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CGM Knowledge Base

Release Notes September 2024

Platform

 

Multi-Factor-Authentication and Trusted Devices

We have implemented Multi-Factor-Authentication/MFA (Two-Factor-Authentication/2FA) and the functionality for Trusted Devices.

Multi-Factor-Authentication/MFA

Since September 1st, 2024, the Multi-Factor-Authentication (MFA/2FA) is mandatory for all users.

CGMPORTAL_Keycloak_PlatformAccess_Authentication_2FA.png

Trusted Devices 

The functionality for Trusted Devices is already available since July 8th, 2024.

Trusted Devices are the devices that you have marked as trusted. Trusted devices do not require a second authentication factor each time you log in, making it easier and faster to access your account from these devices.

CGMPORTAL_Keycloak_PlatformAccess_Authentication_2FA_TrustedDevice_Prompt.png

For more information, see article >> Portal Login Management.

 

 

Adjustment of date and time format

In order to remain flexible for further features and to achieve consistency, we have adjusted the date and time format across the whole CGM PORTAL.

For example, the system used UTC time in email templates for the email notifications.

As of this release, we consider the time zone of the account / logged in user and use the following format:

  Date Format Time Format
Europe 24 Apr, 2024 18:05
United States Apr 24, 2024 6:05 PM

 

 

 

 

 

Profile

 

Settings – Notification Settings & Marketing Preferences moved

As the CGM PORTAL continues to advance with more features, we have reworked the initial design of the "My Profile" menu. Previously, the tabs did not fit well on screens with lower resolutions (e.g., 1200px).

To improve this, we have moved the "Notification Settings" and "Marketing Preferences" to the "Settings" tab.

You can now configure the settings for the language, notifications, and marketing preferences independently using the designated "Save" button.

This way, the system clearly reflects if your set preference has been saved and applied or not. If a preference is changed but has not been saved yet, the button is activated (displayed in blue). 

If a set preference has been saved, a message is displayed to inform about the saved setting and the button is deactivated (grayed out).

In case of an error during the change, an error message is displayed.

MyProfile_Settings_Language_Notifications_EN.png

MyProfile_Settings_MarketingPreferences_EN.png

Note: The preferences set here are independent of an organization change (in case you are assigned to more than one CGM organization). The organization change will have its own "Save Changes" button as it will log you out from the current session.

 

Additionally, we have removed the direct links to the "Notification Settings" and "Marketing Preferences" from the "My Profile" drop-down menu.

MyProfile_Dropdown_EN.png

For more information about the Settings in My Profile, see article >> Settings.

 

 

 

Dashboard

 

Links & Documentation widget – Open links in new tab

When you now click a link in the Links or Documentation widget on the Dashboard of the CGM PORTAL, the link will now open in a new tab.

This way, you can check the available information resources while staying in the CGM PORTAL application.

Dashboard_Home_LinksDocumentation_widget_EN.png

For more information about the Dashboard, see article >> Portal Overview and Structure.

 

 

 

My Org

 

Invoices – Filter Invoices & Search for Invoice ID

With this release, you can filter invoices by status (Paid, Not Paid) and also search for a specific invoice using the invoice ID.

Invoices_FilterByStatus_SearchByID.png

For more information about Invoices in the portal, see article >> Invoices.

 

 

 

 

Support

Cases – New Comment type for Support Cases

In Support Cases, we have added the new comment type System Comment to indicate comments that have been added automatically by the system.

Case_Comment_CommentType_System.png

 

 

 

Bug Fixes

 

In addition to the enhancements mentioned above, we have resolved the following issues to improve your user experience:

Platform

Chatbot – Chatbot closes when clicking a link

If you clicked a link (e.g. an article etc.) in the chatbot and you were directed to the page, the chabot window closed. 

With this release, the chatbot window remains open.

 

 

SUPPORT

Cases – Position of Comment field fixed

We have fixed the position of the Comment field for cases based on the selected sorting. That means, if the newest comments are displayed at the top, the field to add a Comment will now also be displayed at the top so you do not have to scroll down.

 

Knowledge

Knowledge Base – Navigation to a second page causes issues 

If you navigated to another page within the knowledge base search, the system changed the search term.

The issue was caused if the search term contained special characters and/or blanks (a search with two or more words). This issue has been resolved.

 

Knowledge Base – Improved display of articles

We have improved the display of knowledge base articles in the Knowledge Base menu as well as in the spot help articles (e.g., in case of tables).

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