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Found 86 results

  1. When a call is logged via the Portal it is really easy for the analyst to select the Priority and assign although it is more tricky to then select the category as it is hidden in the details form. It would be great if the category could be applied in a similar way as the above.
  2. Does anyone know if there are setting for the portal timeout, we are finding that some customers that take more than 10 minutes to complete a form when resuming the form it wipes the data and you have to start again. Is there a timeout setting/limit that can be changed or is this a limitation in our browsers etc?
  3. I have setup a role to give out users permission to administer contacts and organisation, along with setting up Customer Portal Accounts. However though they are able to manually set a password, click on the 'Generate Random Password' button does not result in anything being generated. What additional application rights are are required for the ability for the password generator to work? Cheers Martyn
  4. Hi We have raised a "known issue" request. When someone raises a new ticket in the employee portal with the keyworrds from the issue, the notification is shown, but no cases. Please help
  5. I'm having a moment, does anyone know where the setting is that allows a request to be automatically taken off hold if a customer updates the request from the Portal? I'm also hoping that I can reference this in the BPM to check to see if a customer has updated the request by email or portal and then progress based on this?
  6. Please can you let me know where customers now go to submit their feedback on requests, as it appears to have disappeared from the portal....
  7. Good morning, We have recently started testing the use of bulletins for our customer portal but have had some questions/issues with some of the configurations we've wanted to use. 1. Why is the images on the banner greyed out? - we are trying to design our portal so it has a consistent look and feel. Since we've started using bulletins, the banner images are greyed out and doesn't look right with the rest of the page. I can't see how this adds any value at all. I would understand if it was only the right and left ends of the image to highlight the manual arrows, however, this just messes up the look. Is there a way to change this? 2. Shadows on Texts - For some reason the text displayed on the bulletins have shadows applied to them even though this was configured to be turned off. We've tried a number of things but was not able to remove it: 3. Banner roll/switch timing - How can we control how quickly the banner images roll/switch? We have been asked to change the speed but cannot find the configuration to do so. 4. Text formatting - Is there any other wiki markup guides besides https://wiki.hornbill.com/index.php/Wiki_Markup? We are not very experience with wiki markups and this page hasn't been much help so far; ie can we specify other colours than red / can we use a colour codes to make it the exact same colour as other texts on the page etc? Looking forward to a reply on this. Regards Aykut @David Longley
  8. Could you please consider adding the ability for a question that is hidden in progressive capture to have an option to not make it visible in the questions section of the customer portal?? many thanks Andy
  9. When you look at a CI in the portal if looks like this: When you click through it seems to capitalise the first letter This is the first form that we have where the text should display eRecords with a small 'e' like iPhone etc, can this respect the formatting of the CI when it is set up e.g.
  10. Hi, Does anyone know the best way to publish a Bulletin that will be seen by ALL our external contacts when they log into the Customer Portal as we have an issue regarding 'reopening tickets' which is affecting multiple contacts, irrespective of Service & Organisation? Only way I can think of at the moment is to maybe replace the Home Page Main Image Text/Section Title....
  11. When a contact makes a change to their profile on the customer portal, the Contact's Audit Trail is not updated, so the audit trail is incomplete. We discovered this when one of our customers updated the email address on their shared group account to be their individual email address. We have now replicated this and can confirm that profile changes made on the customer portal do not update the Audit Trail. Can this be looked at a matter of urgency. Thanks Martyn
  12. Hi, We are looking to vastly improve the use of Hornbil, and one of the ways we can do this is to introduce problem management, and making this visible to staff via the self service portal. We have neither in use at the moment, but have configured hornbill and think we are just about ready to launch a pilot. What I can not seem to do is find a way for the portal "Known Issues" section to provide a ink to the problem record, so staff can see the details of the investigation. I have tried to get the incident URL from the portal and replace the incident reference with the problem reference, but get a message saying the user does not have permissions. I am guessing its a permissions issue, but any advice on how to set this up would be greatly appreciated.,
  13. Images uploaded to FAQs are being displayed to customers on the portal. Technician accounts can see the images. This appears to be due to the recent change in how images are stored. Previously they were stored as raw code in the HTML, now they are stored as files on the live.hornbill server. Unfortunately, it appears that customers do not have access to the live.hornbill directory. I confirmed this issue by creating a new FAQ on the hornbill/demo site and attempted to view the image on the portal with the Stever user. I have included images below of the issue. The image on the top is viewing as Stever, the image on the bottom is viewing as Grahamc. The exact url of my test image is: https://live.hornbill.com/demo/php/attachment/image.php?application=com.hornbill.servicemanager&entity=Faqs&key=173&secure&filepath=image1555001780424.021.jpeg As a side note, I noticed images uploaded as .jpg are being converted to .jpeg.
  14. Hi, I have seen the following video on YouTube (https://www.youtube.com/watch?v=mIK_hEJ6NQ8) and I'm trying to get the search on our Customer Portal to show 'Requests' as well as 'Services' & 'Catalogs' . Our customers have asked why can they not put in a request number/reference into the search and it find their request. This is really frustrating them. I have also tried searching for words in the Summary or Description but no luck. Any advice please? I thought it may have been a configuration setting somewhere to allow requests to also show in search results, but I struggled to find anything. Many thanks Steve.
  15. Related to the display of the new Service Levels in the Request List, there also needs to be the ability to display currently assigned Service Level on the portal request list and the request itself when opened. Similarly for those still using the original priority SLA implementation this should also be visible. As people apply there SLA differently it would be best that this was configurable in some ways, as for example for service we have moved to the Service Level Management method the priority is only used initially to set Service Level based on the rules. When the Service Level is changed the priority value is out of date and is no longer applicable, so for these services we would only want to show the Service Level not the priority. Cheers Martyn
  16. So it appears that when you have a CI that was listed in the portal the link still works when the CI is retired, this has meant that some people can fill in/complete a form which is retired but it fails as the BPM doesn't work or process it normally. Is there a way of fixing this or do we need to change the setting inside the CI to be available just to the Service Desk?
  17. As a major proportion of our external customer base are public sector we are being asked to confirm what Accessibility Standards the Customer Portal meets as part of tender responses, i.e. does it comply with the below:- WCAG 2.0 AAA WCAG 2.0 AA or EN 301 549 WCAG 2.0 A Can you advise if the Customer Portal currently meets these accessibility standards and if not are you planning to comply with them in the future? Cheers Martyn
  18. Our teams have requested that the search functionality that exists on the service portal also exist after selecting a service: Searching on home page: Once a service is selected the search bar is not available.
  19. We have updated our instance and found that in the portal there is no longer a search function? Can this be bought back?
  20. When loading bulk contacts you can specify the logon_id, but you cannot specify a contact's password or indicate if their guest portal account should be created and whether it should be Approved or Suspended. https://wiki.hornbill.com/index.php/SQL_Contact_Import Can the tool be extended to include these facilities, so it will make migrating customers from previous systems more seamless. Cheers Martyn
  21. Hi If an incident occurs which has several organisations that are impacted only the customer, or if organisation view is enabled, those in the customer's organisation, can see the ticket in the customer portal. It would save a lot of administration and work to be able to create one ticket, add all impacted customers to this and allow all connected to view the ticket and timeline updates where visibility is set to "Connected", which would be a new visibility setting.
  22. Can I raise a enhancement request to have the option when inserting attachments already on the request into the Service Manager Email action, you can get it to insert a direct link to the attachment on the Service/Customer Portal, rather than attaching the file itself. This is part of us trying to encourage customers to use the portals rather than solely rely on email communication channel. Cheers Martyn
  23. In your portal, you have swim lanes to show the changes that are incoming and applied to live, with scrollable swim lanes. Can you let us know how to do this on our portal?
  24. 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
  25. On the customer portal, we thought it might be a good idea to show the Top 5 or x amount most used forms on the front page to all people that use the service to easily find the form that they need.
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