Specialist Side - Custom fields, Unattended Access List
In addition to Name, Company, Phone and Email it would be helpful if a custom field could be declared, such as "Device ID" or "Ticket Number".
Ray
shared this idea
You can add additional information in the Customer Profile today.
Win 8 app
- From the App Bar, choose Details
- In the fly out, tap the Customer Notes button
Win 32
- Right click the Specialist system tray icon
- Choose unattended access
- Highlight a Customer, then choose Customer Summary
Your customer’s details and free-form notes will appear in the summary.
To edit the notes:
- Connect to the Customer
- Choose File → Profile and Notes
- Click the Customer tab, and fill in the notes in the field provided.
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Ray
commented
My apologies for the upset! That is a good suggestion, I will use it accordingly! Thank you for your response.
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Point taken. This is a bit of a balancing act from a usability perspective and I've added it to the enhancement list. You have likely just upset a UI/UX designer. ;)
In the meantime, You can add those details in the existing Name and Company fields -- for example in the company field, put the Device ID instead of a company name, or Device ID - Company Name.
Whichever details you want front-and-center can be added into those fields. Those fields can be sorted by clicking the headings at the top of the window. Any further drill down details can be added to the free form Customer Profile as noted in the previous comment.
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Ray
commented
I appreciate your detailed responses, sorry about the vague request, I would prefer the ability to display one of these custom fields in the "Unattended Remote Access" form. Specifically I would like to display the Device ID of each machine, and sort the list according to such. It would take a significant amount of time to check each client looking for a specific Device ID.