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218 results found

  1. I added a couple of custom fields to our Contacts. Would be great if we could bulk import the details with a CSV file.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  2. Add a Mobile Phone column to the Contacts CSV Import template and make sure it populates the Mobile Phone field in Customer Contacts.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  3. We neet to be able to run an asset report for our clients (and ourselves). It should include the devices along with the custom assets since devices are assets as well.

    8 votes

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    1 comment  ·  Customers  ·  Admin →
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  4. Could we get a "Notes" section for a client contact? Right now we're opening a ticket, creating the note, then resolving the ticket. We don't want to use tickets as notes.

    1 vote

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    1 comment  ·  Customers  ·  Admin →
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  5. I would be nice to be able to keep any tickets from a closed customer.
    Actually, closing a customer mean to delete any datas (computers but also tickets).
    But any tickets is important for the records.
    Thanks :)

    3 votes

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    0 comments  ·  Customers  ·  Admin →
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  6. Custom fields for contacts.
    Ability to create One custom field that has a Multi Check box feature. Ability to select multiple checkboxes at one time. Example (all boxes can be checked) Main POC, Champion, Accounting POC, Purchasing POC, Champion POC, Technical POC

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  7. Add some extra fields to the customer information (where their phone # and address are listed) for things like ISP, Email host, domain host, phone provider, etc. Having a field for the provider/host and the corresponding contact information would be nice.

    Also have a full notes section for each customer would be nice for storing client information. Basically just put a single page of the knowledge base on each customer portal where it's a full page editable field that you can store random client information.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. This will allow the IT-Dpt to notify users of things, say the office's antivirus is being changed to another. Just send a pop-up to the screens to remind them to keep their machines on when they leave so the IT-Dpt can use scripts while they're out of the office so no one's work gets disrupted :)

    6 votes

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    1 comment  ·  Customers  ·  Admin →
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  9. Emails from people who talk in all caps.
    Some people never learn to just use normal punctuations and email etiquette.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  10. We are limited to only 5 asset types. This is very short sighted since there are many more types of assets in the IT world. i.e. Phones, Switches, Routers, Computers, Monitors, Toner, to name a few. We should be able to add as many as we need.

    6 votes

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    1 comment  ·  Customers  ·  Admin →
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  11. Sub folders

    4 votes

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    0 comments  ·  Customers  ·  Admin →
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  12. Within the contract there's Hourly rate and Overage rate. Many of us will also subtract from the block hours differently when we work after hours & weekends, however there is no field for this in the contract. Support suggested I create a separate contract for After hours, but this will not work. It creates a separate block of hours to pool from. Also reports can only be pulled from one contract at a time. Again this doesn't work. Please add a field in the Block Time contract for After Hours rate as well as Overage -After Hours rate.
    Thank you.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  13. We need to be able to edit contact information for customers. I have tried to add phone numbers and extensions, only to have the program not take it, and I had to reach out to a tech to see why. They explained that we aren't able to add anything but numbers when editing the phone number portion, but even if I add an extension number after the main part of a phone number, it won't "take". Why can't there be a field added for phone extension? Also, just trying to edit any field in general is hard to do because…

    5 votes

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    1 comment  ·  Customers  ·  Admin →
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  14. edit costumer suvery

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  15. It would be great to get Customer Satisfaction results via the API.

    The report available in the platform currently lists all results for each ticket but I would really like to get an overall for each customer and all customers.

    6 votes

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    0 comments  ·  Customers  ·  Admin →
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  16. Since devices are assets too, it would be nice to see them or, at the very least, copy them to the Assets tab so all assets can appear together... and then be able to report on all of it.

    6 votes

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    0 comments  ·  Customers  ·  Admin →
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  17. More extensive notes:
    I cannot see anyway to write general notes about a customer besides a one line note.

    30 votes

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    3 comments  ·  Customers  ·  Admin →
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  18. Allow us to mark a customer as delinquent on their account, and then it shows some type of icon or symbol next to their name on their portal and any tickets for them.
    That way techs can easily see when a customer isn't paid up and can address it accordingly.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  19. Currently only an admin can create folders under Customers Tab->CustomerName->Devices. Could you add the ability to assign permission to a normal user to do this? Assigning Full Admin rights to 1st line support engineers just so they can create a folder is not a good idea.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  20. Provide an option to select multiple users and update/delete in bulk.

    16 votes

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