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  1. Currently the RequestConnecitons > Connections > Add Connection node only has 'Update Timeline' parameter. Can the normal 'Visibility' option be added to allow more specific control. Cheers Martyn
  2. When you look up people within the Service Manager and get the view below where you can see their services, assets etc can there be an option added called 'Quercuslive's Connections' and so you see the requests that this person is listed as a connection? This is a enhancement that has come about with a new department that we are on-boarding as they want to be able to see the persons connections and to filter by connection e.g. Manager, Budget Holder, Interested, Impacted etc. I know this will probably take some time to implement so may have to look at the API to see if there is anything that we can do quickly, but would like this to be within the product ideally.
  3. Hello, We created a problem and published it as a known issue however when a user clicks on the 'me too' button on the service portal it doesn't add them correctly as a connection. In the timeline it either shows nothing or it shows 'Impacted connection 0 has been added via Portals'. Then if you go to connections section of the call it shows one there but it is blank then when you remove this connection it says 'Impacted connection (undefined undefined) has been removed'. Is this something anyone can assist with? It seems like an update somewhere along the line may have broken/changed the way this works. Any assistance would be appreciated. Regards, Daniel.
  4. Hello, I must be missing something obvious.I am trying to create a new incident progressive capture for users to fill out. At this point it is very basic, and I am trying to give the users the option of selecting connections. I have added a new Form and set it to Connections as per the comment from James in this post here. Regardless of the the "Is Mandatory" field being False or True, when I run through and use associated service portfolio it runs through and does not show a screen for the user to enter in any connections. Any idea's? Thanks James
  5. Can I request an enhancement to the Email options held at a Service level, to enable the automatic inclusion of connections when opening the request 'Email Action'. Connections is a very useful facility, but is let down by the need to manually have to add the connection on to the email action each and every time you use it. This whole relies on the analyst remembering to add the connections, which with human error results in an inconsistent application. We would propose there is an options as below:- Impacted connections - option None, To, CC or BCC. Interested connections - option None, To, CC or BCC By having a setting a the Service level this can be controlled and set due to the particular needs of the the service, rather than a system wide setting. Having the options above give complete flexibility to fit different service desk needs. Cheers Martyn
  6. Enhancement Request We receive emails that have have been sent to out servicedesk and cc'd to other people, when raising the request in Service Manager could there be the option to add the other included contacts as connections to the request so that we can send emails etc to people. Currently we have people who are looking through the original email and adding these people manually after the job is logged so that they can be kept in the loop.
  7. Related to my earlier post (link at the end of this post), can the Get Request Information > Get Request Details be extended to return two additional fields of Impacted Connection and Interested Connection, holding a concatenate list of emails address from the linked connections, which can be inserted in to the Email nodes as a list of addresses. Cheers Martyn
  8. The majority of the service desk we operate on our Hornbill instance are externally facing and we are now looking to bring on two additional desk from other parts of the group, where email iteration is key. These new desk the user base are field or mobile based external customers in the Petrochemical and Medical/NHS environment where it will not be piratical for them to use the Customer Portal. It is important we can communicate effectively with the primary customer and connections on the request using emails generated from the BPM workflow. At the moment the disjointed Email Customer and Email Connections nodes are not really fit for this purpose as separate emails are sent and with the latter you have to call the node twice to send the email to both impacted and interested connections. Plus the fact that it is in essence separate emails and the connections are not aware of who has also been included with the communication. In short we would like to request the enhancement of the Email Customer/Contact node to add the following options, so that just one email can be sent, just like it can be done from the Live user app on the email action on the Request View, with the appropriate connections included. We would like to propose the following 1. Additional parameters for CC: BCC Subject Line Importance Sensitivity Above CC/BCC parameter have the option for Manual entry with variable injection Impacted Connections Interested Connections Impacted and Interested Connections Cheers Martyn
  9. Related to my other post below, can a new configuration option be added to routing rule to enable the auto addition of connections on to a Service Manager request when it is logged or updated using the routing rules. The idea being that any matched existing contacts or coworkers referenced on the To or CC lines are added to the connections on the request. Cheers Martyn
  10. Now that we can choose to add connections at the PCF stage, is there a way to then change the customer to the selected person during the BPM? Our example - A manager raises a request for new piece of equipment for a member of staff, once the equipment has been authorised and arrived we would like to change the customer to be the member of staff that is receiving the equipment to be able to send emails and correspondence without having to manually change the request, we would like to do this in the BPM.
  11. Hi Currently, when a connection is added (either as Impacted or Interested), the request timeline is stamped with an entry per connection. Is there a way to turn this off? Some of our requests have a large number of connections, therefore we find this can clog up the timeline. I know that this can be achieved by filtering the timeline, but as we have a large number of Service Manager users I wondered if there was a global setting that I could amend. Thanks Lauren
  12. Hi Is there a setting that enables any linked customers (via the "Connections" tab) to be emailed when the request is resolved? It would be helpful to have a setting to enable which allows either impacted AND/OR interested customers to be emailed when the request is resolved. Thanks Lauren
  13. When generating Email Notifications via the BPM, it would be really useful for the notification node to support the ability to specify the addition of connections. For example being able to add Impacted connection to , To: CC: or BCC and similarly Interested to To:, CC: or BCC. This way connections can still be used where the email communication is driven via the workflow, rather than the manual email action. Cheers Martyn
  14. I am sure it is a common occurrence in most service desk, that a request will often spawn a follow on request(s), sometimes at the beginning of its life-cycle, but also at the end when you get ''there just one other thing that might be related' conversation. Therefore it would be could to have the option when raising a new request from an existing one to be able to selectively copy the connections and attachments from the current request. As this would save a lot of manual operations in doing so and ensure consistency. Cheers Martyn
  15. In an earlier release of Service Manager, the presentation of the telephone number in the Customer section was changed to allow you click on their telephone number so that it would open in a VOIP application such as Skype for Business. Can the same presentation change be made to the telephone numbers displayed in the Connection section of the request screen? Cheers Martyn
  16. Would it be possible for the 'Connections' button on the Email tab to be highlighted in someway when connections are present and similarly when you expand drop down it hihglights whether there are connections present under Impacted and Interested. This will aid as a visual reminder to analysts to include connections on any emails being sent. Cheers Martyn
  17. Hi all, I am trying to add 'Interested' connections to a certain call type via the BPM but can only add full users. Obviously if I were to do this in the call itself I could add them but for fear of missing someone off the list I want to automate it. Is there a switch somewhere or is it a BPM limitation? Thanks Dan
  18. Guest


    Hi I am tying to understand how connections are used within the incident process. So for example, if I have an incident already raised and then another user calls to report the same issue - then this user would be added to the original incident as an impacted user - correct? Therefore when I add this user as an impact user (which could be at any stage within the BPM), how do I inform them of the incident number and their call/issue has been associated with this incident? Also how do I inform the impacted users that the issue has been resolved i.e. closed as part of the BPM. I have a node to email the customer informing them that the incident has been resolved but how do I include the impacted connections? Sonali
  19. Would it be possible to incorporate a change that would automatically add people as connections to a call from the email I.e. If the email is sent to the service desk email and other people, could the other people be added to the call as connections? could the same be done for people who are CC'd into an email to the service desk? i suspect this might be a bit complicated and there will probably be occasions where a person included in the email doesn't exist in the system as they are a third party It would also be great if anyone added as a connection to a call could see that call via the portal i like the recent update to allow managers to be set against users and then for that manager to be able to see all the calls of the people they manage. Just need a few hours to get it all set up now
  20. When adding another customer as a connection is it possible for the call to show in the portal for that employee too? We've not gone live with the customer portal yet so I haven't had chance to test this but when I was speaking to Daniel Riley he thinks it doesn't currently do this We often get users copying in other users on calls and maybe their managers It would be good if they could all have visibility of the call kind regards, Pete
  21. Hi Guys - ive noticed that when you are trying to add a connection, when you start typing there name, the box that appears with the possible user names only appears the thickness on the amount of characters you've typed, making it very hard to choose someone without fully typing there name anyway. is this a bug, or a setting I can change somewhere?
  22. Hello, I would like to request an additional form to allow users on the Self Service Portal as well as Service Desk users to be able to add connections via the progressive capture. This would make it easier to send emails after a call is logged based on who is in the connections list and/or what type of connection it is from within the BPM area. Thanks, Samuel.
  23. In the latest release of Service Manager Version: 2.27.13 the 'Add Connections' button on email option does not appear to be working anymore. Though I can add connections to the request and specify if they are impacted or interested, on the email option nothing happens when click on 'Add Connections' button. Is this a bug or am I missing something? Cheers Martyn
  24. Title should read Connections option not appearing, Should have had my cup of tea prior to posting. We seem to have an issue with connections button not appearing on incidents we have logged as new incidents or data transferred vie the SW Call Importer. I have checked the Service settings and these appear correct. Is there something else I missing in terms of setup? We are currently on SM 2.25 Cheers Martyn
  25. Would it be possible to raise a change request to specify default connections in a contact (external), so when you log or change the primary contact on a request the system populates the connections with the contact's default connections? We have a number of external customers where they wish any updates on the requests to be copied into the the other team members at the company when email updates are made on the request. This also applies where say a manager wants to be copied in to any emails to their staff. At the moment we achieve some of this via VPME in Supportworks and using distribution email address rather then the contacts individual email, but the latter means matching contacts in the system mailboxes does not really work. Cheers Martyn
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