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ProjeQtOr free project management software - [SOLVED] how to link client and ticket - ProjeQtOr

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[SOLVED] how to link client and ticket

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16 Juil 2021 14:26 #1 by ileduc
how to link client and ticket was created by ileduc
Hello everyone,
I am currently in a project of installation of Projeqtor and I have a question : how can you link a client in a ticket ? I am looking for a way to have access to all tickets of on one client on one screen.
Currently, I can only have information of tickets link to a requestor. And I cannot find a way to improve that.

Thank for your help
best regards

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16 Juil 2021 14:56 #2 by babynus
Replied by babynus on topic how to link client and ticket
Link is not direct.
Ticket belongs to a project which is possibly linked to a client.
You can also define the requestor on the ticket. The requestor is a contact that is part of the client.
If you need a direct link, you can use our Screen Customization plugin to add field "idClient". This will add a select list of clients on the ticket.
Babynus
Administrator of ProjeQtOr web site

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16 Juil 2021 14:57 - 16 Juil 2021 14:58 #3 by alainforma
Replied by alainforma on topic how to link client and ticket
Hello,

it could be an improvment as a dev.
Am i answering to Jerome from Belgium?

Bye.
Last edit: 16 Juil 2021 14:58 by alainforma.

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16 Juil 2021 15:31 #4 by ileduc
Replied by ileduc on topic how to link client and ticket
Hi,
thanks for your answers. Fyi, I am not Jerome from Belgium !
I will go with the field "idClient" because we have the plug-in and see if it fits our requirements.

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