Jump to content
Sign in to follow this  
Alisha

Customer details on Boards

Recommended Posts

Hello,

Is it possible to see customer details on the cards on a Board?

If not, please could we request this as an enhancement? We would also like to be able to configure the Board a bit more, like changing the colour of 'On Hold' requests so we can spot it more easily. 'Resolved' requests show nicely in green.

Many thanks,
Alisha

Share this post


Link to post
Share on other sites

@Alisha are you talking about requests on the board? If you hover over a request the details will appear.

Share this post


Link to post
Share on other sites

Hi @Deen,

Yes, if I hover over the a request, the customer details don't seem to appear.

Is it possible to add other information to the requests on the board, for example third party reference number please?

Many thanks,
Alisha

Share this post


Link to post
Share on other sites

@Alisha sorry I thought you were referring to the Service Manager boards.  The board app however does not display any additional details.  The card containing the request cannot be edited, only moved between lanes or removed.  Hovering your cursor over the reference will not show the details like Service Manager boards, however this should be considered for an enhancement.

  • Thanks 1

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

×
×
  • Create New...