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1.08

version


ACTIVITIES, CASES

  • Activities are now enhanced with traits, traits are displayed in activity view

  • Standalone Ativities created from activity definitions inherit traits directly

  • Standalone Cases created from case definitions inherit traits directly

  • Cases created from request and from definition inherit a subset of traits for request and case definition where:

  • if request has specific trait eg. language and case definition not, case gets traits from request

  • if request has no specific trait eg. language and case definition does, case gets traits from case definition

  • if both request and case definition has specific trait eg. language, case gest matching

  • Activity created for as case item and based on case definition inherits subset of traits for case and activity definition, where

  • if case has specific trait eg. language and activity definition not, activity gets traits from case

  • if case has no specific trait eg. language and activity definition does, activity gets traits from activity definition

  • if both case and activity definition has specific trait eg. language, activity gest matching subset of trait values from case and activitydefinition

  • For activities in type: Communication, Appointments there were dashboards added (similarly to Tasks)

  • System allows to create Activities, which are unassigned and enables change activity assignment to not assigned


PERMISSIONS (ACTIVITIES, CASES, REQUESTS)

  • Permission model is extended with two levels of elements access: „mine” (new in 1.8) and „all” (existing in former versions)

  • The default permission level for users is now „mine elements”, which means that user can see and access an element if he was a creator, he is assigned to, appears as participant or has matching traits

  • „Has matching traits“ means that employee must have at least one Trait value in each matched namespace to also see it (despite from being creator, assigned or participant), eg. if case demands trait Language and is assigned with values „English” and „German”, employee must have at least one of those languages assigned in the profile. On the other hand the element will not be visible.

  • Team supervisors will still see and access elements for themselves and for team members (while having only „mine” permission level).

  • Existing „all” permission level becomes an extra level, which can be assigned to specific employee roles, np. managers who take care of cases all around the company and need to have full access.

  • All existing Dashboards, which show open Activities, requests and cases are now extended with new capabilities. Options „To Do” and „In Progress” were extended with „My Teams”, and each of those option was defined once more

  • „To Do“ means, that i will see there all open items where I was creator, assigned to, participant or have matching traits (I will see all potential work, which I am able to work on).

  • „In Progress“ means, that I will see there all in progress items, where I was assigned to or participant (I will see all items which I am for sure working on).

  • „My Teams“ means that I as a supervisor will see all open and in progress items where my team members where creators, assignees, participants or had matching traits (I will see all item which my team members are able to do or are currently working on)

  • For Requests there is an exceptional rule (available in previous version), that if a request has no matching traits with employees, it will be visible to everybody.

  • Field Audience is removed in activities (it allowed previously to manually assigned a group of people) in favor of permission mechanism of matching traits which defines people with potential skills to work on activity


BULK OPERATIONS

  • New employee assignment operation available in activities lists

  • New traits change operation available in activities lists

  • New employee assignment operation available in cases lists

  • New traits change operation available in cases lists

  • New traits change operation available in requests lists

  • New lock operation available in requests lists

  • New„Cancel/set as Spam” operation available in requests lists


CONTACT BOOK

  • In contact view in tab Cases a new list layout (list on the left, details on the right) was enabled to enhance reviewing of customer history

  • In contact view in tab Activities a sorting option was added


PRODUCTS

  • New property „Stock display limit“ to both Product and Category was added. The property is a number which limits the stock amount information for CREAM deal+. CREAM deal+ won’t see stock information above limit


REQUESTS

  • New capability to create Request from external system, eg. chat system by giving external id and customer name

  • New capability to get Request details to external system by giving external id


REMINDERS AND NOTIFICATIONS

  • During Activity creation user may choose either to send e-mail notification to participants which are only employees or all participants

  • Reminders are now displayed also in popup window for better informing about upcoming activity deadline


USABILITY ENHANCEMENTS

  • „Assign” operation is now available as action on all single entity views

  • On all single entity views system now displays amount of items in tabs, which doesn’t require employee to check each tab separately

  • On all single entity views with attachments, a new layout for displaying attachments is provided, additionally a possibility to easily add an attachment on view is now available

  • During entity creation, after click on „Save” button in case where not all required fields were valid, system scrolls automatically to first not valid field

  • Filtering by traits added in „Create case” action on request view to make search for specific definition easier

  • Filtering by traits added in „Attach to case” action on request view to make search for specific existing case in customer history easier

  • Filtering by traits added in Workflow tab during case creation to enhance search of specific activity definition

  • Filtering by traits now considers all levels of hierarchy

  • Displaying traits in entity views is now enhanced with tooltip, which can show a full path of value in the hierarchy

  • New functions added in contact book dashboard: list layout switch, filtering

  • New functions added in requests dashboard: filtering by traits, list layout switch, bulk operations

  • New functions added in requests full list: filtering by creation date

  • New functions added in campaigns dashboard: list layout switch, filtering by name

  • New functions added in products dashboard: list layout switch, filtering by name and category

  • New functions added in orders dashboard: filtering by contact

  • New functions added in cases dashboard: filtering by traits, list layout switch, bulk operations

  • New functions added in activity dashboards: filtering by traits, list layout switch, bulk operations

  • Default cream template button colors enhanced to display states (active, mousouver, pushed) in more natural way

  • Default cream template table headers styling improved, they are now more subtle and attract less in the buttons nearby

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