Alisha Posted August 5, 2021 Share Posted August 5, 2021 Hello, We would like to have a quick way to view a customer's request history please. When we are logging a request for a customer and have the capture screen open, we would like to click on a button that would open a new tab and go straight to the customer's previous requests. Could a button for this be implemented please? Many thanks, Alisha Link to comment Share on other sites More sharing options...
nasimg Posted August 5, 2021 Share Posted August 5, 2021 +1 Link to comment Share on other sites More sharing options...
Steve Giller Posted August 5, 2021 Share Posted August 5, 2021 You can right-click the customer in the right panel, open in a new tab, and see all their requests there. A button would be slightly quicker but I don't think it holds any great benefits, as I'm pretty sure it'd simply take you to the same view. Link to comment Share on other sites More sharing options...
Alisha Posted August 6, 2021 Author Share Posted August 6, 2021 Hi @Steve Giller, Unfortunately the right-click doesn't work for us. Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted August 6, 2021 Share Posted August 6, 2021 Hi @Alisha I think that @Steve Giller is talking about the option in the 'logging' screen (so when you're actually logging the request), once you've selected the customer, that record should then be added to the Summary panel (on the right of the screen) This should then show any open requests for that customer, and right clicking the heading of this panel should give you the option of opening in another tab: Or is that what you did to get to the screen you've shown? (We don't use 'contacts' for our requests, just co-workers at the moment so maybe that's a different option?) Link to comment Share on other sites More sharing options...
Steve Giller Posted August 6, 2021 Share Posted August 6, 2021 Exactly that, @Paul Alexanderthanks. Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted August 6, 2021 Share Posted August 6, 2021 I've just tried with a 'contact' and I get this option: @Alisha I'm wondering if you just hadn't clicked the little arrow on the left hand side of the 'requests' tab maybe!? Link to comment Share on other sites More sharing options...
Alisha Posted August 6, 2021 Author Share Posted August 6, 2021 Hi @Paul Alexander, Yes, it works on the screen that you screenshotted, however, when I click on 'Next' to go to the next screen, it no longer works and I get the screen that I initially screenshotted. We could potentially need to check the call history at any point during a call, not just at the beginning. @Steve Giller Many thanks, Alisha Link to comment Share on other sites More sharing options...
Steve Giller Posted August 9, 2021 Share Posted August 9, 2021 @Alisha We're looking into this - as a workaround you can click on the "Customer" pane to open it up and jump back to that stage, use the link, then click on the pane that you have just left to get back to where you were. 1 Link to comment Share on other sites More sharing options...
AndyG Posted August 18, 2021 Share Posted August 18, 2021 @Alisha We have fixed the link in the right panel for the next release of the Service Manager application. This is expected to be live within the next 2 weeks. 1 Link to comment Share on other sites More sharing options...
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