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Documentation

A complete overview of the features, settings and technical procedures for the effective administration of CDESK.

Requests

Management, submission, and clear tracking of the request lifecycle.

Request catalog

A structured list of services for faster reporting.

Approval

Automation of approval processes for changes, purchases, and tasks.

Tasks

Assigning tasks within the team, tracking deadlines, and checking completion.

Fulfilments

Recording of time worked, travel, and material for billing.

Configuration database

Management of IT infrastructure and visualisation of the relationships between objects (CMDB).

User-defined fields

Asset Register

Overview of hardware, software licences, and company assets.

Deals

Tracking the economics, profitability, and progress of work for clients.

Projects

Project management, Gantt chart scheduling, dependencies, financials and dashboards.

Project-based deals

Planning complex projects and milestones, and managing capacities.

Purchase orders

Recording of received and sent orders with a link to the warehouse.

Knowledge Base

Guides and tried-and-tested solutions, all in one place, for both assignees and clients.

Routine and planned work

Automatic generation of recurring requests and scheduled maintenance.

Search and filter

Fast full-text search and saving of custom filters.

VoIP (3CX)

Making calls from CDESK, call history and requests generated at the time of creation.

WhatsApp Business

Communicate with clients via WhatsApp directly within the requests.

VoIP (Zadarma)

Connecting CDESK with external ERP, CRM, and accounting systems.

AI CDESK MCP server

Connecting CDESK with external ERP, CRM, and accounting systems.

Automation via API

Connecting CDESK with external ERP, CRM, and accounting systems.

Custom print forms

Generating handover protocols, reports and custom print reports.

Users and groups

Management of user accounts, groups, permissions and licences.

Notifications

Connecting CDESK with external ERP, CRM, and accounting systems.

Connectors

Connection with Entra ID, AD/LDAP, Google, Money S4/S5 and JIRA.

Installations and technical procedures

Installation of the CDESK/CM server and technical procedures for administrators.