Update

overviews

A short overview of CDESK changes and improvements

Overview

of updates

A condensed overview of changes and improvements in CDESK
CDESK 3.2.11 - current version / 16.4.2026

TOP highlights

  • New VoIP integration with the Zadarma service TOP
  • Significant improvements in the Calendar TOP
  • Improvement and optimisation of the Kanban module TOP
    • Real-time updating TOP
    • Controls TOP
    • Adaptation for mobile devices TOP
  • New CDESK Pro desktop application for Win/Mac TOP

Requests

  • Visualisation of request workflow statuses in the template
  • The option to merge several requests under a primary request
  • Sorting requests by the latest response (applicant/assignee)
  • Quickly adding attachments from a request into the discussion

Configuration database

  • An archive of deleted configuration items with the option to restore them
  • A disabled user can also be entered into the Item administrator filter
  • Adding the selection of the roles Technical assignee, Approver, Administrative assignee and Item administrator to bulk editing
  • Adjustment of the item levels offered for planned work

Asset records

  • The option to issue a disposal protocol
  • Adding extended filtering
  • Sending a PDF copy of the handover protocol after signing
  • Handover protocols – the option to select assets outside the chosen company

Fulfilments

  • Pre-filling the fulfilment end time with the current time
  • Text templates for the fulfilment description
  • New filtering options in the list of fulfilments: by deal code and company alias
  • Adding time options for filtering the duration of billing fulfilments

WhatsApp

  • Adding an email notification for messages without a reply

Connectors – print reports (via Netgrif)

  • Generating separate reports for each device with the option to include only fulfilments tied to the given item

Address Book

  • Added new options for setting permissions for company and contact tabs
  • Extending the company search by short name across all filters

Approval

  • Faster identification of the approver – added Approved by column
  • Adding approval history

Projects

  • Transfer of worked hours from subordinate records to parent project deals

Notifications

  • Adding a new notification event – “Escalation of completion deadline from”
  • Extending notification templates with user-defined fields from request templates

General 

  • Extended audit logging and SIEM integration
  • Adding the following values to user filters: Current user and Invalid user

Full article on the CDESK 3.2.11 version
List of fixes – minor versions CDESK 3.2.11.x

CDESK 3.2.10 - 19.1.2026

TOP highlights

  • Merging several requests into a primary request including the discussion TOP
  • Improvement of change request management (new request statuses, designation of change managers and more effective process control)  TOP

Requests

  • Adding columns for the latest responses of the assignee and applicant:
    • Date of the applicant’s latest response
    • The applicant’s latest response
    • Date of the assignee’s latest response.
    • The assignee’s latest response.
  • Selection of a company in the Catalogue of requests in the Home overview
  • Distinguishing automatic and user-performed evaluation during acceptance
  • Adding filtering by record visibility.
  • Adding a Root record column with the topmost parent record of the request.
  • Enabling the linking of requests from different companies

Configuration database

  • Simplifying the management of the structure and records
  • Adding a display of active items

Fulfilments

  • Added 4 columns  in the fulfilment approval list
  • The display of internal fulfilments can be disabled and enabled in the list 
  • Editing the actually worked time in a billing fulfilment
  • Transfer of actually worked time into the billing fulfilment time

Asset records

  • Adding a tree structure to Asset records
  • Adding a Status of handover protocols column
  • Adding a column with the latest change on an asset in the asset list
  • Extending the central search  with device serial numbers in requests

Projects

  • Creation of an assignee group of the project team on a project deal
  • Display of the hierarchy of project deals in the request detail
  • Inheritance of the project manager, priority and project team from the parent project deal
  • Adding prioritisation of project deals, including a new Priority column
  • Requests created on a project deal take over its “completion deadlines from”
  • Requests created on a project deal inherit its planning mode

Approval

  • Adding column selection in the list of approvals
  • Implementing an indicator of open approvals in the main menu
  • Adding a free choice of approver in a predefined approval step

Notifications

  • Adding a role to notification sending rules – Follower, Added followers, Removed followers
  • For rule-based notifications: Linking SMS templates to request templates and dynamic variables

Users and groups

  • Adding a Visible companies column to the list of users
  • Filtering permissions – displaying all allowed and denied permissions

ERP integration connector

  • Support for composite stock cards (sets) in the integration with Money S4

Integration with CM

  • Automatic insertion of remote access and CM messages into a request based on the submitter’s email

General functions

  • Central search extended also with closed objects from the last 14 days 31

Full article on the CDESK 3.2.10 version
List of fixes – minor versions CDESK 3.2.10.x

CDESK 3.2.9 - 26.10.2025

TOP news

  • Significant improvement to Asset Records TOP
  • New major features in the configuration database TOP
  • Progress in the graphical form of reporting TOP
  • Approval via email communication TOP

Asset Records

  • Start of asset records from purchase Orders with information on their fulfilment status
  • Matched stock documents in the order
  • Tracking of the actual delivery date in the order
  • Reference to the order in stock documents
  • Added notifications about (non-)delivery of an order
  • Aligning item statuses in Asset Records with statuses in the configuration database
  • Acceptance protocols are inserted into the Asset Records item 

Configuration database (CMDB)

  • New multi-level structure in the Item List
  • Addition of cyber security attributes to configuration items (Confidentiality, Integrity, Availability, Criticality, Sensitivity, Security rating)
  • Addition of Business Continuity Management attributes (RPO, RTO)
  • New links between items with impact records and propagation of attributes in the inverse direction
  • Visualisation of links between items
  • Added notifications – Change of status, Change of owner and other statuses
  • Bulk removal of records
  • CSV export of configuration items (CI)
  • New role – Configuration item administrator
  • Renaming of the item type Catalogue of operational services to Services 

Reporting

  • Dashboards for Requests and Project deals – Creation of internal visual reports
  • New PowerBI model 

Requests

  • New Catalogue of requests widget in the Home overview
  • Hyperlink in a tile – redirection to an external link
  • Option to set a workflow for request statuses in the template
  • Adding tags to request templates
  • Defining keywords for easier searching of request templates
  • Splitting configuration items and services into separate columns (request list + export)
  • Links to attachments are also part of the request list export (CSV/XLSX)
  • Option to turn “Completion deadline from” on or off for each template separately
  • When writing a discussion you can insert text from a template directly at the cursor position
  • Added preview content (preheader) to email notifications from discussions
  • We have expanded the number of custom statuses for open requests from 10 to 30

Calendar

  • Option to create selected objects from a marked time period
  • A user with access to an item also sees the related planned work

Gantt chart

  • Creating a hierarchy of requests in the Gantt chart using drag and drop
  • Adding and deleting an object in real time (recording of changes in the next version)
  • Displaying project deals in the Gantt chart even without the Projects module enabled
  • In the Gantt chart, adding the filters Code, Type, Depends on, Current progress
  • Added permissions for the Planning mode field

Projects

  • Adding templates for project deals
  • Linking a project deal to a request even outside the template settings
  • Option to manage custom statuses of open project deals
  • Automatic counting of time on a (project) request into the total time of the parent project deal
  • Planning time on project deals by assignees

Notifications

  • Addition of the roles Project manager and Person responsible for the project in the rules for sending notifications from requests

Fulfilments

  • Number of trips and Number of fulfilments added to the fulfilment list and PDF export
  • In the fulfilment list, the Approval status filter now includes the values “No opinion” and “Approved non-zero”
  • In the fulfilment list, new columns “Actual time worked” and “Hourly rate”

Deals, Billing, Invoicing

  • New bulk editing of accounting items
  • An accounting item can now also be deleted in the deal detail

Scoreboard

  • Option to create a custom scoreboard

Tasks

  • Addition of the Tasks right panel in Kanban and Calendar 

Message processing

  • Simplified access to deleted messages

Offers

  • The offer email preview shows the current items even without saving
  • Extension of the offer recapitulation with the original price and the discount amount
  • The data “Issued by” and “Customer contact” have been added to the offer PDF output

Users and groups

  • New display of the user detail after clicking on their avatar
  • Option to assign a user a unique ID – personnel number

General features

  • Filtering in Requests and CMDB by current (logged-in) users and invalid users
  • Restoring the option to filter by the condition “is not” for all dates in the system
  • Extension of the size limit for exports to XLSX, CSV from all modules
  • New tag setting – assigning tags to modules
  • Making server logs available if you operate your own CDESK server

Approval

  • Added roles for approval – Manager of the applicant’s section, Manager of the applicant’s division and Manager of the applicant’s department
  • Added column selection in the approval list 51

Connectors

  • Added the attribute “Superior” to the ENTRA ID connector – User management
  • Addition of OAuth2.0 authentication for connecting from other systems to CDESK
  • Integration with SIEM servers

CDESK Pro mobile app

  • Additions to editing companies and contacts in the Address Book
  • Creating a request from a contact and an item
  • Quick closing of a request and adding a discussion, fulfilment, work order from the request preview
  • Displaying tags in the request list
  • Contact details in the company preview
  • Creating a contact and a company by scanning a QR code from a business card with the option of quickly creating a request
  • Displaying the company preview from the request form
  • Sending service protocols to the request discussion 

Full article on CDESK version 3.2.9
List of fixes – minor versions CDESK 3.2.9.x

CDESK 3.2.8 - 19.6.2025

TOP news

  • Gantt chart in Projects TOP
  • Offers TOP

Gantt chart in Projects

  • More flexible left panel
  • New planning mode
  • New colour scheme in Gantt charts
  • Adjustment of object reordering in the Gantt overview
  • Option to arrange project deals within a project and transfer them to the Gantt chart

Offers

  • Adding a discount for each item separately
  • Offers issued on behalf of different suppliers in a single CDESK environment
  • Default VAT based on the last issued offer
  • Correction of customer notifications from offers with global settings
  • Option to change the order of items by dragging (drag and drop)
  • Visual differentiation when selecting a contact/account
  • In offer notifications, for the “For verification” status you can choose the role “Superior of the responsible assignee”
  • Explanatory note for the Customer contact field
  • Extension of the offer editing permission to offer items as well

Requests

  • AI assistant for resolving requests – first version
  • Addition of the column “Device service: Warranty” to the request list
  • Button to revert the response/completion deadline
  • Displaying automatic replies in the discussion with the option to delete them
  • When selecting auxiliary assignees, the assignees of the chosen assignee group are shown with priority
  • Simplification of the configuration of level 2 service areas in request templates

General features

  • More intuitive display of the discussion in the right panel
  • Addition of standard filtering options in date fields
  • Displaying the first results in central search without grouping, by the date of the last change
  • Option to freely move tiles in the request catalogue settings, including changing the level
  • Option to create and edit companies in the right panel
  • Simplification of entering values in the simple filter
  • Fix for loading the signature in the side panel
  • Added the option “is/is not” for selected columns in the Company, Contact and Requests modules

Calendar

  • Removal of the old calendar
  • Standardisation of object colours in the calendar
  • Default shared filters for calendars and adjustment of their visibility
  • Change to „OR“ (union) in the conditions for assignees in the calendar
  • Displaying Loans in the calendar
  • Adjustment of assignee selection

Message processing

  • Prevention of duplicate attachments in requests from message processing

WhatsApp

  • Custom (CDESK) templates for WhatsApp to simplify and automate communication
  • Welcome message via a custom template, and the conversation remains marked as unanswered
  • Displaying information about conversation expiry

Deals

  • Export of flat rates

Approval

  • Simplification of the dialogue in free approval

Users and Groups

  • The main administrator’s account is additionally protected against being disabled or deleted

Full article on CDESK version 3.2.8

List of fixes – minor versions CDESK 3.2.8.x

CDESK 3.2.7 - 25.4.2025

TOP news

  • AI Copilot in Requests – A completely new use of artificial intelligence in CDESK TOP
  • WhatsApp Business integration – chats with quick request creation TOP
  • New Calendar – a fundamentally improved, faster version TOP

Requests

  • Bulk translation of all discussion posts
  • Separate columns in lists for missed deadlines and delay time
  • Faster removal of the link to a related request
  • Translations of short and long tile descriptions in the request catalogue
  • Preview description (tooltip) of images in the gallery

General features

  • Improvement of the request right panel (Kanban, new Calendar, Request list)
  • Option to save custom column lists
  • In XLSX exports, replacing the SUM total with the more flexible SUBTOTAL function

Fulfilments

  • Easy creation of a fulfilment from lists in other modules

Deals and invoicing

  • Visualisation of the deal list in a folder (tree) structure
  • Option not to offer accounting item types in fulfilments

Central search

  • Filtering your own objects in central search using the “my” prefix
  • Speeding up central search in the basic field
  • Fulfilments and projects in central search

Address Book

  • Separation of the “First name” and “Surname” columns in the contact list
  • When importing contacts, data from the linked account is added

Approval

  • Free approval before resolving a request

Kanban

  • Adding discussion posts in Kanban

Message processing

  • Assigning a company based on the contact
  • Adding request categories to message processing rules

CDESK – JIRA connection

  • Automatic creation of a fulfilment from a Jira worklog
  • Column “Jira label” in the request list
  • Adjustment of adding attachments to the Jira connector
  • Addition of the Jira fields Last post, Assignee and Last change to the request list

Users and groups

  • Extension of the Groups tab with subordinate groups
  • A disabled user will be logged out of all devices
  • Blocking password reset for users
  • Permission audit

Notifications

  • Addition of the new event SLA stop in the request notification rules
  • Addition of the role Recipients of the customer discussion

Leave

  • Rounding of remaining days in leave

Access to CDESK via MS Entra ID

  • Automatic filling of data when creating customer accounts

Stock

  • Added the Note column to the stock document

More about the TOP news of version 3.2.7>

List of fixes for version 3.2.7

CDESK 3.2.6 - 16.1.2025

TOP NEWS

  • Simplification of access and account creation for your customers via Microsoft Entra ID TOP
  • New role in Approval: Superiors of the request submitter TOP
  • Custom number ranges for requests and customised emails for individual ranges TOP
  • New tag management for Requests, Tasks, Deals, Projects TOP
  • Requests
    • Visuals of emails from requests based on the sending address
    • Notifications from requests for the customer contact responsible for the branch
    • Option to open a computer detail from CM IT monitoring directly from an Easyclick request
    • Adjustment of the request list behaviour after turning off a saved filter
    • Opening a regular request in a new window using the mouse wheel
  • Connection of the CDESK and JIRA environments
    • Synchronisation of comments between CDESK and Jira
    • New permissions for working with Jira tasks in CDESK
  • Extension of the request connection from two CDESK environments (CDESK connector)
    • New permissions for access to the “Connected ext. Requests” tab
  • Fulfilments
    • Filtering and export of internal fulfilments without a link to billing fulfilments
    • Option to bulk remove drafts in the fulfilment list
    • Selection of just-accepted stock items of an offer on a fulfilment
  • Work orders
    • Added search in the advanced filter by custom fields
  • Asset Records

    • Added search for work orders by the parent request
  • Deals and invoicing
    • Hourly rate displayed in the company list
    • Accounting item templates in the customer detail
    • Extension of setting additional fields as mandatory
  • Configuration database (CMDB)
    • Link to the person responsible for the branch in the customer role, including notifications from requests with such a branch
  • Kanban
    • Editing of new fields in the right panel
    • Card layout: Request type determined by global settings
  • Address Book
    • Permissions for editing and hiding tabs in companies
  • Asset Records
    • Type designation added to advanced search
  • Projects
    • New role: Follower
  • Central search
    • Catalogue of requests added to central search
    • An object found in the central search results can be opened in a modal window
    • New component for keyword management
    • Request discussions have been added to the search options
  • Loans
    • More intuitive display of buttons for cancelling and returning loans
  • Approval
    • Addition of the approver role Superiors of the person responsible for the asset area
  • Users and groups
    • Strengthening security: Option to disable an active user
  • General features
    • The language chosen at login does not apply unless it is enabled in the environment

More about the TOP news of version 3.2.6>

List of fixes for version 3.2.6

CDESK 3.2.5 - 20.11.2024

TOP NEWS

  • New central search by keywords TOP
  • Kanban – first version of the tile-based display of requests, tasks, work orders TOP
  • Loans – new functionality for managing the lending of your devices TOP

  • Setting up receiving and sending of emails via MS GraphAPI, IMAP, SMTP through the GUI. (and others) TOP
  • Process automation through external scripts TOP
  • Requests
    • Translation of text within the text editor and in discussions (via MS Azure)    
    • In the request list, the first version of the right panel with the request detail
    • Selection of CI items by condition in regular requests  
    • Locked export of requests to XLSX for customer (other) accounts that have a limited column selection
    • Adjustment of the logic for sending attachments in notifications – within the discussion (notif. under requests  
    • New fields in the request template Who requests and For whom they request
  • Extension of the request connection from two CDESK environments (CDESK connector)
    • New deadline options  
    • Display of deleted requests
    • Creating requests from the catalogue
    • In the source CDESK you can display a log with the (non-)acceptance of a request in the connected CDESK
  • Fulfilments
    • Option to preset the link when entering a new fulfilment  
    • Selection of the fulfilment link by free search
    • Option to preset the column list for assignees and other accounts, including locking columns and direct export to XLSX   
    • Creating an internal fulfilment directly when creating a billing fulfilment  
    • Option to filter/export internal fulfilments (not) linked to billing ones
    • Option to export fulfilments from a deal  
    • The total of trips from internal fulfilments is shown in the fulfilment list
  • Deals and invoicing

    • Option to invoice a flat rate early
  • Address Book
    • Added search in the advanced filter by custom fields
  • Asset Records

    • Added generation of acceptance protocols to PDF
  • Configuration database (CMDB)
    • Use of the technical/administrative assignee based on the CI type
    • Displaying custom fields in the tooltip for custom-defined fields of the link type + a modal window for displaying information about the linked item
    • Allow selection of CI items of the Branches and Places category in requests/fulfilments/work orders
  • Omnichannel Voip
    • Clearing the queue of unhandled calls

More about the TOP news of version 3.2.5>

CDESK 3.2.4 - 24.9.2024
  • New CDESK modules – “News harvest”

    In the next three CDESK versions, at least 2 modules/significant new features will be added. In version 3.2.4 we bring you:

  • Asset register TOP
  • CDESK Pro mobile app TOP
  • New authentication via Google with automatic creation of customer accounts TOP

  • Requests
    • Automatic change of request status to “Closed” after “x” days in the “Waiting for customer” status.
    • Option to allow/block the sending of attachments in emails, configurable separately for each company.
    • Option to insert custom fields into regular requests.
    • Filtering in the request list by the email address of the message from which the request was created.
    • Addition of columns in the export of request templates.
  • Work orders
    • Addition of the new Assignee group role to notifications for work orders
    • Clearing of older custom fields in the request template for starting and ending work orders
  • Fulfilments
    • New display of flat-rate usage in fulfilment
    • When issuing material (not only) in fulfilment, the option to select multiple stock items at once
  • Offers
    • When inserting items into an offer, the option to select multiple stock cards at once
  • Approvals
    • Added a free approval rule for purchase orders, marked in the list of purchase orders 
  • Omnichannel VOIP
    • Extension of the call report by content – request tags
  • Address Book
    • Addition of the contact Note as a column in the contact list
  • Calendar
    • Option to add a request from the catalogue via the calendar
  • Connectors – integration with Money S4/S5
    • Extended linking with the Money system with the function of pulling in linked stock cards

More about the TOP new features of version 3.2.4>

List of fixes for version 3.2.4>

CDESK 3.2.3 - 11.7.2024
  • Requests
    • It is now possible to create custom request priorities and change their order. TOP
    • A permission has been added that allows editing of requests created by the user themselves to be disabled, unless they are the assignee of the given request.
    • Using bulk editing, it is now possible to change auxiliary assignees, the request type and the service area.
    • The Description column is displayed in the window for selecting configuration items on a request.
    • A column showing the duration of fulfilments linked to a request has been added to the request report.
  • Work orders
    • Quick closing of work orders has been completed. TOP
  • Fulfilments
    • A permission has been added that allows access to fulfilments from visible deals.
    • On a fulfilment linked to a request, it is possible to add accepted items from an offer that is linked to the same request.
    • On drafts of fulfilments that were automatically generated from a regular request, it is possible to select Delivery locations.
  • Deals
    • A new feature has arrived that allows requests to be created in bulk for each configuration item attached to a deal.
  • Projects and Project deals
    • The button for displaying the Gantt chart has also been added to the list of Project deals.
    • In the list of Project deals, a column has been added that displays the gross margin on revenue.
    • In the lists of Projects, Project deals and Subcontracts, the option to anchor the header with column names has been added.
    • Deleting a Project / Project deal is not possible if all linked records are not closed.
  • Invoicing
    • In the print layout of an issued invoice, the account number is displayed on a separate line. Until now it was displayed on the same line as the account name.
    • VAT rate tables have been added to the print layouts of invoices.
    • Reasons have been added in the invoicing preview as to why a fulfilment is blocked for invoicing.
  • VoIP in CDESK
    • Automatic display of a contact’s previous calls and requests when handling a call TOP
    • Added flexible handling of your calls either from a mobile phone or from a computer. TOP
    • Added selection of contacts from the address book for direct dialling.
    • A new application for controlling the MicroSIP client for Windows has been released, with easy installation and improved integration with the CDESK system.
    • Improved control of call forwarding.
    • We have improved desktop notifications. The operator can pick up a call via notifications.
    • Contact display on an incoming call has been sped up.
  • Configuration database
    • A feature has been implemented that allows requests to be created in bulk from the list of configuration items directly in the Configuration database module.
    • When changing the company on a Branch, the company is automatically changed on all locations linked to the branch and on the configuration items linked to the location.
  • Offers
    • A new feature has been created that allows different versions of the original offer to be created. A new version can be created, for example, when a discount is introduced.TOP
    • A PDF export of the offer is automatically inserted into email notifications.
  • Approval
    • An Approver Audit report has been created. The report contains information about the approval processes.
  • Calendar
    • The assignee’s avatar is displayed in a calendar record. TOP
    • A colour-coded representation of the request type is displayed in the calendar.
    • Added a one-week overview by human resources.
    • Optimisation of data display in the cell.
  • Stock
    • Composite stock cards have been introduced, which contain several basic stock cards. Suitable for creating sets and kits.
  • Custom print layouts
    • Fields from work orders can be included in custom print layouts.
  • General features
    • The display of the login screen background has been optimised so that it is displayed correctly at a higher resolution than the resolution of the background image.

More about the TOP new features of version 3.2.3>

List of fixes for version 3.2.3>

CDESK 3.2.2 - 3.6.2024
  • Requests
    • A CDESK account can be created from freely entered text in the Who is requesting and For whom is requesting fields.
    • In the request list, it is possible to search by discussion and Ext-emails.
    • An internal note can be attached to an Ext-email.
    • An internal note from a work order is written into the internal note on the request.
    • Multiple templates can be used in a single discussion post. The discussion post will contain texts from several templates.
  • Fulfilments
    • Comparators have been added to the filter in the fulfilment list: current / previous week, current / previous month.
    • A summary of values is included in the XLSX export of the fulfilment list.
  • Work orders
    • Work orders that are generated on a request according to the request template specification can be automatically closed after user-defined fields are filled in. TOP
  • Tasks
    • The option to set up automated reports has been added to the task list.
  • Projects and Project deals
    • Manager view in the Gantt chart.
    • A panel with a list of projects in the Gantt chart.
    • In the Project journal, an editor with text formatting has been added to the Current status and Next steps fields.
  • Contacts
    • A CDESK account can be created from a contact.
  • Documents
    • The Description column has been added to the list of Receipts.
  • Approval
    • If an approval process is denied and returned for completion, an explanatory note from the approver is displayed in the email notification.
  • User-defined fields
    • In the configuration detail of a user-defined field, information is displayed about which modules this field is used in.
  • Purchase orders
    • On an issued purchase order, the currently logged-in user is automatically pre-filled in the Issued by field.
    • On a received purchase order, only contacts and accounts registered under the ordering company are offered in the Supplier’s contact person field.
    • The date of creation of the purchase order and the signature of the user in the Issued by field have been added to the print layout of an issued purchase order.
  • General features
    • In the header of most CDESK modules, an infobox has been added that displays and allows editing of the most important information. TOP
    • An XLSX export with pre-prepared filtering has been added to the lists of requests, fulfilments, configuration items, projects, project deals and subcontracts. TOP
    • The option to change column widths has been added to the lists. TOP
    • An adjustment so that unused tabs do not cause logout from the system.

More about the TOP new features of version 3.2.2>

List of fixes for version 3.2.2>

CDESK 3.2.1 - 5.4.2024
  • Requests
    • A record can be saved to Ext-mail from a discussion post.  
    • Drafts are now created while writing Ext-mails.  
    • In the My requests widget, under the I am the submitter section, requests in the Closed status were added among the Unfinished requests if the Accepted closure status is enabled.  
    • A new section for custom configuration of the visibility and mandatory status of deadlines has been added to the request template.  
    • The display of the branch list in the request detail has been optimised for smaller resolutions as well.  
  • Fulfilments  
    • Leave requests displayed in the fulfilment list can also be included in the PDF export of the fulfilment list.  
  • Tasks 
    • A simple filter has been added to the Tasks module. TOP
  • Projects and Project deals 
    • The top bar has been anchored in the Gantt chart. It stays visible at the top while scrolling.  
    • A floating Save button has been added to the Gantt chart.  
    • In the project documentation, the attachment upload zone is displayed even when no project documentation has been uploaded.   
    • On a received invoice, the subcontract is automatically pre-filled if the linked project deal has exactly one subcontract linked to it.  
    • When the customer on a project deal is changed automatically, the change is recorded in the project deal history.  
  • Offers  
    • Adjustment of the offer export so that it contains only accepted items.    
    • In the offer detail, the columns for individual items have been rearranged. The offered quantity / price is displayed first, followed by the accepted quantity / price. 
  • Message processing
    • During message processing, a request is now automatically created even from a message that contains no text. The following is automatically added to the request description: „ ~empty message ~ “.  
  • Configuration database 
    • A new Reminder feature has been added for configuration items, which reminds you of deadlines such as the expiry of support or a certificate, an approaching revision deadline, and so on. TOP
    • In the configuration item detail, the description is displayed next to its name at the top of the screen.
  • Documents
    • A column selection option has been implemented in the list of Received invoices and receipts. 
    • In the Project deal name and Project deal code columns of the Issued invoices list, the names / codes of all project deals linked to the given project deal are displayed.  
    • The Issued invoices list remembers the last filter that was set.  
  • Leave requests  
    • A warning has been added for cases where the substitution on a request does not cover the entire duration of the request.  
    • The display of a leave request in the calendar has been adjusted to the form User full name and Leave type.  
  • Custom print reports  
    • Custom print reports can include user-defined fields from Address book -> Company  
  • User-defined fields 
    • Checkbox labels are displayed more neatly right next to the check box.  
  • Approval  
    • When entering free approval, the template is pre-filled if only one template for free approval has been created.  
  • General functions 
    • New Automated reports for most modules. They allow automatic sending by email or saving to a file according to a schedule. TOP

More about the TOP highlights of version 3.2.1>

List of fixes for version 3.2.1>

CDESK 3.2.0 - 15.3.2024
New modules

  • VoIP in CDESK – We are introducing the first method of communication within Omnichannel – telephone calls. TOP 
  • Custom print forms from requests and fulfilments. TOP
  • Requests
    • User-defined fields can be displayed in various places within a request. TOP
    • A request opens in a new browser tab if the Ctrl key is held down while clicking.
    • In the list of requests, a request with free approval displays a tooltip informing about the approval status and the name of the approval process.
    • A configuration for selecting a project deal has been added to the request template.
    • The conditions for displaying records when using the My to resolve filter have been adjusted.
    • If a company has only one branch or location linked and its selection is mandatory on the request, the branch / location is pre-filled.
  • Regular requests
    • The Next generation column has been added to the export of the list of regular requests.
    • In the list of regular requests, a column informing about the generation period has been added.
  • Fulfilments
    • Used leave can be included in the list of fulfilments. TOP
  • Tasks
    • In the notification about a change to a task description, the new text is colour-highlighted.
  • Projects and Project deals
    • When closing a Project / Project deal, a check is made as to whether the linked deal contains any unclosed records, such as requests.
    • The display of the value in the Current status as at date column has been adjusted. If the text is long, it is not displayed in full in the list.
    • Zoom in / zoom out buttons have been added to the Gantt chart.
    • Permissions for the visibility and editing of custom codes of Projects / Project deals have been added.
  • Offers
    • An option has been added to configure a default offer validity, which is automatically pre-filled when entering new offers.
  • Configuration database
    • For optional names for the Configuration database, translations into active languages can also be added.
  • Leave requests
    • Leave usage has been added to the list of fulfilments. You can read more in the Fulfilments section.
    • In the list of leave requests, a filter has been added that lets you quickly find out which users are currently on leave.
    • It is possible to edit a leave request that is currently being taken.
  • Users and groups
    • The Group description column has been added to the export of the list of groups.
  • Connectors, API
    • A configurable Synchronisation interval has been added for the LDAP connector.
  • Substitution
    • Notifications reminding of an upcoming substitution have been added.
  • General functions
    • A blue scheme has been added. TOP
    • A new tool for freely selecting colours (colourpicker) has been implemented, with better functionality and display of the colour number.

More about the TOP highlights of version 3.2.0>

List of fixes for version 3.2.0>

CDESK 3.1.13 - 28.1.2024
  • Companies
    • In the company detail, the Email address for sending invoices field has been added.
  • Projects and Project deals
    • A Gantt chart has been added for the graphical planning of Projects / Project deals with linked requests and tasks. TOP
    • A new Project log tab has been added, which serves to record the progress of a Project or Project deal. TOP 
    • Custom codes for Projects, Project deals and related objects TOP 
    • A new Project documentation tab has been added, where all attachments added to a Project / Project deal can be found.
    • A new Number of days of duration field has been added to Projects and Project deals.
    • Access to other people’s projects and Project deals is now governed by a permission.
    • On Projects and Project deals, a project team can be set that will participate in the fulfilment of the Project / Project deal.
    • Project deals can be exported in xlsx format.
    • A filtering option has been added to the Tasks tab in the Project deal detail.
    • A new field has been added that indicates what percentage of a given Project or Project deal has been completed.
    • In the list of Project deals, the basic and economic views have been merged.
    • If the customer is changed on a Project, this change is automatically applied to every linked Project deal as well.
  • Device servicing

    • The new Device servicing functionality records the progress of device servicing – from receipt, through the repair itself, to handover to the customer. TOP
  • Requests
    • In the Who requests and For whom requests fields, a contact can also be filled in for the customer. Until now it was only a customer account.
    • The Who requests and For whom requests fields change when the company on the request changes, if the new company does not have them available.
    • Adjustment of the default assignee preset into a request when substitution or a leave request is set. Other assigned assignees and the preferred substitute for the company are taken into account.
    • In the list of regular requests, the Request type and Service area columns have been added.
  • Deals
    • Creating deals in requests is now faster thanks to deal templates. TOP
    • A notification has been added when the deal completion deadline is exceeded.
  • Invoicing
    • Invoicing into the future has been enabled, a solution for invoicing the monthly flat rate during the month.
    • Options have been added to include / exclude zero items from an invoice.
    • It is possible to set the invoice number not to appear on the work statement.
    • Invoice details have been removed from the email containing a work statement without an invoice.
  • Documents
    • The pdf export of issued purchase orders has been optimised. If the text is longer, it is split smoothly.
    • In the list of Purchase orders and in the list of Protocols, records are by default sorted in descending order by creation date.
  • Fulfilments
    • Fulfilment templates in regular requests that create a draft in the generated request – a simple checklist of planned actions. TOP
  • Tasks
    • An option has been added to send notifications also when a task description changes or when an attachment is added to or removed from a task.
    • In the list of tasks, columns with Project and Project deal parameters have been added.
  • User-defined fields
    • For user-defined fields, a default value can be set that will be automatically pre-filled.
    • It is possible to set the value of a User-defined field not to be displayed in the mobile application.
    • Custom code lists can be copied.
  • Leave requests
    • The calendar displays information that a leave request is waiting for approval.
    • Under the aeroplane icon in the top bar of the CDESK system, leave requests that are waiting for approval are also displayed.
  • Knowledge base
    • A button to insert text from the Knowledge base has been added to the text editor.
  • Users and groups
    • It is possible to perform an audit over a user group.

More about the TOP highlights of version 3.1.13>

List of fixes for version 3.1.13 >

CDESK 3.1.12 - 16.11.2023

WARNING:

The current version of the CDESK software is 3.1.12. From the next version, 3.1.13, the licence terms for the CDESK Silver licence will be enforced, according to which a maximum of 25% of purchased accounts may be logged into the web interface at the same time. Unlimited access will be permitted only via the mobile and desktop application. In the current version 3.1.12 and in previous versions, it is possible to access the CDESK web interface even when this limit is exceeded, due to ongoing development on the desktop and mobile application.

Among the TOP highlights you will find a tip on how to optimise the use of Silver licences.

  • Companies
    • When creating a new company, the language setting for issued accounting documents is determined by the default environment language.
  • Projects
    • Pipeline – a summary economic overview of all project deals. TOP
    • In all modal windows for selecting a project deal, the name of the linked project is also displayed.
    • The list of project deals can be exported in XLSX format.
  • Requests
    • You can configure your own statuses for open requests. TOP
    • The Branch field is displayed on a request only if the company has branches assigned in the configuration database.
    • A new permission to edit the request type field on a closed request.
  • Fulfilments
    • Approval of fulfilments and optional invoicing of fulfilments based on approval. TOP
    • Filtering in the list of fulfilments by link.
  • Work orders
    • Work orders can also be generated automatically after a stock issue note is created and after the items of a stock issue note are edited.
  • Deals
    • It is possible to set the deal name not to be displayed in the accounting item selection in a fulfilment.
  • Documents
    • A new module for the simple registration of documents. TOP
  • Invoicing
    • Received invoices can be exported in ISDOC format.
    • For received invoices, the uniqueness of the incoming invoice number is checked for the same supplier.
    • On both received and issued invoices, the constant symbol has been changed to a code list.
  • Offers
    • An Expected start date field has been added for offers.
    • On offer items it is possible to record the Expected stocking date.
  • Configuration database
    • A configuration item can be linked to records (for example requests) of any company.
    • In the list of configuration items, it is possible to set the default display separately for each Main group and Item type.
  • Approval
    • Automatic creation of an approval process during the resolution of a request.
    • The option to create a further approval even on a request that is in the Waiting for approval status.
    • For free approval, it is now possible to define multiple approval rules.
    • The approval steps have been supplemented with new approver roles that are taken from configuration items, such as the person responsible for an asset area.
    • A substitute approver can be set for an approval step.
    • During the approval process, it is possible to optionally edit user-defined fields.
  • General functions
    • Preparation for the restriction of CDESK Silver licences from the next version. TOP
    • A clearer display of the CDESK and CM icons for switching menu tabs in the top left corner.

More about the TOP highlights of version 3.1.12 >

List of fixes for version 3.1.12 >

CDESK 3.1.11 - 11.9.2023
  • Requests
    • During the approval process, it is possible to return a request for completion and then return it for approval. TOP
    • The status of the approval process steps on a request is also displayed on the printed request.
    • A modernised visual design of discussions in a request in the web portal.
    • New functionality enabling fulfilment records and status changes to be displayed between discussion posts on the Discussion tab.
    • Deadlines on a request can be entered into the past (authorised users).
    • In the Who requests and For whom requests fields on the regular request prescription, free text can also be set.
    • A new option to edit additional properties on a request even after it has been closed.  
    • In the request history, it is recorded who confirmed, and when, that it is not necessary to reply to the discussion.
  • Companies
    • In the XLS export of companies, the general email is displayed even when it is taken from a linked contact.
  • Invoicing
    • Invoices together with work statements can be sent by email in bulk. TOP
    • The taxable supply date and the invoice due date are determined according to the settings in the accounting unit.
    • On an issued invoice, the link to a received purchase order can be changed.Note: The resolution of deducting from prepaid shipping will come in one of the upcoming updates to version 11.
  •  Documents
    • The print layout of an issued purchase order has been improved.
    • In the document register, searching by the Sender, Addressee, Project code and Project columns has been added.  
  • Fulfilments
    • Fulfilments can also be entered on behalf of multiple assignees. TOP
    • Fulfilments can be edited even after invoicing.
  • Message processing
    • If an email received into CDESK exceeds the permitted size, it will not be processed and the sender is informed.
  • Offers
    • Improved functionality, as well as the visual design, of the Offers module. TOP
    • The method of selecting a stock item for an offer has been adjusted.
  • Configuration database (CMDB)
    • A new basic property Information in the form has been added, which is displayed in the form as an embedded block without stating a name. TOP
    • New Main groups have been added – Cost centre and Area.
    • Existing links on a configuration item are also displayed when it is printed.
  • Leave requests
    • Currently used leave is displayed in summary under the aeroplane icon in the top bar. TOP
    • Leave requests are displayed in the calendar. TOP
    • If a user has exceeded their limit for compensatory leave, they will not be able to request this type of leave.
    • The values of 30 minutes and 15 minutes have been added for the time units of leave requests.
    • On each leave request template, the time unit can be set separately.
  • Approval
    • The approval steps have been supplemented with new approver roles – Responsible for area, Responsible for cost centre, Superior of the person responsible for the cost centre.
  • General functions
    • When setting the colours of icons and tiles, you can mix your own colour; until now it was only possible to choose from a predefined palette.

More about the TOP highlights of version 3.1.11 >

List of fixes for version 3.1.11 >

CDESK 3.1.10 - 17.7.2023
  • Address Book – Companies
    • A new Records tab in the company detail. Directly from the company you have access to requests, tasks, offers … TOP
    • The option to record multiple contacts for a company of the private individual type.
  • Requests
    • A new design of the request list, which is clearer and simplifies working with requests. TOP
    • Creating a new request and work order from a discussion post in a request.
    • A new setting for prioritising the assignee in a request template – the first assignee assigned to the company.
    • When setting a user or user group on a request template, an icon is displayed indicating what type of account it is.
    • Sorting of requests by assignment deadline has been added in the request list.
    • New filtering by deal number in the request list.
  • Deals
    • A new organised display of the list of fulfilments on a deal. TOP
    • The Accounting items option in the menu is automatically made available once deals are made available.
    • A field with the received purchase order number has been added to the deal form.
    • The order of accounting items on a deal is also reflected in the invoice.
  • Projects
    • The Project manager field has been added in projects and project deals.
    • Additional columns have been added that are searched during a simple search in the list of projects, project deals and subcontracts.
  • Invoicing
    • The QR code for paying invoices is also generated for Czech customers. TOP
    • Fixed shipping data is grouped and stated as a total.
    • The preview of the invoice being prepared shows the material used on fulfilments.
  • Documents
    • The design of the work statement for an invoice has been adjusted.
    • On an invoice, the order of items can be changed via Drag&Drop.
    • The option to use variables in the Number format field in the document register.
  • Fulfilments
    • From the fulfilment form it is also possible to open a request that has been closed.
  • Message processing
    • The list of messages to be processed can now be exported to an XLS file.
    • Faster searching in the list of messages to be processed.
  • Configuration database CMDB
    • Thumbnails of CI items, which are displayed in the item list. TOP
    • Quick selection of the columns by which the list of CI items is to be searched.
    • Changing the company linked to a CI item is possible even when requests are linked to the CI item.
    • Setting a separator in the event that the name of a CI item is created automatically from several additional properties.
  • Additional properties
    • The loading of code lists that contain a large number of items has been speeded up.
  • Leave requests
    • In a leave request, the leave balances are calculated and displayed more comprehensibly.
  • Connectors, API
    • The option to enable more detailed log recording for AD Azure
  • Users and groups
    • The option to copy permissions from another user or user group. TOP
    • On the History tab, changes to the CDESK licence and other licence parameters are recorded.
    • In the list of users, a column has been added with information about the user’s last login.
  • Approval
    • Information about the approval process is recorded in the request history, along with other improvements connected with approval.
  • General functions
    • Displaying the number of records in the button with a saved filter. TOP
CDESK 3.1.9 - 5. 6. 2023
  • Address Book
    • Additional properties are shown in a separate tab on the company form.
    • The order of company types, categories and groups can be configured.
    • Display of a flag on a company indicating that the location is archived.
    • The Created by, Created and Modified columns have been added to the contact list.
  • Projects – Business Agenda
    • Introductory information about the new module, which is intended for the economic management of projects. TOP
  • Requests
    • Tiles intended for a specific company without the need to select the company have been added to the catalogue of requests. TOP
    • The option to insert additional properties has been added to outgoing notifications from Ext-mail.
    • Assignment of a request from the catalogue of requests to the logged-in user in a scenario with an assignee group.
    • A new condition in the advanced filter in the request list – I am the assignee.
    • In request templates you can set restrictions for the selection of statuses, reasons for closing a request, resolution methods when closing a request, and request causes.
    • A new setting requiring the selection of a branch and location has been added to request templates.
    • When sending a discussion with a customer, you can simultaneously switch the request to the Waiting for customer status.
    • The Resolution andInternal note columns have been added to the request list.
    • The Resolution andInternal note fields have been reduced in size on the request form.
  • Deals
    • Sorting by the date of last invoicing has been added to the Deal invoicing list.
  • Invoicing
    • The date of taxable supply has been added to issued invoices.
    • The option to set a logo and stamp has been added to the company (accounting entity) settings. When set, they take precedence over the global settings.
  • Documents
    • A print report for the handover protocol of a deal.
  • Fulfilments
    • New columns have been added to the fulfilment list: Request assignee and Request status.
  • CMDB Configuration Database
    • Additional columns have been added to the modal window when selecting computers from the Configuration Database, for example when inserting them into fulfilments.
  • Reports
    • New fulfilment reports by accounting items. TOP
  • Users and groups
    • Restriction of the selection of location and branch for users with an assigned company.
  • Approval
    • Operational approval – the option to request a predefined approval process while resolving a request. TOP
  • General functions
    • In windows that remained open after saving changes where it was desirable for them to also close, the Save and close button has been added.
CDESK 3.1.8 - 12. 4. 2023
  • Contacts
    • Bulk editing has been added to the contact list.
    • In the contact list you can display columns with contact properties and filter by them.
  • Requests
    • A new Request Balance widget with the daily increase and decrease of requests. TOP
    • A new type of attachment has been introduced for uploading confidential files containing sensitive data. TOP
    • Recipients of an email from a message for processing listed in To and Cc, can be added to a new request as manually added notification recipients.
    • The column selection for the main search in the request list is also displayed when using the advanced filter.
    • Keeping the search field of the simple filter on the screen even when the value is empty.
    • Inversion of the permission logic for making requests by deals accessible / inaccessible.
    • Showing the icon name in an existing catalogue of requests tile.
    • A Supplier condition, specified in the Waiting for 3rd party / Waiting for supplier status, has been added to the advanced filter of the request list and work orders.
    • On a request template you can set that a field which is not accessible for editing is displayed when creating a request.
    • Changes made to a request description are transferred to the request description in the approval process.
  • Work orders
    • Additional properties from a request can be made accessible for editing to the work order assignee.
  • Deals
    • In the deal list you can display additional properties and search by them. TOP
    • A new button in the deal list that allows you to display the linked accounting items under all deals at once.
    • In a deal, multiple users can be selected in the Responsible person field.
    • Colour distinction of the button for adding an internal fulfilment via the hamburger menu in the accounting items list.
  • Invoicing
    • Adjustments to the display of flat-rate usage on the invoice draft.
    • The QR code (Slovak for now) for payment is also displayed on an invoice without a link to a deal.
    • If multiple accounts are added to an invoice, they are also shown in the pdf form of the invoice
  • Fulfilments
    • Sorting fulfilments by the selected column now also works with grouping.
    • A more compact layout of the fulfilment dialog window.
    • With simplified entry of the fulfilment deadline, an icon is displayed that allows the fulfilment duration to be subtracted from the set time.
    • In the fulfilment list you can display additional properties.
    • In the advanced filter of the fulfilment list, the is / is not options have been added for the Company condition.
    • The fulfilment list can be sorted by the From-To column.
  • CMDB Configuration Database
    • A new permission for reading / editing additional properties. TOP
    • The option to assign a configuration item (CI) to multiple companies.
    • A new additional property of the organisational structure type.
    • The option to restore an archived configuration item (CI).
  • Approval
    • Approval by a superior – In the approval rule you can define that a superior user must first comment on the subject of approval. TOP
    • The list of additional properties from a request is also displayed on the approval process form.
CDESK 3.1.6 - 17. 2. 2023

CDESK news for version 3.1.6

  • Introductory Overview
    • The introductory overview settings for new accounts are also applied when the account was created by cloning.
  • Address Book
    • Setting a logo in the Company for invoices.
  • Requests
    • When bulk editing requests, additional properties can also be changed. TOP
    • If no configuration items are available in a request, the button for selecting them and the Items from CMDB tab are not displayed.
    • An item in the configuration database (CMDB) can also be created from a request draft.
    • A new permission for access to the attachment field in requests and in work orders.
    • Addition of a permission for editing the assignee field.
    • Date fields in the simple filter can also be set by selecting a date via the calendar icon.
    • Copying regular requests.
    • Filtering the request list by attachment name.
    • A signature can be inserted into ext-mails in the same way as in a discussion.
    • Adding all assignees to the offered addresses in a new ext-mail post.
    • When quickly closing a request, the logged-in user is not set as the assignee if the request already has an assigned assignee.
  • Deals
    • A new accounting items list. TOP
    • New columns from deals into the request list and the fulfilment list – name, code and deal type.
    • Optional order of accounting items on a deal.
    • Another way of making a deal accessible, by listing users on the Visibility tab.
  • Invoicing
    • An attachment to invoices with a breakdown of work and travel. TOP
    • Stock delivery notes can be added to invoices without a link to a deal. TOP
    • Separate invoice number sequences by accounting entities.  
  • Accounting Entities
    • CDESK now has an Internal currency, which is currently implemented in invoices and purchase orders.
    • An exchange rate list for calculating the internal amount in documents.
  • Documents
    • Protocols – a new item in the menu used to record the handover and acceptance of a completed deal. TOP
    • A reworked purchase order list with the option to select columns and sorting.
  • Fulfilments
    • The fulfilment list can be filtered by Company type.
  • Tasks
    • The option to define a second level of the type has been added to tasks. TOP
  • Message Processing
    • When automatically processing a message as a draft, the option to select the draft owner has been added.
    • If two identical messages are sent to CDESK from two different addresses, CDESK does not evaluate them as a duplicate, but they will be able to be processed separately.
  • CMDB Configuration Database
    • In the CMDB items list you can search in additional properties. TOP
  • General functions
    • Drag&Drop downloading of attachments.

 

CDESK 3.1.5 - 27. 12. 2022

CDESK news for version 3.1.5

  • Companies and Contacts
    • A field for adding attachments has been added to the company form.
    • In the contact list you can now search by company types and category.
  • Requests
    • A new field on the form – Request code. It is used for better identification of a request.
    • An entire assignee group can be set as a helper assignee.
    • In ext-mails, the type of account is displayed next to the address.
    • A new Operations on requests section has been added to the request permissions.
    • In the request list you can filter by missed assignment deadline.
    • If a discussion post was created through message processing, the post contains a link to display the entire email communication.
    • A permission for editing the Deals field on the request form has been added.
    • The option to search in the central code list of service areas.
  • Deals
    • Accounting items on a deal can be copied.
    • New columns in the request list and fulfilment list with information about deals.
  • Invoicing
    • Improvement of the display of flat-rate usage during invoicing. TOP
  • Documents
    • Invoices and purchase orders, which were until now located under the Deals module, have been moved under the Documents module.
    • A new permission for setting access to the Documents module.
  • Fulfilments
    • A user can set an accounting item on a fulfilment even if they do not have access to the deals in which the accounting items are defined.
  • Message Processing
    • The function that sets the original sender of a message as the applicant on a forwarded message can be turned off.
    • To increase clarity, the background colours have been changed for some options under the Action button.
  • Additional Properties
    • The obligation to fill in an additional property depending on the request status. TOP
    • Multi-level code lists – further levels of items can be added to each code list item. TOP
    • Translations can be added to items in custom code lists.
  • Reports
    • Filtering by assignee assignment deadline has been added to the request report.
  • Connectors and API
    • Active Directory connector
      • The option to assign users to CDESK groups based on a chosen attribute has been added.
      • The option to set multiple Active Directory synchronisation times with CDESK has been added to the connector’s basic settings.
      • An option to synchronise the job position according to an attribute in AD has been added to the settings for creating CDESK accounts based on Active Directory.
    • Linking multiple CDESK instances
      • Attachments added to offers from the supplier environment are transferred to offers in the customer environment.
  • General functions
      • Identity records, tracking changes in user data TOP
      • Renaming of the Save button.

 

CDESK 3.1.4 - 18. 11. 2022

CDESK news for version 3.1.4

  • Requests
    • Request categories – users can now be given access to other people’s requests according to a new parameter TOP
    • Managing access to requests based on the organisational structure TOP
    • The overview of accounting item usage on the request form also shows the sum of internal fulfilments
    • The note for assignees has been renamed to Internal discussion
    • New colours for catalogue of requests tiles
    • For the Resolution field it is now possible to set it as mandatory to fill in when closing a request.
    • Filtering by missed response deadline has been added to the request list
    • In the list of regular request rules, a new filtering condition Generating requests for the nearest/last generation date.
    • In the simple filter for the Assignee field, an All condition has been added
    • Tooltips in the global request settings
    • Before sending a discussion post or an Ext-mail post, it is checked whether the email address is written in the correct format.
    • The Requests module has been moved above the Deals module in the menu
  • Request discussion
    • Account name and an optional string as the sender name in the discussion. TOP
    • Fix of a bug with the loss of additionally added recipients on subsequent posts.
  • Fulfilments
    • A Fulfilment invoicing date condition has been added to the advanced filter in the fulfilment list
  • Billing
    • Strengthening of the link between the company in the address book and the accounting entity. More information is taken from the data in the address book.
  • Invoices
    • Sending issued invoices by email directly from CDESK TOP
    • An ERP Integration tab has been added to the issued invoice. When the Abra Flexi connector is enabled, it contains a link to redirect to the Abra Flexi software
  • Companies
    • In the company form, in the Bank accounts section, new columns have been added: Account name, IBAN / Domestic, Account number and Currency
  • Message Processing
    • Manual processing of a message as an ext-mail on a request
  • Additional Properties
    • The option to display additional properties in tabs
    • The Additional properties heading is no longer displayed on a specific record’s form
    • The button for adding additional properties has been removed from the forms of specific records. They can only be added via the settings for the given module, or through templates – for example via request templates.
  • Leave requests
    • For setting the Offer as approver permission, a new permission Leave request approval has been added
  • Connectors and API
    • In the JIRA connector, multiple CDESK deals can be added to a single JIRA project
  • General functions
    • Reduction of the field for uploading attachments

 

CDESK 3.1.3 / 20. 09. 2022

CDESK NEWS for version 3.1.3

  • Address Book
    • Sorting the company list by the Membership valid until column.
    • Changes in a company’s membership records are written to the History tab.
  • Deals and Invoicing
    • The option to copy deals. TOP
    • Economic view in the deal list. TOP
    • Bulk invoicing of deals. TOP
  • Documents
    • A new Documents tab unifying business documents .
  • Requests
    • Workload calendar TOP
    • Request archive. TOP
    • Recalculation of the completion deadline when reopening a request.
    • Display of attachments from internal fulfilments among a request’s attachments .
    • Restriction of the selection of objects from the configuration database on a request according to template settings.
    • New roles for prioritising the assignee .
    • Sending email notifications to addresses entered in the Who requests and For whom they request fields.
    • Display of the substitute in the assignee selection.
    • Filtering the request list by related requests.
    • Hyperlink in the request list.
  • Fulfilments
    • Limits for creating fulfilments in the past. TOP
    • The option to turn off the Other time field.
  • Configuration Database
    • Creating basic properties from an open Property .
    • Changing the order of items in the menu under Additional Properties.
  • Connectors and API
    • Pay by Square connector for generating a QR code for payments. TOP
  • Users. and groups
    • Cloning of users. TOP
    • Additional conditions for filtering in the user list. These are the conditions:
      • External ID
      • Substituted
      • Substitutes
    • Extended column selection for exporting the user list.

 

CDESK 3.1.2 / 28. 07. 2022

WHAT’S NEW IN CDESK in version 3.1.2

    • Address Book – Companies
      • A note for the customer that is shown as a hint in the request form.
      • Added in the advanced filter:
        • Added filtering conditions – Membership validity, Legal form.
        • Added filtering options for the conditions: Changed, Created, Created by, Changed by.
    • Deals
      • Recording of the deal type. You can filter the list of deals and requests by type. It is also included in the XLS export of deals. TOP
      • Removed the block on closing a deal caused by uninvoiced fulfilments that are linked to the deal.
      • In the list of deals you can filter by type, category and company group.
    • Requests
      • New templates for discussion posts. TOP
      • A new option to make requests accessible depending on the visibility of the deal. TOP
      • The option to filter the request list by all assignee groups the user is a member of.
      • Attachments added to linked fulfilments are shown directly among the request attachments.
      • A new column in the request list – Deal code. The column can be selected in the advanced filter and included in the XLS export.
      • The result of testing by the customer in the Tested by the customer status is recorded in the history.
      • Making catalogue of requests tiles accessible by company category.
      • The Date fields permission has been split into separate items: Response deadline, Assignment deadline, Workaround deadline and Completion deadline.
      • Requests now include a restriction on selecting deals based on the chosen service area in the given request.
      • The Use template name as request name setting has been moved from the global settings directly into the request template.
      • When changing a request from a regular one to an internal one, or vice versa, the changes are automatically saved to the draft.
      • The option to show SLA details when selecting a priority in a request.
    • Work orders
      • If a work order shows the internal discussion from a linked request, the record contains information that it comes from the request.
    • Fulfilments
      • New stock cards can also be added directly in the delivery note added via the fulfilment form.
      • Filtering the list of fulfilments by transport and location.
      • The Fulfilment location field can be set as optional, mandatory or disabled.
    • Message processing
      • Unprocessed messages can be manually queued for processing according to a rule. TOP
      • When creating a new request from a received message, buttons have been added for blocking notifications and for adding recipients.
      • Drag&Drop ordering of mailboxes used in the Message processing module.
      • All users will have access to the .eml file from which the request was created.
    • Offers
      • An attachment can be added for the whole offer. TOP
      • If the Internal proposal for verification field is filled in on an offer, this value will be shown as Verified fulfilment time under Total fulfilment time when writing a fulfilment for a task that was created based on the implementation of the offer.
    • Configuration database – CMDB
      • Faster import into CMDB with the removal of the limit on the number of items per import. TOP
      • New fields for objects in the database (in CMDB): TOP
        • Service owner – available only for the Operational services catalogue.
        • Administrative assignee, Technical assignee – available for all object types.
      • Checking for a unique name within a CI Type:
        • On import.
        • On automatic name creation from additional properties.
      • A new basic property type – a decimal number with two decimal places.
      • The option to add a description to properties, which is shown as a tooltip when the additional property is used.
    • Connectors, API
      • JIRA connector – image attachments from a request are transferred to the linked JIRA task.
      • Linking multiple CDESKs – discussion posts between requests are transferred even after one of the pair of requests is closed.
      • Linking multiple CDESKs – if one of the linked requests is closed, both linked requests are highlighted in grey in the list.
    • General functions
      • The option to group buttons with a saved filter. TOP
      • After a successful login, the count of previous failed login attempts is reset.
  •  
CDESK 3.1.1 – 17. 06. 2022

A new type of communication on requests, a request status widget, improved integration with JIRA and other enhancements.

    • Introductory overview
      • A new Widget showing the current status of requests. TOP
    • Address Book
      • If an assignee without full access to companies creates a new company, that company will automatically be made accessible to them.
      • GPS coordinate columns can be included in the company list export.
    • Deals and invoicing
      • Simplified invoicing TOP
        • Clearer work with the invoice draft, of which there is one per deal.
        • Other staff can also work with the draft.
        • Changes in the draft are saved.
        • Filtering deals with invoicing in progress.
      • Bulk export of issued invoices to PDF (into a single file for printing and individually for another type of processing).
      • Export of issued invoices to the ISDOC format, which can be imported into ERP systems.
    • Requests
      • A new Ext-mail tab where you can carry on multi-thread communication just like from a mail client. TOP
      • Displaying approved offers in the request list, filtering by the presence of offers and the offer amount, exporting data. TOP
      • Copying request templates. TOP
      • The request shows details of the usage of accounting items. TOP
      • Tags added to regular requests.
      • The template number is included in the request list export.
      • Improved column layout in an open request on the Fulfilments tab.
      • Selection of the branch and location on a request can be set as Mandatory, optional and disabled.
      • A customer account with request editing enabled will not be able to edit the fields: Assignee group, Assignee and Status.
      • Fulfilment times in the XLS export of the request list have been adjusted so that they can be worked with further in Excel.
      • Extension of the simple filter in requests.
        • Search by request number has been added.
        • Free text search has been added in the Created by column.
    • Fulfilments
      • Signalling the validity of the membership record when entering a fulfilment. TOP
    • Tasks
      • An Attachment column has been added to the task list, indicating where an attachment is located on the task.
    • Message processing
      • Actions for processing a received message are also shown directly in the message processing list in the context menu.
    • Configuration database (CMDB)
      • Moving a CI object between companies is prohibited if the object is already used on a request or on another item.
      • In the CI Type settings you can display a shortened property listing containing only their names, which makes them easier to sort.
      • If an additional property on a CI Type creates a link to another CI Type, then in the CMDB object list you can enable showing only the linked CI Type.
    • Leave requests
      • The option to automatically activate substitution by another assignee in a leave request that has not yet been approved but whose usage period has already begun.
    • Users and groups
      • Separating the permission for setting up emails in the User profile.
    • Connectors and API
      •  JIRA Connector – transfer of notifications to the request assignee from JIRA tasks linked in the given request. (via actions on the task and through the Webhook service in JIRA). TOP
    • General functions
      • After clicking a link in any CDESK record, the link opens in a new browser tab.
      • Automatic remembering of the last simple filter in requests and fulfilments.
  •  
CDESK 3.1.0 – 14. 02. 2022
  • Introductory overview
    • New widgets for showing the hours worked on fulfilments per week and per month. TOP
  • Address Book
    • Added search in the Contacts tab in the Company detail.
  • Requests
    • A simple filter for the request list – deployment of the first phase of the solution. TOP
    • A new responsive design of the form for accepting / not accepting the closing of a request from an email notification without logging in to CDESK. TOP
    • A new condition for the advanced filter: Assignees – group members. TOP
    • Buttons for moving between requests in the request detail preview in the request list. TOP
    • Blocking SMS notifications when creating a request. Until now it was only possible to block SMS notifications after saving the request.
    • Added permission for displaying the CMDB tab in an open request.
    • Additional properties assigned on request templates can be edited directly from the template.
    • Fixed filtering in the request list in the advanced filter by tags.
  • Message processing
    • Selecting tags in the action of creating a new request from a received message.
  • Leave requests
    • Opening the form for directly approving / denying a leave request straight from the email notification.
  • Connectors, API
    • A connector enabling the linking of multiple CDESKs. TOP
    • Completion of the first phase of integration with JIRA. TOP
  • Users and groups
    • Filtering and XLS export have been added to the user list (Users and Groups -> Users).
  • Outlook Plugin
    • When creating a request from an email message, the option to decide who is the originator of the request has been added. This can be the sender of the message or the logged-in user.
  • General functions
    • Free approval – new functionality for clearly recording consents granted to situations that have arisen. TOP
    • Favourite items – in the slide-out menu mode, the option to show items at the first level and have functions available with one click has been added. TOP
    • Improved buttons with saved filtering conditions. TOP
    • The browser tab icon can now be changed. TOP
    • A button for easy switching between a contact and the paired customer account.  
    • Resetting a user who was automatically blocked after repeatedly entering an incorrect password. At the moment of blocking, an email is sent that allows the account to be unblocked.
    • Selecting the module that should be displayed after login. It is set in the user profile.
    • Adjustment of the display language selection so that it does not switch to another language on its own.
  •  
CDESK 3.0.194 – 21. 12. 2021
  • Introductory overview
    • Version 3.0.194 brings a new connector for determining GPS coordinates, improvements in the controls of the advanced filter and in discussions on requests, and many other useful functions.
  • Requests
    • A change of a customer discussion to an internal one and vice versa is recorded in the history.
    • In the request list, internal requests were distinguished from regular ones in blue. This colour distinction has also been added in the request detail. TOP
    • Changes to the buttons in the discussion and a new function for deleting a drafted post. TOP
    • In the advanced filter, a new In the last condition has been added for the Changed / Unchanged conditions. TOP
    • Accepting an internal request from an email notification is only possible after logging in to CDESK.
  • Fulfilments
    • The option to add global additional properties that will be used in all newly created fulfilments.
  • Connectors
    • Google Maps connector for determining GPS coordinates for a company or a CI object of the Locations type. TOP
  • Licences
    • Making daily and monthly reports on CDESK usage available to members of the administrators group. Until now, such a report was available only to the administrator – the environment manager.
  • Users and groups
    • Filtering by job position.
  • General functions
    • The option to change the order of buttons with the advanced filter using Drag&Drop.TOP
    • The link for integration with Waze contains the GPS coordinates of the company / object. If GPS coordinates are not entered, the link is created based on the name.
  •  Mobile application
    • A new additional property of the signature type, which allows a handwritten signature to be inserted.
    • The fulfilment detail shows global additional properties that were added via the web.
  •  
CDESK 3.0.193 - 4. 11. 2021
  • Introductory overview
    • Improved My activities widget. Toggles have been added that let you quickly filter out records, e.g. those due today and tomorrow, with high priority (1,2), overdue. TOP
  • Noticeboard
    • Added permissions for editing and removing a post.
  • Requests
    • A new image viewer with a gallery for files inserted in a request. TOP
    • A new optional view of the request list with pinned column names. TOP
    • The option to set the number of records that will be shown on a single page of the request list.
    • Showing a request preview directly in the request list after clicking the three-dots-in-a-circle icon.
    • A button for direct entry into the discussion has been added to the customer discussion notification.
    • Easyclick requests are populated with user information read from Active Directory in place of the registration data. The function needs to be enabled in the C-Monitor settings for the specific computer.
    • The selection of roles for setting who can edit a given field has been extended in request templates. TOP
    • Drag&Drop moving of attachments between attachments and internal attachments.
    • A button for reloading an open request. The record is reloaded without needing to refresh the entire browser window.
    • The option to edit the urgency of a request after saving the record. This applies to setting priority via Urgency and Impact.
    • The Who is requesting and For whom they are requesting fields have been added to regular requests.
    • New columns have been added to the request list: Company type and Company category. These refer to the companies that the requests are linked to.
    • When changing the request type, the assignee does not change if they are also valid for the new request type.
    • Redirecting to a specific request from an https link while simultaneously logged in to CDESK via Azure AD (Office365).
  • Fulfilments
    • Quick closing of a request directly from the fulfilment form. TOP
    • The option to add line breaks to the fulfilment description shown in the fulfilment list. TOP
  • Stock
    • The option to set a minimum quantity of items within a stock card.
  • Message processing
    • A choice of whether the persons responsible for message processing should be notified.
  • SLA
    • A new tab showing which companies the given SLA is assigned to. TOP
  • Notifications
    • Integration with the Waze system – enables showing the branch, location and company on a map and subsequent navigation. TOP
    • The Change of auxiliary assignee on a request action is no longer included in the Other changes in the request setting, but has been given its own separate setting.
  • User profile
    • Added links to CDESK documentation and support. TOP
  • General functions
    • Support for the Polish language. TOP
  • Displaying CDESK on a mobile device
    • Optimisation of the display of the introductory overview and the advanced filter.
CDESK Mobile application
  • Requests
    • Adjusted notification for the expiry of the completion deadline. The notification contains the following information: request number, company name, request name, when the completion deadline expired, assignee / assignee group.
    • Added a condition checking when the selection of an object on a request is mandatory depending on the set service area.
  • Tasks
    • Optimisation of uploading attachments into the form.
    • A click-through to the linked object from the configuration database has been added to the form.
  • Notifications
    • Clearer notifications.
    • Optimisation of opening a record from a notification.
    • Adjusted notifications on the lock screen. These are the following adjustments:
      • The request number and name are shown right in the first line.
      • In the case of a discussion on a request with priority no.1 and no.2, the envelope icon is shown in red.
      • When a new request is created, the priority is shown next to the completion deadline.

More about the TOP news in version 3.0.193 >

CDESK 3.0.192 – 6. 9. 2021
  • Requests
    • A request created from a received email (from message processing) via the catalogue of requests, which is assigned to an assignee, automatically generates work orders as well.
    • Pre-filling of theWho is requesting / On whose behalf fields on requests created via Message Processing.
    • Restricting the type selection on a request template.
    • The logged-in user is offered first in the list of assignees.
  • Work orders
    • Disabling and setting the mandatory status for deadlines on a work order. The setting applies to theAssignment deadline and Completion deadline fields.
  • Fulfilments
    • Optimised keyboard time entry in the mode without simplified entry.
  • CMDB
    • Added a new feature allowing the CI form to be printed.
  • Leave requests
    • New notification types – Request approval and Request denial.
  • Reports
    • A report for capacity planning from open requests with an offer.
    • A summary report of requests for subordinate users.
    • A new column in the Requests Report – Link to request. The column contains the request number with a link to the request in CDESK.

More about the TOP news in version 3.0.192 >

CDESK 3.0.191 – 9. 8. 2021
  • Requests
    • A new optional feature for attaching files to a request, Internal attachments, which are by default not accessible to customers. 
      • Attachments added to the Internal note field, as well as attachments added to the internal discussion, are automatically classified as internal attachments. 
    • Attachments added to a discussion post and to the Resolution field are automatically added as attachments on the request. As a result, they will be included in the email notification as an attachment that can be easily downloaded.
    • Related requests are now displayed in the request list as an expandable “+” at the start of the row.
    • The option to quickly close requests has also been added to the My activities widget. 
    • Added a preview of the request description and the list of attachments directly from the request list via the three dots in a circle.  
    • Added filtering of the request list by multiple values in the code list of a custom field.  
    • An enableable pre-filling of the company when creating a request, if such a name is entered in the filter in the request list. 
    • Improvements in communicating errors for accepting a request without logging in to CDESK. When closing a request, information is displayed about why it is no longer possible to accept the closure of the request.
    • In regular requests, an option has been added to block all and customer notifications. There is no longer any need to create  internal requests to keep customers from being notified about the creation of and further work on a regular request. 
    • The option to set the deadlines of a regular request according to the SLA. Until now  these were fixed preset deadlines.
    • A more compact header for discussion posts in the discussion tab of an open request.
  • Work orders 
    • The ability to work with work orders even after a request has been closed.
    • The ability to set whether a request created outside the catalogue of requests is automatically closed once the last work order is completed. 
  • Fulfilments 
    • New comprehensive functionality for Fulfilment Approval.
    • In the fulfilment list and also in the export, it is possible to add columns with the description of the request, task and work order.
  • Configuration database 
    • Direct linking of further data from the IT tool Customer Monitor into the CMDB in CDESK3. These are hardware data from the records, by which it is now also possible to search.
  • Service outages 
    • Introduction of new concepts – Start, Duration and End of event. 
    • A toggle in the service outages list, with which you can set whether all events are displayed, or only outages. 
  • Notifications 
    • Removal of unwanted notifications from one’s own changes. In-app, SMS notifications and mobile app notifications have been cancelled. 
    • In the customer email notification from requests, only the recipients of the customer notification are now displayed. Assignees were also listed there, which is not desirable. 
  • Active Directory 
    • Loading user groups / users from AD can be restricted to only a selected object type in Active Directory, based on the objectClass attribute. This may be, for example, selected groups or organisational units. 
  • General features 
    • Copying the link to an open record has been extended with the option to copy only the shortened link directly to the record, or the complete link. The complete link also contains information about the filter and sorting used, which is applied when you go to the list of items. 

More about the TOP news in version 3.0.191 >

CDESK 3.0.190 – 12. 6. 2021
  • Address Book  
    • If a company is created while creating a request from a message for processing, the sender’s email is automatically pre-filled as the company’s general email. 
  • Deals 
    •  A new field for adding a note, which is also displayed on the linked request.**
  • Requests 
    •  It is possible to set the sender’s name in replies in the discussion with the customer. **
    •  Added an option whereby a reply to a notification for a closed request is not processed as a discussion, but remains in CDESK as a message for processing. **
    •  Rearrangement of roles for receiving notifications from a request. The meaning of the Assignee and Assignee group roles has changed.** 
    • Automatic changes from the relationship to offers: 
      • To the Offer status after the linked offer switches to the For acceptance status.
      • From the Offer status to In progress after the customer accepts the linked offer.  
    • After a discussion post is received into a closed request, in the case of automatic reopening the completion deadline, configurable in days from the addition of the discussion post, also changes. 
    •  The Deal name condition in the advanced filter has been extended with the Is not filled in option.   
    • In the request list it is possible to search by the abbreviated company name. This information can  also be included in the export. 
  • Work orders 
    • Rearrangement of roles for receiving notifications from a work order. The meaning of the Assignee and Assignee group roles has changed.** 
  • Fulfilments 
    • In-progress fulfilments that were not saved are automatically saved as drafts. **
    • A more compact fulfilment form with new features.**  
  • Message Processing
    • The option to disable sending customer notifications when adding a discussion post from a message for processing. **
  • Tasks 
    •  Into a task linked to a request, it is possible to insert the name and description of the request. **
    • Rearrangement of roles for receiving notifications from a task. The meaning of the Assignee and Assignee group roles has changed.** 
  • Offers 
    •  Improved offers module. **

More about the TOP news in version 3.0.190 >

CDESK 3.0.189 – 20. 5. 2021
  • Home overview
    • Setting the allowed widgets according to the type of user account.
  • Address Book
    • In the company form, the option to select a default address for the sender of CDESK notifications.
  • Requests
    • Information about the number of requests waiting for a response and missed requests is displayed directly in the menu.
    • When printing a request, all completed / approved custom fields attached to the given request are also included in the record.
    • 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 can be found in the Related requests tab.
    • New roles for receiving notifications from requests. These are the roles: Customer contact from the deal and Responsible assignee from the deal.
    • A summary report of open requests of an assignee group.
  • Offers
    • After verifying all offer lines, a dialog box informing about the changes made is displayed.
    • A new button to display the offer summary directly in the offers list.
    • Sending a notification is recorded on the History tab.
  • Leave requests
    • A new notification configuration for the Leave requests module.
  • Users and groups
    • Individual settings for visibility, assignability and selectability for a company inherited from a parent group.
  • Approval
    • Added information about an attachment in the form for the approval process on a request and work order.
  • Integration with Active Directory
    • The ability to specify multiple OUs (Organizational unit branches) for loading users from Active Directory.
  • Login via Azure Active Directory
    • Replacing the Azure AD with the user’s Azure email.
  • Improvements in operating CDESK
    • The ability to go to a given record by clicking a toast notification.
    • Enhanced keyboard control when creating an advanced filter.
    • Navigation using the arrow keys in the date field in the advanced filter.

More about the TOP news in version 3.0.189 >

CDESK 3.0.187 / 11. 4. 2021
  • Outlook Plugin
    • Creating requests, tasks and discussion posts directly from an 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 with 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 news in version 3.0.187 >

CDESK 3.0.186 / 25. 2. 2021
  • Requests
    • Automatic classification of an email conversation into the discussion without a request identifier
    • 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 completion deadlines of work orders
  • Configuration database CMDB
    • Checking the unique value of a custom field
  • Planned work
    • Adding new fields Information for the customer and Internal description
  • Leave requests
    • A new module for recording and approving leave requests
  • Users and groups
    • The ability to set optional assignees / assignee groups for other assignees / assignee groups according to the category and type of company

More about the TOP news in version 3.0.186 >

CDESK 3.0.185 / 11.1.2021
  • General features
    • Password quality check.
    • Security measures in case of invalid login attempts.
    • The ability to set up two-factor authentication.
  • Requests
    • The ability 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 is displayed next to the request name indicating whether the request contains offers. The colour of the text changes according to the current status of the offer.
    • Exporting the request list to a DOCX file.
  • Fulfilments
    • The signature image is displayed in a fulfilment sent via email.
  • Configuration database CMDB
    • Added new columns to the service outages list. 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 news in version 3.0.185 >

CDESK 3.0.184 / 17.11.2020
  • Deals and Invoicing
    • The ability to change the order of work and flat rates assigned on a deal. The order change is also reflected when issuing an invoice.
  • Requests
    • A new column in the request list, which records the last changed value 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.
    • Visibility setting has been added to request templates. It allows you to choose whether a request created from a template will be accessible as Internal or Ordinary.
    • The ability to display custom fields in the request list.
  • Request notifications
    • Sending email notifications according to the request type.
  • Work orders
    • A new Note for 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.
    • Added a new Total fulfilment time column. It records the sum of the fulfilment time and other time.
  • Users and groups
    • The ability to enter an alternative login name. A setting was also added so that the contact email is used as the alternative login name.
    • The ability to upload a photo with a handwritten signature, which will be displayed in invoices and reports generated by CDESK.

More about the TOP news in 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
    • The ability 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 type and area of service of the linked request are also displayed in the fulfilment list.
  • Calendar
    • Entering holiday templates, which are also used in SLA and SLO.
  • Knowledge base
    • A new module in CDESK for recording and sharing knowledge among designated persons.
  • Planned work
    • When saving a new record, it is possible to add information about the planned work to the announcements.

More about the TOP news in version 3.0.183 >

CDESK 3.0.182 / 21.7.2020
  • Invoicing
    • Added the ability to attach custom attachments to invoices.
  • Requests
    • Adjustment of the criteria for classifying requests into the My awaiting response group in priority view.
    • When recording the last change on a request, adding discussions is now also counted. This date is also displayed in the request list under the Changed column.
    • The “contains” function was added to the advanced filter for filtering records by assignee group. It makes available a field for entering free text.
  • Fulfilments
    • If a fulfilment has, as its accounting item, an hourly rate that is assigned to a flat rate, in the fulfilment list the Accounting item column will display, in addition to the name of the accounting item, also the flat rate to which the item is assigned. This also applies to the fulfilment lists on  deals, requests and tasks.
  • Message Processing
    • A field for selecting a deal for the chosen customer was added to the rule for processing a message as a new or internal request.
  • Offer notifications
    • A new feature so that the customer contact receives copies of offers for the customer assigned to them. The feature can be disabled / enabled in the Global settings.
  • Configuration database CMDB
    • Automatic creation of a location when entering a new company.
    • The ability to bulk edit custom fields over objects in the configuration database.
  • Planned work
    • In the Global settings, a setting was added for whether selecting a notification template will be mandatory or optional on a planned work record.
  • General features
    • Introduction of avatars (pictograms for accounts) in CDESK. The ability to choose from predefined avatars, or to upload your own photo. It is used mainly in discussion notifications.

More about the TOP news in version 3.0.182 >

CDESK 3.0.181 / 22.6.2020
  • Deals
    • XLS report attachment to the invoice from the invoicing preview.
    • Editing an issued invoice, including the items on the invoice.
  • Requests
    • The ability to set the Desired deadline field to be displayed only for selected request types.
    • The preview of a request’s discussion is displayed to the customer according to the settings of their email notification, which is different from the operator notification.
    • A setting for postponing the Completion deadline, if a closed request was brought back into progress after a discussion post was added.
  • Request notifications
    • Within customer notifications, a new variable was added that displays the entire discussion history of the request, including the initial entry (for now in plain text).
  • Fulfilments
    • The ability to create a billing fulfilment from several internal fulfilments directly on the request.
    • For internal fulfilments, the Other time field can be enabled.
  • Tasks
    • The ability to filter items in the list by whether a task contains / does not contain a location.
  • Offers
    • History tab was added to the offer form, which provides information about the creation of and changes made to the record.
    • For individual items in 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 news in version 3.0.181 >

CDESK 3.0.179 / 11.5.2020
  • Address Book
    • The History tab has been split into two parts:
      • Company – contains all changes to the company record
      • Requests – contains a list of requests created for the given company.
  • Requests
    • New button for quickly closing a request.
    • In the CDESK user profile you can 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 feature 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 state other than denied or closed. This feature 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 an option for manual flat-rate invoicing.
    • New export for the invoice preview, invoice fulfilments and the summary by requests.
    • New option to choose for which types of fulfilments the accounting item should be offered: all /  non-claim / claim. The feature is available if claim fulfilments are enabled in the global settings.
  • Requests
    • In the Tested by the customer state,  buttons for evaluating the testing have been added.
    • When the customer evaluates the testing of a request, a note about the testing can be added.
    • The request changes to the Ordered state after acceptance, or partial acceptance, of the offer on the request. If the offer is denied, the request switches to the Assigned state.
    • The request changes to the Offer state after the offer is sent to the customer for acceptance.
    • An export-to-XLS button has been added to the Request templates module.
    • In the Waiting for 3rd party request state it is mandatory to enter the from – to times if supplier selection is enabled for this state.
    • Option to create a new request from the context menu of an attachment on a request.
    • Setting to apply VIP Service only for 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 to the responsible assignees.
    • On the Related requests tab, an option to add a request via the catalogue of requests has been added.
    • In request notifications you can also set the Assigned operator role as a recipient.
    • On a request you can display the detail of the assigned company.
  • For requests and work orders – new Service interactive forms
    • From a CI object attached to a request or work order you can generate interactive service protocols. They are used 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 with 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 state it is mandatory to enter the from – to times if supplier selection is enabled for this state.
  • Fulfilments
    • On a request, the Fulfilments tab displays a summary of accepted hours, worked hours (if internal fulfilments are enabled) and invoiced hours from the offer on the request.
    • New option to create billing fulfilments from internal fulfilments in the lists on the tabs of the modules to which the internal fulfilments are assigned.
    • New filtering by whether a billing fulfilment has / does not have a link to an internal fulfilment.
    • New fulfilment filtering by request state and the billing date on the request.
    • New option to choose which fulfilments will automatically be included in invoicing.
      • By request state, the following options are available:
        • all
        • from closed requests
        • from closed accepted requests
        • from requests closed without acceptance
      • By date, the following options are available:
        • fulfilment creation date
        • billing date on the request
    • New feature for automatically creating a claim fulfilment for a selected request type.
    • New option to offer different accounting items for claim fulfilments.
    • Added an option to make the accounting item selection mandatory.
    • 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 a message processing rule you can now define tags for the request created from this rule.
  • Calendar
    • The new calendar has added a feature for automatically creating tasks when requests are dragged and dropped in the calendar.
    • Added display of planned work, which is shown to all authorised users, not only to the responsible assignees.
  • Offers
    • Added display of summaries for quantities from offer items broken down by units.
  • Reports
    • New report – Request budget control.
    • Added report – Records of service availability 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 are now separate for assignees and separate for other users.
    • Bulk editing of configuration objects – an option to edit additional properties has been added.
  • General features
    • If you use an unsupported web browser, you will be notified of this 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 record-keeping.
  • Requests
    • New Request weight feature.
    • Filtering in the request list by request weight.
    • Bulk editing of requests directly in the list.
    • The most recently entered filter, as well as the search, is remembered in the request list.
  • Request notifications
    • Option to create your own template for email notifications from discussion posts.
  • Work orders
    • New To resolve filter. The filter offers these options:
      • Mine to resolve 
      • For the team to resolve
  • Work order notifications
    • Option to set work order notifications to also be received by users filled in the Who requests and For whom requests 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 hours that were accepted by the customer from offers have been added
  • Tasks
    • Option to filter records by the Assisting assignee field.
  • Offers
    • Setting the acceptance method
      • 1-tier acceptance
      • 2-tier acceptance
    • Introduction of offer states
      • In preparation 
      • For verification 
      • For approval 
      • Partially approved and denied
      • Approved 
      • Denied
      • Completed 
      • 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 to an offer.
    • When the assignee is changed, a code list with a message selection for the new assignee is displayed on the offer. The feature is optional.
    • Option to export an offer to PDF.
  • CMDB configuration database
    • For the report on a CI change, the visibility of records is taken into account according to the customer’s visibility.
    • 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 (the bell in the top right)
    • They also contain the message for the new assignee from the request.

More about the TOP new features of version 3.0.175 >

CDESK 3.0.172 / 27.1.2020
  • Address Book
    • Added new properties for the customer account: Contact for reminders and Contact for sending invoices
  • Requests
    • Option to link related requests
    • Determining priority by urgency and impact. Urgency and impact can be defined separately for each request type
    • Option to filter records in the request list by whether they contain / do not contain a task
    • Sending notifications for the rating of a request
    • Setting whether, when a request is switched to the Waiting for 3rd party state, a supplier can be selected on the request
    • Automatic switching from the Assigned state to the In progress state after adding a discussion post with the customer or adding a fulfilment
    • Automatic switching from the Waiting for customer state to the In progress state after adding a discussion post from the customer
    • Prediction of regular requests into the future
    • When the Restrict assignee selection by assignee group feature 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, requests that do not have 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 the set intervals
    • Adjustment of filters in the request list when the Restrict assignee selection by assignee group feature 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 to notification settings when the Restrict assignee selection by assignee group feature is enabled
  • Request discussion
    • Option to display a preview of the email notification for the discussion before it is sent
  • Request templates
    • When the Restrict assignee selection by assignee group feature is enabled, the following columns have been added to the report located in the request templates:
      • Assignee group for the Easyclick customer account
      • Assignee group for Operators
  • Requests and work orders
    • Permission to make the internal note visible 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 to the created record, e.g. into a request
  • CMDB configuration database
    • Change of colour in the configuration object list according to a date field
    • New Restricted filtering feature over the CI list. It allows search by main group and type to be turned off
    • New Search in others’ records feature. A user can be granted access to objects belonging to other users on the basis of a search and a subsequent exact match of a certain property, for example a serial number.
    • In the advanced filter, the column list offers only those properties that belong to the selected CI type
  • Reports
    • Option to set permissions  for reports over the CMDB Configuration database
    • Columns can be added to the reports of settings from request templates
      • Assignee group for the Customer account in Easyclick
      • Assignee group for operators
  • The option is available only when the feature Restrict assignee selection by assignee group is enabled
  • Users and groups
    • VIP service – option to classify a user as a VIP user, who may have a higher priority when requests are resolved
  • General features
    • New menu – a new look and control of the menu, which can be enabled in 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 a service area for the customer account/Easyclick and Operator/Assignee
    • Option to print a request within the scope of basic information
    • Change of the order of states when setting the state in a request
    • Changed priority display 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 process is received by all recipients listed in the To and also the Copy fields. These addresses will also be automatically added among the recipients of discussion posts
  • Work order notifications
    • New interface for setting notifications. You can determine the recipients according to your own needs
  • Fulfilments
    • New feature for automatically pre-filling the location in a fulfilment when 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 – the date and time the CI was created
      • Created by – the user who created the CI
      • Changed – the date and time of the last change to the CI
      • Changed by –  the user who last changed the CI
  • Custom properties
    • New basic property – a formatted text field
  • 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 for a chosen period
  • Notifications
    • Option to set the sender’s email domain for password resets and notifications for substitution and approval. For all three options it is also possible to set the sender name
  • Substitution notifications
    • New look
  • In-app notifications
    • Option to clear all notifications at once
  • General features
    • Access to items in the list via a single click on the name. The feature 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 further places.
  • Licences
    • Setting a licence in a user account. This is the first step towards rolling out a 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
    • A new module in CDESK. It allows you to display a comprehensive overview of the number of request and work order records according to your company’s preferences
  • Address Book
    • An option for an SLA other than the Global one has been added to the company import
  • Noticeboard
    • Option to bulk delete posts
  • Requests and work orders
    • When creating regular requests and at the same time requests from the catalogue, an option to determine which type of records a user can create
    • Added an option to select the assignee depending on the selected assignee group
    • For regular requests, an option to generate the request in advance has been added
    • Extended filter functionality in requests. In filters that involve time you can select a time unit: minutes, hours, days.
    • New option for whether a request can be edited before being assigned to an assignee
    • Option to set whether a subsequent change of a request’s priority should recalculate the deadlines
  • Fulfilments
    • Grouping by requests in the fulfilment list also displays tasks
  • Tasks
    • In the permissions for tasks, an 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 assisting assignees as well
  • CMDB configuration database
    • Option to bulk edit the general properties of CI records
  • Planned work
    • A 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. You can set a default filter and column list.
  • Requests – A new state has been added – Paused. When a request is put into this state, the SLA is not counted.
  • Work orders – Option to set the order in which work orders are carried out – parallel-serial.
  • Work orders – Option to shift deadlines during the time when time to completion is not counted, for example for the states waiting for customer, waiting for approval.
  • CMDB configuration database – Extension of the basic CI information with the state of the configuration item, with an optional code list of states 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 automatic CI name generation feature has been extended with generation by 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 is a large number of items.
  • Notifications – Adjusted look of the emails sent from CDESK.
  • SLA notifications – Option to set the notification to be sent 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 the substitution functionality with the option of central configuration.
  • Approval – The reason for approval or denial can be entered into the request description.
  • Mobile application – Added support for the visibility of fields of a composite property 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 state: Cancelled
  • Work orders – Option to configure states.
  • Work orders – Automatic assignment of a CI to a work order according to the request.
  • Fulfilments – In the fulfilment list, items can be grouped by request and filtered by request.
  • Tasks – option to add fulfilments and links to locations.
  • CMDB configuration database – Option to set permissions for CI records by main groups.
  • CMDB configuration database – Option to deny access to certain CIs, except those for which the user is listed as the owner.
  • Custom properties – New basic property type – Hyperlink.
  • Custom properties – Option to add custom properties to the user profile.
  • Users and groups – Setting access to the user profile. You can set which information a user will be able to edit in their profile and which will be read-only.
  • Reporting – Report of service availability by customer 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/decline a request directly from the completion email notification
  • Push notification support for the mobile and desktop app
  • List of fulfilments – option to group by accounting item
  • Optimisation of loading contracts with service details
  • Discussion with the customer – displaying only related contacts and users when creating posts
  • List of requests – colour differentiation of records by request type
  • User information – added a list of supervisors by name
  • List of contacts – added optional columns, filtering by category and export to Excel
  • Requests – added a link to the message from which the request was created
  • Fulfilments – fixed a bug that could cause incorrect recalculation of dates
  • Requests – added new deadline fields
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 customer
  • Adding a fulfilment – simplified fulfilment entry (instead of entering the completion 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 search by change date in the histories of requests and deals
  • Option to leave the note empty when accepting a solution
  • Added the option to create a work order also from the list of work orders
  • Implemented support for creating drafts of work orders
  • List of fulfilments – added further columns to the listing on the web
  • List of work orders – 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 login information (server, etc.)
  • List of customers – added the option of optional columns and sorting by columns
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 – changed the definition of the Note field to mandatory
  • Approval process – added the display of request details and optional properties
  • List of requests – optimisation of loading tags and tasks/WO
  • Optimisation of the request catalogue GUI for IE11 and Edge
  • Automatic completion of a request after all WO have been completed
  • 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
  • List of requests – added new filtering options
  • Unjustified complaint about a request – added mandatory entry of a reason
CDESK 3.0.146 / 15.11.2018
  • Home overview – added the option to preset users’ default widget display, with the option to lock editing.
  • Denied request – considered definitively closed and no longer shown in the list of open requests (unless the denied status is revoked).
  • Added a Change of status of a completed request toggle, which allows its reopening to be disabled.
  • Message processing rules – added the option to notify the draft owner.
  • Added an optional Complained assignee field for justifiably complained requests.
  • Request/work order template – added the option to set the default status after a denial.
CDESK 3.0.145 / 10.10.2018
  • CMDB – an Owner field added to the basic CI properties
  • Dynamic display of items in CMDB according to the CI owner entered
  • CMDB – import of CI from XLS, with automatic column matching
  • List of requests – option to filter only complained requests
  • Creation of WO based on approved request items
  • Option to leave the deadline (for response, assignment, alternative solution, fulfilment) of a request empty
  • Justified complaint about a request – added an optional Complained assignee field
  • Added floating buttons to the editing of the user detail
  • Message processing – enabled editing of the internal address to the server’s IP address
CDESK 3.0.144 / 26.9.2018
  • Global settings – added customer notifications
  • CMDB – added Branch and Location for devices columns to the CI list
  • CMDB – search by ID in the list of CI objects
  • Address Book –  graphical differentiation of groups from users when adding Operators
  • Option to add files via the mobile apps as well
CDESK 3.0.143 / 10.9.2018
  • Added a connector for FinStat and pre-filling of customer data using this service
  • GUI request catalogue – display of the list of templates when there are several under a single tile
  • Requests – added a For whom field
  • Added a button for straightforward VAT ID verification
  • Stock cards – added a Quantity field with a date
  • Work orders – added dynamic approval
  • Added the option of invoicing by a reseller (partner, reseller)
  • Added the option to export optional properties to XLS
  • Added the option to provision a service at a time other than the current one
  • Mobile app – added further sounds for notifications
  • 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 set response deadlines with a time interval shorter than 1 hour
CDESK 3.0.142 / 27.8.2018
  • Requests, Work orders – added a Desired deadline field
  • Requests – enabled editing of the Solution and Assignee’s note fields by authorised users
  • Recording of all changes made to 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 from the mobile app as well (iOS, Android)
CDESK 3.0.141 / 12.8.2018
  • Notifications for dynamic approval processes
  • Export of CI with all properties to Excel
  • CMDB – search and advanced filtering of CI records also by attributes
  • Fulfilments – option to send a fulfilment by email with one 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 based on the data in the email
  • In the List of fulfilments filtering of fulfilments that have used material recorded
  • Invoicing – improvements for the variable / constant / specific symbol and generation of number ranges
  • Requests – added blocking of notifications from discussions
  • Request – added an Assignee’s note field 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 Requests by completion deadline / time to completion
  • Display of disabled / deleted users in linked fields of objects
  • List of contacts – added a Contact category column with filtering option
  • Address Book – search based on customer category and type
CDESK 3.0.138 / 1.7.2018
  • Added a Complaint request status
  • Added the option to record optional properties for user accounts
  • When selecting 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 – beneath the Assignee field a simplifying Assign to me link
  • Added the Assign to me option to the context menus in the lists of Requests / Work orders
  • Stopping the counting of time in selected statuses
  • Introduction of the GUI request catalogue (tiles) for quick and clear request entry
  • Creation of templates for the GUI request catalogue (tiles)
  • In the List of orders filtering by all columns
  • Requests, Work orders – when the window is sufficiently wide, display of the content of the Objects tab (for quick access)
  • Calendar – creating reservations
CDESK 3.0.137 / 17.6.2018
  • Added a Multiselect type field to the optional properties in Requests
  • Introduction of the option to create work orders
  • Dynamic creation of the approval process
  • Work order templates
  • Public holidays – display in the Calendar, adding to GN, logic for SLA, leave
  • List of Requests / Deals / Work orders – indication of the time remaining until the completion deadline
  • API extension for inserting discussion and internal notes
  • Added the request status Completed without acceptance
  • CMDB – saving optional properties to the history of the objects to which they are linked
  • Address Book – categorisation of companies using tags
CDESK 3.0.135 / 23.5.2018
  • Addition of the Used material field to fulfilments and its use
  • Visibility of a company via categories
  • Activation of SMS from CDESK servers
  • Inserting files into the discussion with the customer and the internal note for the assignee
  • Displaying internal fulfilments on the mobile app
  • Eliminating crashes of the mobile app at startup on Android 7/8
  • For a single fulfilment location the option to select several transport variants
  • Documenting the request resolution process – option to add a Solution field
  • Export to XLS – preselection of columns and addition of unit descriptions
  • Option to insert attachments into fulfilments
In addition to the selected items listed, each version also contains further minor improvements, corrections and adjustments.

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
    • 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
    • New look
  • 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.