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Martyn Houghton

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Everything posted by Martyn Houghton

  1. @sprasad This is down to the new settings as per the post below in our instance. We have it set to below, so it is showing the Customer Link and the Name, which in our instance is the same value. Cheers Martyn
  2. @James Ainsworth Can you add us to the change as well please. Cheers Martyn
  3. @James Ainsworth, @HHH As James mentions we use the Sub Status to inform the customer why it is at a certain status, i.e. 'Awaiting Customer Response', 'Pending with Development', 'Pending with 3rd Party' etc. I beleive the change in the backlog that James is referring too is the ability to add further columns to the request list to include Service Level and Response/Resolution information, so that they can use the experimental export option so that customers can selfserve if they want to undertake SLA monitoring reporting on their organisation's requests. When I find the post, I will add the link. So in summary, as long as it can be configurable to enabled and disable columns, that should work for us all. Cheers Martyn
  4. @Chaz Thanks for the update, had just found that option as well. I presume there is no plans to disable the CKEditor right hand click context menu by default? Cheers Martyn
  5. After deploying the new service manager build with the new request email view, we are no longer able to access the browser based spell checking features and the right hand click operation is captured by the email editor component. How do you access the browser right hand click operation to get to the spell checker, when editing emails? Cheers Martyn
  6. The request email view - CC/BCC do not automatically expand/appear when adding connections, as they used to do with the original view. Can this be behaviour be reinstated. Cheers Martyn
  7. @TrevorHarris Thanks for the quick reply, I had not looked at the counter at the bottom of the lane with the filter on. Cheers Martyn
  8. When using the Filter in Board Manager, there is no indication of which swim lane the matches are in, so if the board card is not on the screen due to the position of the scroll bar for a swim lane containing more cards than can be displayed on the screen, you have to scroll through all the swim lanes. Could the filter indicate/highlight the swim lanes there are matches in? Cheers Martyn
  9. @Chaz Thanks for the update. Will keep an eye out for a new build. Cheers Martyn
  10. We have just applied Build 1335 to enable the new email view and the noticed the From address is not being set to the Default value. When opening the email action it display them in alphabetical order with the first one being displayed, in our case noreply rather than the default servicedesk one. From the testing it appears that whatever you change this to it is still sending it from the default, so there appear to be two issues, It is not selecting and displaying the default email address from the shared mailbox settings. It is not changing the from address when sending the email. If we can ensure 1 is fixed prior to 2, so we do not end up with emails going from the non default email address by default. Cheers Martyn
  11. Having the ability to setup portal access for a newly created contact would be great help for us as well. Cheers Martyn
  12. @Steven Boardman I got a number of examples on the same Board,. This is our first real board we are using under the new Board Manager App. I will create a Test board an see if I can replicate it again. Cheers Martyn
  13. 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
  14. @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
  15. @James Ainsworth Can you specify the organisation when using the integration option 'Create New Contact'? Cheers Martyn
  16. @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
  17. @Steven Boardman All additions to the board have been manual. We have not amended our BPM to automate this process. Cheers Martyn
  18. @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
  19. @Steven Boardman I will have a go with the the translation settings you mention. Cheers Martyn
  20. 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
  21. @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
  22. @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
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