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lee mcdermott

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lee mcdermott last won the day on February 20 2018

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About lee mcdermott

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  1. yeah thats done, I'm beginning to think it would have been easier to manually add all 100+ account...
  2. Yeah as below, unless this is wrong?
  3. @Martyn Houghton Hi Martyn, I tried that this morning but still get the same blank account created? my csv headings are logon_id,firstname,lastname,company,email_1 I wonder if it needs certain fields that I have not specified?
  4. @Martyn Houghton hi martin screen shot attached. I have just ran it again as i noticed the column header was ticked and as you can see from my csv file above i do not have any column headers. I ran the utility again and it has ran ok this time. However it has not created a contact called Atest? it says successful and given a contact ID - but when checking in contacts in Hornbill I can see contact ID it created but all the values are empty? Any ideas. I suspect something to do with the CSV file and format , do I need to use column headers?
  5. @James Ainsworth Hi James or anybody, any idea why this import does not work? thanks lee
  6. @James Ainsworth Hi James finally managed to get around to trying this as I have been off for a while. I have managed(eventually) to get the files downloaded and setup. When i run the utility it says it connects but doesn't seem to create the contact in the csv file see screen shots below. I noticed the instructions on your wiki mentions a Schema.ini file which seems to dictate which fileds contain which type, but I cannot find a schema.ini file anywhere so not sure if i need this. The csv file doesnt contain a header row as the example on the wiki doesn't appear to have one and I wasn't sure what to put in if it did need one? Not sure if this is anything to do with the issue? any idea? I have tried adding and removing extra fields in both the csv file and the mapping file. thanks lee
  7. @Daniel Dekel Ok thanks, so basically they cannot be edited anymore?
  8. Hi, Since a recent update one of our teams has reported that they can no longer edit the titles of any assigned tasks\activities they receive. Previously they could select the task and select edit and amend the titles of the task. They no longer get the option to edit the title. I have checked and found I can still edit the title on some tasks in one teams queue but even after adding my self to their team queue I also cannot edit the title Does anyone have any idea what has changed or how to amend this - seems to be a permission change maybe if it still works for some team queues but not for others? The task was generated automatically as part of BP then amended to add a users name to each task. thanks lee see screen shots below as an example being able to edit the title for some, then after selecting edit there is no title bar displayed to edit on others?
  9. @James Ainsworth thanks james. Will have a look at that. I assume you can specify which organisation you want to attribute the users too?
  10. Hi, We have a requirement to add a new organisation to our external customers. As such they will require access to https://customer.hornbill.com/instancename Is there any way to do a bulk import of users for this? There are well over 100 users that will need adding which will be very cumbersome to add each one manually. thanks lee
  11. @Paul Alexander I think I asked the same question when we first started using Hornbill and was told it was not something they were looking at. i was hoping that as the system is continuously developing that over the last 2 years they may have reconsidered it? Or would it be considered if enough people asked for that?
  12. @Daniel Dekel Hi Daniel, just seen this topic. Maybe going off topic slightly, but is there or has there ever been any consideration to enable activities to be able to be viewed in a normal team's assigned calls list? Basically we only use activities sparingly and a part of tasks for new users\amend users etc. The problem we have found is that the majority of people dont' see the activities assigned to their team because they forget to go and look in their activities list(it's just another thing to remember to do) or ignore the little reminder icon. It would solve all the problems I think if any activity could be shown in the list of calls in the teams queue. At the top where you can select to view only incidents\service requests, changes etc..you could add another to view activities and have these show up in your list of calls. Even now after 2 years of using Hornbill I still forget about the activities and that I need to go and check to see if we have any assigned which we often do from the new\amend user forms. Just a thought? But it is the one thing about Hornbill I have never liked. I like the activities idea but managing them and actively using them has always been a problem for the reasons mentioned above. thanks lee
  13. @Steven Boardman Fantastic cheers for that. lee
  14. @James Ainsworth Hi James, I have been asked to get a data dump so that someone can use it in Power BI to display stats stuff I think. I don't think it is specifically about getting Power BI and Hornbill working together, I think it is more a separate project around Power Bi and seeing what that can do so they wanted a data set to use for testing. The data would probably be just all the information you would get from a logged request.
  15. Hi, What is the best way to get a full data download for maybe the last 6 months or even 12 months? I thought creating a standard report and only selecting date logged with parameter of last 6 months. I would then have to select what columns I want I assume? Is there any utility in Hornbill other than reports that would allow you to download data. Thanks lee
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