Search the Community
Showing results for tags 'Associated Requests'.
Following on from https://forums.hornbill.com/index.php?showtopic=8279 I have been trying out Customer Manager. Though you are able to view requests by Organisation, you are not able to view requests by Contact, which would be really useful when dealing with a customer on the phone. Is this planned to be added? Cheers Martyn
Is there anyway to view a 'Contacts', i.e. external customer, requests they have logged in Service Manager from the search contact dialog, akin to the 'Associated Requests' tab in Support Works? I know I can create filter in the Request View but requires me manually adding a fixed condition, where as if we are dealing with an escalaiton or telephone call in it would be easier to just go to the contact record and then view their requests. Cheers Martyn