billypilgrim

Hi There is an option in Setup> Techs>Tech Permissions where you can enable or disable the ability to close tickets for each particular Tech Group. For Clients there is a setting in Tickets> Options called Enable Cancellation By Client- I think Clients only ever get the option Cancel a ticket, not set it to Closed, but you…

Not sure if it would achieve what you want but you can set the Location attribute to a fixed value instead? You can do this in Setup> Client> AD/LDAP connections and this can be defined for each LDAP connection you have setup If it is just on the Client portal you don't want the Location field to appear then you can hide…

Or another thought- if you are using Models then would you need to make sure it was a valid asset type & make/ model combination?

Hi Just thinking, do you have 'Monitor' as an existing type of asset? If you do a data import you can create a new asset type on the fly but I'm not sure you can if you're doing a bulk action, so whatever you are changing the asset type to you would need to set it up beforehand. Other than that have you logged out & back…

You can create action rules where the criteria condition is Tech is Blank so you should be able to do something with that, eg not allowing a ticket to be closed without a Tech. I have something similar for tickets where the Client is an automated email address so the Tech can't complete the ticket until they have changed…

Hi Not conclusive by any means but for us the assigned Tech or Tech group definitely get an email whenever a ticket is escalated or reassigned & you click Save, regardless of what ticks are in what boxes in the recipients. I think this will depend on how you have the Notifications section set up in Techs & the Force Email…

I think the problem is that there are separate Custom Fields for the Client & Custom Fields for Tickets. You can map Client Custom Fields to AD attributes (in AD/LDAP Connections> Attribute Mappings), but these would only show up on the Client tab, not populated into the Ticket details, which is what I think you want to…

Hi Gianni I have found this also in our case -with the Add any new Departments box ticked in WHD the LDAP sync will create a new department/ location when one appears in AD but it can't remove or change an existing one. For example if you had a user with a department called 'Marketing1' and you changed it to 'Marketing2'…

Hi Jag I thought this was governed by the Country in Setup> Time & Place> Business Zones? We are in the UK and though we aren't using the Parts & Billing for anything when I go into the rates section the currency unit is listed as Pounds Sterling.