Tina.Lapere Posted June 29, 2016 Share Posted June 29, 2016 Hi, Can you please let me know how I go about viewing all requests that a customer has made? I used to be able to go to the Customer record within Supportworks and see them all - however I can't see this anywhere in Service Manager. Thanks Tina Link to comment Share on other sites More sharing options...
Martyn Houghton Posted June 29, 2016 Share Posted June 29, 2016 Tina At the moment I believe you still have to install/buy Customer Manager to see these from the customer point of view. You can view Organisation's requests from the Organisation object, but that list is not in a format you can sort or filter by i.e. by contact , which I think is something that would be really useful. Cheers Martyn Link to comment Share on other sites More sharing options...
James Ainsworth Posted June 29, 2016 Share Posted June 29, 2016 Hi Tina, From the request list you are able to type in the customer name into the Filter and it will narrow the list down to that customer. We do also have changes in our backlog to provide lists against the user profile and a contact record. These have not been scheduled as of yet but something that you will see added in the future. James Link to comment Share on other sites More sharing options...
Martyn Houghton Posted June 29, 2016 Share Posted June 29, 2016 James I presume in the request list you will only be able to see those requests you have access too, i.e. are a member of the teams that support the services? Where as if you view them via organisation you can see the basic details for all of them? Cheers Martyn Link to comment Share on other sites More sharing options...
Guest NadeemMazhar Posted June 29, 2016 Share Posted June 29, 2016 Hi Tina, In addition to Jame's note - it is also possible to create a view in the request list to view calls for a specific customer. If you want to look for a specific customers calls - you will have to configure the following view as per my screenshot and amend the name of the customer when required. Once you click save - this will show a list of calls by that specific customer you have specified. Hope that helps. Nadeem Link to comment Share on other sites More sharing options...
Tina.Lapere Posted June 29, 2016 Author Share Posted June 29, 2016 Thanks for your responses. My problem is the ability to see it from within a call they have logged. For example a customer logs a call - and you want to check if they have already logged a similar one from that call/customer. A colleague suggested another button within the call that shows all their associated requests like you can with the assets would be ideal. Link to comment Share on other sites More sharing options...
nasimg Posted June 30, 2016 Share Posted June 30, 2016 I would also like to be able to a customer previous calls (open and resolved) without the need to use a view (which you have to manually amend each time) Link to comment Share on other sites More sharing options...
Ralf Peters Posted July 1, 2016 Share Posted July 1, 2016 we too would like to be able to view Customers call history, could we have another tab for this on their profile page showing any call that has been raised regardless of status ? Thanks Ralf Link to comment Share on other sites More sharing options...
James Ainsworth Posted January 19, 2018 Share Posted January 19, 2018 I just wanted to follow up on this post. A full functioning request list has now been placed on both a user's profile and on a contact's record. This includes filters, exports, and customizing columns. In addition to this there is another tab that shows the services that they are subscribed to. Regards, James Link to comment Share on other sites More sharing options...
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