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BobbyB

Hornbill Users
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Everything posted by BobbyB

  1. Hi @Gerry, is there any updates on this? Thanks, Bobby @Alisha
  2. @Daniel Dekel, @AndyHill, We have the exact same problem, it's not pulling the color specified in Settings into the Widget, but when I change the color on the actual widget it works. Which means we'll have to amend each widget so that these new buttons appear. Will this be fixed anytime soon? Thanks, Bobby @Alisha
  3. @Gerry Thanks but we wouldn't be able to use an external hosting site due to security, thus why we're having issues with this.
  4. @Gerry Thanks for the reply. I'm not sure about the 'making it unsuitable for managing embedded images in emails.' I'm not trying to put images into emails but want to put 1 image onto my new employee portal. I currently have links to My Documents that contain user guides for customers to view (until a decent FAQ widget becomes available) so this 1 image can be set to the Basic role for all customers just like the guides we've created which would make it visible on the portal to all our customers.
  5. Hello, a really easy way around file storage (small files) would be an enhancement that allows images to be added to the My Document sections as images and not inserted into 'documents'. Our current issue of not having an https area to link images is preventing us from using the new employee portal. At present we cannot go live until a solution can be found for this. Our IT believe that file storage for a 150kb logo should be done by Hornbill and shouldn't be a solution that the local IT have to provide. So either having images (as images) within My Documents or a small storage area within Hornbill seems to be the only way we can move forward and actually use the new employee portal. Security issues prevent us from using external file hosting sites. @Gerry @Alisha @Samrai
  6. @samwoo @Gerry @Alisha Hello, we are having a similar problem with trying to launch our new employee portal. We do not have anything internally with an https location for us to put images onto. Thus we cannot add any images at all to our new employee portal, so we run the risk of 'launching' a new employee portal that actually looks less professional than our current portal which has a nice banner across the top etc... It would be ideal for us to have a location within the Hornbill cloud, whether just a simple folder somewhere or the ability to add images to My Documents, where we could then link these images to our new portal. Anything here would help us greatly... we are running out of ideas now... Thanks, Bobby
  7. Hi @Daniel Dekel, @Tina.Lapere, @Alisha so we have a lot of Services that all employees can access and we have a few that are restricted. On the old portal we used to use Services to show these menu items which worked as those customers who weren't subscribed to a service wouldn't see that option on their menu. But with the new employee portal we don't want to use services from the main menu as the sub menu pages are hornbill created and we can't edit them or change their appearance. So we're trying to find a way to restrict using Links on the main menu. Without the option of anything to put permissions/restrictions on the links I'm trying to set it up so that only the restricted options would appear on the main shortcuts at the top. So for us, it's about finding a way to restrict links for the customers.
  8. This would be quite beneficial, especially for larger organisations where there are multiple same names, having the handle then we can distinguish between staff. @Alisha Thanks,
  9. @Daniel Dekel, @Alisha what we're trying to do is remove the 'shortcuts' from the top so that the customers only use the main links that we setup on the page. This way we can have only those shortcuts that have limited access appear on the top as we can't add any restrictions to links on the employee portal. So instead of having all these shortcuts appear at the top: We would just have a few that are restricted within our Service Portfolio... So our main 'everyone' type items would be listed on the page as links but those areas that are restricted would be available on the top as shortcuts. Or are there any plans to put some type of restrictions on links? Hope this makes sense, thanks, Bobby
  10. Thanks @Alberto M, I've managed now to get it working with Requests at the beginning by using your joins, thanks again for your help Bobby @Alisha
  11. Thanks @Alberto M, but every time I try to add in the requests table it puts in a project table....very annoying...... or If I put in Requests as the first table it won't show any 'Join' actions.... Unsure why it's doing this... Thanks, Bobby @Alisha
  12. Hello, I need to pull off Timesheet entries but need to view details of any linked requests. When I tried to Join Requests with Timesheet Categories I didn't see any related fields to join. My current Timesheet report has Timesheet Categories joined with Timesheet Values but I also need info from the Requests table. Is there anyway to do this? Many thanks, Bobby @Alisha
  13. Hi @Conor, exactly what enhancements are being planned? Many thanks, Bobby
  14. Good morning @Ann @Alisha @Conor I’ve done a couple of tests this morning using a normal P3 incident and then linked this to the Hornbill Service Manager supplier. Here’s my results: Linking the supplier module was straight forward, and the event started without any issues. Putting the test call ‘On-Hold’ completed the Supplier Event. Not putting the call ‘On-Hold’ but then Resolving the call did NOT stop the Supplier Event and it’s currently still running on the test call which is Resolved. In order for the Supplier Event to work with our processes (standard ITIL), we need the functionality to: 1. Pause the Supplier Event when the linked call is placed On-Hold and then restart when the linked call is then back to an Open state. 2. Complete the Supplier Event when the linked call is Resolved. Thanks, Bobby
  15. Conor, thanks for the update. Alisha and I are currently trying to get this to work with our new Incident Process but we're finding that even on a standard priority 3 type of Incident, as soon as you put the call On-Hold, it stops the supplier activity as completed. Can the On-Hold, Off-Hold sub-statuses be linked to the supplier module so that if we need to put the call on-hold, it then pauses the supplier clock and then have the module stopping when the call is resolved? @Ann @Alisha @Conor Thanks, Bobby
  16. This really would be beneficial to us. Custom fields work extremely well for email templates and reporting. Not requesting unlimited numbers as I realise they add to the size of the databases, but another dozen or so would be great. Thanks,
  17. Any update if this is going to be available soon? This is a very significant upgrade that will really make our role management much more efficient. Thanks, Bobby
  18. Just a general question for everyone. We currently track all of our analysts logged calls, this is a KPI and forms part of their performance reviews. To ensure that I can account for all of their logged calls, I also need to account for all customer chases. We do seem to get a log of customers calling back, asking for updates or wanting their issue fixed quicker. The best way for this to happen would be for the customers to check their requests on the portal but this practice could take some time to bring into reality. It would require a complete change in our customers IT working habbits. So I'd like to ask everyone out there, do you log and track customer chases and if so, how do you report on these? Many thanks, Bobby
  19. Thanks Conor I'll have a look now...
  20. Good morning, hopefully an easy one, is there a specific table that holds our fields from our captures? Would really be useful for reporting... Many thanks, Bobby
  21. This would be very beneficial to have a separate time input... Thank you,
  22. @Steve Giller, snippets can be used for specific faults and/or requests which can save time and accuracy when emailing to external companies or even internal departments, ensuring the same response is sent by multiple staff. For straightforward email requirements we use the email templates, which work very well but not all conditions can be setup for automation and the snippets fill this gap. We use a variety of snippets for different fault/request types and as they are correctly titled aren't used incorrectly. If the snippets had a the same variable set as the email templates they could provide a more useful function within the Service Manager toolkit. Thanks, Bobby
  23. It would be very useful for full audit details to be added to the requests, including location. Thanks,
  24. Having the original email copied into the timeline would then give us an unaltered copy of the email. Any subsequent changes can then be audited. Thanks,
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