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mojahidm

Hornbill Users
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Posts posted by mojahidm

  1. Hi @Martyn Houghton

    I checked and there isn't...

    I checked against my customer id (Which was manually entered in and does have the organisation field showing) and can see that there is a Organization ID and Contact ID for myself... I think that is it, but how would we get the relationship set up? Is it something that can be done using the contact import method that we're using?

    kind regards,

    Mojahid

  2. Hi @James Ainsworth,

    Thank you for the information and if the below is possible, then I think that would be great:

    'We can also look to see how we can improve the Global Search to include organisations as part of the search.'

    We are only starting to move ourselves over to the Hornbill ITSM and can in the meantime, if required, use the workaround that you've stated :-)

    Kind regards,

    Mojahid

  3. Thanks James :-)

    In the past, we’ve had calls (requests) where we know the affected service, that it was resolved a few months ago and the organisation. What we ideally are looking for is to be able to filter by the Status, Service, then customer’s (Contact’s) organization and finally in the search bar we would put the summary of what we were looking for. It's for those times when we know that such and such organization had the same fault and were looking for a resolution. Would it be something that is possible to add as an enhancement to the request search...?

    Kind regards,

    Mojahid

  4. Hi,

    We're trying to import our contacts into ITSM. We've done a test trial and can successfully import the logon_id; firstname; lastname; email_1 and country. However, when we try to import the organization, it fails. Nothing is written as shown below:

    Screenshot 1

    image.thumb.png.39fda0b8c22264b043b3097326493a30.png

    Screenshot 2

    image.thumb.png.c21a6e49c4b26a2d160abc673a4a9d42.png

    The first screenshot is of the csv file that we used. We expected to see 'PIKI' in the second screenshot under the 'Organisation' field. We have tried using Organisation as the header, as well as trying organization_id, ensuring to amend the conf.json file when we tested.

    Below is the current setup of the conf.json file

    image.png.17fd3de692848ff0ac64fd74547d974b.png (Inserted as Screenshot as it takes less space then text)

    Any help would be greatly appreciated and please let me know if there is any other information that is required.

    Many thanks,

    Mojahid

     

    image.png

  5. Hi,

    Would it be possible to add 'Any Organisation' to the request search?

    image.png

    I know that you can select 'Organisation' from the drop down menu instead of 'Requests' and I read that you could use org: organisation name (which hasn't been too successful for myself, but I'm still looking into in case it's an issue with the data), but it would very helpful to be able to sort by Organisation as well.

    Kind regards,

    Mojahid

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