More about TOP news of version 3.2.4 >
List of fixes: minor versions of CDESK 3.2.4 >

More about TOP news of version 3.2.3 >
List of fixes: minor versions of CDESK 3.2.3 >

More about TOP news of version 3.2.2 >
List of fixes: minor versions of CDESK 3.2.2 >

More about TOP news of version 3.2.1 >
List of fixes: minor versions of CDESK 3.2.1 >

More about TOP news of version 3.2.0 >
List of fixes: minor versions of CDESK 3.2.0 >

• Companies
  • In the company details, the Email Address for Sending Invoices field has been added.
• Projects and Project Deals
  • New Gantt chart for graphical planning of Projects/Project Deals with linked requests and tasks. ^TOP
  • New Project Log tab to record the progress of a Project or Project Deal. ^TOP  
  • Custom codes for Projects, Project Deals and downstream objects. ^TOP
  • New Project Documentation tab with all attachments added to the Project/Project Deal.
  • The Number of Days field added to Projects and Project Deals.
  • On Projects and Project Deals it is possible to set up a project team that will be involved in the execution of the Project / Project Deal.
  • Access to external projects and Project deals is now permission-driven.
  • Project Deals can be exported in xlsx format.
  • New filtering option on the Tasks tab in the Project Deal detail.
  • New field to indicate the percentage of completion of a Project or Project Deal.
  • In the list of Project Deals, the basic and economic views have been merged.
  • If a customer is changed on the Project, this change is automatically applied to each linked Project Deal.
• Device Repair
  • New Device Repair functionality records the progress of the repair – from the receipt, through the repair itself to the handover to the customer. ^TOP
• Requests
  • In the fields Requested By and Requested For not only customer account but also contact information can be filled in.
  • The Requested By and Requested For fields will change at each company change on the request if they are not available for the new company.
  • Modify the assignee preset to the request if they have a substitution or have requested a leave. Other assigned assignees and preferred substitutes are considered.
  • In the list of Regular Requests, new columns Request Type and Service Area.
• Deals
  • Creating deals in requests is now faster thanks to deal templates. ^TOP
  • Added notification when the deal completion deadline is exceeded.
• Invoicing
  • Advance invoicing enabled, solution for billing monthly flat rates.
  • New options to include/exclude null items from invoice.
  • Choose if the invoice number is displayed on the listing of jobs or not.
  • The invoice details removed from emails with listings of jobs and no invoice.
• Documents
  • The pdf export of issued orders has been optimized. If the text is longer, it is split smoothly.
  • In the lists of Orders and Protocols, the records are sorted by default in descending order of creation date.
• Fulfilments
  • Draft fulfilment templates in regular requests – automation of fulfilment entries and simple checklist of scheduled tasks.^TOP
• Tasks
  • Possible to send notifications when the task description is changed or when an attachment is added or removed from the task.
  • Columns with Project and Project Deal parameters have been added to the list of tasks.
• User-Defined Fields
  • For User-Defined Fields, you can set a default value that will be automatically pre-populated.
  • Possible to set that the value of the User-Defined Field is not displayed in the mobile application.
  • Possible to copy selection lists.
• Leave Requests
  • The calendar displays information about leave requests waiting for approval.
  • Under the aircraft icon in the top bar of the CDESK system you can find pending leave requests awaiting approval.
• Knowledge Base
  • Button to insert text from the Knowledge Base added to the text editor.
• Users and Groups
  • Possible to perform an audit over a user group.

More about TOP news of version 3.1.13 >
List of fixes: minor versions of CDESK 3.1.13 >

NOTICE:

The current version of the CDESK software is 3.1.12. From the next version 3.1.13, the license conditions for the CDESK Silver license will be observed, according to which no more than 25% of the purchased accounts can log in to the web interface at any one time. Unlimited access will only be allowed via the mobile and desktop application. In the current version 3.1.12 and previous versions, the CDESK web interface can be accessed even when this limit is exceeded due to ongoing development over the desktop and mobile application.

Within the TOP updates you will find a tip, how to optimize the use of Silver licenses.

• Companies
  • When you create a new company, the language setting for the issued accounting documents is determined by the default language of the environment.
• Projects
  • Pipeline – summary economic overview of all project deals. ^TOP
  • In all modal windows for selecting a project deal, the name of the linked project is displayed.
  • The list of project deals can be exported in XLSX format.
• Requests
  • It is possible to configure custom status for open requests. ^TOP
  • The Branch field appears on the request only if the company has branches assigned to it in the configuration database.
  • New permission to edit the request type field on a completed request.
• Fulfilments
  • Approval of fulfilments and optional billing of fulfilments as approved. ^TOP
  • Filtering in the list of fulfilments by link.
• Work Orders
  • Work orders can be automatically generated after creating a stock issue note and after editing items of the stock issue note.
• Deals
  • It is possible to set the deal name not to be displayed in the selection of the billing item in the fulfilment.
• Documents
  • New module for registering documents. ^TOP
• Invoicing
  • Received invoices can be exported in ISDOC format.
  • For incoming invoices, the uniqueness of the incoming invoice number with the same supplier is checked.
  • The constant symbol has been changed to a selection list on both registered and issued invoices.
• Offers
  • The field Estimated Start Date has been added.
  • The Estimated Date of Stocking can be recorded on the offer items.
• Configuration Database
  • A configuration item can be linked to records (such as requests) of any company.
  • In the list of configuration items, you can set the default display separately for each Main Group and Item Type.
• Approval
  • Automatic creation of the approval process during request resolution.
  • Option to create another approval even on a request that is in Waiting for Approval
  • Multiple approval rules can be defined for free approval.
  • Approval steps have been added with new approver roles that are taken from configuration items, such as the person responsible for the asset area.
  • You can set a substitute approver for the approval step.
  • User-defined fields can be optionally edited during the approval process.
• General Functions
  • Optional optimization of the use of CDESK Silver licenses. ^TOP
  • Clearer display of CDESK and CM icons for switching menu tabs in the top left corner.

More about TOP news of version 3.1.12 >
List of fixes: minor versions of CDESK 3.1.12 >

• Requests
  • During the approval process, the request may be returned for completion and then for approval. ^TOP
  • The status of the approval process steps on the request is also displayed on the printed request.
  • Modernized visual appearance of request discussions on the web portal.
  • New functionality to view records of fulfillments and status changes between discussion posts on the Discussion
  • Dates on the request can be entered back in time (authorized users only).
  • Possible to set free text in the Requested By and Requested For fields in the regular request form.
  • New option to edit additional properties on the request even when the request is completed.
  • The history of requests shall record who and when confirmed that there is no need to reply to the discussion.
• Companies
  • In the XLS export of companies, the general mail is displayed even if it is taken from a linked contact.
• Invoicing
  • Invoices together with listings of jobs can be sent in bulk by email. ^TOP
  • The date of the taxable transaction and the invoice due date shall be determined according to the settings in the accounting entity.
  • It is possible to change the link to the registered order on the issued invoice. Note: Solution for the deduction from prepaid transport will be in one of the next updates of version 11.
• Documents
  • The print report of the issued order has been improved.
  • In the register of documents, a search by Sender, Recipient, Project Code and Project columns has been added.  
• Fulfillments
  • Possible to create fulfillments even if there are multiple assignees. ^TOP
  • Possible to edit fulfillments after invoicing.
• Message Processing
  • If a mail received to CDESK exceeds the allowed size, it cannot be processed and the sender is notified about it.
• Offers
  • Improved functionality as well as the visual appearance of the Offers module. ^TOP
  • The method of selecting stock items for the offer has been modified.
• Configuration database (CMDB)
  • New basic property Form Information has been added, which appears in the form as an embedded block without a name. ^TOP
  • New Main Groups have been added – Cost Center and Property Area.
  • Existing links on the configuration item are also displayed when you print it.
• Leave Requests
  • The time off taken so far is summarized under the aircraft icon on the top bar. ^TOP
  • Leave requests are shown in the calendar. ^TOP
  • If the user has exceeded the limit for compensatory leave, they will not be able to request this type of leave.
  • Values of 30 minutes and 15 minutes have been added to time units of leave requests.
  • You can set the time unit separately on each leave request template.
• Approval
  • Approval steps have been added with new approver roles – Responsible for the Area, Responsible for the Cost Center, Superior of the Cost Center Responsible.
• General Functions
  • When setting icon and tile colors, it is possible to mix your own color, whereas until now it was only possible to select from a predefined palette.

More about TOP news of version 3.1.11 >
List of fixes: minor versions of CDESK 3.1.11 >

CDESK Updates for Version 3.1.10

• Address Book – Companies
  • New Records tab in Company details. You can access requests, tasks, offers, etc. directly from the company ^TOP
  • Possibility to record multiple contacts for a company of private person type.
• Requests
  • New clearer design of the list of requests that simplifies the work with requests. ^TOP
  • Creating a new request and work order from a discussion post in the request.
  • New setting for assignee preference in the request template – first assignee to be assigned to the company.
  • When setting up a user or user group on the request template, an icon is displayed to indicate the type of account.
  • Added sorting of requests by Time to Own in the list of requests.
  • New filtering by deal number in the list of requests.
• Deals
  • New ordered view of the list of fulfillments on the deal. ^TOP
  • The Billing Items menu option will automatically become available when deals are enabled.
  • A field with the registered order number has been added to the deal form.
  • The order of billing items on the deal will also be reflected on the invoice.
• Projects
  • A Project Manager field has been added to the projects and project deals.
  • Additional columns have been added to allow for a simple search of the list of projects, project deals and subcontracts.
• Invoicing
  • QR code for invoice payment can be generated also for Czech customers. ^TOP
  • Fixed transport data is aggregated and reported as a total.
  • The material used on the fulfillments is displayed in the preview of the prepared invoice
• Documents
  • Modified design of the listing of jobs for the invoice.
  • It is possible to change the order of items on the invoice via Drag&Drop.
  • Possible to use variables in the Number Format field in the register of documents.
• Fulfillments
  • It is also possible to open a request that has been completed from the fulfillment form.
• Message Processing
  • The list of messages to be processed can now be exported to an XLS file.
  • Faster search in the list of messages to be processed.
• CMDB Configuration Database
  • Thumbnails of CI items that appear in the list of items. ^TOP
  • Quick selection of columns to search against in the list of CI items.
  • Changing a company that is linked to a CI item is possible even if there are requests linked to the CI item.
  • Set a separator if the CI item name is automatically created by multiple additional properties.
• Additional Properties
  • Loading of selection lists that contain many items has been sped up.
• Leave Requests
  • Leave balances are calculated and displayed more clearly in leave requests.
• Connectors, API
  • Possibility to enable more detailed logging for the AD Azure connector.
• Users and Groups
  • Possible to copy permissions by another user or user group. ^TOP
  • The History tab records changes to the CDESK license and other license parameters.
  • A column has been added to the list of users with information about the last time the user logged in.
• Approval
  • Information about the approval process is recorded in the request history and other enhancements associated with the approval.
• General Functions
  • Displaying the number of records in the saved filter button. ^TOP

More about TOP news of version 3.1.10 >

CDESK Updates for Version 3.1.9

• Address Book
  • Additional properties are displayed in a separate tab in the company form.
  • The order of company types, categories and groups can be set.
  • Display a flag on the company to indicate that the place is archived.
  • In the list of contacts, columns Created By, Time of Creation, Modified By and Last Modified have been added.
• Projects – Business Agenda
  • Introduction to the new module for economic project management. ^TOP
• Requests
  • In the catalogue of requests, tiles have been added for specific companies without the need to select a company. ^TOP
  • Added the ability to insert additional properties to the outgoing notification from Ext-mail.
  • Assign a request from the catalogue of requests to the logged-in user in a scenario with assignee group.
  • In the list of requests, a new condition in the advanced filter – Assigned to Me.
  • In request templates, you can set constraints for selecting a status, reasons for request completion, solution methods when completing the request, and causes for the request.
  • A new obligation setting has been added in the request templates for the branch and place selection.
  • When sending a discussion with the customer, it is possible to switch the request to the Waiting for Customer
  • Solution and Internal Note columns have been added to the list of requests.
  • In the request form, the Solution and Internal Note fields have been reduced.
• Deals
  • In the Invoicing of Deals, sorting by last invoice date has been added.
• Invoicing
  • The date of the taxable transaction has been added to the invoices issued.
  • Added the option to set the logo and stamp in the company (accounting entity) settings. When set, they are used in preference to the global settings.
• Documents
  • Print report for the deal acceptance report.
• Fulfillments
  • New columns have been added to the list of fulfillments: Request Assignee and Request Status.
• CMDB Configuration Database
  • Added columns to the modal window when selecting computers from the Configuration Database, for example when inserting them into fulfillments.
• Reports
  • New reports on fulfilments by billing item. ^TOP
• Users and Groups
  • Restriction of place and branch selection for users with assigned company.
• Approval
  • Flexible Approval – the ability to request a predefined approval process while the request is in progress. ^TOP
• General Functions
  • A Save and Close button has been added to windows that remained open after changes were saved and it was desirable to close them.

More about TOP news of version 3.1.9 >

CDESK Updates for Version 3.1.8

• Contacts
  • Added bulk editing in the list of contacts.
  • Possible to view columns with the contact’s properties and filter by them in the list of contacts.
• Requests
  • New Balance of Requests widget with daily increase and decrease of requests. ^TOP
  • A new type of attachments has been introduced for uploading confidential files containing sensitive data. ^TOP
  • Recipients of mails from messages to process listed in To and Copy, can be added to the new request as manually added notification recipients.
  • The selection of columns for the main search in the list of requests is also displayed when using the advanced filter.
  • Keeping the simple filter search box on the screen even if it is empty.
  • Flip the permission logic for making requests available/unavailable by deal.
  • Showing the icon name in an existing tile in the catalogue of requests.
  • In the advanced filter of the list of requests and work orders, a Supplier condition has been added and can be specified in the Waiting for 3rd Party / Waiting for Supplier
  • You can set the request template to display a field that is not available for editing when creating a request.
  • Changes made to the description of the request shall be carried over to the request description in the approval process.
• Work Orders
  • Additional properties from the request can be made available to the work order assignee for editing.
• Deals
  • You can view and search for additional properties in the list of deals. ^TOP
  • A new button in the list of deals that allows you to view the linked billing items under all deals at once.
  • Multiple users can be selected in the Responsible Person field in the deal.
  • Color coded button to add internal fulfillment via the hamburger menu in the list of billing items.
• Invoicing
  • Modifications to the display of regular fee usage on the invoice draft.
  • The QR code for payment (only Slovak for now) is also displayed on the invoice without a link to the deal.
  • If multiple accounts are added to an invoice, they are also displayed in the invoice pdf
• Fulfillments
  • The ordering of fulfillments by the selected column already works for grouping.
  • More compact layout of the fulfillment dialog.
  • When simplified entry of the fulfillment due date is made, an icon is displayed that allows the fulfillment duration to be subtracted from the set time.
  • Additional properties can be displayed in the list of fulfillments.
  • In the advanced filter of the list of fulfillments, is/isn´t options have been added for the Company
  • The list of fulfillments can be sorted by the From-To
• CMDB Configuration Database
  • New permission to read/edit additional properties. ^TOP
  • Ability to assign configuration items (CIs) to multiple companies.
  • A new additional property of the organizational structure type.
  • Ability to restore an archived configuration item (CI).
• Approval
  • Supervisor approval – the approval rule may define that the user’s supervisor must first comment on the approval subject. ^TOP
  • The list of additional properties from the request is also displayed in the approval process form.

More about TOP news of version 3.1.6 >

CDESK Updates for Version 3.1.6

• Dashboard
  • The Dashboard setting for new accounts is applied even if the account was created by cloning.
• Address Book
  • Logo for invoices can be set in Companies.
• Requests
  • Additional properties can be changed when bulk editing requests. ^TOP
  • If there are no configuration items available in the request, neither the button for selecting them nor the CMDB Items tab is displayed.
  • You can create items in the configuration database (CMDB) from draft requests.
  • New permission to access the attachment field in requests and work orders.
  • New permission to edit the Assignee field.
  • The date fields in the simple filter can also be set by selecting the date via the calendar icon.
  • Regular requests can be copied.
  • Filter the list of requests by attachment name.
  • In ext-emails, you can insert a signature in the same way as in a discussion.
  • Add all assignees to the addresses offered in the new ext-mail post.
  • When the request is terminated quickly, the logged-in user is not set as the assignee if the request has already been assigned.
• Deals
  • New list of billing items. ^TOP
  • New columns from deals to list of requests and list of fulfillments – deal name and code.
  • Optional order of billing items on the deal.
  • Another way to make deal accessible: by listing users on the Visibility

• Invoicing
  • Attachment to invoices listing works and transport. ^TOP
  • It is possible to add stock cards to invoices without a link to the order. ^TOP
  • Separate invoice number series by accounting entity. 
• Entities
  • CDESK already has an Internal Monetary Currency which is currently implemented in invoices and orders.
  • Exchange rates for calculating the internal amount in the documents.

• Documents
  • Protocols – a new menu item used to record the handover and acceptance of a completed deal. ^TOP
  • Redesigned list of orders with column selection and sorting options.
• Fulfillments
  • The list of fulfillments can be filtered by Company Type.
• Tasks
  • The option of defining a second level of type has been added to the tasks. ^TOP
• Message Processing
  • When automatically processing a message as a draft, the option to select the owner of the draft has been added.
  • If two identical messages are sent to CDESK from two different addresses, they will not be treated as duplicates by CDESK and may be processed separately.
• CMDB Configuration Database
  • In the list of CMDB items, you can search in additional properties. ^TOP
• General Functions
  • Drag&Drop download attachments.

More about TOP news of version 3.1.6 >

CDESK Updates in Version 3.1.5

• Companies and Contacts
  • A field for adding attachments has been added to the company form.
  • List of contacts searchable by company type and category.
• Requests
  • New field in the form – Request Code. It is used for better identification of the request.
  • It is possible to set the whole assignee group as an assistant assignee.
  • In the ext-mail, the type of account is displayed next to the address.
  • A new section Operations over Requests has been added to the permissions of requests.
  • The list of requests can be filtered by missed Deadline to Select Assignee.
  • If the discussion post originated through message processing, the post contains a link to view the entire mail communication.
  • The permission to edit the Deals field in the request form has been added.
  • It is possible to search in the central selection list of service areas.
• Deals
  • Accounting items on the deal can be copied.
  • New columns in the list of requests and fulfillments with information about deals.
• Invoicing
  • Improvement of the display of flat rate usage in invoicing. ^TOP
• Documents
  • Invoices and orders that were previously under Deals have been moved under the Documents module.
  • New permission for setting access to the Documents module.
• Fulfillments
  • The user can set up an accounting item on a fulfillment even if he does not have access to the deals in which the accounting items are defined.
• Message Processing
  • The function that sets the original sender of a forwarded message as the sender of the message can be disabled.
  • To increase clarity, the background colors have been changed for some options under the Action
• Additional Properties
  • Obligation to fill the additional property depending on the request status. ^TOP
  • Multi-level selection lists – additional levels of items can be added to each item of the selection list. ^TOP
  • Translations can be added to entries in custom selection lists.
• Reports
  • Filtering by Deadline to Select Assignee has been added to the request report.
• Connectors and APIs
  • Active Directory Connector
    • Added the ability to assign to CDESK groups based on a selected attribute.
    • In the basic connector settings, the option to set multiple Active Directory synchronization times with CDESK has been added.
    • In the settings for creating CDESK accounts based on Active Directory, an option has been added to synchronize the job position by AD attribute.
  • Linking Multiple CDESKs
    • Attachments added to offers from the supplier environment are transferred to offers in the customer environment.
• General Functions
  • • Identity records, tracking of changes in user data. ^TOP
    • Some Save buttons have been renamed to Create.

More about TOP news of version 3.1.5 >

CDESK Updates in Version 3.1.4

• Requests
  • Categorization of requests. Users can now access requests of others according to a new parameter – request category. ^TOP
  • Organizational Unit – a new feature for controlling access to records based on the organizational structure under which the request falls. ^TOP
  • In the statement of entity’s implementation in the request form, the sum of internal fulfillments is also displayed.
  • Note for assignees was renamed to Internal Discussion.
  • New colors for tiles of the catalog of requests.
  • For the Solution field, it is now possible to set it to be mandatory when closing a request.
  • Filtering by missed response time has been added to the list of requests.
  • In the list of regular requests, new filter condition Request Generation for the next/last generation date has been added.
  • The condition All has been added in the simple filter for the Assignee
  • Icons have been added to the global settings to show help for each setting and whether the setting is subject to permissions.
  • Before sending discussion posts or Ext-mail posts, the spelling of the email address is checked.
  • Requests have been moved above Deals in the menu.
• Request Discussion
  • The new settings for sending discussion notifications allow you to set the account name and an optional string as the sender’s name. ^TOP
  • We fixed the bug when later added recipients did not get the follow-up posts.
• Fulfillments
  • In the advanced filter for the list of fulfillments, the condition Invoicing date of fulfillment has been added.
• Billing
  • Strengthening the link between the company in the address book and the entity. More information is taken from the address book data.
• Invoices
  • Sending issued invoices by e-mail directly from CDESK. ^TOP
  • The ERP Connection tab has been added to the invoice. When Abra Flexi connector is enabled, it contains a link to redirect to the Abra Flexi software.
• Companies
  • New columns have been added in the company form under Bank Accounts: Account Name, IBAN / Domestic account, Account Number and Currency.
• Message Processing
  • Manual processing of the message as an ext-mail on the request.
• Additional Properties
  • Option to display additional properties in tabs.
  • Heading Additional Properties is no longer displayed in the form of records.
  • The button for adding additional properties has been removed from the record form. These can only be added via the settings for the module, or via templates – for example, via request templates.
• Requests for Leave
  • A new permission Approval of Request Leave has been added to the setting Offer as Approver.
• Connectors and APIs
  • In the JIRA connector, multiple CDESK deals can be added to a single JIRA project.
• General Functions
  • The field for uploading attachments has been shrunk.

More about TOP news of version 3.1.4 >

CDESK UPDATES for Version 3.1.3

• Address Book
  • The list of companies can be sorted by the column Membership Validity To.
  • Changes to the company’s membership are recorded on the History
• Deals and Invoicing
  • Copying Deals. ^TOP
  • Economic View in the List of Deals. ^TOP
  • Bulk invoicing of deals. ^TOP
• Documents
  • New Documents tab that brings together documentation for deals. It contains items Issued Invoices, Received Invoices and Bills, List of Orders.
• Requests
  • Workload Calendar. ^TOP
  • Archive of Requests. ^TOP
  • Recalculation of the Time to Resolve To when reopening the request.
  • Attachments added to the internal fulfillment with a link to the request are displayed in the list of internal attachments on the request.
  • Restrict the selection of objects from the configuration database on the request according to the template settings.
  • New options have been added to the Request Template for the Give Preference to Assignee
  • New option to enter an email address in Requested By and Requested For, including sending notifications to those addresses.
  • If there is a substitute set for the assignee, their name is displayed in the Assignee selection field.
  • The list of requests can be filtered by related requests.
  • It is possible to click through using hyperlink property from the list of requests.
• Fulfillments
  • Limits on creating fulfillments retrospectively. ^TOP
  • Option to disable the Other Time
• Configuration Database
  • New basic properties and custom selects can also be created directly through the property or basic property detail.
  • Change the order of menu items under Additional Properties.
• Connectors and APIs
  • Pay by Square connector for generating QR code for payments. ^TOP
• Users and Groups
  • User cloning. ^TOP
  • Added conditions for filtering in the list of users:
    • External ID
    • Substituted Person
    • Substituted By
•  

More about TOP news of version 3.1.3 >

CDESK UPDATES for Version 3.1.2

• • Address Book – Companies
    • A note can be added to the customer that appears as a hint in the request form.
    • In extended filter, we added:
      • Filtering conditions – Membership Validity, Legal Form.
      • Filtering options for conditions: Last Modified, Created, Created By, Modified By.
  • Deals
    • Recording of the deal type. You can filter by type in the list of deals and requests. The type is also included in the XLS export of deals. ^TOP
    • Elimination of blockage at deal completion due to uninvoiced fulfillments that are linked to the deal.
    • The list of deals can be filtered by type, company category and group.
  • Requests
    • New templates for discussion posts. ^TOP
    • New option to make requests available depending on the deal visibility. ^TOP
    • New option to filter the list of requests to all assignee groups of which the user is member.
    • Attachments added to the linked fulfillments will be displayed directly in the request attachments.
    • New column in the list of requests – Deal code. The column can be selected in the advanced filter and included in the XLS export.
    • The result of customer testing in the Testing by Customer status is recorded in the history.
    • Tiles by company category available in the catalog of requests.
    • The Permission Date field has been split into separate items: First Response Deadline, Time To Own, Deadline for the Alternative Solution, and Deadline and End Date.
    • Restriction on the deal selection according to the selected service area in the request has been added in the requests.
    • The Use Template Name as Request Name setting has been moved from global settings directly to the request template.
    • When the request is changed from regular to internal or vice versa, the changes are automatically saved in the draft.
    • Possibility to display SLA detail when selecting request priority.
  • Work Orders
    • If the work order displays an internal discussion from the linked request, the record contains information that it originated from the request.
  • Fulfillments
    • Adding new stock cards is also possible directly in issue slips added via the fulfillment form.
    • Filter the list of fulfillments by transport and place.
    • The Place of Fulfillment field can be set as optional, obligatory or disabled.
  • Message Processing
    • Unprocessed messages can be manually included in the processing according to the rule. ^TOP
    • When entering a new request from the received message, buttons have been added to block notifications and to add recipients.
    • Drag&Drop sorting of mailboxes used in the Message Processing module.
    • All users will have access to the .eml file from which the request was created.
  • Offers
    • Attachment can be added for the entire offer. ^TOP
    • If the Internal Proposal for Verification field is filled-in in the offer, it will appear as Verified Fulfillment Time under Total Fulfillment Duration when putting a fulfillment on the task that was created by the offer realization.
  • Configuration Database – CMDB
    • Accelerated import to CMDB with elimination of the number of items to import. ^TOP
    • New fields for objects in the database (in CMDB): ^TOP
      • Service Owner – only available for the Catalog of Provided Services.
      • Administrative assignee, Technical assignee – available for all types of objects.
    • Check of the unique name within the CI Type:
      • When importing.
      • When automatically creating a name from additional properties.
    • A new type of basic property – decimal number with two decimal places.
    • Option to add description to properties, which is displayed for the used additional property.
  • Connectors, API
    • JIRA connector – Image attachments from the request are transferred to the associated JIRA task.
    • Linking multiple CDESKs – discussion posts between requests are carried over even after one of the requests has been completed.
    • Linking multiple CDESKs – if one of the linked requests is completed, both linked requests are highlighted in grey in the list.
  • General Functions
    • Possibility to group buttons with saved filter.^TOP
    • After a successful login, the count of previous unsuccessful login attempts is reset.
•  

More about TOP news of version 3.1.2 >

New type of communication on requests, status widget of requests, better interfacing with JIRA and other improvements

• • Dashboard
    • New widget showing the current status of requests.^TOP
  • Address Book
    • If assignee without full access to companies creates a new company, that company is automatically available for them.
    • It is possible to include GPS coordinate columns in the export of list of companies.
  • Deals and Invoicing
    • Simplified Invoicing^TOP
      • We made it easier to work with a draft invoice that is now one for one deal.
      • The draft can also be handled by other workers.
      • Draft changes are saved.
      • Filtering of deals with pending invoicing.
    • Bulk export of issued invoices to PDF (to one file for printing and individually for other types of processing).
    • Export of issued invoices to ISDOC format, which can be imported into ERP systems.
  • Requests
    • New Ext-mail tab, where you can conduct multi-threaded communication as from the mail client.^TOP
    • Display of approved offers in the list of requests, filter by offer occurrence and price on the offer, data export.^TOP
    • Copying request templates.^TOP
    • V požiadavke sa zobrazujú detaily čerpania účtovných položiek. ^TOP
    • Doplnenie tagov do pravidelných požiadaviek.
    • Do exportu zoznamu požiadaviek je zahrnuté číslo šablóny.
    • Zlepšené rozloženie stĺpcov v otvorenej požiadavke v záložke Plnenia.
    • Výber prevádzky a miesta na požiadavke je možné nastaviť ako Povinný, nepovinný a vypnutý.
    • Customer account with access to request editing will not be able to edit the Assignee Group, Assignee, and Status fields.
    • Fulfillment times have been modified in the XLS export of the list of requests so that they can be further worked with in Excel.
    • Extension of a simple filter in Requests.
      • Search by request number has been added.
      • A free text search has been added in the Created by column.
  • Fulfillments
    • Signaling the membership validity when entering a fulfillment^TOP
  • Tasks
    • Attachment column has been added to the list of tasks to inform you of an attachment present on the task.
  • Message processing
    • The actions for processing the received message are displayed directly in the list of messages to be processed in the context menu.
  • Configuration Database (CMDB)
    • Prohibited transfer of CI object between companies if the object is already in use on a request or on another item.
    • In the CI Type settings, you can display an abbreviated listing of properties containing only their names, which makes them easier to sort.
    • If an additional property on a CI Type is linked to another CI Type, the CMDB object list can be enabled to display only the bound CI Type.
  • Requests for Leave
    • The possibility to automatically activate the substitution by another assignee in a request for leave that has not yet been approved but has already started to be used.
  • Users and Groups
    • Separate permission to set emails in the User Profile.
  • Connectors and APIs
    • JIRA Connector – transmission of notifications to the request assignee from JIRA tasks linked to the request. (via actions on the task and via the Webhook service in JIRA).^TOP
  • General Functions
    • When you click on a link in any CDESK record, the link will open in a new browser tab.
    • Automatic recall of the last simple filter in requests and fulfillments.
•  

More about TOP news of version 3.1.1 >

• Dashboard
  • New widgets to show hours worked on fulfillments weekly and monthly. ^TOP
• Address Book
  • Added searching in the Contacts tab in Company Details.
• Requests
  • Simple filter for the list of requests – deploying the first phase of the solution. ^TOP
  • New responsive design of the form for accepting/denying request completion from a mail notification without the need to log into CDESK. ^TOP
  • New condition for advanced filter: Assignees – Group Members. ^TOP
  • Buttons to switch between requests in the preview of the request detail in the list of requests. ^TOP
  • Block SMS notification when creating a request. Until now it was possible to block SMS notifications only after saving the request.
  • Added permission to display the CMDB tab in an open request.
  • Additional properties assigned to request templates can be edited directly in the template.
  • Fix filtering in the list of requests in the advanced filter by tags.
• Message Processing
  • Tag selection when creating a new request from a received message.
• Requests for Time Off
  • Open the form to approve/deny a request for time off directly from an email notification.
• Connectors, API
  • Connector allowing interconnection of multiple CDESKs. ^TOP
  • Completion of the first phase of the link with JIRA. ^TOP
• Users and Groups
  • Filtering and export to XLS have been added to the list of users (Users and Groups -> Users).
• Outlook Plugin
  • When creating a request from the mail message, the option to decide who is the creator of the request has been added. It can be the sender of the message or the logged-in user.
• General Functions
  • Free Approval – new functionality to keep a clear record of the approvals granted for situations that have occurred. ^TOP
  • Favorites – in the pop-up menu mode, there is an option to view items in the first level and with the functions only one click away. ^TOP
  • Enhanced buttons with saved filter conditions. ^TOP
  • Possible change of the icon in the browser tab. ^TOP
  • Buttons to easily switch between the contact and the paired customer account.
  • Reset of the user who has been automatically locked out after repeatedly entering an incorrect password. When blocked, an email is sent to enable unblocking the account.
  • Select the module to display after logging in. It can be set in the user profile.
  • Modify the language selection for the display to avoid spontaneous switching to another language.

More details on TOP new features of version 3.0.194 >

• Introduction
  • Version 3.0.194 comes with a new connector for determining GPS coordinates, improvements in advanced filter control, discussions on requests and many other useful features.

• Requests
  • The history records the change of a customer discussion to an internal discussion and vice versa.
  • In the list of requests, internal requests have been distinguished in blue from ordinary requests. The color differentiation was also added in the request detail.^TOP
  • Changes to the discussion buttons and a new function for deleting drafts of posts. ^TOP
  • In the advanced filter for Changed / Unchanged onditions, a new condition For the last (x days/hours, etc.) has been added. ^TOP
  • Acceptance of internal requests from mail notifications is only possible after logging in to CDESK.
• Fulfillments
  • Possibility to add global additional properties to be used in all newly created fulfillments.
• Connectors
  • Google Maps connector to determine the GPS coordinates to a company or CI object of Places type. ^TOP
• Licenses
  • Making daily and monthly reports on CDESK usage available to members of the Administrators group. Until now, such a report was only available to the environment admin.
• Users and Groups
  • Filter by job position.
• General Functions
  • Possibility to change the order of the buttons with an advanced filter using Drag&Drop. ^TOP
  • Link to connect to Waze contains the GPS coordinates of the company/facility. If GPS coordinates are not specified, the link is created based on the name.
•  Mobile Application
  • New additional property “Signature” that allows to insert a personal signature.
  • The fulfillment detail shows the global additional properties that have been added using the web.

More details on TOP new features of version 3.0.194 >

• Dashboard
  • My Activities widget has been improved. Toggles have been added to quickly filter out entries: e.g. those due today and tomorrow, those with high priority (1,2) or overdue.^TOP
• Noticeboard
  • Permissions to edit and delete posts have been added.
• Requests
  • New image viewer with gallery for files attached to the request.^TOP
  • New optional view of the list of requests with anchored column names. ^TOP
  • Option to set the number of records that will be displayed on one page of the list of requests.
  • Preview the request directly in the list of requests by clicking on the three dots in the circle icon.
  • A button has been added in the customer notification for direct entry into the discussion.
  • The user information read from Active Directory is inserted into Easyclick in place of the registration information. The feature must be enabled in the C-Monitor settings for the specific computer.
  • VIn request templates, the role selection has been expanded to set who can edit a selected field.^TOP
  • Via Drag&Drop move attached files between attachments and internal attachments.
  • Button to reload an open request. The record is reloaded without refreshing the entire browser window.
  • Possibility to edit the urgency of a request after the record has been saved. Valid for setting priority via Urgency and Impact.
  • In the regular requests, the fields Requested by and Requested for have been added.
  • New columns have been added to the list of requests: Company type and Company category. These are the companies to which the requests are linked.
  • When a request type is changed, the assignee is not changed if they are also valid for the new request type.
  • Redirecting to a specific request from an https link while logged into CDESK via Azure AD (Office365).
• Fulfillments
  • Quick termination of the request from the fulfillment form.^TOP
  • Option of line spacing of the fulfillment description displayed in the list of fulfillments. ^TOP
• Stock
  • Possibility to set a minimum quantity of items within the stock card.
• Message processing
  • Choice of whether the persons responsible for message processing should be notified.
• SLA
  • A new tab showing which companies the SLA is assigned to. ^TOP
• Notifications
  • Linking to Waze – display a branch, a place or a company on the map and navigate. ^TOP
  • The Change assistant assignee action on the request is no longer included in the Other request changes setting and has been given its own setting.
• User Profile
  • Links added to CDESK documentation and support. ^TOP
• General functions
  • Polish language support. ^TOP
• View CDESK on a mobile device
  • Optimization of the dashboard and the advanced filter display.

CDESK Mobile app

• Requests
  • Notification of completion deadline expiration has been modified. Notification contains the following information: request number, company name, request title, completion deadline expiration, assignee/assignee group.
  • Condition added: obligation to select an object on the request is checked depending on the service area set.
• Tasks
  • Optimization of uploading attachments to the form.
  • Button to the linked object from the configuration database has been added to the form.
• Notifications
  • Notifications have been made more transparent.
  • Optimization of the notification record opening.
  • Notifications on the lock screen have been modified. These are the adjustments:
    • The request number and name are displayed on the first line.
    • In case of a discussion on a request with priority no. 1 and no. 2, the envelope icon is of a red color.
    • When a new request is created, its priority is displayed next to the completion deadline.

More details on TOP new features of version 3.0.193 >

• Requests
  • A request created from a received mail (from message processing) through the catalog of requests that is assigned to an assignee will automatically generate work orders.
  • The Requested by / Requested for fields on requests created via Message Processing are pre-populated.
  • The type selection on the request template is restricted.
  • The logged-in user is offered on the first place in the list of assignees.
• Work orders
  • Disable and set obligations for deadlines on work orders. The setting applies to the Time to Own and Time to Resolve
• Fulfillments
  • Optimization of time entries using the keypad in a non-simplified write mode.
• CMDB
  • New feature to allow printing of the CI form.
• Paid Time Off Requests
  • New types of notifications – Approval and
• Reports
  • Report on capacity planning from open requests with offer.
  • Summary report of requests for subordinate users.
  • New column in the Report of Requests – Link to request. The column contains the number of the request with a link to the request in

More details on TOP new features of version 3.0.192 >

• Requests
  • New optional feature for inserting files into the Internal Attachments request that are not accessible to customers by default.
    • Attachments included in the Internal note field are automatically added to internal attachments, as well as attachments added to the internal discussion.
  • Attachments added to the discussion post and to the Solution field are automatically added as attachments on the request. This adds them as an attachment in the mail notification and can be easily downloaded.
  • Related requests are already displayed in the list of requests in the form of a clickable “+” at the beginning of the line.
  • The option to quickly end requests has also been added to the My Activities
  • Preview of request description and list of attachments directly from the request list via three dots in the circle has been added.
  • Filtering of the requests list by multiple values in the codebook of the additional property has been added.
  • Switchable pre-population of the company information when creating a request, if such a name is specified in the filter of the list of requests.
  • New modifications to error communication for accepting a request without logging into CDESK. When a request is terminated, information that it is no longer possible to accept the termination of the request is displayed.
  • New option in regular requests to block all notifications including customer notifications. There is no need to create internal requests anymore, so that customers are not notified about creation and further work with the regular request.
  • Option to set dates for regular request according to SLA. Until now, these have been fixed dates.
  • Header of discussion posts in the discussion tab of open requests has been compacted.
• Work orders
  • Check of conditions for creating work orders to completed requests has been cancelled. This avoids the situation where work orders are automatically created on a completed request that cannot be worked with further.
  • Option to set whether a request created outside of the request catalog is automatically terminated after the completion of the last work order.
• Fulfillments
  • New comprehensive functionality Approval of Fulfillments.
  • You can add columns in the list of fulfillments and in the export with the description of the request, task and work order.
• Configuration database
  • Direct transfer of additional data from the IT tool Customer Monitor to the CMDB in CDESK3. This is hardware data from the records, which can also be searched.
• Service outages
  • Introduction of new concepts – Start, Duration and End of event.
  • A toggle in the list of service outages that can be used to display all events or just outages.
• Notifications
  • Unwanted notifications from custom changes cancelled. In-app, SMS and mobile app notifications have been cancelled.
  • Only recipients of the customer notification are now displayed in the customer mail notification from requests. Assignees were also listed there, which is not desirable.
• Active Directory
  • You can restrict loading of user groups/users from AD to only the selected object type in Active Directory based on the objectClass attribute. It can be, for example, selected groups or organizational units.
• General functions
  • Copying a link to an open record has been extended with the option to copy only a shortened link directly to the record, or the complete link. The complete link contains information about the filter used, the sort order that is applied when you go to the list of items.

More details on TOP new features of version 3.0.191 >

• Address book
  • If a company is established when creating a request from a message for processing, the sender’s email is automatically pre-filled in as the company’s general email.
• Deals
  • New field for inserting notes, which is also displayed on the linked request.**
• Requests
  • It is possible to set the senderʼs name in replies in discussions with customers. **
  • New option: response to a notification for a completed request is not processed as a discussion but remains in CDESK as a message for processing. **
  • Roles for receiving notifications from a request have been rearranged. The meaning of the Assignee and Assignee Group roles has been changed.**
  • Automatic changes in relation to offers:
    • To the Offer status after the linked offer is switched to the To be accepted status.
    • From Offer status to In progress after the customer accepts the linked offer.
  • When a discussion post is accepted into a completed request, the Time to Resolve set in days from the time the discussion post was added, changes if the request is automatically reopened.
  • The Not filled in option has been added in the advanced filter of the Deal name
  • The list of requests can be searched by abbreviated company name. This information can also be included in the export.
• Work orders
  • Rearrangement of roles for receiving notifications from work orders. The meaning of the Assignee and Assignee Group roles has been changed.**
• Fulfillments
  • Unfinished fulfillments that have not been saved are automatically saved as drafts. **
  • Compacted fulfillment form with new features.**
• Message processing
  • Option to disable sending customer notifications when adding a discussion post from a message for processing. **
• Tasks
  • You can insert the name and description of the request into the task linked to the request. **
  • Rearrangement of roles to receive task notifications. The meaning of the Assignee and Assignee Group roles has changed.**
• Offers
  • Improved Offers module. **

More details on TOP new features of version 3.0.190 >

• Úvodný prehľad
  • Verzia 3.0.194 prináša nový konektor na určenie GPS súradníc, vylepšenia v ovládaní pokročilého filtra, či diskusie na požiadavkách a mnoho ďalších užitočných funkcií.

• Požiadavky
  • Do histórie sa zapisuje zmena zákazníckej diskusie na internú a opačne.
  • V zozname požiadaviek boli modrou farbou odlíšene interné požiadavky od obyčajných. Farebné odlíšenie pribudlo aj v detaile požiadavky. ^TOP
  • Zmeny v tlačidlách v diskusii a nová funkcia na mazanie rozpísaného príspevku. ^TOP
  • V pokročilom filtri pre podmienky Zmenené / Nezmenené bola pridaná nová podmienka Za posledných. ^TOP
  • Akceptácia internej požiadavky z mailovej notifikácie je možná len po prihlásení do CDESKu.
• Plnenia
  • Možnosť pridávať globálne doplnkové vlastnosti, ktoré sa použijú vo všetkých novovytvorených plneniach.
• Konektory
  • Google Maps konektor na určenie GPS súradníc k spoločnosti alebo CI objektu typu Miesta. ^TOP
• Licencie
  • Sprístupnenie denných a mesačných reportov o využívaní CDESK pre členov skupiny administrátori. Doposiaľ bol takýto report prístupný len pre administrátora – správcu prostredia.
• Používatelia a skupiny
  • Filtrovanie podľa pracovnej pozície.
• Všeobecné funkcie
  • Možnosť meniť poradie tlačidiel s pokročilým filtrom pomocou Drag&Drop.^TOP
  • Link na prepojenie s Waze obsahuje GPS súradnice spoločnosti / objektu. Ak GPS súradnice nie sú zadané, link sa vytvorí na základe názvu.
•  Mobilná aplikácia
  • Nová doplnková vlastnosť typu podpis, ktorá umožňuje vkladať vlastnoručne napísaný podpis.
  • V detaile plnení sa zobrazujú globálne doplnkové vlastnosti, ktoré boli pridané cez web.

Viac o TOP novinkách verzie 3.0.194 >

• Úvodný prehľad
  • Verzia 3.0.194 prináša nový konektor na určenie GPS súradníc, vylepšenia v ovládaní pokročilého filtra, či diskusie na požiadavkách a mnoho ďalších užitočných funkcií.

• Požiadavky
  • Do histórie sa zapisuje zmena zákazníckej diskusie na internú a opačne.
  • V zozname požiadaviek boli modrou farbou odlíšene interné požiadavky od obyčajných. Farebné odlíšenie pribudlo aj v detaile požiadavky. ^TOP
  • Zmeny v tlačidlách v diskusii a nová funkcia na mazanie rozpísaného príspevku. ^TOP
  • V pokročilom filtri pre podmienky Zmenené / Nezmenené bola pridaná nová podmienka Za posledných. ^TOP
  • Akceptácia internej požiadavky z mailovej notifikácie je možná len po prihlásení do CDESKu.
• Plnenia
  • Možnosť pridávať globálne doplnkové vlastnosti, ktoré sa použijú vo všetkých novovytvorených plneniach.
• Konektory
  • Google Maps konektor na určenie GPS súradníc k spoločnosti alebo CI objektu typu Miesta. ^TOP
• Licencie
  • Sprístupnenie denných a mesačných reportov o využívaní CDESK pre členov skupiny administrátori. Doposiaľ bol takýto report prístupný len pre administrátora – správcu prostredia.
• Používatelia a skupiny
  • Filtrovanie podľa pracovnej pozície.
• Všeobecné funkcie
  • Možnosť meniť poradie tlačidiel s pokročilým filtrom pomocou Drag&Drop.^TOP
  • Link na prepojenie s Waze obsahuje GPS súradnice spoločnosti / objektu. Ak GPS súradnice nie sú zadané, link sa vytvorí na základe názvu.
•  Mobilná aplikácia
  • Nová doplnková vlastnosť typu podpis, ktorá umožňuje vkladať vlastnoručne napísaný podpis.
  • V detaile plnení sa zobrazujú globálne doplnkové vlastnosti, ktoré boli pridané cez web.

Viac o TOP novinkách verzie 3.0.194 >