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cchalmers

Hornbill Users
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Posts posted by cchalmers

  1. I have a user receiving the below error, he is set as a user in the system not basic as the message seems to suggest. I have attached the permissions on the users account which matach another colleagues who can work without issue.

    image.png.3bd8c5fa61354916858ff80b47042272.png

     

    image.png.533dff7ee649a756307e1b02d83b6a54.png

    Any advice on what I am missing?

  2. Good day all,

    I have had been asked if it would be at all possible to automate an appointment in a personal calendar (ideally with a hyperlink) to show when a call is scheduled to come off hold (possibly by using an API?).

    Currently, we have a few people in our team that manually create appointments in outlook to prompt them for when calls are due to come off hold as they do not live in Hornbill. The ability to automate this would be a nice benefit for them and others likewise.

    I don't see that the BPM would be suitable for this as these are not always done at a specific point in the call as part of a process.

    Cheers for any information or help.

  3. Sam, Thank you for the reply.

     

    This is what I have done and on the asset overview page this does appear to have linked correctly, however when you the select the user on the list no information for the account is shown.

    When you open the actually asset record it shows no user, owner or company however imported without issue.

     

  4. Good morning I have been advised that call owners can no longer see attachments on calls assigned to another agent.

    If you are the call owner you can see the attachments and as soon as the call is assigned to another user you lose sight. This is having a large impact for teams collaborative working and has only just changed for some reason.

    Any advice welcome.

  5. Good Morning,

    Has anyone seen the below error before?

    We have not amended any customer permission but it does seem to refer to permissions.

    Our customers have started getting this when searching the customer portal for call or references. This has worked before but the customer can not be 100% when it last worked.

     

    image.png.25ca3a6e38e173d04397c68c499b19a2.png

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