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1.06

version


CASES

  • The case edition step, where you can define a set of steps&tasks for a case:

  • The view now uses full screen width to enhance comfort when adapting case workflow

  • There is a possibility now to display task definition overview from the task definition gallery

  • The dropzone areas are bigger to enhance comfort when dragging task definitions from gallery

  • Workflow container is now same height as task definitions gallery

  • In case view you can now see not only attachments directly from the case, but also from related tasks, requests

  • In case view, in the related tab you can see now attachments bound to the request


TASKS

  • „My tasks“ view is now called „Open Tasks“ and contains a filter to display all pending tasks (where you are assigned to or in the audience) and all tasks in progress (where you already started work on them)

  • The resolution field is now enhanced with rich editing and can contain unlimited content


REQUESTS

  • „Waiting requests“ and „My requests“ are now consolidated into one „Open requests“ view and contains a filter to display all pending requests (where you are assigned to or in the audience) and all requests in progress (where you already started work on them) – when adding a manual request, you can now attach files


CAMPAIGNS

  • Ability to start campaign with target list built from contact book directly

  • Column names are now translated into company language for both evaluation and full evaluation report

  • The full evaluation report shows now the order number of the reported call

  • System will remember list settings for case assignments tab in campaign view


PRODUCTS

  • Extended permissions for products:

  • Working with „my“ items: read and edit only if I have „my products access“ right and was creator or assignee of an item

  • Working with „all“ items: must have a special „view all orders“ (for reading) or „manage all orders“ (for editiing) permission – product now contains field „External product code“, which is editable and searchable


ORDERS

  • Extended permissions for orders:

  • Working with „my“ items: read and edit only if I have „my orders access“ right and was creator or assignee of an item

  • Working with „all“ items: must have a special „view all orders“ (for reading) or „manage all orders“ (for editiing) permission


USABILITY ENHANCEMENTS

  • Calendar now remembers selected option when viewing for other contact/employee/resource

  • If dashboard is not configured, system will display a friendly „empty“ information

  • If workflow in the case is not configured, system will display a friendly „empty“ information

  • In the footer you can find a „About“ page with information about vendor and cream connected products


REPORTING

  • All statuses are presented as badges

  • Widgets with reporting offer now configuration view that is saved once for all time


EMPLOYEES

  • Employees list can be now filtered by team

  • Employees list offers now bulk operation on mass assigning traits

  • Employee view contains now a dashboard tab capability


PHONE INTEGRATION

  • You can initiate a voip call from a widget (integrated with Starface PBX)

  • Voip administrator can define voip credentials for an employee using specialized widget

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