Re: custom fields, required fields, documentation

[Bryan Alsdorf]

Hi Bo,

Bo Gusman wrote:
>  > Bryan Alsdorf wrote:
> 
> Hi Bryan, thanks for your reply. I'm developing lots of questions that, 
> as they're answered, I'll post on the wiki for the benefit of others.

That will be great.

> 
> Q.   The "Configuration" section at the top left of the admin screen 
> only appears in the Default Project. Is this intended behavior?

The configuration section only shows if you have a role of administrator 
in the selected project. Technically it should show that section if you 
have a role of administrator in ANY project, but for now it looks at the 
currently selected project. Check what role you have in the other projects.

> Q.  A feature request really - is there a place to log these?

This is the best place to ask. We will either do them, reject them or 
log them in our internal Eventum to be worked on in the future. 
Eventually we will create a public Eventum instance so everyone can see 
our plans, but for now they are internal.

>    1)    User defined field order on report screen
>    2)    User defined required fields

Added to our TODO.

>    3)    Clock In/Clock Out linked to time spent working on the issue 
> (Joao's recent explanation about SMS alerts was counter intuitive to me, 
> but I'm sure you all have a reason for it behaving the way it does.) 
> We'd like to track how much time an agent spends working with a customer 
> on a problem and an automated means of doing so would be ideal.

Your right, it is not the most obvious setup in the world, but that is 
what we needed internally. We are open to changing this in the future. 
Since Clock In / Out is not issue specific you couldn't actually use 
this data to determine how much time was spent with a specific customer, 
  there would have to be something in each issue to automatically 
capture it. For now agents will just have to keep track of and enter 
time manually in the time tracking section.

> Q.   On the issue overview page at the bottom there are 3 blocks - Time 
> Tracking, Internal Notes, Phone Calls - with no obvious way to enter 
> data there. Is there something that must be set up to enable these? In 
> particular, we frequently have several contacts with a customer and we'd 
> like a chronological history of the issue. It seems like the Notes is 
> where this should be.

On the right side of the block you should see a 'show' link to expand 
those sections. By default if there is no content those sections are 
collapsed to save space. I have added a TODO item to make that more 
obvious (we have received several comments on that).

> I'm sure that I'll have others - I'll try to be judicious in asking them.

Ask away!

Regards,
/bryan