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Added Compliance Step In Lead To Receipt (Beta)

A compliance step and its settings will be released in version 1.21.16.

Note that this is only the first phase of the compliance phase that is being released and it is still in beta testing.

It is recommended to turn it on only after beta testing has been completed.

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Added Outbound SMTP Settings To Settings Menu

We have added the ability to configure outbound smtp settings from the settings menu in v1.21.11.

Usually this was only configurable on the server itself.

Go to Setup –> System Settings –> Mail SMTP Settings

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Master And Sub Accounts

HeroTill now has the functionality to keep track of Master accounts and their sub-accounts instead of just a normal customer account.  This is especially useful in cases where you have companies with a lot of branches that need to be linked to the main company profile or in cases where one company pays the bill for all their branches. This was released in version 1.21.08

This function is also to be used for the Reseller module which is yet to be released.

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OAuth 2 Compliant API

HeroTill has added an OAuth 2 compliant API.

This API can be used for any third party integration.

There is a few customer, radius and helpdesk calls already available and we will add a few more API calls in the near future.

To view the new API, Got to Tools –> API

OR  yourinstance/api

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How To Do Multi-Column Ordering

All list views in HeroTill can be ordered by its columns by clicking on the column. By clicking on an already ordered column, it will order ascending/descending again depending on the amount of times clicked.

How to do multi-column ordering:

You can click on a column and then shift click on a secondary, tertiary, etc. column to order by.

The sequence you click on the columns is the sequence the list will be ordered by.

The columns you want to order by does not have to by next to each other.

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View Real-Time Usage Graphs

On the “Active Data Sessions” widget on the customer edit screen (customer profile), you can now see the real-time usage graph for active radius users.

Click on the “Show Real-time usage graph” button on the widget:

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Added Ability To Disable Customer Notification On Ticket Closure

Now you can choose if you want to notify customer on ticket closure.

The ability to disable the notification to the customer on ticket closure has been added to v1.21.12

When you clicked on the close button on a ticket and the “Close Ticket” popup shows, you can set the value for “Notify the Customer?” to “No” if you do not want to notify the customer. The default value is “Yes”

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Tickets Now Have A Reason Field

Tickets now have a “Reason” field, to indicate what caused the ticket to be raised. This will assist in helpdesk ticket reporting.

Please note that the diagnosis field is similar than the reason field, but the reason field is a more restricted field to improve reporting.

This feature is part of the v1.21.13 release.

Go to Workflow –> Helpdesk Ticket List and edit a ticket

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How To Merge Helpdesk Tickets

The helpdesk ticket merging function has been improved to give the user more power over what happens in the merge.

The admin user will be able to select what happens in the merge, such as to whom the merged ticket should be assigned to and which ticket should be kept as the merged ticket.

The improved ticket merging functionality is available from v1.21.08

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Added Two Factor Authentication

Two factor authentication has been added in version 1.21.10

With regards to compliance with GDPR and the Protection of Personal Information Act (4 of 2013), HeroTill can be setup in such a way to prevent personal information from being lost, changed or stolen.

The identity of admin staff using HeroTill can be ensured using two-factor authentication, controlling who has access to customer information on the system.

The customer portal does not have two factor authentication.

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How To Add Labels To List Views

How to add labels to list views

 

 

Labels can be added to the following list views to make it easier to filter or search for records:

    • Billing
    • Customers
    • Devices
    • Feature Requests
    • Helpdesk Tickets
    • Radius Users

Labels for list views has been added in version 1.21.10.

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Changes To Helpdesk Ticket Default List View

Changes to helpdesk ticket default list view includes:

  1. There is a user filter on helpdesk ticket list view which remembers the last user selected. The default user is “All Users”, but once support staff chooses his/her username in the dropdown the system will remember the choice.
  2. All users will see unassigned tickets (tickets not owned and not assigned to anyone) as well, otherwise no one will ever see those tickets. Filter by your own helpdesk department to see only unassigned tickets in your department.
  3. On the Helpdesk ticket list a hidden customer address field was added, so that it is possible to search by address.
  4. Added a date range filter to the helpdesk ticket list. The default date range is the last 12 months

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How To Follow Helpdesk Tickets

You will automatically get notifications if you are subscribed to “Helpdesk Notifications” in your user’s account settings.

Helpdesk notifications includes: when you are assigned to a helpdesk ticket and when the ticket gets updated.

 

To get update notifications even when you are not assigned to a ticket, you can follow a ticket.

Following tickets also helps if you want to quickly find a ticket in your ticket list.

The helpdesk ticket follower feature has been added in v1.21.09.

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Custom Parameters To Sales Application Form

We have added the ability to pre-fill the fields available on the <your_instance>/sales/apply form.

Please note this only works if you have the Sales Leads module activated on your instance.

This feature is only available on HeroTill version v1.21.09 onwards.

 

The idea is that should you have a website (eg. wordpress) with an application form. The application form can look however you design it to look.

The application form’s fields should then get the values the user types in and populate the values as parameters in a URL when the user clicks on “Apply Online” on your website. Then it will take them to your HeroTill’s system “Apply Online” screen with all the values prefilled as was filled in on your website.

Your_HeroTill_Instance_Domain/sales/apply?leadsource=Website&mobile=0799999999&email=joesoap@beemail.com&idnumber=9001025046087&
contactname=Joe%20Soap&comments=This%20is%20a%20comment&companyname=test%20company&
type=Company&street=21%20kerk%20street&suburb=Bodorp&city=George&postalcode=6529

 

apply online sales leads

 

 

You can pre-populate the HeroTill sales application form by supplying parameters below. Read more

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HeroTill To Exhibit At MUM

HeroTill will be exhibiting at this year’s MUM (Mikrotik User Event) event in Cape Town.

Like our page and share this post to stand a chance to receive a free voucher.

 

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Quote Search Screen Updated

The quote search screen will allow you to search for quotes easier. You can view and download the quote from the search screen.

You will also be able to open the related sales lead, ticket and customer for each quote.

The quote screen has been updated in v1.21.00.

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New Lead Search Screen Added

You will now be able to search across all lead statuses in the workflow and will be able to search for closed leads on one screen.

This screen is available from v1.21.04.

Go to Sales –> Lead Search

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Monitoring Of Network Device Interface Changes

HeroTill now monitors and reports on Network Device interface changes.

[This change is in affect from v.1.21.01]

A new cron job called “scan_devices” runs on a fast interval of every 5 minutes. This cron job is written exclusively in perl so as to be fast & lightweight, and does not call any PHP code. It scans all network devices via snmp or Mikrotik API to read the current status of the attached ethernet & vlan interfaces.

Network interface change detection:

When it detects a network interface change of mtu, sync speed, running state or interface name it generates a notification which will be sent to all admin users subscribed to the new “Network Devices Interface Changes” notification. These notifications can be delivered via email, sms or push message (slack).

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Added Related Ticket Widget To Ticket Screen

To help with context on helpdesk tickets, a new “Other Tickets” widget has been added on the right side bar of tickets when you open them.

The Other Tickets widget will show all tickets for the same customer that the current selected ticket is for.

other ticket widget

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Support For SFTP Backups Added

Support For SFTP Backups Added

 

 

Support for SFTP system backups has been added.

Go to Setup –> System Settings –> System Backups

Scroll down to FTP Settings and you will be able to choose between SFTP and FTP as the FTP Method.

sftp