Connecting sales/projects and requests
Hi
We're trying to link requests in service with projects and sales in crm.
There is a built in tab in both crm sales and projects called Requests. I've not found a way to get request to show up in this request tab.
There is a FAQ post about this, but it does not make sense that we have to create a web panel when there already exist a Request tab.
https://community.superoffice.com/en/support-faqs/faq/how-do-i-create-a-link-betweensales-orprojects-in-superoffice-crm-and-requests-in-superoffice-service/
I did create a custom field in the tables for service called "Project", restarted Netserver and assigned a test request to this project. IT works nicely in Service where it searches amongst the projects, I selected an existing project. So far so good.
The problem is that the request is not shown in the Request tab of the project.
How can this be accomplished?
Thank you in advance
Ole
All Replies (3)
Hi Ole!
You need to add a tab in project to display the requests that are linked to projects using project relation. We use it a lot and also have a company relation as a request connected to a company disapears it the person having the request is deleted.
Table in Service
Properties on table
Properties on tab in Project in Sales (web address is the URL to the table)
https://online.superoffice.com/CustXXXXX/CS/scripts/ticket.fcgi?action=listTableEntries&table=ticket&field.0=ticket.x_ticket_project&value.0=<prid>&login_secret=<usec>
<prid> is the project id that filters the tickets
Archive in projects
Edit screen in Ticket
Good luck!
BTW, there is a new Ticket tab in Sales and Projects but I do not know (yet) how to configure that one. Maybee its something for the future
BRGDS/ Göran Falkman
Hi
Yes, the above method works fine, I've done that without any problems. I just wanted to take advantage of the new Request tab.
I got information from SuO today that the built-in Request tab will be part of the new embedded customer service in CRM.
So once that gets released the functionality should be out of the box
Best regards
Ole