Release Notes February 2024
Platform
We have added a dedicated Knowledge Base menu to the navigation bar on the left side.
This shall enable you to quickly and easily search for Knowledge Base articles.
By using the Filter functionality on the left side, you can either limit the search to a certain product and language, or search all available articles and languages. And you even can create a Support Case from within the Knowledge Base if you haven't found the required information.
Data protection tooltip for external links
Due to a legal requirement in Germany, we have implemented a data protection tooltip for external links which also contains a link to the Privacy Policy.
Profile
Marketing Preferences
In the profile, we have added the new tab "Marketing Preferences".
Here, you can maintain which permissions should be granted for which organization (in case of a multi-organizational structure) and which channel.
It is possible to subscribe to/unsubscribe from newsletters, surveys, etc.
The displayed areas depend on the CGM organization that is maintained with in your customer account.
Language setting moved
Until now, you could switch the portal language via the profile drop-down menu. As of this release, we have moved the language feature to tab "Settings".
Dashboard
Latest News widget improved with pagination
We have improved the "Latest News" section on the Dashboard by adding a pagination functionality.
The pagination is available if more than 3 articles are displayed.
This way, you can browse in the pages for additional news on the Dashboard without scrolling.
Support Cases widget added
We have introduced a Support Cases widget on the Dashboard for a quick overview.
Here, you can switch between the list of "All Cases" and "My Cases". Each of them displays the last 5 updated cases.
Note: The "My Cases" and "All Cases" buttons will only be available for Admin users.
MYORG
Data Change Request functionality
We have added the possibility to request a Data Change for your organizational data, such as
- Company name
- Phone number
- E-mail address
- Website
- Address details
The data change will be verified internally.
Once the request has been verified, you will receive a notification in the CGM PORTAL and a note is displayed in the MYORG menu at the top.
Additional fields in Contact form
In the Contact creation/edit form, we have added the field "Login Email".
Here, you can maintain the e-mail address that should be used for logging in to the CGM PORTAL.
In case of existing contacts that do not have a login yet, the system will suggest the business e-mail address. This e-mail address can be confirmed or changed as applicable.
In addition, we have added the possibility to disable the login for a contact in the Contact edit form. Until now, this feature was only available when creating a new contact.
Invoice status added
To view the payment status of an invoice, log on to the CGM PORTAL, go to menu "MYORG" → tab "Invoices", and select an invoice from the list. The payment status will be visible along with other invoice details.
The CGM PORTAL now displays the payment status of invoices as "Paid" once they have been cleared in the financial system. This update allows for a real-time reflection of your invoice status, ensuring you are always up-to-date with your account status.
Paid Status Triggers:
The invoice status will automatically be set to "Paid" in case of the following events:
- a. Clearing through the Novalnet Program
- b. Manual clearing by an accountant
- c. Automatic clearing
- d. Cancellation of an invoice
Special Handling of Zero-Value Invoices:
For invoices with an amount of €0 and a payment term of “1820” (Novalnet Pre-Payment), the paid status will be directly set to "Paid". This ensures that such invoices are accurately reflected in your account without the need for any additional processing.
SUPPORT
Knowledge Base widget in the Case Creation form improved
The Knowledge Base integration in the Case Creation form has been improved.
The Knowledge Base widget becomes visible once you select a product in the form. Here, you can directly enter a search term to search for the required information before submitting the Support Case.
If you enter a subject, this subject will be automatically used to search the Knowledge Base.
If an article is found, you can open it by clicking on the title or on the "Read More" link.
Pre-fill of Case Creation form
When clicking on the “No, create a Support Case” button in the Knowledge Base step of the Support Wizard, the "Subject" field is now pre-filled with the search term from the Knowledge Base.
You can, however, adjust the subject for your Support Case, if necessary.
Pie Charts in Support Dashboard adjusted
To optimize the performance, we now exclude "Completed" cases from the two pie charts "Cases by Status" and "Cases by Priority" to cover only open Support Cases in these charts.
NEWS
News filter improvements
We have improved the filter functionality for News articles.
In addition to the possibility that you can now select more than one value in one drop-down field, you can also filter by Topics for more precise results.
Pinned News article functionality added
We have implemented the possibility to pin important News articles. That means that News articles which we think are important for you will be displayed in the CGM PORTAL at the top of/ above other News articles.
These articles are indicated by a green pin icon next to the category labels.
The order logic in case of multiple pinned articles would be as follows:
- Pinned: Decreasing Publish Date
- Unpinned: Decreasing Publish Date
General
CGM PORTAL Documentation available
We are pleased to announce that the documentation for the CGM PORTAL is now complete and available in the CGM PORTAL itself. It can be accessed via the new menu "Knowledge".
We will continue to update the documentation to provide you with the latest and most comprehensive information once new functionalities are added, modified, or removed.
Bug Fixes
In addition to the enhancements mentioned above, we have resolved the following issues to improve your user experience:
Dashboard
- The Dashboard translation was not updated when switching the language.
Profile
- We have fixed an issue under My Profile → tab "Support Cases"
Now, we only list the Support Cases of the user that is logged in, instead of all cases from the entire organization.
MYORG
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We have fixed an issue with the role selection in the Edit Contact form. The possible roles are now displayed correctly.
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We have fixed an issue that redirected the user to the wrong page when viewing or editing his/her profile via My Org.
SUPPORT
- In the Support Dashboard, we have fixed the order of cases in column "Completed".
- To ensure consistency, we have fixed an issue with the naming of columns in the Case List page.
- In the Support Wizard, we have fixed issues with pre-populated fields and the breadcrumbs navigation.
- We have fixed the messages (in English and German) when closing and withdrawing Support Cases.
- We have fixed the contact assignment for tickets that belong to a related organization.
- We have fixed user experience issues within the Case Details page.
- We have fixed the preview of Administration Cases when creating them via the Support Wizard.
- We have fixed issues related to editing a contact with the same or a superior role than the current user's role.
- We have fixed an issue with adding non-Admin users to Support Cases. Normal users can therefore no longer be added as Watcher in any case type.
General
- We have fixed the URL redirection when navigating to a knowledge base page without an active user session. This way, you can share a page and a colleague can access this page directly after logging in to the CGM PORTAL.
- We have implemented general corrections of the user interface.
- We now prevent multiple button clicks so data is not sent multiple times for the entire portal.
- We have added a loading indicator for screens that require more time to display data.