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Last Post 2/9/2011 10:22 PM by  Rod Weir
Configuration/Customisation
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John Warner
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2/9/2011 10:02 PM

    Hi All,

    Is anyone aware on how customisable HelpMaster is.

    Our site is set up so we receive calls from Clients wanting to book Video Conferencing but we do not have a sync with AD so end users are not actually in the system.

    I am wanting to set the system up so that you have a master/parent site and then have the opportunity to select a site location from a drop down box, say select ----->-----> , be we also need to add a custom field so I can add details of staff member booking the service ie. Name and contact number.

    So I need to know if you can A) Set up Agency as a Parent Org (can only find a way to set up as client)
                                                       B) Add a custom field with a drop down box (so when parent org is selected it provides a list of rooms at that location only)
                                                       C) Add a custom field (free text) where you can type in name and address of customer making the booking.

    I have only just starting using the evaluation version but I am very knowledgeable when configuring SD tools and I have seem to have run out of options so here I am.

    Cheers

     

    Rod Weir
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    2/9/2011 10:22 PM

    Hi John

    Thanks for your post and welcome to the HelpMaster discussion board.

    Client import from AD / text file.

    You can use the HelpMaster Active Directory module to import and sync your Active Directory users.  You can also use the import utility (Adminstration menu) to import from an XML file.

    Logging jobs etc

    When jobs are logged in HelpMaster, you need to link at least one client (person) to the job.  Clients in turn can be linked to a site (building / organization etc).  Each client has all of their contact details stored against their record.  This can be viewed in the client screen.  You can also use the Field chooser to display client or site details whenever you are viewing job data.

    So when logging a new job, you don't necessarily have to have a dedicated text box/drop-down box on the job screen to store client or site data.  This can be stored back at the client or site screen.  You just link the client to the job at the point of logging it.

    Having said that, you can create custom fields (text box, drop-down box etc) and have them displayed in the "Custom" tab of the job screen that could be used to store the data you're after.

    Custom fields changing dynamically based on selection

    Currently HelpMaster does not do this.  Once a custom field has been created and defined, they will not change in their scope, data content or appearance based on other parameters of the job / entity that it is associated with.  We are considering updating this behaviour in future releases.

    Hope this information helps and makes sense.

    Please feel free to call the office (02 62784664) to discuss options if you like.

    Best regards,
    Rod

     

     


     

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