We are excited to announce a new major release, version 2020.09. This release comes with significant feature and functionality upgrades, including Mail/SMTP improvements, new CRM Suite campaign automation scripts, added support for user impersonation and a lot more. Read more
We are thrilled to announce that we have released the new documentation site for Corteza. The structure has been optimised and the content has been actualised. It now contains everything you need to know to install, set up and use the open-source digital work platform Corteza. The new structure also enables the community to contribute easier then ever before.
The documentation has the following structure:
The overview explains what Corteza is, and it gives a summary about the topics “Security”, “Architecture”, “Core Development”, “Deployment” and “Customization”. This chapter is recommended for all new Corteza users.
2. User Manual
The user manual has been created for people that use Corteza for their daily tasks, such as sales people, project managers, service agents, etc. It explains how “Corteza One”, the unified workspace, can be used to access applications and profile settings, and it goes in to details how to use “Corteza Messaging”, “Corteza CRM” and “Corteza Service Solution” are used.
3. Admin Manual
The admin manual is aimed at Corteza administrators, and explains how to manage an already installed instance of Corteza. The first part explains in depth features of the Corteza Admin Panel, and the second part is about Corteza Low-Code.
The chapter about Corteza Low-Code gives insights to admin users on how to create new business applications, and on how to modify already existing applications, such as Corteza CRM and Corteza Service Solution.
4. Management and Maintenance
Management and maintenance is the most technical manual, and it’s written for system administrators. It explains how to install and set up Corteza. Additionally, it gives an overview of the architecture, backup and restore methods, and technical requirements.
The technical requirements section is divided by client side (software) and server side (software, hardware, storage, network, domain and HTTPS/SSL Certificates).
5. Extending and Customising
Developers can learn here how to extend and customise Corteza. Automation scripts allow you to practically automate any process inside Corteza, and by using the API Corteza can interact with the outside world.
You can contribute to the documentation!
The documentation is managed in the Corteza github repository, enabling the community to contribute. Documentation is written in AsciiDoc format and processed with the open-source software AsciiDoctor.
These are the steps on how to contribute:
- Clone https://github.com/cortezaproject/corteza-docs.git
- Modify or add content
- Create a pull request
More detailed info on how to contribute can be found in the readme file.
If you are not familiar with Github, check out this manual.
Where can I find the documentation?
The documentation has been published under https://docs.cortezaproject.org, and is licensed under Apache-2.0.
13 November 2019
Corteza today announced the release of Corteza Service Solution, the free, open-source and self-hosted Salesforce Service Cloud alternative. Corteza Service Solution is a customer service desk, built on the Corteza Low-Code platform. It enables businesses to deliver faster and more personalised service to their clients, across multiple channels.
Customer service agents are provided with 360-degree overviews on cases, accounts and contacts, enabling them to provide the most excellent service quickly. Entitlements, detailed product info and the knowledge base are easily accessible, empowering agents with the means they need to boost customer satisfaction.
Advanced service desk insights are given, including where time is spent and what the related costs are. Key performance indicators are shown in charts on the home page, and the main dashboard and detailed insights are revealed in accounts or individual cases.
“The release of Service Solution completes another important step in the growth of the Corteza platform” says Niall McCarthy, Chair of the Corteza Project and CEO of Crust Technology. “We’re very proud to have delivered a completely free, enterprise-grade service desk to complement our CRM, Messaging and Low Code solutions”.
The enterprise-grade Corteza Service Solution is the best option for businesses that seek a highly customisable, self-hosted and trustworthy service desk solution. The code and all data in Corteza Service Solution are under your control and only accessible to those approved to do so.
The main features of Corteza Service Solution are:
- Case Management
- Account & Contact Management, including entitlements
- Product management, including entitlement templates for products
- Knowledge Base
- Process Automation
- Advanced role-based permissions
- Advanced reporting
- Record importing and exporting
- Mobile ready (responsive design)
- Enterprise messaging (via Corteza Messaging)
- Fully customisable, with a drag-and-drop page editor
- 100% free and open-source
Corteza Service Solution is added to the core of the Corteza Platform, next to the Unified Workspace (like Google G Suite), Messaging (like Slack), a low-code environment for rapidly and securely delivering records-based management solutions and CRM (like Salesforce).
To start with Corteza Service Solution, you can set up your instance. Migrating to Corteza Service Solution from a different service desk is, thank to the flexibility of Corteza and data import features, straightforward. To try it out online, or for help with installation or other questions, visit the Corteza community server.
Corteza is the Digital Work Platform for Humanity. The Corteza project builds a 100% open-source, self-hosted cloud platform for growing your organisation’s productivity. It enables relationships and protects the work and the privacy of all those concerned. Corteza is developed entirely in the public domain, including its design considerations and processes. To download Corteza and for more information about the project, visit www.cortezaproject.org or follow @CortezaProject on Twitter.