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On this page
  • What's New
  • New Kiosk Client (V3), [beta]
  • The Case Browser: Find Cases Anywhere in your Organization
  • Change Log
  • Field Access Permissions
  • SMS Webhook
  • Open Appointment Details
  • Bug Fixes
  1. Older Releases
  2. 2024

Apr. 2024 Release

What's new in April 2024 Release

PreviousJun. 2024 ReleaseNextMar. 2024 Release

Last updated 1 year ago

Release date: April 17, 2024

What's New

New Kiosk Client (V3), [beta]

The Kiosk application was redesigned and rebuilt from the ground up to provide a better user experience and be more consistent with the standard service flow.

Kiosk V3 is a beta version, meaning it is missing a few features and may go under minor changes before its final release.

Kiosk improvements:

  • Collect data from customers. When queueing up for a walk-in service, the kiosk will require the customer to enter values for fields marked as "required" by the service category.

  • Using on-screen keypads for entering phone numbers and numeric values - eliminates the need for a physical keyboard.

  • Simplified pages, fewer texts to translate and customize.

  • Better use of theme colors.

  • Simplified accessible mode - switch to an accessible color scheme and larger fonts in one click.

  • A more responsive UI accommodates more screen sizes and proptions.

Caveats:

  • QR scanning using the device camera is not supported.

The new Kiosk is currently available alongside the legacy one. To change an existing kiosk to use the new app, create and use a new Kiosk Profile in the kiosk. The next time you log in to the kiosk, the new app will open.

The Case Browser: Find Cases Anywhere in your Organization

The new Case Browser tool allows agents and case managers to search for cases in the organization.

Users can search cases in a date range based on filters, such as Unit, Tags, Customer, Entry Mode, and more.

User Guide:

Change Log

The new Change Log tool tracks changes made in the organization directory and settings, such as creating new units, updating or deleting inboxes, etc.

Field Access Permissions

Cubu allows restricting access to individual fields to selected user groups.

Before this release, field restrictions were configured on the field level. When adding a restricted field to a data table or service category, the restrictions were always the same.

In this release, we have moved Field Access Permissions to the Service category and Data Table levels. This allows setting different restrictions for a field, depending on the context where it is used.

For example, in the following screenshot, the Balance field, used by the Consulting service category, is only accessible by users in the Investment Consultants group:

SMS Webhook

A new organization-level webhook allows using a webhook for sending SMS messages.

When the SMS webhook is enabled, Cubu triggers a webhook for sending SMS messages, allowing organizations to utilize custom SMS gateways without incurring charges or needing to maintain an SMS balance.

Open Appointment Details

The Appointment Popover window now has a button to view case details in a new tab.

Bug Fixes

Updating the customer name will now apply the change to all related cases.

UI was not responding while the toast message was displayed in some places.

The wrong position in the queue was sometimes returned when checking in for an appointment.

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Case Browser | User Guide | Cubu Docs
Webhook: Send SMS | Technical Guide | Cubu Docs
Logo
Logo
New Kiosk dialog
Case Browser
Change Log
Service Category / Field Settings
Appointment Popover/Open Case in New Tab button