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Last Post 12/1/2008 4:59 PM by  Rod Weir
Email Manager to always log all jobs under a specified client
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Rod Weir
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3/24/2008 9:46 PM

    Recently we've had a few requests from people asking whether the Email Manager can log all jobs for a specified client, rather than the current behaviour where the Email Manager will try to match up the email address with an existing client in HelpMaster Pro, or create a new client if none are found.

    The purpose behind this configuration is where your helpdesk is a helpdesk for a helpdesk.  Confused?  Le me try to explain.

    If you provide helpdesk services for a company, and they already have some sort of internal helpdesk, often they will escalate jobs to you.  (perhaps you're the vendor of equipment, services or product).  The original job is usually logged in their system by their end client, but by the time you get it, you are only interested in the contact point for that helpdesk - not the ultimate end user whom you will never communicate with.  This is where creating a new client every time via the Email Manager may get a little out-of-hand - you don't want to create a whole collection of clients that are really staff members working at another helpdesk.  All you want to do is log them under a single, clientID that maps to the helpdesk you provide services to.

    In order to achieve this,basically what you want to do is log all jobs coming from a particular email adresss (ie. the helpdesk) under a special client that you've configured in HelpMaster Pro.

    Currently, the HelpMaster Pro Email Manager doesn't support this functionality, however it's something that we're looking into for a future release.  It would be good to get a feel for how this feature / improvement could be implemented.  If this above scenario sounds vaugely familiar, please share any thoughts you have on the subject so that we can make the best Email Manager we can.

    I look forward to any ideas the helpdesk community may have on this one.

    Best regards,

    Rod

     

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    Joanne Crang
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    11/25/2008 2:32 PM
    Hi Rod,

    We've just installed version 8 are now looking at implementing both the web module and email manager. I do have some commetns with regards to your post here. We have the situation where we have multiple staff in say a warehouse or a contact centre and we don't want the calls to be logged to their individual name - we want them to be assigned to the warehouse or contact centre manager. There are several reasons behind this but it would be great to have a option if the email is from this email address then it be logged under this client etc. It is similar to what you have suggested but a slightly different scenario.

    Thanks
    Joanne (Pumpkin Patch)
    Rod Weir
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    11/25/2008 9:40 PM
    Hi Joanne,

    Thanks for your feedback. Good to hear that you'll be implementing the Email Manager. It really is a useful addition to HelpMaster Pro. I know our helpdesk here couldn't do without it.

    Regarding the client/site issue. Here's a couple of ideas that we might consider in the development of this feature.

    1. Have a screen where you could group all the email addresses you identify into a group. Any email address in this group gets logged under a nominated client (which would belong to a site)
    2. At the profile level, have an option that when turned on would make the Email Manager match the domain part of the email address to a corresponding site, and then log the job with the primary client for that site.

    Another related issue may be to extend the concept of a "Primary client". Currently each site can have one and only one primary client. Imagine if you could nominate different types of client roles per site.

    1. Primary client
    2. Support client
    3. Billing contact
    4. Sales contact
    5. Technical contact

    etc.

    Then HMP may be able to implemented different types of workflows based around roles.

    Just some ideas for now. Of course any other ideas would be most welcome. Please share.

    Best regards,
    Rod
    HelpMaster development team
    Check out the HelpMaster roadmap
    Joanne Crang
    Helpdesk leader
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    Posts:40
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    12/1/2008 12:49 PM

    Yes either option would work for us.  I prefer the 1st option where we could group all email addresses unto a group and then nominate which client these get logged under.  The multiple client idea could work will though too, although in our case where we have numerous staff in the warehouse or contact centre it would be simpler to have thier names in a list and only assign the job to the nominated person.

    I think short term we will just not log people that don't curently appear in helpmaster - we'll just log those ones by hand.

    Joanne

    PS One other useful thing would be to be able to base a profile around an email address.  Eg. we have email addresses that produce errors such as errors from our intranet - they always come through from intranet@*.co.nz and if we could set something up to just move these to a directory that would be great.  We never want to log all of the system alerts etc but we do want them stored somewhere for easy access. 

    Rod Weir
    HelpMaster development team
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    12/1/2008 4:59 PM
    Hi Joanne,

    Thanks for the feedback. In the new year we'll be having a good look at the Email Manager and we'll certainly take your ideas on board.

    One thing that we will also look at is improving the filtering, including the ability to filter by email addresses. In the meantime, you may be able to move those error reports based on the subject and/or contents of the email. If the HelpMaster Pro Email Manager can't do exactly what you're after, you may like to investigate the Microsoft Outlook Rules Wizard. Perhaps you could get a combination going between these 2 products.

    Best regards,

    Rod
    HelpMaster development team
    Check out the HelpMaster roadmap
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