1) First we don't use the billing module since we are already using
Quickbooks. I figure out how to disable the billing module for users but
some billing tabs still appear such as Billing, Payments, Billing
Details, any way to make those not appear? They are not needed by our
employees?
In order to hide those tabs you would have to edit the footer.php file
manually. There is no setting that provides a way to hide those.
That worked, thanks! Didn't really know where to look for those tabs.
2) When creating new customers is there any way to get rid of some
fields from showing up? For example, we don't really need the "Country"
or "Secret Question" fields right now. Also as mention in #1 some of the
billing fields as well.
No, those fields are pretty much part of it. You would have to edit
the code to hide fields like those.
I left Country field and just changed the other fields to "Future Use"
in the dictionary file.
3) We use the support module more as a provisioning module. Currently
there is 1 level of automatic notification when a service is added. For
our services we actually require several steps to take place before a
service is ready for a customer. As a future it would be nice to have
the application automatically forward tickets onto each group/user as a
service is completed essentially creating a process flow that needs to
be completed before final activation of the service.
You can direct a message to someone else by click on the message's
ticket number when it's shown on your listing of messages sent to you,
This will open the message editor. You can then choose someone else
to send the message to from the list. It's not as elegant as a nice
workflow system, but it may work for now.
yes, that's how we plan on doing it for now, but it would be a nice
feature as a future upgrade.
4) We use trouble ticket express (http://www.troubleticketexpress.com/)
as customer support system. Maybe in the future letting the application
call into external modules would be nice.
You may be able to create a module tab that would open up
troubleticketexpress for that customer, if you can key the trouble
ticket express URL query using something like customer's CitrusDB
account number which is always available to a module using the
$account_number variable. Essentially the module would be a simple
redirect or iframe holding trouble ticket express.
Unfortunately my programming skills in PHP are very limited. S
Bret
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