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Martyn Houghton

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Martyn Houghton last won the day on August 30

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About Martyn Houghton

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  1. The 'Get Request Information' > 'Organisation Details' node include all the custom fields with the exception of 'Custom0'. There are 10 Custom fields on the Organisation object h_custom_1 through to h_custom_0, so there should be Custom 0 or Custom 10 linked to h_custom_0. Cheers Martyn
  2. Martyn Houghton

    Customer Portal feedback

    @Cizzling There points resonate very closely to our own enhancements we would like to see to the Customer Portal and some we have already raised on the Forum. @James Ainsworth, @Gerry As the Service Portal is being consumed into the Live User App, is with worth having a separate section on the forum for the Customer Portal? Cheers Martyn
  3. Martyn Houghton

    Auto create Customer

    @James Ainsworth Can you specify the organisation when using the integration option 'Create New Contact'? Cheers Martyn
  4. Martyn Houghton

    Ability to change availability on the Mobile App

    @James Ainsworth Thanks for the update. I see you tap on yourself at the top to open your profile/buz then tap again on your name at the top to get the options which now includes the option to Update your status. Cheers Martyn
  5. @Steven Boardman All additions to the board have been manual. We have not amended our BPM to automate this process. Cheers Martyn
  6. @Steven Boardman Screenshot of Card on Board Manage for Linked request, show owner picture and pop out as 1st Tier analyst. Was linked to the Board prior to assigning, but this does not produce a Timeline entry, so next action was to assign. Current Ticket Status. The request reference is IDXIN00071861, if you want to look at it in our system. Cheers Martyn
  7. Martyn Houghton

    File Attachment - ability to description to standard node

    @Steven Boardman I will have a go with the the translation settings you mention. Cheers Martyn
  8. When making a worksapce post, that include a link to a Board Manager Board, the link is not recognised as an internal link and is just shown as a normal URL. Where as other object links are recognised and and a detailed thubnail link is inserted. Cheers Martyn
  9. @Steven Boardman The order I was doing was assigning to the board using the Board action in the request and then subsequently assigning the request using the assign action on the request. I try replicate and provide some more details. Cheers Martyn
  10. Martyn Houghton

    File Attachment - ability to description to standard node

    @Steven Boardman Yes that's the bit we are referring too, as this is the other channel customers can use to attach files to the requests without analyst intervention. Cheers Martyn
  11. Martyn Houghton

    File Attachment - ability to description to standard node

    @Steven Boardman That will be a great help with reminding customer when logging new incidents not to include personal information. Any update on the service/customer portal file attachment method to close the circle? Cheers Martyn
  12. We noticed that the picture show on the Service Manager Requests cards on a the Board Manager - boards are not updating when the request is re-assigned in Service Manager. Cheers Martyn
  13. When using the Share option in the Board Manager you can only add one object (User, Group, Role) at a time. It would be useful to be able to add multiple objects at the same time applying the same permissions. Cheers Martyn
  14. Martyn Houghton

    Request Message Email - Template selection

    @Steven Boardman Thanks for checking this, is there a problem reference for the multiple inline images defect? I put a warning on our comms about it will let you do it but do not use more than one inline image at the moment. Cheers Martyn
  15. Martyn Houghton

    Showing Additional Customer Information

    @Steven Boardman That will be a great help. Cheers Martyn
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