option to set up a service at a time other than the current one
- Mobile app – added further sounds for notification
- Automatic selection of the only mandatory item when creating new objects
- Requests – automatic change of status to “in progress” after receiving a reply from the customer
- Option to determine reaction deadlines with a shorter time interval than 1 hour
CDESK 2:
- Option to create a permission for read-only access to all leave
CDESK 3.0.142
27.08.2018
- Requests, Work orders – added the field Desired deadline
- Requests – enabled editing of the fields Resolution and Assignee note for authorised users
- Recording of all changes made on the Company object into the History tab
- CMDB – restriction of the selection of CI objects according to the chosen branch
- Option to send a fulfilment also from the mobile app (iOS, Android)
CDESK 2:
- WEBSOCKET – notifying PCs in blocks (so that too many PCs are not notified)
- Due date setting – amount – option to enter a number larger than 5 digits as well
CDESK 3.0.141
12.08.2018
- Notifications for dynamic approval processes
- Export of CIs with all properties to Excel
- CMDB – searching and advanced filtering of CI records also by attributes
- Fulfilments – option to send a fulfilment by email with a single click
- Logging of justified / unjustified complaints
- Added assignee rating with the options off / optional / mandatory
- Release of the CDESK 3 app – iOS, Android (transition from testing to live operation)
- Restriction of the service area according to the request type
- Message processing – quick creation of a request according to the request catalogue (tiles), with pre-filling of fields according to the data in the email
- In the Fulfilment list filtering of fulfilments that have used material recorded
- Invoicing – improvements for the variable / constant / specific symbol and generation of number sequences
- Requests – addition of blocking of notifications from discussions
- Request – added the field Assignee note invisible to customer accounts
- Tasks – sending a notification when a task deadline expires
- Added blocking of notifications to the CDESK 3 mobile app
- Option to sort in Requests by completion deadline / time to fulfilment
- Display of disabled / deleted users in linked fields of objects
- Contact list – added the column Contact category with the option of filtering
- Address Book – searching on the basis of customer category and type
CDESK 3.0.138
01.07.2018
- Addition of the request status Complaint
- Addition of the option to record optional properties for user accounts
- When selecting a CI in Fulfilments / Requests / Deals / Work orders added filtering by attributes
- Option to define a time zone for the administrator and individual operators
- Requests, Work orders – under the Assignee field a simplifying link Assign to me
- Added the option Assign to me to the context menus in the lists of Requests / Work orders
- Stopping the time counting in selected statuses
- Introduction of the request catalogue GUI (tiles) for fast and clear request entry
- Creating templates for the request catalogue GUI (tiles)
- In the Order list filtering by all columns
- Requests, Work orders – when the window is wide enough, display of the content of the Objects tab (for quick access)
- Calendar – creating reservations
CDESK 3.0.137
17.06.2018
- Addition of a Multiselect type field to optional properties in Requests
- Introduction of the option to create work orders
- Dynamic creation of an approval process
- Work order templates
- Public holidays – display in the Calendar, adding to GS, logic for SLA, leave
- List of Requests / Deals / Work orders – indication of the time remaining to the fulfilment deadline
- Extension of the API for inserting discussion and internal notes
- Addition of the request status Closed without acceptance
- CMDB – saving optional properties to the history of the objects they are linked to
- Address Book – categorisation of companies using tags
CDESK 3.0.135
23.05.2018
- Addition of the field Used material to fulfilments and its use
- Visibility of a company through categories
- Activation of SMS from CDESK servers
- Inserting files into the discussion with the customer and the internal note for the assignee
- Display of internal fulfilments on the mobile app
- Removal of the mobile app crashing on startup on Android 7/8
- For one fulfilment location the option to select multiple transport variants
- Documenting the request resolution process – option to add the field Resolution
- Export to XLS – preselection of columns and addition of the unit description
- Option to insert attachments into fulfilments
In addition to the listed selected items, each version also contains further minor improvements, corrections and adjustments.