4.2.2

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Cerb4 (4.2.2) was released as a stable update on July 17th 2009 and contains 47+ improvements from community feedback.

This page will highlight the most interesting changes. You can find the full changelog in the forums.

Contents

Highlights of the 4.2.2 Release

Support Center (SC)

  • The Open Ticket form will now validate all fields using jQuery: required, valid email, etc.
  • Text entered for the CAPTCHA will now be checked before the form is submitted to save the hassle of a full page cycle (and losing file attachments).
  • Multiple attachment support on Open Ticket. For this to work properly you *must* update your index.php file for any deployed Support Centers.
  • Authenticated visitors can now download attachments from their Ticket History. Security is in place to make sure the requested attachments belong to conversations the current visitor is a requester on (among other things).
  • Fixed an issue where passwords didn't have to match when registering a new account for the Support Center.
  • Added client-side validation to verify the new password when updating from 'My Account'.
  • Added the ability to create a block of header HTML for each Support Center, as a complement to the footer HTML option that already existed. The 'Logo URL' option per Support Center has been removed and any defined logo URLs will be automatically migrated to a block of header HTML when the upgrade runs. This allows much more layout flexibility. A blank block of header HTML will still show the Cerb4 logo by default.
  • All the custom field types should be behaving in the Support Center now. Prior to 4.2.2, Worker/URL/Multi-Picklist/Multi-Checkbox weren't fully implemented. They now draw the right UI elements for customer data-entry when opening tickets, append their values to the email body, and automatically set the proper ticket-level custom field values. The URL/Date/Number custom fields will also have contextual validation enforced on the client-side (pre-submit).
  • You can now set the language to be used for each Support Center portal. This will localize the text on the public interface. It's up to you to make sure you localize the portal-specific properties like situations, header, footer, and page title. If a language isn't set, or the locale is invalid, then English will be used by default. Some English text may still appear if your language pack hasn't translated the Support Center yet; you can update the translation from 'Helpdesk Setup->Translations'.
  • Fixed an issue that was the preventing custom fields entered on Open Ticket from matching Group Inbox Filters.
  • Fixed the timezone difference on message when replying from transcript history (was always GMT/UTC).

Worker Notifications

  • The number of unread notifications for the current worker will now be displayed as an alert in the top right on every page. This should really help with situations where worker notifications go unnoticed by workers who never return to the 'Home' page.
  • A notification will no longer be triggered for tasks that a worker creates for themselves. This had the tendency to get rather annoying.

Opportunities (CRM)

  • The latest values for From/Subject/Closed/Worker will be carried forward between instances of the Compose "peek". This allows a much more efficient workflow when going through things like CRM opportunities. (See: Opportunity Cookbook video )
  • The selected tab will now be reused when paging through CRM opportunities. This makes it much easier to quickly cycle through opportunities, as you can now use '[' and ']' to navigate through the list without having to use the mouse to constantly select the proper tab.
  • Added keyboard shortcuts to Opportunity->Display: (a) Address Peek, (q) Quick Compose. This helps make opportunity review and mailing much more efficient (less switching between keyboard and mouse).
  • Added 'Quick Search' functionality to Opportunities in the Activity tab. It currently works for titles, e-mail addresses, and organization names.
  • You can now change the scope on 'Opportunity->Mail History' to sender e-mail, organization, or sender domain. Your choice will become your new default when viewing new opportunity records. This makes it much easier to find out what you know about a lead even if they use variations on an e-mail address, or they're a second contact at the same company (using the same domain).

Usability

  • Fixed the issue with the #mask# token not working in templates.
  • Clicking Reply will again auto-focus the message body.
  • Add Knowledgebase lookup to 'Open Ticket' and 'Send Mail'.
  • We now always returned sorted lists of columns in search, customize, and filters.
  • Added the ability to set the scope of 'Display Ticket->Requester History' to sender e-mail, sender domain, and organization. Previously this was locked as the history of the sender e-mail address, which required people to run tedious searches if looking for a wider history scope.
  • Changed the 'operator' dropdown for text-based custom field criteria to read as "equals/doesn't equal" opposed to "matches/doesn't match". This should make it more clear that text-based criteria aren't doing substring matches by default. You need to add leading and trailing wildcards (*) if that's behavior you want.

Import/Export (ImpEx)

  • Importer should support stripping tags from HTML messages. This is currently used for the Kayako Exporter since they don't store a plaintext copy.

Forums Explorer

  • Added a worker notification event for being assigned posts from the Forums Explorer.

Translations

  • Most of the Address Book text is now properly translatable.
  • Most of the Home/Workspaces text is now properly translatable.
  • The 'Feedback' plugin should now be fully translatable.
  • The 'Forum Explorer' plugin should now be fully translatable.
  • Most of the text from the CRM 'Opportunity Tracking' plugin should now be properly translatable.
  • Most of the text related to 'Tasks' functionality should now be properly translatable.
  • Most of the text for 'Time Tracking' functionality should now be properly translatable.
  • Most text from the 'Fetch & Retrieve' plugin should now be properly translatable.
  • Most of the text from the 'Google Custom Search Engine' plugin should now be properly translatable.
  • The sidebar menu in the Support Center, built from the enabled modules, is now properly translatable. Several other text fragments were also cleaned up (e.g. 'search' buttons).

Web-API

  • 'team_id' and 'team_name' have changed on 'ticket' actions. (You can now access the properties as 'group_id' and 'bucket_id' when listing or searching).

Release Notes

Retrieved from "http://wiki.cerb4.com/wiki/4.2.2"
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