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[SOLVED] how to lin...
 
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[SOLVED] how to link client and ticket

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(@ileduc)
Posts: 35
Active Member
Topic starter
 
[#7633]

Hello everyone,
I am currently in a project of installation of Projeqtor and I have a question : how can you link a client in a ticket ? I am looking for a way to have access to all tickets of on one client on one screen.
Currently, I can only have information of tickets link to a requestor. And I cannot find a way to improve that.

Thank for your help
best regards


 
Posted : 16 Jul 2021 16H26
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Link is not direct.
Ticket belongs to a project which is possibly linked to a client.
You can also define the requestor on the ticket. The requestor is a contact that is part of the client.
If you need a direct link, you can use our Screen Customization plugin to add field "idClient". This will add a select list of clients on the ticket.


 
Posted : 16 Jul 2021 16H56
(@alain-fourastie)
Posts: 366
Active Member Moderator
 

Hello,

it could be an improvment as a dev.
Am i answering to Jerome from Belgium?

Bye.


 
Posted : 16 Jul 2021 16H57
(@ileduc)
Posts: 35
Active Member
Topic starter
 

Hi,
thanks for your answers. Fyi, I am not Jerome from Belgium !
I will go with the field "idClient" because we have the plug-in and see if it fits our requirements.


 
Posted : 16 Jul 2021 17H31
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