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 or search all available articles. And you even can create a Support Case from withing 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 added
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.
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.
MYORG
Data Change Request functionality implemented
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.
Login Email field 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.
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
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
-
We have fixed an issue with the role selection in the Edit Contact form. The possible roles are now displayed correctly.
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.
General
- We have implemented general corrections of the user interface.