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Ajout de champ
 
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Ajout de champ

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(@nicolas-remarsa2points-com)
Posts: 4
Active Member
Topic starter
 
[#4107]

Bonjour,

Nous utilisons Projeqtor pour gérer des tickets d e hotline.
Nous avons créé un projet dédié et créons des tickets à chaque appel.

Nous aimerions importer notre bdd client afin de pouvoir affecter chaque ticket à un client existant et ainsi avoir un historique et accès à leurs coordonnées.

Y-a-t-il une solution pour cela?

Cordialement


 
Posted : 15 Feb 2017 18H02
ANOLL
(@krowry)
Posts: 131
Active Member
 

Hello,

Please post your question in english.

It's the only one rules on the forum.

Thanks.


 
Posted : 15 Feb 2017 18H03
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Please post your questions in english


 
Posted : 15 Feb 2017 22H34
(@nicolas-remarsa2points-com)
Posts: 4
Active Member
Topic starter
 

Hello,

We use Projeqtor for hotline, we create tickets on one project.
The problem is that we can't affect a ticket to a client (to have an historical).
Is it possible to import our database (customers : name, adresse, phone...)?
Is it possible to select a customer for each ticket in one project?

Thank you.

(sorry for my bad inglish)


 
Posted : 16 Feb 2017 0H19
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Is it possible to import our database (customers : name, adresse, phone...)?

Yes, use import feature.

Customer is not selected on Ticket, it is selected on Project...
Then requestor for ticket can be selected on tickets from contacts of project customer.


 
Posted : 16 Feb 2017 0H57
(@nicolas-remarsa2points-com)
Posts: 4
Active Member
Topic starter
 

Thank you for your answer.

"Then requestor for ticket can be selected on tickets from contacts of project customer. "
-> I have only one project for all tickets about hotline : I can't create a project for each call and then create a ticket.
Do you think I can manage my hotline's ticket simply with Projeqtor or I must use an other soft?


 
Posted : 16 Feb 2017 1H36
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Of course you can.
Just just need one project.
But maybe you should use "contact" instead of "customer".
This means you may have one only customer, a "global" one, and each contact will be your customer.

Other idea is to use the Screen Customization plugin to add idClient in screen Ticket.
This way, you will be able to select customer (references in Client object) on the ticket.


 
Posted : 16 Feb 2017 20H49
(@nicolas-remarsa2points-com)
Posts: 4
Active Member
Topic starter
 

Thank-you for your answer.
It's a good idea but in my tickets I don't have the field Contact!


 
Posted : 20 Feb 2017 19H42
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

With Screen Customization plugin, you can easily add new field.
Just name it idContact and it will work as expected.


 
Posted : 24 Feb 2017 23H07
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