Contacts - Service Manager Requests

[Martyn Houghton]

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

[TrevorKillick]

Hi Martyn

My Apologies i have given you the wrong information here, i just checked with Development and the Request List against an Organisation Should be available to you without the need to have a customer manager licence.

As for requests against an contact, i must have got these two mixed up but i will raise this with development and see if there are any plans to add a request list in the contact view.

Kind Regards

Trevor Killick

[Martyn Houghton]

Trevor

Thanks for clarifying the issue. Would be good for requests for a contact to be view able in both Service Manager and Customer Manager.

Cheers

Martyn

[James Ainsworth]

Hi @Martyn Houghton

I just wanted to update this post to say that a full Request List is now available on the Contact record. 

I hope this helps.

Regards,

James