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Stuart Torres-Catmur

Hornbill Users
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Posts posted by Stuart Torres-Catmur

  1. In Service Manager, when one Views an email from the timeline, it opens the email in a separate browser tab.  In that screen, there are several buttons relating to the email (reply, forward, etc.) and the Back button.  This used to take you back to the request screen.  Now it appears to do nothing.  Is this now a redundant feature given that the request screen is already open in another tab?

    Email Back Button doesn't work.jpg

  2. @Steven Boardman Having discussed this matter with colleagues, we've decided not to switch this on, as it was too risky in respect of staff requests to HR regarding, for example, grievance procedure that their line manager should not see.  We are going to wait until we've got Employee Portal live and use Connections instead.  Thank you once again for your helpful assistance with this matter.

    Stuart

  3. Hi

    We have a manager who has is set to User and has Collaboration, Self Service User and Basic User roles.

    She has asked if it is possible for her to view requests raised by members of her team (and update them?).

    Her team are all Basic Users, set up with Self Service User and Basic User roles and have their manager set up as their manager on their user accounts.

    Is this possible, and if so, how do I set this up? 

    Assuming this is possible, which URL should the manager use?

    https://service.hornbill.com/walthamforest/servicemanager/

    or

    https://live.hornbill.com/walthamforest/hornbill-today/

  4. @Steve Giller

    OK, so currently our instance is set to store request related mail in the relevant mailbox Deleted Items folder of each of the 17 mailboxes we have integrated.

    Please could you check and let me know if the steps below are correct for configuring our instance to instead start storing Request related emails in a dedicated folder called ‘Applied to requests’,

    1. Go into each Hornbill Mailbox and create a folder called 'Applied to requests'

    2. Change the setting servicemanager.email.archiveFolderName from 'Deleted Items' to 'Applied to requests' (Home>Applications>Hornbill Service Manager>Application Settings)

    3. We don't need to change the servicemanager.email.archive setting - leave it ON

    Once this is in place, any request related emails will from there on be stored in the relevant mailbox 'Applied to requests' folder.

     

    If this is correct, we would need to create such a folder in any new mailbox we integrate with Hornbill to ensure these emails get stored there. 

    Now, if we were to forget to do this (surely not ever?!), would the Hornbill just store request emails for that mailbox in the In Box?

    Kind regards

    Stuart

     

  5. @Steve Giller

    I've checked.  That seems to be the issue.  Now, here's a conundrum:

    If emails uploaded into a timeline are automatically put in the mailbox deleted folder, then we empty that folder, all emails in requests will suffer the same fate?

    Any suggested solutions where we can differentiate between request emails - that should not be deleted - and other mailbox activity that can be permanently deleted without problem?

  6. Hi

    Please see attached screenshots that show side by side two requests

    Timeline comparison:

    Both have email timeline updates from the same sender for the same type of thing (quote for kit)

    Email view comparison:

    On the left hand request, the email can be opened for view

    On the right hand request, the email cannot be accessed.

     

    Why is this please?

     

    Timeline comparison.PNG

    Email view comparison.PNG

  7. Hi

    Some of our request forms are quite lengthy (e.g. HR recruitment) and can take some time to complete.  Customers find that sometimes they lose their request part way through filling out the form due to poor network (local issues - we have many staff working from home at the moment!)

    If it were possible to save a request before a customer submits it, this would not only mitigate network problems that may occur during form completion, but would also significantly expand the business potential of the product. 

    We could create far more in-depth Progressive Capture forms (e.g. questionaires, self-assessments, fully detailed change request forms, etc.)

    I appreciate this may require significant development work.  Is this a direction Hornbill would consider for the Service Manager product?

    Kind regards

    Stuart

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