Go to previous topic
Go to next topic
Forums Discuss HelpMaster Wishlist
Last Post 11/20/2013 2:56 PM by  Scott Ward
Contact view from Job
 1 Replies
AddThis - Bookmarking and Sharing Button
Author Messages
Itro
Helpdesker
Helpdesker
Posts:21
Points:41


--
11/20/2013 2:39 PM

    Would love it if there was a single click access to the primary client for a job and to the primary site of the job from the window control - ie. where the print button and the quick actions are. 

    We view client and site details often.  It would be really handy if it was a single click action from any location within the job.
    Scott Ward
    HelpMaster development team
    Helpdesker
    Helpdesker
    Posts:25
    Points:29


    --
    11/20/2013 2:56 PM

    Hi Itro

    In the current released version of HelpMaster we have a feature very much like what you are asking for.

    It is the context info dockable window, this can be docked in HelpMaster or clicked at anytime, when a Job is showing it will populate with the contact info for the Primary Client and their Site, with one click hyperlinks to open to the client or site screen.

    If it is not showing on your Screen, it may need to be added from the Dock Windows drop down in the top right of the main toolbar.

    below is a screen shot.

    HelpMaster development team.
    Have you seen what's new in v13 yet?

    Forums Discuss HelpMaster Wishlist
    ---