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  1. Hello, I have encountered a problem recently where a large number of reports all failed to run and the cause was that a colleague (and report owner) recently retired, putting all the scheduled reports into a failed status. I have asked that the owner be updated and I have been advised that the only way to do this is is to copy them individually. I can do this however I think that it would be far better if it were possible to manage report ownership in bulk within the portal. I have appx 70 reports to copy, correct and reschedule individually, I am certain there will be accounts running hundreds, if not thousands of reports and the time lost rectifying the problems their report owners departure would cause would make it well worth adding this feature. Many thanks
  2. Hi, Can we have the ability to see in a request whether the Customer has viewed it? The idea would be if the request has updated, we would be able to see if the Customer has viewed the request or not since that last update. This could then also be used for reporting as well on requests that haven't been seen by customer when it was last updated. This field I would expect to find in the request table. If the customer of the ticket is changed then this is reset. It would also be good if we can see if a Connection has viewed the request too (maybe have an eye symbol next to their name, and if you hover over it it will have the date and time they last viewed the request). I would guess this field would be held in the request connections table. Thanks, Samuel
  3. Hello, I would like to request the functionality to allow assets to be tagged, much the same way Documents are. This would primarily be used against Software Assets, but could apply to all. In the example of the Software Assets, we have people who use abbreviated names, partial names or full names of the software. A couple of examples: 1. BWO, Business World, Business World On, Agresso 2. MSOffice, MIcrosoft Office, Office, O365 When it comes to the Dynamic Dropdown in the Custom Forms I would like to be able to utilize the tags in the search, as well as the Asset name. The standard Asset Search form should utilize this by default. Both the standard and custom functionality should have the option to turn this off. Thanks, Samuel
  4. Hi, Following the departure of a colleague, we need to change the owner of a snippet... But I cannot figure out how. Any ideas? Thanks!
  5. Is it possible to raise a feature request to get the tomorrow option added to the view creation criteria selection for a date field ??
  6. We are wondering if we can request an enhancement to have conditional questions in the feedback e.g. if they choose 3 stars then we ask for what we could of done better or if they suggest poor feedback we can prompt for them to explain the poor feedback
  7. We have a lot of services and it is currently the single most time-consuming aspect of logging a request . Would it be possible to enable a search, similar to the Asset search, for the service choosing page? Somewhere where they could type in a full or partial word and anything in the title or description would come up. Thanks in advance
  8. Related to our earlier post about having a default language field added as standard to the Organisation entity, could we also ask for a Region field in addition to the Country one. The reason being is that we will want to identify the region of the external organisation, so that we can branch in the BPM based on this to deal with allocation to different regional offices and also select the appropriate SLA/Working Time calendars as different regions with a country have different bank/public holidays. Cheers Martyn
  9. Hello all, Had a customer who asked if he could download all 47 attachments from a request in one go and I couldn't suggest anything. After you check the box next to each attachment, could you have a download option as well as the existing delete icon. I've highlighted this space with a little rainbow. Many thanks
  10. It would be occasionally very useful to be able to lookup (in co-worker lookup e.g. in log new request PCF) a user by their phone number. Would anyone else find this useful?
  11. Hi, I am not sure this is the best place to post this request but here goes nothing: When a colleague goes on holiday for a long period of time, having the possibility to setup a delegate for all new tasks would be incredibly useful. I can see at least 2 solutions: 1. Setup a delegate between two dates. 2. When the status of the person is "On Holiday" and a delegate is specified in his profile When assigning a task to the person going on holiday, the system could then double check the settings and reassign the task automatically (as if it was done manually by an admin)? Anybody else interested?
  12. When creating an FAQ it is possible to embed screenshots for added information. However, when accepting the FAQ as a solution these images do not copy into the resolution along with the text which limits their usefulness. Could you added functionality for the images to be brought into the resolution in future?
  13. Hello, I would like to request a feature to add on to the existing co-workers region where staff can specify what skills they have and how proficient they are in each skill, follow by the ability to search a skill and bring up a list of employees that has it. I dont expect this to be feature-heavy and have any other functionality (though possibily something for the future). A new tab in the Co-Workers region titled "Skills" Co-Workers can update it if they want to either via Hornbill or via the Portal Applies to Basic and User accounts Adding skills should work like document tags The ability to set their skill level for a skill (low, medium, high for example) The ability for a "User" to be able to search for a skill and return a list of people that has it (and it should also show their availability) Ability to have a "Skills" cloud, like document tags cloud where we can visualize the skills and maybe to help identify where additional training may be required. I hope this is a simple one to implement, and may go hand-in-hand with Holiday Manager and Round-Robin functionalities down the road. Thanks, Samuel Cc:@Aaron Summers
  14. At the moment we can display all the Pritners by selecting "Get Asset By Class" and flitering on the "Class ID" and then users can search for the printer. We would like their to be the ability to select an asset during progressive caputre based on the Site that the User is located in. E.g. If logging a request for additional Toner for a printer we would like the system to narrow down the list of assets to the pritners that are in the users site.
  15. Hi, This may seems like an odd question but it is worth a shot: over the last couple of years a lot of good improvements have been done on the administration console In my case, one thing missing from the admin console is a screen where you could review your storage in details, grouped by categories and document types? At the moment, the only thing we have is this simple screen: Having the possibility to explore in more details where our space is consumed could help manage better and more efficiently our storage? Or identify a potential big issue in the way we work? If it is not possible to automate this, having it as an expert service would still be a good workaround. Thanks for any feedback!
  16. When we set up FAQ's against a service can you: Have it so when you select a service it displays all associated FAQ's against that service Can you accept an FAQ at the time of logging to resolve the request to the user with those details
  17. At the moment we only have a limited access to fields in order to specify SLM Service Level Agreement rules:- We would like access to additional fields, so that we can make the rules more useful and fit more users possible combinations Organisation Country Region (see linked post at the bottom) Industry Custom fields Customer Job Title Language Country Custom Fields Region (see linked post at the bottom) Request Service Summary Description Source External Ref No. Custom Fields Thanks Martyn
  18. Hi, Is it possible to add the CC Address in the list of available fields for emails routing rules? That would be quite useful for us. Thanks, Lyonel
  19. Feature Request - Email Preview - During the 30 day trial, we came across an issue when we log a ticket, as part of our communication with our clients we need to sent an email to various different people, not just the one person like the system allows. Can we please request that there is a email preview put in place, when the ticket is logged before an email is sent it brings up a preview which will allow the operator to add various email address in?
  20. Hello, Can I request for there to be an option to choose a site from within a Custom Form? Our use case is for New Starters and Movers, Managers will have to select from a predefined list of sites as part of answering questions about the user. Can we have the ability to also choose the list based on the Company the site belongs to as well or have it show all the sites if not specified. Thanks, Samuel
  21. Me again, Another request: would it be possible to have a "Copy" feature for services? (a bit like the "Save As..." for reports, measures, widgets, etc) Creating a new service from scratch can be particularly time consuming when you have to setup all catalogue items, SLAs, FAQs, feedback, etc. In most cases, when I need to create a new service I could really do with a simple copy of an existing service, and then modify only a couple of things. Would anybody else be interested in such feature too? Thanks in advance for any feedback!
  22. Hi again, This is going to sound really silly but you would not believe how many people do NOT read what is on the screen... Basically, all our services have a feedback form setup with 3 additional questions. Each question can be answered with a radio button for a value from 1 to 5 (1 being very dissatisfied and 5 being very satisfied) Despite changing the case and text, users keep getting it wrong... Would it be possible to have the 5 star rating mechanism available for custom questions too? All we would store is the value from 0 to 5 (just like you currently do with the rating field). This change would make it straight forward for all our users (especially the ones who do not speak English very well) and prevent many mistakes and wasted time (as we IT have to follow up for every dissatisfied survey coming back). Thanks in advance for your feedback!
  23. Promise, last one for tonight: I know you have plans to improve the reporting capabilities of the system. I for one would love to have a data warehouse (even "offline" from the live database with up to 24h delay) where I could do proper reporting and analysis without limitations or impact on the live system. Having access to such single database and plug it to Power BI for instance would considerably increase the analysis we do. It would almost literally change the way we work and report on our performances. Any feedback would be appreciated Thanks!
  24. Would it be possible to format the resolution text? At the moment, only simple plain text can be used, which is not very user friendly, especially when sent by email via BPM. Having the ability to format the text and include screenshots would be a big improvement! Especially when using a FAQ to resolve a request. If the FAQ used contains a screenshot or formatting, all of this is lost in the automation process. Same thing happens when sending an email via BPM after resolution. Any feedback would be appreciated Thanks!
  25. Hi guys I've just been approached by a team member that for updating a cluster of calls with the same information, I was looking to guide him on selecting a group of Service Requests and triggering an email to send a mass update using the "Actions" button that appears after selection...... although it would offer the ability to update all the calls (or assign), there's no option to email? (I think I'm right that you can't select a blend of INs&SRs) My workaround for my colleague (because it was a single requester), was to guide on using exchange and sending a single email from the associated mailbox, then do a mass update on each call to reflect this information. Is there a more elegant option akin to "tick for emailing" option in the pipeline? I've checked forum and not seen similar. This would be a boon of extra functionality Update different staff Guide huge tranches of users with bespoke updates and/or instructions Warn a selection of staff their call was liable for closure Prompt requesters their call would be under imminent scrutiny and to provide required feedback for quick resolutions ASAP rather than being chased or closed Assist in Major Incident management communication in tandem with all other mediums. etc etc Thanks, Dave
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