[E-mailing Suppliers from Requests]

Great to hear, thanks @AlexTumber

[Bulk Import of Contracts]

On 9/20/2019 at 1:44 PM, AlexTumber said:

@AndyGilly thanks for your post.

This is not something that we have planned currently but I can see the value in having this. I will feed the requirement back to our product team and hopefully we will see it added to Supplier Manager in a future update.

Alex

Hi Alex

We've got 189 contracts to move from Customer Manager to Supplier Manager... 

Is this something Hornbill could do for us under our support hours? 

Thanks

Darren 

[Suppliers Details & Contacts]

On 10/7/2019 at 11:14 AM, AlexTumber said:

@Tina.Lapere thanks for your post.

Great to hear about your thoughts regarding Supplier Manager.

Currently there is functionality available to import suppliers from a spreadsheet but not supplier contacts. This is very much part of our plans and will be added in a future update.

I suspect you're not the only one to have used Hornbill in this way so I think what would be ideal as well would be some sort of functionality that allows an organisation and its associated contacts to be converted to a supplier in Supplier Manager. I will pass this onto our product team for review.

Alex

Hi

Another one that would be a great help as we migrate from Customer Manager to Supplier Manager. We've imported the suppliers, but an easier way of importing a lot of contacts would be very handy

Thanks

Darren

[E-mailing Suppliers from Requests]

On 9/12/2019 at 8:26 AM, AlexTumber said:

@Will J Douglas thanks for your post.

As part of the integration work between Supplier and Service Manager, we will present a list of options based on the supplier that has been passed the request. This functionality will be introduced over the coming weeks.

Alex

Any news on this, Alex.

I'm just going through the process of moving records from Customer Manager to Supplier Manager, and this was one of the features I need to replicate? 

thanks

Darren 

[Template Checklists]

Hi

Would it be possible to add 'checklists' to the task when creating the template. It would be great to have some checklists built in as part of the project templates

thanks

Darren

[New portal design highlighted at Inisights 2019]

5 hours ago, Daniel Dekel said:

Hi,

I'm sorry we did not manager to release last week as we found some issues. We are testing it this week and hopefully this week we'll have it available. Probably medd week. 

Sorry again for the delay,

Daniel.

Fingers crossed for next week

[Sorting template tasks]

14 hours ago, AlexTumber said:

@Darren Rose You'll be pleased to know the layout of project templates is changing in the next Project Manager update:

Alex

Excellent, thanks Alex

[Sorting template tasks]

Thanks, @AlexTumber

[Sorting template tasks]

Hi 

Would it be possible to sort tasks in a project template by any of the headers? The default is that they're listed alphabetically which is hard to work with. It also only displays 5 at a time, and it's not uncommon for a template to have 30+ tasks in it. 

Thanks

Darren 

[Milestone missing from Task]

As per @Jo Sword comment, it's on all projects

[Milestone missing from Task]

Thanks. Not being able to re-assign a task is a big one, so hopefully a fix will come very soon

[Another odd thing...]

I created a new project template, but when I went to the project templates, I couldn't find it. We have 2 pages of project templates, but they both return the same lists as per the below screenshots. 

 

If I search for the project I created in the filter, it then shows up in the list of project templates... 

can this be looked at please? 

thanks

Darren 

 

[Milestone missing from Task]

@AlexTumber we've also noticed that you can't change who a task is assigned to. When you take the old name out, and want to add a new one, you can no longer pick someone to add

 

[Milestone missing from Task]

Morning

Since the update, when opening a task, the 'counts towards milestone' field is empty. This applies to existing tasks, and tasks I've jut created

thanks 

Darren 

[Auto Add Project to a Board]

Thanks @AlexTumber 

Yes a getDetails operation for project BPM would be useful, and probably needed if I wanted to do the Boards function outlined in a more dynamic way because it would allow me to add the project to a board based on a custom field. 

Thanks 

[Auto Add Project to a Board]

Hi

Not sure if this is for Project Mgr or BPM section, but... 

I wanted to automatically add a project to board, when a Project is raised. Ideally, I would also like to determine which board it should go to, depending on a custom field that is populated when the project is raised. However, I can't seem to find a method doing this in the BPM. I thought I might be able to use the iBridge Project Manager node, but when you go to select the 'type', project isn't available... Am I missing something, or is this something that could be added? 

It would also be useful if there was a 'get details' option available in the BPM, so that you could then use it for does automation decisions in the BPM

 

[Reporting Question]

thanks @Victor 

I'm assuming this method is still impacted the 25,000 rows limit? If so, is there a method for incremental updates? 

Darren 

[Reporting Question]

We currently use the method for PowerBI reporting as described on the wiki https://wiki.hornbill.com/index.php/PowerBI_Reporting 

However, I seem to recall at Insights that someone mentioned there is a possibly more efficient way of getting the information out (possibly to our SQL server DB or azure) so that we no longer have to use Rscript etc... 

Did I remember that correctly, and if so, are there any instructions or details on how we would go about setting this up? 

thanks

Darren 

[Default Search Option]

Hi

Would it be possible to offer the option to make the default search for documents to be 'search by Title/Description' rather than 'search by tags'? 

[Enhancement: Ability to create new calendars]

+1 for us too. This would be a really useful addition

[New Service Portal]

Thanks @nasimg the latest ITOM update does indeed look promising! 

Hopefully the self service portal updates won't be too much longer either...

[New Service Portal]

Hi

I was just wondering if there was any indication of potential timescales for the new portal that was showcased at Insights? The same goes for ITOM. 

I know you can't give definitive dates, but if it's not likely to land by the end of the year, I'll be able to set some expectations to the business about when (or not) we might be in a position to do something regarding these 2 topics. 

Thanks

Darren 

[In-app reporting - copy report]

Hi

When you create a new custom report using the Service Manager In app reports, would it be possible to have the option to duplicate it? 

Thanks

Darren

[Workspace Time Sheet Recording]

On 7/10/2019 at 10:49 AM, Daniel Dekel said:

Thanks @Martyn Houghton for the clarification.

We do have an idea how to solve this. We could track time for all comments and posts in activity streams and provide useful reports like time spent writing posts and comments for  a specific user, or team, or all. We could link it to a specific workspace or related entity to that activity stream like a request. Once we have that data the Timesheet Manager could request that daily and add it to the timesheet of the user.

Now, all that is very nice but we need time to implement all that... and don't see when can we locate this. 

But, let's keep this post alive and hopefully we will be able to implemented sooner than later.

Daniel

This would be a really useful feature for us too, so happy to contribute towards any testing of ideas etc.. 

[Sort does not work across multiple pages]

Thanks @AlexTumber