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Michael Sharp

Hornbill Users
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Posts posted by Michael Sharp

  1. To add to this I think it would be helpful to have a couple of sections with fields to help build the budgeting.  We track OPEX and CAPEX separately and would be good to be able to do this in supplier manager reports without building this separately.

    • OPEX
      • Billing frequency (drop down): Monthly, quarterly, annual, once
      • Value per transaction: i.e. how much monthly, quarterly, annually, once
    • CAPEX
      • Billing frequency (drop down): Monthly, quarterly, annual, once
      • Value per transaction: i.e. how much monthly, quarterly, annually, once
    • Projected contract spend
    • Actual contract spend
    • Budget SLA (auto-calculate - how much over or under budget)

    As a bonus, would be good to be able to export this in almost a gant view to see contracts down the left, monthly columns, and values where they are billed.  Then perhaps the annual total/budget SLA at the end of each row (so can easily review budget SLAs down the list).

    Do you do something similar @Stephen.whittle?

    Regards,

    Mike.

  2. Hi all,

    Would be good if we had the ability for child/parent contract links to be available between different suppliers.  For example, if we hold a Microsoft licencing contract with supplier A, we renew the contract with supplier B, the "parent contract link" would take us back to the contract under supplier A.

    Regards,

    Mike.

  3. Hi all,

    It would be extremely beneficial if we could automatically add email correspondence to contracts in the same way as with Service Manager. 

    For example, being able to copy in a Hornbill shared mailbox and appending the contract number in the subject line would achieve this.

    image.png.dc10f6c317fe667d749ae809da864af9.png

    This would ensure all related correspondence to the prospective/live/renewed contract is captured.

    Regards,

    Mike.

  4. @Steve Giller this would be good for example if you have a "Cyber Security Manager" and that person is replaced, all relevant Cyber Security based contracts are transferred.  This functionality I would see working in the same way as when you can reassign owners of documents in Document Manager admin.

  5. Is it possible to link a request to a board lane via BPM and also move this along during the BPM too?  The old functionality used to work however creating a new BPM doesn't seem to allow for this?

    Regards and thanks,

    Mike.

  6. Hi all, something really frustrating with the system is that it drops the first digit of any 4 digit value you enter.  When it is re-edited, the value is maintained.  For example, if you enter 1345 in the value field on first entry, clicking save will leave 345 in the field.  If you refresh then re-enter, the whole 1345 is maintained.

    Please fix! :)

    Mike.

  7. @Gerry I've got this back from Mimecast sorry?


    hornbill.com is categorized as "Authorized Not Compliant", with the reason that we will also need this source to be configured with DKIM. If you are going to have an occasion where emails get automatically forwarded, alignment with SPF will not be achieved, whereas with DKIM it can.
    Kindly complete that part by requesting the vendor to provide a public DKIM key for your **REDACTED** domain to publish into your DNS. That way, it can be regarded as an Authorized Compliant source when your emails get signed with DKIM.


    Hoping this means something to you?  Given the nature of the query, might be worth taking this to a DM chat?

    Regards,

    Mike.

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