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Customer Info

Last post 07-03-2007, 7:27 AM by arasha. 2 replies.
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  •  06-28-2007, 12:26 PM 12197

    Customer Info

    We have been evaluating OnTime  over the past several days, we like a lot of the features but one thing seems to be holding us back.

    There does not seem to be any available means to store any customer information other than name and email.

     

    When we take support calls, we like to know more about the customer than just their name.

    We offer varying support plans, people have different version of our software – we like to track who has upgraded and who hasn’t

     

    Does anyone know of any ways to incorporate additional info ?

    If we use the web client, can our own pages and code be linked into the main interface?  

  •  07-03-2007, 5:28 AM 12242 in reply to 12197

    Re: Customer Info

    Certainly, the information which is stored under the customer portal is quite limiting.

    One option is to set up a different project per customer which can then have custom fields which can be set to record information about the customer project.

  •  07-03-2007, 7:27 AM 12244 in reply to 12197

    Re: Customer Info

    Hi Guys,

    Adding more fields to customers information is high on our list for our next major release.

    Thanks,

    Arash

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