What’s new in CDESK 3.0.175

28. februára 2020
Version 3.0.175 introduces a new generation of Offers module and useful updates in Requests and Fulfillments.

TOP Updates

Request Weight

The Version 3.0.175 introduces a new function for requests – Request Weight. It is a numeric value that you enter when creating a request. Subsequently, requests in the list are ranked from highest to lowest weight. The value of request weight can also be displayed directly in the request list. Therefore, records can be ordered from the lowest weight as well. Requests ordered by weight display when the priority view in the list of requests is on.

Pole váha požiadavky
Pole váha požiadavky

Entries in the List of Requests can be filtered by the request weight. Request weight can also be included in the export.

Filtrovanie v zozname požiadaviek podľa váhy požiadavky
Filtrovanie v zozname požiadaviek podľa váhy požiadavky

Request Weight can be enabled / disabled in Global Settings. In permissions you can set which accounts can see the request weight. For customers, it is inaccessible by default.

Zapínanie poľa Váha požiadavky v Globálnych nastaveniach
Zapínanie poľa Váha požiadavky v Globálnych nastaveniach
Bulk Edit of Requests

Another update associated with requests is the option to bulk edit requests directly through the list of requests. This way it is possible to edit following fields:

  • First response deadline
  • Status
  • User or user group
  • Priority
  • Impact
  • Solution

 

Tlačidlo pre hromadnú úpravu
Tlačidlo pre hromadnú úpravu
Hromadná editácia požiadaviek
Hromadná editácia požiadaviek

Editing of the listed fields can be disabled in Global Settings. It is also possible to enable / disable customer notifications and SMS notifications about changes made during bulk editing.

Nastavenia pre hromadnú editáciu požiadaviek
Nastavenia pre hromadnú editáciu požiadaviek
Set up conditions for invoicing of fulfillments

The settings to determine conditions of invoicing of fulfillments according to the request status and the date in the fulfilment has been added to CDESK.

According to the request status, there are settings as follows:

  • All
  • From requests in completed state
  • From requests in state accepted completion or completed without acceptance

According to date:

  • The beginning of fulfillment
  • The request completion date
  • The date of accepted completion or completion without acceptance
  • The billing date specified in the request. It can be prefilled by one of these criteria:
    • Request completion date
    • Date od accepted completion or completion without acceptance
New generation of the Offers module

The Offers module has undergone the most significant changes.

There are two different ways of accepting offers:

  • One-level acceptance – the created offer is approved directly by the customer
  • Two-level acceptance – before the customer gets the offer to approve, it is verified by another authorized assignee. The customer does not see the verification proposal. The offers become available to the customer when the verification is complete.
Zadávanie novej ponuky pri jednoúrovňovej akceptácii
Zadávanie novej ponuky pri jednoúrovňovej akceptácii
Zadávanie novej ponuky pri dvojúrovňovej akceptácii
Zadávanie novej ponuky pri dvojúrovňovej akceptácii

The way of acceptance can be set in Global Settings → Offers.

Nastavenia pre ponuky
Nastavenia pre ponuky

Different types of statuses depending mainly on the approval phase have been assigned to offers. The following statuses are available:

  • In Preparation – status for a newly entered offer. Offer in this state is not accessible to the customer.
  • To Verify – the offer is sent to an authorized person for verification. Offer in this state is not accessible to the customer.
  • To Accept – offer in this state becomes accessible to the customer.
  • Partially Approved and Denied – some items have been approved and some rejected.
  • Accepted – at least one item in the offer has been accepted and at the same time, none has been denied.
  • Denied – at least one item in the offer has been denied and at the same time, none was accepted.
  • Equipped – a manually adjustable status that works as an offer completion.
  • Cancelled – a manually adjustable status that works as an offer completion.

 

Ponuka v stave Čiastočne schválená a zamietnutá
Ponuka v stave Čiastočne schválená a zamietnutá
Creation of requests and tasks from offers

The button to make tasks directly from an offer has been added. If the offer is not linked to a request, a request can be made out of the offer. The aim is to monitor the fulfilling of the budget for time work. For some rows, for example, you will have an estimated time, and by dividing them into tasks, you will be able to see how your budget is drawn from the offer.

Vytvorenie úlohy z ponuky
Vytvorenie úlohy z ponuky
List of all updates in CDESK 3.0.175 >