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11 Topics and 22 Replies Web Portal, client self-service and remote access  11  22  Discussion board for any issues regarding the HelpMaster Web Portal
RE: Job Templates get a n...
by  Rod Weir
11/15/2018 10:28 AM
11 22
RE: Job Templates get a n...
by  Rod Weir
11/15/2018 10:28 AM
32 Topics and 88 Replies Email Manager  32  88  Email response management changes the way you do business. The Email Manager has many options - discuss them here.
RE: Emails marked as "rea...
by  Rod Weir
4/10/2018 11:23 AM
32 88
RE: Emails marked as "rea...
by  Rod Weir
4/10/2018 11:23 AM
10 Topics and 11 Replies Priority Manager and Triggered Events  10  11  Share your escalations, SLAs, workflows and other automations you've made with the Priority Manager and/or the Triggered Events
RE: Triggered Events on A...
by  Josh B
11/4/2016 1:59 PM
10 11
RE: Triggered Events on A...
by  Josh B
11/4/2016 1:59 PM
12 Topics and 26 Replies Active Directory  12  26  Discussion of the HelpMaster Active Directory module. Synchronize users and provide single-point logon for HelpMaster
RE: Validation message : ...
by  Anne Savoie
4/21/2016 9:42 PM
12 26
RE: Validation message : ...
by  Anne Savoie
4/21/2016 9:42 PM
7 Topics and 4 Replies Workflow and Process  7  4  Discuss workflow and process design.
Copy and Paste workflow
by  Rod Weir
12/2/2019 10:42 AM
7 4
Copy and Paste workflow
by  Rod Weir
12/2/2019 10:42 AM
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0 Replies and 6344 Views Timezone support - important database changes  6344  0 Started by  Rod Weir Just a quick notice about the next version of HelpMaster due to be released Q1 2012.&160; This version will have full timezone support. &160;This means a much better experience for anyone using HelpMaster in a distributed environment across different timezones (countries, states, daylight saving etc).&160; This new version will display all dates to reflect the time zone they were originally recorded in, as well as the local time.&160; It also avoids time mismatch issues where jobs can be c...
0 6344
1/18/2012 7:41 PM
0 Replies and 5195 Views Override Date Logged  5195  0 Started by  Rod Weir Received via tech support Sometimes we get calls out of hours and we may not get to a computer straight away. How can we capture the time taken from the initial customer contact Ideally we want to override the Date Logged date Your advice would be appreciated. Yes, it is possible to 'back date' a job.&160; When logging a job, fill in the job details as usual and click the Action button also as usual.&160; On the Action screen, select the Properties tab and over-ride the date to th...
0 5195
1/15/2012 6:52 PM
1 Replies and 6056 Views Using the Private tick box  6056  1 Started by  David Tesoriero When ticking on 'Private (Staff viewing only)' for a progress note it is still visible in HelpMaster Desktop Isn't the note supposed to be marked differently Or are they just not visible when reporting on the job in question I have tried printing out the job out as a report the private note still appeared Can you please explain how the private flag works Cheers
1 6056
by  Rod WeirJump to last post
1/10/2012 5:37 PM
2 Replies and 6799 Views Question on Links and Attachments for a Site  6799  2 Started by  Rod Weir Received via tech support For each of our customers, we have a site documentation document in an MS Word format. The files reside in the customers folders on our network. Eg. X:\clients\ABC Company\documentation\ABC Network Documentation.doc Generally when we are working on a customer's network we need to refer to this document. If we need to work on a job, we open up HMP, open the job to get the details, and open the site to get a phone number or contact info. We then need to open u...
2 6799
by  Rod WeirJump to last post
9/26/2011 10:56 PM
0 Replies and 5044 Views Custom Fields Administration  5044  0 Started by  Dennis Odri We just received the following from one of our clients; 'We would like to update the components under the Custom tab In the Company details page.  How can we go about doing this' The most common cause of problems creating and administering custom fields is lack of elevated permissions required to the HelpMaster database. This knowledge base article outlines minimum permissions to edit system codes / custom fields as per the 'Admin User' elevated permissions. Creating new custom fields i...
0 5044
9/12/2011 6:03 PM
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Forums Discuss HelpMaster Using HelpMaster
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New version - HelpMaster v24 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

 New version - HelpMaster v23 now available! by Rod Weir in Announcements with 0 replies A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

 March 2023 v22.7 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

 July 2022 release now available - New version released! by Rod Weir in Announcements with 0 replies A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

 June 2022 v22.2 maintenance release now available by Rod Weir in Announcements with 0 replies A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...
RE: Use PowerBI for HelpMaster dashboards by Rod Weir in Reports and reporting Hi SR, Thanks for the post. Yes, the PowerBI reports for HelpMaster have been well received. Download the latest version, from here. https://www...

 RE: Use PowerBI for HelpMaster dashboards by Scenic_Rim_IT in Reports and reporting Hi Rod - just wondering how PowerBI reports are going? Any chance you have a beta/pre-release version we can help test for you?...

 New version - HelpMaster v24 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpr...-f...

 New version - HelpMaster v23 now available! by Rod Weir in Announcements A new major release of HelpMaster is now available! Read about some of the new features and improvements here:  https://docs.helpmasterpro.com...

 March 2023 v22.7 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.7 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

 July 2022 release now available - New version released! by Rod Weir in Announcements A new feature release of HelpMaster is now available!  v22.7.22 For a list of the major new features of v22, see the new documentation site ht...

 June 2022 v22.2 maintenance release now available by Rod Weir in Announcements A maintenance release for v22.2 HelpMaster is now available! The maintenance release fixes a number of issues that have been reported since the ini...

 February 2022 release now available - New version released! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

 November 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v22, see the new documentation site https://docs.helpma...

 May 2021 release now available - New Major Version! by Rod Weir in Announcements A new major release of HelpMaster is now available! For a list of the major new features of v21, see the new documentation site https://docs.helpma...