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Customer Assignment and Multiedit

Last post 05-15-2007, 3:30 PM by Dragan. 3 replies.
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  •  05-15-2007, 7:11 AM 11632

    Customer Assignment and Multiedit

    We are still in our infancy in adopting OnTime, but have recently moved to the hsoted version of 2007. I have entered some of our custoemrs and continue to enter more contacts. It *seems* that unless a contact already exsits that can be used to reference an incoming item (Defect, Feature Request or Incident) that OnTime will never go back and run that check again.


    Scenario:

    Customer: Joes Apple Cart

    Contact: Joe@applecart.com

    If I have Joe in OnTime before he submits an issue, the Customer is properly related. If I add him AFTER an object already exists, I have to manuallt associate the Customer with that item.

     

    Ideal Solution: A task that can be run to recheck items for proper Customer Assignement

    Acceptable Solution: An extension to Multiedit to support Customer Assignment (While here, why can I not Multiedit any darn thing I want?)

    Also Possible: I am a toolbox and am simply doing something incorrectly.

    Please assist

  •  05-15-2007, 2:31 PM 11639 in reply to 11632

    Re: Customer Assignment and Multiedit

    The OnTime application was not originally designed to automatically check and associate new items with the customer portal users. This has been submitted to our customer feedback section as a possible feature enhancement of the OnTime application in the near future.

    Thank you,


    Dragan Marceta
    www.Axosoft.com
  •  05-15-2007, 3:23 PM 11648 in reply to 11639

    Re: Customer Assignment and Multiedit
    Thanks Dragan. What about the extension of Multiedit?
  •  05-15-2007, 3:30 PM 11649 in reply to 11648

    Re: Customer Assignment and Multiedit

    The Multi-edit request has also been submitted as well.

    Thank you, 


    Dragan Marceta
    www.Axosoft.com
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