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0 Replies and 673 Views HelpMaster development discussion    673  0 Started by  Rod Weir Have you ever wanted to know what the developers of HelpMaster are working on Would you like to see pre-release glimpses of HelpMaster and discuss the direction we're taking Now you can! In order to provide better transparency and provide the latest updates and news about the next version of HelpMaster, PRD Software will be posting details about the development progress of the next version of HelpMaster. Feel free to comment, post and discuss.
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07/29/2016 3:29 PM
5 Replies and 2308 Views Spotlight on workflow object - Log new job  2308  5 Started by  Rod Weir The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful is the new 'Log new job' object.  As the name suggests, this workflow object allows you to create a new job by selecting a job template.   When you select a template to use, you can also select whether to log the job silently, or with user interaction.  Silently means that the job will be logged right there and then, without any...
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by  Josh BJump to last post
02/01/2017 10:54 AM
0 Replies and 841 Views Template catalogs  841  0 Started by  Rod Weir Another great new feature of v17 is 'Template Catalogs'.  Template catalogs are groupings of Job Templates and Knowledge Base articles.  Each catalog can then be published to the new-look web portal.  Template catalogs allow a business to group together similar job types and articles (and other things in the future) so that users on the web portal can quickly and easily drill-down into the grouping and find what they're after.  This makes the user experience on the web for ...
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09/09/2016 4:59 PM
0 Replies and 846 Views Clients can now link to multiple sites  846  0 Started by  Rod Weir Another handy feature of HelpMaster v17 is the ability to link clients to multiple sites.  Previously clients could only be linked to 1 site only. This option really opens the door to a whole new range of business scenarios and workflows, and it ideal for staff/clients that move around between sites, or contract/work at different companies etc.   When multiple sites are links to a client, you can nominate one as the primary site.  When logging a job for the client, this is the ...
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08/26/2016 3:11 PM
0 Replies and 807 Views Control Sets - think custom fields, but much, much better...  807  0 Started by  Rod Weir One of the major new features of the next version of HelpMaster is the control sets. Think of control sets like mini-forms that you can design, and then associate with jobs, clients, sites and assets. Controls sets are similar to custom fields in that you can define the control type, values, and validation, however the awesome thing about control sets is that you can add one or more of them to each entity type within HelpMaster.  Individual control-set fields can also contain conditional...
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08/19/2016 4:37 PM
0 Replies and 780 Views Workflow improvements  780  0 Started by  Rod Weir The workflow feature of HelpMaster is a very powerful tool to design, build and execute business processes.  It has proven to be a popular part of HelpMaster, and the dev team have spent considerable time on developing the next version of workflow.  Improvements include: New workflow objects Powershell scripting Variables Scripted decisions Smart connectors and lines Milestones Log job via template  ...
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08/12/2016 1:26 PM
0 Replies and 845 Views Next-gen web portal  845  0 Started by  Rod Weir The next major release of HelpMaster will feature our brand-new, built-from-scratch web interface.  Not only does it look great and is fast, it includes a lot of new functionality, particularly for customer self-service. The new client-facing web portal will display 'Template catalogs', which are grouping of Job Templates.   Once a user has drilled into the appropriate job template, the new 'Control Sets' feature can be used to display and store custom data fields for each indivi...
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08/05/2016 3:06 PM
0 Replies and 758 Views New-look log job screen  758  0 Started by  Rod Weir The log job screen is one of the most heavily used screens in HelpMaster. For the next release of HelpMaster, we're adding some new functionality to it, as well as a re-arranged look.  Here's a quick screen-shot. Things to note: 1. There are visual quick-pick selectors for client, site and asset 2. If you pick a client, the drop-down boxes for site and asset will automatically fill with the sites/assets that the client is linked to.  In the next version, clients can be...
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07/29/2016 3:43 PM
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Intermittent Slow Performance on win 10 by Richard Baler in Bugs!!! with 0 replies We have V16.7.11 installed and on win 7 it works fine but using on win 10 we are finding that intermittently when either open/updating jobs we are get...

Email tags not working. by David C in Email Manager with 1 replies Hi, I recently got the email service working and was poking around other areas (new to the software) and for some reason email template tags are not ...

Knowledge Base improvements by Rod Weir in Wishlist with 0 replies We've recently received some requests to improve the knowledge base feature in HelpMaster via our support channel.  I'm re-posting some of the id...

Triggered Events on Assets by Josh B in Priority Manager and Triggered Events with 3 replies I want to set up some automation for Assets but I need some help.  Rather than sending a support email through, I thought I'd share the developme...

Automatically unsuspending jobs by Josh B in Priority Manager and Triggered Events with 2 replies Today I implemented some Priority Manager profiles to automate the unsuspending of jobs once a target date is reached.  Thought I'd share... ...

Use PowerBI for HelpMaster dashboards by Rod Weir in Reports and reporting with 0 replies Microsoft PowerBI is a powerful dashboard tool that allows you to quickly create dashboards based on your helpdesk / service-desk data.  With an...

Template catalogs by Rod Weir in HelpMaster development with 0 replies Another great new feature of v17 is "Template Catalogs".  Template catalogs are groupings of Job Templates and Knowledge Base articles.  E...

Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development with 5 replies The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful i...

Clients can now link to multiple sites by Rod Weir in HelpMaster development with 0 replies Another handy feature of HelpMaster v17 is the ability to link clients to multiple sites.  Previously clients could only be linked to 1 site only...

Control Sets - think custom fields, but much, much better... by Rod Weir in HelpMaster development with 0 replies One of the major new features of the next version of HelpMaster is the control sets. Think of control sets like mini-forms that you can design, and t...

Latest posts including replies

Intermittent Slow Performance on win 10 by Richard Baler in Bugs!!! We have V16.7.11 installed and on win 7 it works fine but using on win 10 we are finding that intermittently when either open/updating jobs we are get...

RE: Triggered Events on Assets by Josh B in Priority Manager and Triggered Events So there were several unexpected challenges here. It took a long time to get database permissions enabled for sp_send_dbmail. Then there were some b...

RE: Spotlight on workflow object - Log new job by Josh B in HelpMaster development This looks really great. Can't wait!...

RE: Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development Hi Josh, Thanks again for the feedback and ideas. The new workflow designing has some of these things already.  Keyboard support has been i...

RE: Spotlight on workflow object - Log new job by Josh B in HelpMaster development Couple more ideas for workflows. First, I want to point out that the pattern I have adopted is to have an message box present instructions then an act...

RE: Email tags not working. by Rod Weir in Email Manager Hi David, Thanks for the information. Can you tell us what version of HelpMaster you're using, as well as what module is sending the email (Deskto...

Email tags not working. by David C in Email Manager Hi, I recently got the email service working and was poking around other areas (new to the software) and for some reason email template tags are not ...

RE: Spotlight on workflow object - Log new job by Rod Weir in HelpMaster development Hi Josh, Thanks for you post – some good ideas and feedback here as usual. Your idea of having a pre-job workflow is something we’ve alr...

RE: Spotlight on workflow object - Log new job by Josh B in HelpMaster development Over the past couple of days I have been looking at workflows in v16.10.17.4 (without the changes mentioned above). We are attempting to map one of o...

RE: How to improve SQL Server performance and thus HelpMaster's too. by Josh B in HelpMaster SQL Server database Thanks for the tip about business time. Makes total sense. Can you elaborate on anything we can do in terms of database maintenance, indexing or o...